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 1,094 institutions that hold shares in the stock, with a total of 324 Million shares, which have been reported (via 13F filing form) to have a value of $19.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
557,236
shares
|
$33.1 Million
0.97% of portfolio
|
Q4 2024
Added 1.64%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
552,731
shares
|
$32.9 Million
0.0% of portfolio
|
Q4 2024
Reduced 13.01%
|
|
|
Covenant Partners, LLC
|
Feb 13, 2025 Q4 2024 |
546,981
shares
|
$32.5 Million
9.02% of portfolio
|
Q4 2024
Added 7.59%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
523,466
shares
|
$31.1 Million
0.43% of portfolio
|
Q4 2024
Added 33.84%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
494,851
shares
|
$29.4 Million
0.08% of portfolio
|
Q4 2024
Added 17.8%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
489,861
shares
|
$29.1 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.66%
|
|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
479,147
shares
|
$28.5 Million
5.05% of portfolio
|
Q1 2024
Added 2.06%
|
|
|
Townsend & Associates, Inc
|
Feb 03, 2025 Q4 2024 |
471,603
shares
|
$28 Million
2.7% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
468,103
shares
|
$27.8 Million
0.14% of portfolio
|
Q4 2024
Added 7.69%
|
|
|
Brave Asset Management Inc
|
Jan 14, 2025 Q4 2024 |
465,833
shares
|
$27.7 Million
7.8% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
460,861
shares
|
$27.4 Million
0.16% of portfolio
|
Q4 2024
Added 9.93%
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
445,059
shares
|
$26.5 Million
0.2% of portfolio
|
Q4 2024
Added 4690.22%
|
|
|
Sharkey, Howes & Javer
|
Feb 05, 2025 Q4 2024 |
443,323
shares
|
$26.4 Million
3.44% of portfolio
|
Q4 2024
Added 7.09%
|
|
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
Jan 31, 2025 Q4 2024 |
429,856
shares
|
$25.6 Million
2.34% of portfolio
|
Q4 2024
Added 565.33%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
417,807
shares
|
$24.8 Million
0.05% of portfolio
|
Q4 2024
Reduced 1.27%
|
|
|
Valence8 Us LP
Cambridge, MA |
Feb 12, 2025 Q4 2024 |
404,248
shares
|
$24 Million
10.19% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Feb 14, 2025 Q4 2024 |
403,933
shares
|
$24 Million
5.05% of portfolio
|
Q4 2024
Added 8.28%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
394,763
shares
|
$23.5 Million
0.38% of portfolio
|
Q4 2024
Added 154.07%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
393,590
shares
|
$23.4 Million
0.25% of portfolio
|
Q4 2024
Reduced 42.12%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
393,050
shares
|
$23.4 Million
0.75% of portfolio
|
Q4 2024
Added 18.49%
|
|
|
Ma Private Wealth
|
Jan 24, 2025 Q4 2024 |
392,292
shares
|
$23.3 Million
3.86% of portfolio
|
Q4 2024
Added 2.11%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Feb 06, 2025 Q4 2024 |
385,390
shares
|
$22.9 Million
0.76% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
382,866
shares
|
$22.8 Million
0.07% of portfolio
|
Q4 2024
Reduced 7.9%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
381,821
shares
|
$22.7 Million
0.62% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
380,025
shares
|
$22.6 Million
0.35% of portfolio
|
Q4 2024
Added 64.31%
|