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 1,043 institutions that hold shares in the stock, with a total of 300 Million shares, which have been reported (via 13F filing form) to have a value of $16.3 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
35,571
shares
|
$1.94 Million
0.21% of portfolio
|
Q4 2024
Added 15.82%
|
|
Commonwealth Retirement Investments LLC
Richmond, VA |
Nov 05, 2024 Q3 2024 |
35,530
shares
|
$1.94 Million
0.86% of portfolio
|
Q3 2024
Added 113.27%
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 14, 2025 Q4 2024 |
34,991
shares
|
$1.91 Million
0.43% of portfolio
|
Q4 2024
Added 0.53%
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
34,762
shares
|
$1.89 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
34,714
shares
|
$1.89 Million
0.1% of portfolio
|
Q3 2024
Reduced 0.74%
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Jan 21, 2025 Q4 2024 |
34,594
shares
|
$1.89 Million
1.44% of portfolio
|
Q4 2024
Added 8.68%
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
34,515
shares
|
$1.88 Million
0.48% of portfolio
|
Q3 2023
Added 0.49%
|
|
Dentgroup LLC
|
Jan 03, 2025 Q4 2024 |
34,078
shares
|
$1.86 Million
1.45% of portfolio
|
Q4 2024
Added 12.02%
|
|
Navellier & Associates Inc
Reno, NV |
Nov 12, 2024 Q3 2024 |
33,333
shares
|
$1.82 Million
0.27% of portfolio
|
Q3 2023
New holding
|
|
Weil Company, Inc.
|
Nov 04, 2024 Q3 2024 |
32,910
shares
|
$1.79 Million
0.67% of portfolio
|
Q3 2024
Reduced 1.62%
|
|
Maryland State Retirement & Pension System
|
Nov 12, 2024 Q3 2024 |
32,587
shares
|
$1.78 Million
0.04% of portfolio
|
Q3 2024
Added 39.88%
|
|
Clearview Wealth Advisors LLC
|
Jan 24, 2025 Q4 2024 |
32,389
shares
|
$1.77 Million
1.31% of portfolio
|
Q4 2024
Added 99.45%
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
32,191
shares
|
$1.75 Million
0.05% of portfolio
|
Q2 2020
Reduced 89.02%
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
32,061
shares
|
$1.75 Million
0.14% of portfolio
|
Q3 2024
Reduced 17.13%
|
|
Stegner Investment Associates Inc.
|
Oct 11, 2024 Q3 2024 |
32,046
shares
|
$1.75 Million
1.25% of portfolio
|
Q3 2024
Reduced 1.88%
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
31,992
shares
|
$1.74 Million
0.04% of portfolio
|
Q4 2024
Reduced 1.12%
|
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
Nov 07, 2024 Q3 2024 |
31,958
shares
|
$1.74 Million
1.1% of portfolio
|
Q3 2024
Added 172.54%
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
31,922
shares
|
$1.74 Million
0.08% of portfolio
|
Q4 2024
Added 192.38%
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
31,753
shares
|
$1.73 Million
0.06% of portfolio
|
Q4 2024
Added 2.8%
|
|
True Private Wealth Advisors
|
Nov 14, 2024 Q3 2024 |
31,664
shares
|
$1.73 Million
0.23% of portfolio
|
Q3 2024
Added 114.4%
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
Nov 12, 2024 Q3 2024 |
31,403
shares
|
$1.71 Million
0.11% of portfolio
|
Q3 2024
Added 0.54%
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
31,095
shares
|
$1.69 Million
0.05% of portfolio
|
Q3 2024
Added 5.22%
|
|
Seldon Capital LP
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
31,000
shares
|
$1.69 Million
1.42% of portfolio
|
Q2 2022
Reduced 58.11%
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
30,899
shares
|
$1.68 Million
0.04% of portfolio
|
Q3 2024
Added 19.12%
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
30,680
shares
|
$1.67 Million
0.06% of portfolio
|
Q3 2024
Reduced 27.13%
|