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 |
|---|---|---|---|---|---|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
22,866
shares
|
$1.25 Million
0.02% of portfolio
|
Q3 2024
Reduced 57.27%
|
|
|
Gilman Hill Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
22,814
shares
|
$1.24 Million
0.21% of portfolio
|
Q4 2024
Added 225.26%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
22,756
shares
|
$1.24 Million
0.02% of portfolio
|
Q3 2024
Added 3.01%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
22,669
shares
|
$1.24 Million
0.75% of portfolio
|
Q3 2024
Added 132.0%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
22,544
shares
|
$1.23 Million
0.04% of portfolio
|
Q3 2024
Reduced 14.94%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
22,527
shares
|
$1.23 Million
0.02% of portfolio
|
Q3 2024
Reduced 51.98%
|
|
|
Veracity Capital LLC
|
Jan 17, 2025 Q4 2024 |
22,444
shares
|
$1.22 Million
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Causeway Capital Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
22,400
shares
|
$1.22 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
22,331
shares
|
$1.22 Million
0.05% of portfolio
|
Q2 2024
Reduced 45.82%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
22,312
shares
|
$1.22 Million
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
22,082
shares
|
$1.2 Million
0.37% of portfolio
|
Q2 2022
Reduced 1.9%
|
|
|
Patten Group, Inc.
|
Oct 08, 2024 Q3 2024 |
21,879
shares
|
$1.19 Million
0.29% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Campion Asset Management
|
Nov 13, 2024 Q3 2024 |
21,855
shares
|
$1.19 Million
0.93% of portfolio
|
Q3 2024
Reduced 10.21%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Nov 06, 2024 Q3 2024 |
21,812
shares
|
$1.19 Million
0.38% of portfolio
|
Q3 2024
Reduced 8.5%
|
|
|
Independence Bank Of Kentucky
|
Jan 24, 2025 Q4 2024 |
21,495
shares
|
$1.17 Million
0.18% of portfolio
|
Q4 2024
Added 9.02%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
20,968
shares
|
$1.14 Million
0.23% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Arcadia Wealth Management, LLC
Manchester, NH |
Jan 23, 2025 Q4 2024 |
20,833
shares
|
$1.14 Million
0.55% of portfolio
|
Q4 2024
Added 2.27%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
20,694
shares
|
$1.13 Million
0.02% of portfolio
|
Q3 2024
Added 82.66%
|
|
|
Addison Capital CO
|
Oct 17, 2024 Q3 2024 |
20,606
shares
|
$1.12 Million
0.5% of portfolio
|
Q3 2024
Added 12.54%
|
|
|
Aveo Capital Partners, LLC
|
Nov 12, 2024 Q3 2024 |
20,168
shares
|
$1.1 Million
0.13% of portfolio
|
Q3 2024
Added 11.59%
|
|
|
Beacon Financial Advisory LLC
|
Oct 30, 2024 Q3 2024 |
20,139
shares
|
$1.1 Million
0.43% of portfolio
|
Q3 2024
Added 63.9%
|
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
Oct 31, 2024 Q3 2024 |
20,114
shares
|
$1.1 Million
0.41% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
Jan 24, 2025 Q4 2024 |
20,091
shares
|
$1.09 Million
0.99% of portfolio
|
Q4 2024
New holding
|
|
|
Hanlon Investment Management, Inc.
|
Oct 30, 2024 Q3 2024 |
19,803
shares
|
$1.08 Million
0.32% of portfolio
|
Q3 2024
Added 191.39%
|
|
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
Jan 22, 2025 Q4 2024 |
19,659
shares
|
$1.07 Million
0.9% of portfolio
|
Q4 2024
New holding
|