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 |
|---|---|---|---|---|---|
|
Hurley Capital, LLC
New York, NY |
Feb 12, 2025 Q4 2024 |
299
shares
|
$17,916
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
296
shares
|
$17,736
0.0% of portfolio
|
Q4 2024
Added 27.04%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
293
shares
|
$17,556
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Jan 24, 2025 Q4 2024 |
280
shares
|
$16,777
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Feb 10, 2025 Q4 2024 |
254
shares
|
$15,219
0.0% of portfolio
|
Q4 2023
Reduced 75.24%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
250
shares
|
$14,980
0.0% of portfolio
|
Q3 2024
Reduced 19.09%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
245
shares
|
$14,680
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
241
shares
|
$14,440
0.0% of portfolio
|
Q1 2023
Reduced 23.73%
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
235
shares
|
$14,081
0.0% of portfolio
|
Q4 2024
Added 1.73%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jan 24, 2025 Q4 2024 |
233
shares
|
$13,961
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 17, 2025 Q4 2024 |
230
shares
|
$13,781
0.0% of portfolio
|
Q4 2024
Reduced 70.4%
|
|
|
Human Investing LLC
|
Jan 31, 2025 Q4 2024 |
217
shares
|
$13,002
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Jan 13, 2025 Q4 2024 |
212
shares
|
$12,703
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jan 06, 2025 Q4 2024 |
210
shares
|
$12,583
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Simplex Trading, LLC
|
Feb 11, 2025 Q4 2024 |
209
shares
|
$12,523
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
207
shares
|
$12,403
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
199
shares
|
$11,924
0.0% of portfolio
|
Q2 2024
Added 2.58%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Feb 11, 2025 Q4 2024 |
190
shares
|
$11,384
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Hantz Financial Services, Inc.
|
Jan 23, 2025 Q4 2024 |
188
shares
|
$11,264
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Feb 06, 2025 Q4 2024 |
183
shares
|
$10,965
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Feb 13, 2025 Q4 2024 |
183
shares
|
$10,965
0.02% of portfolio
|
Q4 2024
Reduced 76.33%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
180
shares
|
$10,785
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Paladin Advisory Group, LLC
|
Jan 23, 2025 Q4 2024 |
178
shares
|
$10,665
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
Feb 12, 2025 Q4 2024 |
178
shares
|
$10,665
0.01% of portfolio
|
Q4 2024
Reduced 9.64%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Feb 14, 2025 Q4 2024 |
174
shares
|
$10,426
0.01% of portfolio
|
Q4 2024
New holding
|