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 1,093 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 |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
58,027,852
shares
|
$3.5 Billion
1.01% of portfolio
|
Q4 2024
Added 7.47%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
17,195,268
shares
|
$1.04 Billion
0.38% of portfolio
|
Q4 2024
Added 34.62%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
14,326,441
shares
|
$864 Million
0.06% of portfolio
|
Q4 2024
Added 8.26%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
12,803,041
shares
|
$772 Million
0.89% of portfolio
|
Q4 2024
Added 3.91%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
12,598,311
shares
|
$760 Million
0.63% of portfolio
|
Q4 2024
Reduced 14.0%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
10,428,733
shares
|
$629 Million
1.97% of portfolio
|
Q4 2024
Added 5.81%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
9,829,375
shares
|
$593 Million
0.04% of portfolio
|
Q4 2024
Added 1.4%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
9,448,653
shares
|
$570 Million
0.04% of portfolio
|
Q4 2024
Added 13.76%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
6,175,871
shares
|
$373 Million
3.33% of portfolio
|
Q4 2024
Added 8.15%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
6,037,621
shares
|
$364 Million
1.31% of portfolio
|
Q4 2024
Reduced 2.27%
|
|
|
Alliancebernstein L.P.
New York, NY |
Feb 12, 2025 Q4 2024 |
5,781,455
shares
|
$349 Million
0.11% of portfolio
|
Q4 2024
Added 122.26%
|
|
|
Auto Owners Insurance CO
Lansing, MI |
Feb 14, 2025 Q4 2024 |
4,588,000
shares
|
$277 Million
5.6% of portfolio
|
Q4 2024
Added 15.77%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
4,089,817
shares
|
$247 Million
0.06% of portfolio
|
Q4 2024
Added 10.59%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
3,788,292
shares
|
$229 Million
4.08% of portfolio
|
Q3 2022
Reduced 22.86%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
3,753,964
shares
|
$226 Million
0.68% of portfolio
|
Q4 2024
Added 10.53%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
3,421,419
shares
|
$206 Million
0.12% of portfolio
|
Q4 2024
Reduced 5.95%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
3,157,576
shares
|
$190 Million
0.46% of portfolio
|
Q4 2024
Added 7.5%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
3,104,193
shares
|
$187 Million
0.0% of portfolio
|
Q2 2024
Reduced 34.19%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
3,005,384
shares
|
$181 Million
0.34% of portfolio
|
Q4 2024
Added 8.85%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
2,907,606
shares
|
$175 Million
0.03% of portfolio
|
Q4 2024
Added 4.51%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
2,629,487
shares
|
$159 Million
0.03% of portfolio
|
Q4 2024
Added 17.53%
|
|
|
M&T Bank Corp
|
Feb 06, 2025 Q4 2024 |
2,578,657
shares
|
$156 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.95%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
2,545,795
shares
|
$154 Million
0.27% of portfolio
|
Q4 2024
Added 1.97%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Feb 12, 2025 Q4 2024 |
2,454,382
shares
|
$148 Million
3.01% of portfolio
|
Q4 2024
Added 4.22%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
2,401,537
shares
|
$145 Million
1.52% of portfolio
|
Q4 2024
Reduced 7.08%
|