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 |
|---|---|---|---|---|---|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
30,187
shares
|
$1.65 Million
0.15% of portfolio
|
Q2 2024
Reduced 3.19%
|
|
|
Neumann Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
29,785
shares
|
$1.62 Million
0.52% of portfolio
|
Q3 2023
Added 7.2%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
29,784
shares
|
$1.62 Million
0.01% of portfolio
|
Q3 2024
Added 22.83%
|
|
|
Briggs Advisory Group, Inc.
|
Oct 27, 2023 Q3 2023 |
29,507
shares
|
$1.61 Million
0.83% of portfolio
|
Q4 2022
Reduced 1.74%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
29,382
shares
|
$1.6 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sagace Wealth Management LLC
St. Petersburg, FL |
Jan 14, 2025 Q4 2024 |
28,906
shares
|
$1.58 Million
1.13% of portfolio
|
Q4 2024
Reduced 25.6%
|
|
|
Concorde Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
28,832
shares
|
$1.57 Million
0.96% of portfolio
|
Q3 2024
Added 14.6%
|
|
|
Windward Private Wealth Management Inc.
|
Oct 31, 2024 Q3 2024 |
28,779
shares
|
$1.57 Million
0.64% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
28,738
shares
|
$1.57 Million
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
28,738
shares
|
$1.57 Million
0.1% of portfolio
|
Q3 2024
Added 33.33%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
28,667
shares
|
$1.56 Million
0.1% of portfolio
|
Q3 2024
Added 35.68%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
28,542
shares
|
$1.56 Million
0.61% of portfolio
|
Q3 2023
Reduced 48.02%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
28,425
shares
|
$1.55 Million
0.94% of portfolio
|
Q2 2023
Reduced 48.42%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
28,337
shares
|
$1.54 Million
0.06% of portfolio
|
Q3 2024
Added 25.03%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
28,265
shares
|
$1.54 Million
0.59% of portfolio
|
Q4 2024
Added 4.7%
|
|
|
Univest Financial Corp
|
Nov 14, 2024 Q3 2024 |
27,940
shares
|
$1.52 Million
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
27,906
shares
|
$1.52 Million
0.11% of portfolio
|
Q4 2024
Added 28.04%
|
|
|
Hsbc Holdings PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
27,506
shares
|
$1.5 Million
0.0% of portfolio
|
Q3 2024
Reduced 48.44%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
27,093
shares
|
$1.48 Million
0.02% of portfolio
|
Q3 2024
Added 14.31%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
26,519
shares
|
$1.45 Million
0.16% of portfolio
|
Q3 2024
Added 180.71%
|
|
|
Cooper Financial Group
|
Jan 13, 2025 Q4 2024 |
26,390
shares
|
$1.44 Million
0.17% of portfolio
|
Q4 2024
Added 29.36%
|
|
|
Lvw Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
26,374
shares
|
$1.44 Million
0.17% of portfolio
|
Q4 2024
Added 1.05%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
26,143
shares
|
$1.42 Million
0.06% of portfolio
|
Q2 2024
Added 0.3%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Jan 22, 2025 Q4 2024 |
25,853
shares
|
$1.41 Million
0.84% of portfolio
|
Q4 2024
Added 5.78%
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
25,479
shares
|
$1.39 Million
0.47% of portfolio
|
Q3 2024
Reduced 0.54%
|