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 |
|---|---|---|---|---|---|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jan 24, 2025 Q4 2024 |
299,615
shares
|
$17.8 Million
2.37% of portfolio
|
Q4 2024
Added 6.03%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
298,290
shares
|
$17.7 Million
1.13% of portfolio
|
Q4 2024
Added 6.76%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Feb 04, 2025 Q4 2024 |
298,019
shares
|
$17.7 Million
0.92% of portfolio
|
Q4 2024
Reduced 3.88%
|
|
|
Plancorp, LLC
|
Feb 11, 2025 Q4 2024 |
297,663
shares
|
$17.7 Million
0.65% of portfolio
|
Q4 2024
Added 8.29%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
295,194
shares
|
$17.6 Million
0.16% of portfolio
|
Q4 2024
Reduced 4.1%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
293,887
shares
|
$17.5 Million
0.52% of portfolio
|
Q4 2024
Added 28.78%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
287,026
shares
|
$17.1 Million
0.09% of portfolio
|
Q4 2024
Added 10.2%
|
|
|
Security Financial Services, Inc.
|
Feb 13, 2025 Q4 2024 |
279,483
shares
|
$16.6 Million
3.06% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Wealth Alliance
Mellville, NY |
Feb 03, 2025 Q4 2024 |
271,161
shares
|
$16.1 Million
1.75% of portfolio
|
Q4 2024
Reduced 5.88%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
270,545
shares
|
$16.1 Million
0.36% of portfolio
|
Q4 2024
Added 15.71%
|
|
|
Keystone Financial Services
|
Jan 30, 2025 Q4 2024 |
270,503
shares
|
$16.1 Million
5.51% of portfolio
|
Q4 2024
Added 2.39%
|
|
|
Financial Advisory Service, Inc.
|
Feb 14, 2025 Q4 2024 |
269,315
shares
|
$16 Million
1.27% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Wakefield Asset Management Lllp
Englewood, CO |
Feb 05, 2025 Q4 2024 |
267,845
shares
|
$15.9 Million
4.98% of portfolio
|
Q4 2024
Added 1.43%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
259,473
shares
|
$15.4 Million
2.03% of portfolio
|
Q4 2024
Reduced 1.8%
|
|
|
High Mark Wealth Management LLC
|
Jan 31, 2025 Q4 2024 |
255,128
shares
|
$15.2 Million
7.75% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Accredited Investors Inc.
|
Feb 13, 2025 Q4 2024 |
254,015
shares
|
$15.1 Million
0.81% of portfolio
|
Q4 2024
Added 1.35%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Jan 15, 2025 Q4 2024 |
253,054
shares
|
$15 Million
5.14% of portfolio
|
Q4 2024
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
247,975
shares
|
$14.7 Million
0.02% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Long Run Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
245,482
shares
|
$14.6 Million
3.14% of portfolio
|
Q4 2024
Added 9.22%
|
|
|
Maia Wealth LLC
Denver, CO |
Feb 05, 2025 Q4 2024 |
242,141
shares
|
$14.4 Million
2.86% of portfolio
|
Q4 2024
Added 9.35%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
240,146
shares
|
$14.3 Million
0.11% of portfolio
|
Q4 2024
Added 12.79%
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
239,724
shares
|
$14.3 Million
0.02% of portfolio
|
Q4 2024
Added 41.08%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Feb 12, 2025 Q4 2024 |
238,146
shares
|
$14.2 Million
2.39% of portfolio
|
Q4 2024
Added 10.48%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
233,768
shares
|
$13.9 Million
2.43% of portfolio
|
Q4 2024
Added 7.05%
|
|
|
Scs Capital Management LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
230,950
shares
|
$13.7 Million
0.25% of portfolio
|
Q4 2024
Reduced 5.21%
|