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 1,055 institutions that hold shares in the stock, with a total of 302 Million shares, which have been reported (via 13F filing form) to have a value of $16.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Nov 08, 2024 Q3 2024 |
9,845
shares
|
$546,889
0.3% of portfolio
|
Q2 2024
New holding
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Jan 30, 2025 Q4 2024 |
9,795
shares
|
$544,112
0.5% of portfolio
|
Q4 2024
New holding
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
9,746
shares
|
$541,390
0.04% of portfolio
|
Q3 2024
Reduced 3.12%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
9,669
shares
|
$537,112
0.13% of portfolio
|
Q4 2024
Reduced 2.05%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
9,659
shares
|
$536,557
0.07% of portfolio
|
Q3 2024
Added 122.3%
|
|
|
Evanson Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
9,652
shares
|
$536,168
0.04% of portfolio
|
Q2 2024
Reduced 3.77%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Jan 31, 2025 Q4 2024 |
9,640
shares
|
$535,502
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
9,629
shares
|
$534,890
0.03% of portfolio
|
Q3 2024
Added 29.81%
|
|
|
Hrt Financial LP
New York, NY |
Nov 12, 2024 Q3 2024 |
9,601
shares
|
$533,335
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jan 28, 2025 Q4 2024 |
9,578
shares
|
$532,057
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jan 28, 2025 Q4 2024 |
9,571
shares
|
$531,669
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
9,552
shares
|
$530,613
0.17% of portfolio
|
Q4 2024
Reduced 56.74%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 14, 2024 Q3 2024 |
9,481
shares
|
$526,669
0.08% of portfolio
|
Q3 2024
Added 8.86%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
9,442
shares
|
$524,503
0.01% of portfolio
|
Q1 2024
Reduced 0.69%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 13, 2024 Q3 2024 |
9,417
shares
|
$523,114
0.08% of portfolio
|
Q3 2024
Added 7.7%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
9,291
shares
|
$516,115
0.01% of portfolio
|
Q3 2024
Reduced 2.92%
|
|
|
Beacon Financial Group
|
Jan 29, 2025 Q4 2024 |
9,263
shares
|
$514,559
0.05% of portfolio
|
Q4 2024
Reduced 29.84%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Jan 30, 2025 Q4 2024 |
9,164
shares
|
$509,060
0.24% of portfolio
|
Q3 2024
Reduced 9.46%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
9,084
shares
|
$504,616
0.02% of portfolio
|
Q4 2024
Reduced 15.54%
|
|
|
Essex Savings Bank
|
Jan 14, 2025 Q4 2024 |
9,014
shares
|
$500,727
0.12% of portfolio
|
Q4 2024
Added 7.34%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
8,909
shares
|
$494,894
0.14% of portfolio
|
Q3 2024
Added 78.5%
|
|
|
Lion Street Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
8,906
shares
|
$494,728
0.15% of portfolio
|
Q4 2024
Added 42.13%
|
|
|
Osborne Partners Capital Management, LLC
|
Jan 24, 2025 Q4 2024 |
8,800
shares
|
$488,840
0.03% of portfolio
|
Q2 2024
Reduced 14.56%
|
|
|
Herold Advisors, Inc.
|
Nov 14, 2024 Q3 2024 |
8,600
shares
|
$477,730
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Wambolt & Associates, LLC
|
Nov 08, 2024 Q3 2024 |
8,581
shares
|
$476,674
0.13% of portfolio
|
Q3 2024
Reduced 26.09%
|