Institutional Ownership Msci Eafe Value ETF (EFV)
This table provides information about the institutional ownership of Msci Eafe Value ETF (EFV). We have compiled data on the 1,092 institutions that hold shares in the stock, with a total of 324 Million shares, which have been reported (via 13F filing form) to have a value of $19.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
493
shares
|
$29,540
0.0% of portfolio
|
Q3 2021
Reduced 27.5%
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
472
shares
|
$28,282
0.01% of portfolio
|
Q4 2023
Added 0.21%
|
|
|
Wells Financial Advisors Inc
|
Feb 11, 2025 Q4 2024 |
465
shares
|
$27,862
0.03% of portfolio
|
Q4 2024
Reduced 29.86%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
449
shares
|
$26,904
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
429
shares
|
$25,705
0.0% of portfolio
|
Q1 2024
Reduced 97.29%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Feb 03, 2025 Q4 2024 |
426
shares
|
$25,525
0.01% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
424
shares
|
$25,406
0.0% of portfolio
|
Q4 2024
Added 28.48%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
414
shares
|
$24,806
0.01% of portfolio
|
Q4 2024
Added 27.78%
|
|
|
Perkins Coie Trust CO
|
Jan 15, 2025 Q4 2024 |
400
shares
|
$23,968
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
380
shares
|
$22,769
0.0% of portfolio
|
Q4 2024
Reduced 33.22%
|
|
|
Oakworth Capital, Inc.
|
Jan 27, 2025 Q4 2024 |
378
shares
|
$22,649
0.0% of portfolio
|
Q3 2024
Reduced 75.02%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
376
shares
|
$22,529
0.0% of portfolio
|
Q4 2024
Added 1.62%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
376
shares
|
$22,529
0.0% of portfolio
|
Q2 2024
Reduced 34.15%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Feb 13, 2025 Q4 2024 |
371
shares
|
$22,230
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jan 24, 2025 Q4 2024 |
363
shares
|
$21,750
0.01% of portfolio
|
Q1 2024
Added 85.2%
|
|
|
Ogorek Anthony Joseph
|
Jan 24, 2025 Q4 2024 |
346
shares
|
$20,732
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
330
shares
|
$19,773
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
327
shares
|
$19,593
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
326
shares
|
$19,533
0.02% of portfolio
|
Q2 2024
Added 72.49%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
322
shares
|
$19,294
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
314
shares
|
$18,814
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Toth Financial Advisory Corp
|
Jan 21, 2025 Q4 2024 |
306
shares
|
$18,335
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Feb 21, 2025 Q4 2024 |
302
shares
|
$18,095
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Optimum Investment Advisors
|
Feb 11, 2025 Q4 2024 |
301
shares
|
$18,035
0.01% of portfolio
|
Q3 2020
New holding
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
300
shares
|
$17,976
0.0% of portfolio
|
Q1 2023
New holding
|