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 |
|---|---|---|---|---|---|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
55,391
shares
|
$3.32 Million
0.24% of portfolio
|
Q4 2023
Added 0.39%
|
|
|
Dohj, LLC
Seattle, WA |
Jan 23, 2025 Q4 2024 |
55,000
shares
|
$3.3 Million
0.67% of portfolio
|
Q4 2024
Added 2.24%
|
|
|
Pinnacle Financial Partners Inc
|
Feb 03, 2025 Q4 2024 |
54,856
shares
|
$3.29 Million
0.06% of portfolio
|
Q4 2024
Added 40.45%
|
|
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
Feb 14, 2025 Q4 2024 |
53,533
shares
|
$3.21 Million
2.2% of portfolio
|
Q4 2024
New holding
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Feb 13, 2025 Q4 2024 |
53,385
shares
|
$3.2 Million
2.5% of portfolio
|
Q4 2024
Added 1.26%
|
|
|
Black Diamond Wealth Management Inc.
|
Feb 10, 2025 Q4 2024 |
53,158
shares
|
$3.19 Million
1.93% of portfolio
|
Q4 2024
Reduced 4.47%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Jan 22, 2025 Q4 2024 |
52,604
shares
|
$3.15 Million
1.47% of portfolio
|
Q4 2024
Reduced 8.89%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Jan 27, 2025 Q4 2024 |
52,317
shares
|
$3.13 Million
0.99% of portfolio
|
Q4 2024
Added 32.56%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
51,821
shares
|
$3.11 Million
0.01% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Amg National Trust Bank
|
Feb 06, 2025 Q4 2024 |
51,709
shares
|
$3.1 Million
0.07% of portfolio
|
Q4 2024
Added 2.25%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jan 23, 2025 Q4 2024 |
51,613
shares
|
$3.09 Million
0.92% of portfolio
|
Q4 2024
Added 6.95%
|
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
Jan 31, 2025 Q4 2024 |
51,588
shares
|
$3.09 Million
0.88% of portfolio
|
Q4 2024
Added 156.48%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Jan 31, 2025 Q4 2024 |
50,719
shares
|
$3.04 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
49,705
shares
|
$2.98 Million
0.6% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Sage Financial Group Inc
|
Jan 23, 2025 Q4 2024 |
49,271
shares
|
$2.95 Million
0.21% of portfolio
|
Q4 2024
Added 61.3%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
49,026
shares
|
$2.94 Million
0.2% of portfolio
|
Q4 2024
Added 15.11%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Feb 28, 2025 Q4 2024 |
48,310
shares
|
$2.89 Million
1.25% of portfolio
|
Q4 2024
New holding
|
|
|
Geisinger Health
Danville, PA |
Aug 14, 2024 Q2 2024 |
47,800
shares
|
$2.86 Million
0.74% of portfolio
|
Q2 2024
Reduced 70.13%
|
|
|
Bush Investment Group, LLC
Valdosta, GA |
Feb 13, 2025 Q4 2024 |
47,744
shares
|
$2.86 Million
1.96% of portfolio
|
Q4 2024
Added 8.97%
|
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
Nov 21, 2024 Q3 2024 |
47,683
shares
|
$2.86 Million
0.46% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
47,647
shares
|
$2.86 Million
0.03% of portfolio
|
Q4 2024
Added 7.05%
|
|
|
Ridgeline Wealth, LLC
Mesa, AZ |
Jan 06, 2025 Q4 2024 |
47,372
shares
|
$2.84 Million
2.03% of portfolio
|
Q4 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
47,137
shares
|
$2.82 Million
0.09% of portfolio
|
Q4 2024
Added 18.33%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 13, 2025 Q4 2024 |
46,945
shares
|
$2.81 Million
0.28% of portfolio
|
Q4 2024
Reduced 25.64%
|
|
|
Shufro Rose & CO LLC
|
Feb 25, 2025 Q4 2024 |
46,843
shares
|
$2.81 Million
0.21% of portfolio
|
Q4 2024
Added 1.54%
|