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 1,100 institutions that hold shares in the stock, with a total of 323 Million shares, which have been reported (via 13F filing form) to have a value of $18.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Powell Investment Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
773
shares
|
$44,656
0.02% of portfolio
|
Q4 2024
Added 1.71%
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
719
shares
|
$41,536
0.0% of portfolio
|
Q2 2024
Reduced 65.78%
|
|
|
Tompkins Financial Corp
|
Apr 07, 2025 Q1 2025 |
651
shares
|
$37,608
0.0% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
630
shares
|
$36,395
0.02% of portfolio
|
Q1 2022
Reduced 37.62%
|
|
|
Phillips Financial Management, LLC
|
Feb 10, 2025 Q4 2024 |
621
shares
|
$35,875
0.0% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Apr 16, 2025 Q1 2025 |
612
shares
|
$35,355
0.0% of portfolio
|
Q1 2025
Reduced 5.7%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
548
shares
|
$31,657
0.01% of portfolio
|
Q4 2023
Reduced 9.42%
|
|
|
Breakwater Investment Management
Seattle, WA |
Apr 17, 2025 Q1 2025 |
528
shares
|
$30,502
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Global Trust Asset Management, LLC
|
Apr 18, 2025 Q1 2025 |
525
shares
|
$30,329
0.02% of portfolio
|
Q1 2025
Added 2000.0%
|
|
|
Legacy Bridge, LLC
|
Jan 22, 2025 Q4 2024 |
525
shares
|
$30,329
0.02% of portfolio
|
Q2 2023
Reduced 65.57%
|
|
|
Rogco, LP
Claremore, OK |
Jan 30, 2025 Q4 2024 |
499
shares
|
$28,827
0.01% of portfolio
|
Q3 2024
Reduced 22.87%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
493
shares
|
$28,480
0.0% of portfolio
|
Q3 2021
Reduced 27.5%
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
472
shares
|
$27,267
0.01% of portfolio
|
Q4 2023
Added 0.21%
|
|
|
Wells Financial Advisors Inc
|
Feb 11, 2025 Q4 2024 |
465
shares
|
$26,863
0.03% of portfolio
|
Q4 2024
Reduced 29.86%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
449
shares
|
$25,938
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Cedar Mountain Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
446
shares
|
$25,765
0.01% of portfolio
|
Q1 2025
Reduced 33.03%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
429
shares
|
$24,783
0.0% of portfolio
|
Q1 2024
Reduced 97.29%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Feb 03, 2025 Q4 2024 |
426
shares
|
$24,610
0.01% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
424
shares
|
$24,494
0.0% of portfolio
|
Q4 2024
Added 28.48%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Apr 16, 2025 Q1 2025 |
421
shares
|
$24,321
0.02% of portfolio
|
Q1 2025
Added 312.75%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
380
shares
|
$21,952
0.0% of portfolio
|
Q4 2024
Reduced 33.22%
|
|
|
Oakworth Capital, Inc.
|
Jan 27, 2025 Q4 2024 |
378
shares
|
$21,837
0.0% of portfolio
|
Q3 2024
Reduced 75.02%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
376
shares
|
$21,721
0.0% of portfolio
|
Q4 2024
Added 1.62%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
376
shares
|
$21,721
0.0% of portfolio
|
Q2 2024
Reduced 34.15%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Feb 13, 2025 Q4 2024 |
371
shares
|
$21,432
0.01% of portfolio
|
Q4 2023
New holding
|