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 1,056 institutions that hold shares in the stock, with a total of 301 Million shares, which have been reported (via 13F filing form) to have a value of $16.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Empirical Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
6,383
shares
|
$350,745
0.01% of portfolio
|
Q4 2024
Added 21.63%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Jan 15, 2025 Q4 2024 |
6,335
shares
|
$348,108
0.06% of portfolio
|
Q4 2024
Added 17.27%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Jan 31, 2025 Q4 2024 |
6,324
shares
|
$347,503
0.01% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Essex Private Wealth Management, LLC
Topsfield, MA |
Oct 24, 2024 Q3 2024 |
6,291
shares
|
$345,690
0.96% of portfolio
|
Q2 2024
Added 1.63%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
6,269
shares
|
$344,481
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Shotwell Rutter Baer Inc
Lansing, MI |
Jan 13, 2025 Q4 2024 |
6,267
shares
|
$344,371
0.27% of portfolio
|
Q4 2024
Added 2.89%
|
|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
6,143
shares
|
$337,557
0.02% of portfolio
|
Q4 2024
Added 8.28%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jan 24, 2025 Q4 2024 |
6,105
shares
|
$335,469
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Bordeaux Wealth Advisors LLC
|
Jan 30, 2025 Q4 2024 |
6,057
shares
|
$332,832
0.05% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
6,013
shares
|
$330,414
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
6,009
shares
|
$330,194
0.0% of portfolio
|
Q4 2024
Reduced 5.04%
|
|
|
Aaron Wealth Advisors LLC
|
Jan 15, 2025 Q4 2024 |
5,987
shares
|
$328,985
0.04% of portfolio
|
Q4 2024
Added 1.75%
|
|
|
Tanglewood Wealth Management, Inc.
|
Jan 24, 2025 Q4 2024 |
5,972
shares
|
$328,161
0.04% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Feb 04, 2025 Q4 2024 |
5,960
shares
|
$327,502
0.01% of portfolio
|
Q1 2023
Added 8.46%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
5,869
shares
|
$322,501
0.0% of portfolio
|
Q3 2024
Reduced 28.23%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
5,858
shares
|
$321,897
0.0% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
5,850
shares
|
$321,457
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
5,820
shares
|
$319,809
0.0% of portfolio
|
Q2 2024
Added 14.82%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
5,811
shares
|
$319,314
0.01% of portfolio
|
Q3 2024
Added 8.5%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
5,807
shares
|
$319,094
0.07% of portfolio
|
Q3 2024
Added 18.29%
|
|
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
Jan 17, 2025 Q4 2024 |
5,769
shares
|
$317,006
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
5,752
shares
|
$316,072
0.13% of portfolio
|
Q3 2024
Added 274.72%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Oct 30, 2024 Q3 2024 |
5,719
shares
|
$314,259
0.09% of portfolio
|
Q4 2022
New holding
|
|
|
Xml Financial, LLC
|
Jan 17, 2025 Q4 2024 |
5,671
shares
|
$311,621
0.03% of portfolio
|
Q4 2024
Added 1.76%
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
5,635
shares
|
$309,643
0.03% of portfolio
|
Q2 2024
Added 1.08%
|