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 1,027 institutions that hold shares in the stock, with a total of 297 Million shares, which have been reported (via 13F filing form) to have a value of $15.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Aug 08, 2024 Q2 2024 |
96,075
shares
|
$4.98 Million
2.22% of portfolio
|
Q2 2024
Reduced 1.08%
|
|
|
Courier Capital LLC
|
Oct 22, 2024 Q3 2024 |
95,970
shares
|
$4.98 Million
0.38% of portfolio
|
Q3 2024
Added 26.33%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
95,793
shares
|
$4.97 Million
0.26% of portfolio
|
Q3 2024
Added 144.88%
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
Jan 07, 2025 Q4 2024 |
94,827
shares
|
$4.92 Million
2.52% of portfolio
|
Q4 2024
New holding
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
94,153
shares
|
$4.88 Million
0.7% of portfolio
|
Q3 2024
Added 1.91%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Nov 12, 2024 Q3 2024 |
93,441
shares
|
$4.85 Million
2.87% of portfolio
|
Q3 2024
Added 73.09%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 13, 2024 Q3 2024 |
93,132
shares
|
$4.83 Million
2.24% of portfolio
|
Q3 2024
Added 103.62%
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
92,896
shares
|
$4.82 Million
0.19% of portfolio
|
Q3 2024
Reduced 54.51%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 12, 2024 Q3 2024 |
92,292
shares
|
$4.79 Million
0.29% of portfolio
|
Q3 2024
Added 1.73%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Nov 01, 2024 Q3 2024 |
92,237
shares
|
$4.79 Million
0.93% of portfolio
|
Q3 2024
Reduced 34.56%
|
|
|
Firethorn Wealth Partners, LLC
|
Oct 16, 2024 Q3 2024 |
91,400
shares
|
$4.74 Million
2.79% of portfolio
|
Q3 2024
Added 83.43%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
91,302
shares
|
$4.74 Million
0.14% of portfolio
|
Q3 2024
Added 133.72%
|
|
|
Legacy Financial Group LLC
|
Oct 15, 2024 Q3 2024 |
90,168
shares
|
$4.68 Million
1.0% of portfolio
|
Q3 2024
Added 19.22%
|
|
|
Northwest Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
89,478
shares
|
$4.64 Million
1.22% of portfolio
|
Q3 2024
Reduced 3.95%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
88,948
shares
|
$4.61 Million
0.1% of portfolio
|
Q2 2024
Reduced 25.96%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Nov 12, 2024 Q3 2024 |
88,395
shares
|
$4.59 Million
3.38% of portfolio
|
Q3 2024
Added 68.48%
|
|
|
Riverwater Partners LLC
|
Oct 22, 2024 Q3 2024 |
88,285
shares
|
$4.58 Million
2.8% of portfolio
|
Q2 2024
Reduced 14.03%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
88,021
shares
|
$4.57 Million
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Stage Harbor Financial, LLC
Needham, MA |
Oct 16, 2024 Q3 2024 |
87,118
shares
|
$4.52 Million
4.49% of portfolio
|
Q3 2024
Reduced 2.63%
|
|
|
Merriman Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
87,065
shares
|
$4.52 Million
0.21% of portfolio
|
Q3 2024
Reduced 3.11%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Oct 21, 2024 Q3 2024 |
86,597
shares
|
$4.49 Million
1.27% of portfolio
|
Q3 2024
Added 40.35%
|
|
|
Mount Yale Investment Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
86,554
shares
|
$4.49 Million
0.48% of portfolio
|
Q3 2024
Added 113.05%
|
|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
Nov 22, 2024 Q3 2024 |
86,039
shares
|
$4.46 Million
2.01% of portfolio
|
Q3 2024
Added 287.7%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 04, 2024 Q3 2024 |
85,632
shares
|
$4.44 Million
0.45% of portfolio
|
Q3 2024
Added 114.19%
|
|
|
Wealth Architects, LLC
|
Oct 31, 2024 Q3 2024 |
85,250
shares
|
$4.42 Million
0.58% of portfolio
|
Q3 2024
Reduced 0.07%
|