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 |
|---|---|---|---|---|---|
|
Legacy Wealth Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
25,355
shares
|
$1.38 Million
0.41% of portfolio
|
Q4 2024
Added 452.04%
|
|
|
Tempus Wealth Planning, LLC
|
Jan 24, 2025 Q4 2024 |
25,253
shares
|
$1.38 Million
0.45% of portfolio
|
Q4 2024
Added 8.43%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
25,124
shares
|
$1.37 Million
1.68% of portfolio
|
Q3 2022
Reduced 16.97%
|
|
|
Keybank National Association
|
Oct 31, 2024 Q3 2024 |
25,090
shares
|
$1.37 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.27%
|
|
|
Fortress Wealth Management, Inc.
|
Jan 22, 2025 Q4 2024 |
25,052
shares
|
$1.37 Million
0.74% of portfolio
|
Q4 2024
Reduced 4.21%
|
|
|
Aspire Private Capital, LLC
|
Jan 17, 2025 Q4 2024 |
24,901
shares
|
$1.36 Million
0.33% of portfolio
|
Q4 2024
Added 14.07%
|
|
|
G&S Capital LLC
|
Oct 16, 2024 Q3 2024 |
24,847
shares
|
$1.35 Million
0.62% of portfolio
|
Q3 2024
Reduced 2.02%
|
|
|
South State Corp
|
Nov 08, 2024 Q3 2024 |
24,706
shares
|
$1.35 Million
0.1% of portfolio
|
Q3 2024
Added 1.69%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jan 24, 2025 Q4 2024 |
24,679
shares
|
$1.35 Million
0.43% of portfolio
|
Q4 2024
Added 3.51%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
24,622
shares
|
$1.34 Million
0.06% of portfolio
|
Q3 2024
Added 45.93%
|
|
|
Rda Financial Network
|
Jan 15, 2025 Q4 2024 |
24,407
shares
|
$1.33 Million
0.38% of portfolio
|
Q4 2024
Added 154.48%
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
24,255
shares
|
$1.32 Million
0.12% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
23,982
shares
|
$1.31 Million
0.41% of portfolio
|
Q3 2024
Added 37.92%
|
|
|
Beam Wealth Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
23,931
shares
|
$1.3 Million
0.42% of portfolio
|
Q3 2024
Added 19.58%
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
Jan 21, 2025 Q3 2024 |
23,855
shares
|
$1.3 Million
0.88% of portfolio
|
Q3 2024
Added 56.66%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 13, 2025 Q4 2024 |
23,834
shares
|
$1.3 Million
0.25% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
23,782
shares
|
$1.3 Million
0.12% of portfolio
|
Q3 2024
Added 2.02%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 12, 2024 Q3 2024 |
23,661
shares
|
$1.29 Million
0.21% of portfolio
|
Q3 2024
Reduced 4.47%
|
|
|
Falcon Wealth Planning
|
Jan 22, 2025 Q4 2024 |
23,584
shares
|
$1.29 Million
0.15% of portfolio
|
Q4 2024
Reduced 6.36%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Nov 14, 2024 Q3 2024 |
23,573
shares
|
$1.28 Million
1.46% of portfolio
|
Q3 2024
Added 3.15%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
23,456
shares
|
$1.28 Million
0.04% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
23,254
shares
|
$1.27 Million
0.01% of portfolio
|
Q3 2024
Added 1.2%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 08, 2024 Q3 2024 |
23,246
shares
|
$1.27 Million
0.11% of portfolio
|
Q3 2024
Added 111.69%
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Oct 31, 2024 Q3 2024 |
23,167
shares
|
$1.26 Million
1.13% of portfolio
|
Q3 2024
New holding
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
22,904
shares
|
$1.25 Million
0.62% of portfolio
|
Q1 2024
Added 5.55%
|