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 1,042 institutions that hold shares in the stock, with a total of 299 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 |
|---|---|---|---|---|---|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jan 24, 2025 Q4 2024 |
6,778
shares
|
$371,705
0.03% of portfolio
|
Q4 2024
Reduced 1.85%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Nov 14, 2024 Q3 2024 |
6,774
shares
|
$371,486
0.1% of portfolio
|
Q3 2024
Reduced 92.11%
|
|
|
Financial Counselors Inc
|
Nov 13, 2024 Q3 2024 |
6,754
shares
|
$370,389
0.01% of portfolio
|
Q3 2024
Added 21.28%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Oct 10, 2024 Q3 2024 |
6,750
shares
|
$370,170
0.35% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
6,693
shares
|
$367,044
0.01% of portfolio
|
Q3 2024
Reduced 2.19%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Nov 08, 2024 Q3 2024 |
6,692
shares
|
$366,989
0.07% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Jan 15, 2025 Q4 2024 |
6,649
shares
|
$364,631
0.04% of portfolio
|
Q4 2024
Reduced 1.95%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Jan 21, 2025 Q4 2024 |
6,509
shares
|
$356,953
0.05% of portfolio
|
Q4 2024
Added 1.47%
|
|
|
Wealthfront Advisers LLC
|
Nov 12, 2024 Q3 2024 |
6,467
shares
|
$354,650
0.0% of portfolio
|
Q3 2024
Added 12.78%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Jan 28, 2025 Q4 2024 |
6,431
shares
|
$352,676
0.08% of portfolio
|
Q4 2024
Reduced 9.36%
|
|
|
Lauterbach Financial Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
6,428
shares
|
$352,511
0.24% of portfolio
|
Q3 2024
Added 6.96%
|
|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
6,395
shares
|
$350,701
0.02% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
6,393
shares
|
$350,592
0.04% of portfolio
|
Q2 2024
Reduced 0.17%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Jan 27, 2025 Q4 2024 |
6,388
shares
|
$350,317
0.04% of portfolio
|
Q4 2024
Reduced 4.71%
|
|
|
Empirical Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
6,383
shares
|
$350,043
0.01% of portfolio
|
Q4 2024
Added 21.63%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Jan 15, 2025 Q4 2024 |
6,335
shares
|
$347,411
0.06% of portfolio
|
Q4 2024
Added 17.27%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
6,328
shares
|
$347,027
0.01% of portfolio
|
Q3 2024
Reduced 48.09%
|
|
|
Essex Private Wealth Management, LLC
Topsfield, MA |
Oct 24, 2024 Q3 2024 |
6,291
shares
|
$344,998
0.96% of portfolio
|
Q2 2024
Added 1.63%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
6,269
shares
|
$343,791
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Shotwell Rutter Baer Inc
Lansing, MI |
Jan 13, 2025 Q4 2024 |
6,267
shares
|
$343,682
0.27% of portfolio
|
Q4 2024
Added 2.89%
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
Nov 12, 2024 Q3 2024 |
6,127
shares
|
$336,004
0.22% of portfolio
|
Q3 2024
Reduced 2.33%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jan 24, 2025 Q4 2024 |
6,105
shares
|
$334,798
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Bordeaux Wealth Advisors LLC
|
Nov 04, 2024 Q3 2024 |
6,073
shares
|
$333,043
0.06% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
6,013
shares
|
$329,752
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Aaron Wealth Advisors LLC
|
Jan 15, 2025 Q4 2024 |
5,987
shares
|
$328,327
0.04% of portfolio
|
Q4 2024
Added 1.75%
|