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 1,043 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 $16.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Jan 13, 2025 Q4 2024 |
4,151
shares
|
$226,229
0.17% of portfolio
|
Q4 2024
Added 15.66%
|
|
|
Simmons Bank
|
Nov 05, 2024 Q3 2024 |
4,143
shares
|
$225,793
0.02% of portfolio
|
Q3 2024
Reduced 4.85%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Oct 21, 2024 Q3 2024 |
4,135
shares
|
$225,357
0.14% of portfolio
|
Q2 2024
Reduced 12.04%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 29, 2024 Q3 2024 |
4,114
shares
|
$224,213
0.05% of portfolio
|
Q2 2024
Added 1000.0%
|
|
|
Stokes Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
4,019
shares
|
$219,035
0.03% of portfolio
|
Q3 2024
Reduced 8.33%
|
|
|
Madison Wealth Partners, Inc
|
Oct 24, 2024 Q3 2024 |
4,013
shares
|
$218,708
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Pointe Capital Management LLC
|
Oct 24, 2024 Q3 2024 |
3,991
shares
|
$217,509
0.14% of portfolio
|
Q3 2024
Added 0.71%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
3,921
shares
|
$213,694
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
3,917
shares
|
$213,476
0.04% of portfolio
|
Q4 2024
Added 150.61%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
3,905
shares
|
$212,822
0.04% of portfolio
|
Q1 2024
Reduced 0.91%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
3,899
shares
|
$212,495
0.03% of portfolio
|
Q3 2024
Reduced 31.55%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
3,786
shares
|
$206,337
0.02% of portfolio
|
Q3 2023
Reduced 16.0%
|
|
|
Lutz Financial Services LLC
|
Oct 29, 2024 Q3 2024 |
3,785
shares
|
$206,282
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Nov 05, 2024 Q3 2024 |
3,761
shares
|
$204,974
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ciovacco Capital Management LLC
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
3,747
shares
|
$204,211
0.13% of portfolio
|
Q3 2024
Reduced 2.32%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
3,722
shares
|
$202,849
0.01% of portfolio
|
Q1 2024
Reduced 28.66%
|
|
|
Smart Wealth LLC
Omaha, NE |
Dec 13, 2024 Q3 2024 |
3,722
shares
|
$202,849
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 13, 2024 Q3 2024 |
3,721
shares
|
$202,794
0.01% of portfolio
|
Q3 2024
Reduced 2.36%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
3,701
shares
|
$201,704
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Nov 13, 2024 Q3 2024 |
3,681
shares
|
$200,614
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
Nov 07, 2024 Q3 2024 |
3,668
shares
|
$199,906
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Axim Planning & Wealth
Dayton, OH |
Nov 05, 2024 Q3 2024 |
3,638
shares
|
$198,271
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
3,583
shares
|
$195,273
0.09% of portfolio
|
Q3 2024
Reduced 1.92%
|
|
|
Legacy Financial Advisors, Inc.
|
Nov 13, 2024 Q3 2024 |
3,524
shares
|
$192,058
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 25, 2024 Q3 2024 |
3,522
shares
|
$191,949
0.0% of portfolio
|
Q3 2024
New holding
|