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 1,091 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 |
|---|---|---|---|---|---|
|
Gilman Hill Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
22,814
shares
|
$1.36 Million
0.21% of portfolio
|
Q4 2024
Added 225.26%
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Feb 06, 2025 Q4 2024 |
22,757
shares
|
$1.36 Million
0.84% of portfolio
|
Q4 2024
Reduced 1.77%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
22,669
shares
|
$1.35 Million
0.75% of portfolio
|
Q3 2024
Added 132.0%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Feb 14, 2025 Q4 2024 |
22,535
shares
|
$1.35 Million
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
Cullen Capital Management, LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
22,519
shares
|
$1.34 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Veracity Capital LLC
|
Jan 17, 2025 Q4 2024 |
22,444
shares
|
$1.34 Million
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
22,312
shares
|
$1.33 Million
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Patten Group, Inc.
|
Feb 06, 2025 Q4 2024 |
22,193
shares
|
$1.32 Million
0.26% of portfolio
|
Q4 2024
Added 1.44%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Feb 12, 2025 Q4 2024 |
21,980
shares
|
$1.31 Million
0.98% of portfolio
|
Q4 2024
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
21,910
shares
|
$1.31 Million
0.01% of portfolio
|
Q4 2024
Added 5.88%
|
|
|
Campion Asset Management
|
Feb 13, 2025 Q4 2024 |
21,845
shares
|
$1.3 Million
0.87% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Maryland State Retirement & Pension System
|
Feb 10, 2025 Q4 2024 |
21,690
shares
|
$1.29 Million
0.03% of portfolio
|
Q4 2024
Reduced 33.44%
|
|
|
Independence Bank Of Kentucky
|
Jan 24, 2025 Q4 2024 |
21,495
shares
|
$1.28 Million
0.18% of portfolio
|
Q4 2024
Added 9.02%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
21,103
shares
|
$1.26 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Feb 14, 2025 Q4 2024 |
21,041
shares
|
$1.26 Million
0.16% of portfolio
|
Q4 2024
Reduced 11.07%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
21,031
shares
|
$1.26 Million
0.0% of portfolio
|
Q4 2024
Added 21.03%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
20,968
shares
|
$1.25 Million
0.23% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jan 29, 2025 Q4 2024 |
20,946
shares
|
$1.25 Million
0.34% of portfolio
|
Q4 2024
Reduced 3.97%
|
|
|
Arcadia Wealth Management, LLC
Manchester, NH |
Jan 23, 2025 Q4 2024 |
20,833
shares
|
$1.24 Million
0.55% of portfolio
|
Q4 2024
Added 2.27%
|
|
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
Jan 24, 2025 Q4 2024 |
20,091
shares
|
$1.2 Million
0.99% of portfolio
|
Q4 2024
New holding
|
|
|
Fedenia Advisers LLC
Madison, WI |
Jan 31, 2025 Q4 2024 |
19,951
shares
|
$1.19 Million
0.61% of portfolio
|
Q4 2024
New holding
|
|
|
Absolute Capital Management, LLC
|
Feb 11, 2025 Q4 2024 |
19,945
shares
|
$1.19 Million
0.6% of portfolio
|
Q4 2024
Added 10.15%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
19,866
shares
|
$1.19 Million
0.02% of portfolio
|
Q4 2024
Added 13.85%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Feb 07, 2025 Q4 2024 |
19,799
shares
|
$1.18 Million
0.88% of portfolio
|
Q4 2024
New holding
|
|
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
Jan 22, 2025 Q4 2024 |
19,659
shares
|
$1.17 Million
0.9% of portfolio
|
Q4 2024
New holding
|