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 |
|---|---|---|---|---|---|
|
Bay Harbor Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
157,092
shares
|
$9.41 Million
2.72% of portfolio
|
Q4 2024
Added 18.93%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
156,776
shares
|
$9.39 Million
1.19% of portfolio
|
Q4 2024
Added 3.6%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
154,725
shares
|
$9.27 Million
1.18% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Mc Lean Asset Management Corp
|
Jan 22, 2025 Q4 2024 |
154,518
shares
|
$9.26 Million
2.43% of portfolio
|
Q4 2024
Reduced 4.78%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
154,404
shares
|
$9.25 Million
0.11% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
N.E.W. Advisory Services LLC
|
Jan 23, 2025 Q4 2024 |
154,246
shares
|
$9.24 Million
0.78% of portfolio
|
Q4 2024
Added 7.08%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
152,635
shares
|
$9.15 Million
0.68% of portfolio
|
Q4 2024
Added 3815775.0%
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
149,386
shares
|
$8.95 Million
0.59% of portfolio
|
Q4 2024
Added 1.85%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
147,085
shares
|
$8.81 Million
0.31% of portfolio
|
Q4 2024
Added 12.63%
|
|
|
Certus Wealth Management, LLC
Redwood City, CA |
Feb 11, 2025 Q4 2024 |
147,051
shares
|
$8.81 Million
5.35% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
145,266
shares
|
$8.7 Million
3.96% of portfolio
|
Q1 2024
Reduced 10.55%
|
|
|
Cobblestone Asset Management LLC
Richmond, VA |
Jan 22, 2025 Q4 2024 |
145,042
shares
|
$8.69 Million
4.96% of portfolio
|
Q4 2024
Added 10.29%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Feb 26, 2025 Q4 2024 |
143,577
shares
|
$8.6 Million
1.15% of portfolio
|
Q4 2024
Added 4.88%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
143,053
shares
|
$8.57 Million
0.25% of portfolio
|
Q4 2024
Reduced 41.2%
|
|
|
Shore Haven Wealth Partners, LLC
|
Jan 29, 2025 Q4 2024 |
141,906
shares
|
$8.5 Million
3.67% of portfolio
|
Q4 2024
Added 11.1%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
141,189
shares
|
$8.46 Million
1.05% of portfolio
|
Q4 2024
New holding
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Feb 06, 2025 Q4 2024 |
141,099
shares
|
$8.45 Million
2.67% of portfolio
|
Q4 2024
Added 148.25%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Feb 18, 2025 Q4 2024 |
140,926
shares
|
$8.44 Million
0.52% of portfolio
|
Q4 2024
Added 3.57%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
140,022
shares
|
$8.39 Million
2.88% of portfolio
|
Q3 2024
Reduced 2.49%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
138,777
shares
|
$8.32 Million
0.14% of portfolio
|
Q4 2024
Added 56.02%
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
137,891
shares
|
$8.26 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
137,525
shares
|
$8.24 Million
0.21% of portfolio
|
Q4 2024
Reduced 2.58%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
137,208
shares
|
$8.22 Million
0.27% of portfolio
|
Q4 2023
New holding
|
|
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
Feb 14, 2025 Q4 2024 |
136,450
shares
|
$8.18 Million
13.74% of portfolio
|
Q3 2024
New holding
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Feb 11, 2025 Q4 2024 |
134,207
shares
|
$8.04 Million
0.25% of portfolio
|
Q4 2024
Added 18.77%
|