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 1,051 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 $16.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Citizens Business Bank
Ontario, CA |
Nov 07, 2024 Q3 2024 |
7,756
shares
|
$425,339
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Carlson Capital Management
|
Nov 13, 2024 Q3 2024 |
7,720
shares
|
$423,364
0.03% of portfolio
|
Q2 2024
Reduced 7.14%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
7,648
shares
|
$419,416
0.03% of portfolio
|
Q3 2024
Reduced 1.99%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Oct 15, 2024 Q3 2024 |
7,611
shares
|
$417,387
0.06% of portfolio
|
Q2 2024
Reduced 3.55%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
7,558
shares
|
$414,480
0.04% of portfolio
|
Q4 2023
Added 32.36%
|
|
|
Palisade Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
7,497
shares
|
$411,135
0.04% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
7,471
shares
|
$409,709
0.13% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Leisure Capital Management
|
Jan 24, 2025 Q4 2024 |
7,467
shares
|
$409,490
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Nov 08, 2024 Q3 2024 |
7,366
shares
|
$403,951
0.27% of portfolio
|
Q3 2024
New holding
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Nov 12, 2024 Q3 2024 |
7,346
shares
|
$402,854
0.09% of portfolio
|
Q3 2024
Added 70.72%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
7,337
shares
|
$402,361
0.0% of portfolio
|
Q3 2024
Reduced 10.06%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
7,303
shares
|
$400,496
0.14% of portfolio
|
Q3 2024
Reduced 4.57%
|
|
|
Western Financial Corporation
|
Nov 03, 2022 Q3 2022 |
7,293
shares
|
$399,948
0.2% of portfolio
|
Q3 2022
Reduced 14.44%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
7,283
shares
|
$399,399
0.02% of portfolio
|
Q3 2024
Added 19.81%
|
|
|
North Rock Partners, LLC
|
Oct 30, 2024 Q3 2024 |
7,252
shares
|
$397,699
0.04% of portfolio
|
Q2 2024
Reduced 14.47%
|
|
|
True Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
7,212
shares
|
$395,506
0.14% of portfolio
|
Q4 2024
Added 17.0%
|
|
|
Garrett Investment Advisors LLC
|
Jan 15, 2025 Q4 2024 |
7,183
shares
|
$393,915
0.04% of portfolio
|
Q4 2024
Reduced 12.93%
|
|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
7,099
shares
|
$389,309
0.04% of portfolio
|
Q3 2024
Added 36.2%
|
|
|
Pb Mares Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
7,090
shares
|
$388,815
0.08% of portfolio
|
Q4 2024
Added 2.47%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jan 10, 2025 Q4 2024 |
7,058
shares
|
$387,060
0.27% of portfolio
|
Q4 2024
Added 34.11%
|
|
|
Integral Investment Advisors, Inc.
|
Nov 13, 2024 Q3 2024 |
7,000
shares
|
$383,880
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Main Street Investment Advisors LLC
|
Nov 12, 2024 Q3 2024 |
6,938
shares
|
$380,479
0.05% of portfolio
|
Q2 2024
Reduced 12.24%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
6,923
shares
|
$379,657
0.12% of portfolio
|
Q3 2024
Added 5.42%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
6,882
shares
|
$377,408
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Nov 13, 2024 Q3 2024 |
6,868
shares
|
$376,641
0.15% of portfolio
|
Q3 2024
Added 4.41%
|