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 |
|---|---|---|---|---|---|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2024 Q3 2024 |
5,138
shares
|
$282,333
0.02% of portfolio
|
Q3 2024
Reduced 0.91%
|
|
|
Index Fund Advisors, Inc.
|
Jan 29, 2025 Q4 2024 |
5,128
shares
|
$281,783
0.01% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jan 24, 2025 Q4 2024 |
5,125
shares
|
$281,618
0.1% of portfolio
|
Q4 2024
Reduced 22.02%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 26, 2024 Q3 2024 |
5,030
shares
|
$276,398
0.0% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
Marino, Stram & Associates LLC
|
Jan 17, 2025 Q4 2024 |
5,011
shares
|
$275,354
0.06% of portfolio
|
Q4 2024
Added 3.6%
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Jan 23, 2025 Q4 2024 |
4,971
shares
|
$273,156
0.14% of portfolio
|
Q4 2024
Reduced 33.98%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
4,959
shares
|
$272,497
0.01% of portfolio
|
Q3 2024
Reduced 64.98%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jan 14, 2025 Q4 2024 |
4,942
shares
|
$271,562
0.01% of portfolio
|
Q4 2024
Added 11.78%
|
|
|
Regions Financial Corp
|
Nov 14, 2024 Q3 2024 |
4,939
shares
|
$271,398
0.0% of portfolio
|
Q3 2024
Reduced 18.93%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
4,936
shares
|
$271,233
0.01% of portfolio
|
Q4 2024
Added 5.02%
|
|
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
Jan 30, 2025 Q4 2024 |
4,924
shares
|
$270,573
0.18% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Waldron Private Wealth LLC
|
Jan 23, 2025 Q4 2024 |
4,916
shares
|
$270,134
0.01% of portfolio
|
Q4 2024
Added 1.19%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
4,822
shares
|
$264,968
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Nov 12, 2024 Q3 2024 |
4,822
shares
|
$264,968
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
4,812
shares
|
$264,419
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Well Done, LLC
|
Jan 17, 2025 Q4 2024 |
4,795
shares
|
$263,485
0.05% of portfolio
|
Q3 2024
Reduced 3.17%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
4,696
shares
|
$258,045
0.06% of portfolio
|
Q2 2024
Reduced 45.53%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
4,676
shares
|
$256,946
0.02% of portfolio
|
Q4 2024
Reduced 93.83%
|
|
|
Total Wealth Planning, LLC
|
Jan 15, 2025 Q4 2024 |
4,675
shares
|
$256,891
0.04% of portfolio
|
Q3 2024
Reduced 22.83%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Nov 13, 2024 Q3 2024 |
4,662
shares
|
$256,176
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Feb 05, 2025 Q4 2024 |
4,655
shares
|
$255,792
0.0% of portfolio
|
Q4 2024
Added 1.28%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Nov 08, 2024 Q3 2024 |
4,582
shares
|
$251,780
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
4,574
shares
|
$251,341
0.02% of portfolio
|
Q4 2024
Reduced 16.44%
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Feb 04, 2025 Q4 2024 |
4,525
shares
|
$248,648
0.05% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Tkg Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
4,486
shares
|
$246,505
0.12% of portfolio
|
Q4 2024
Reduced 0.73%
|