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 |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
219,939
shares
|
$13.1 Million
1.33% of portfolio
|
Q4 2023
Added 0.96%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
219,685
shares
|
$13.1 Million
0.9% of portfolio
|
Q3 2023
Added 43.84%
|
|
|
Financial Life Advisors
|
Jan 28, 2025 Q4 2024 |
218,682
shares
|
$13 Million
4.37% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
One Advisory Partners, LLC
|
Jan 21, 2025 Q4 2024 |
217,221
shares
|
$12.9 Million
5.16% of portfolio
|
Q4 2024
Added 1.46%
|
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2025 Q4 2024 |
216,744
shares
|
$12.9 Million
2.4% of portfolio
|
Q4 2024
Added 23.14%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
215,995
shares
|
$12.8 Million
0.45% of portfolio
|
Q4 2024
Added 16.5%
|
|
|
Summit X, LLC
Chesterfield, MO |
Feb 07, 2025 Q4 2024 |
215,262
shares
|
$12.8 Million
2.58% of portfolio
|
Q4 2024
Added 179.49%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
214,770
shares
|
$12.8 Million
3.65% of portfolio
|
Q2 2022
Reduced 9.29%
|
|
|
Symmetry Partners, LLC
|
Feb 11, 2025 Q4 2024 |
214,765
shares
|
$12.8 Million
1.61% of portfolio
|
Q4 2024
Added 1.61%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Mar 06, 2025 Q4 2024 |
213,263
shares
|
$12.7 Million
7.28% of portfolio
|
Q4 2024
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
210,256
shares
|
$12.5 Million
0.03% of portfolio
|
Q4 2024
Added 1.91%
|
|
|
Northwest Capital Management Inc
|
Feb 04, 2025 Q4 2024 |
209,424
shares
|
$12.5 Million
4.87% of portfolio
|
Q4 2024
Reduced 7.85%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
209,302
shares
|
$12.4 Million
0.03% of portfolio
|
Q4 2024
Added 98.41%
|
|
|
Keeler T Homas Management LLC
|
Feb 04, 2025 Q4 2024 |
209,078
shares
|
$12.4 Million
4.09% of portfolio
|
Q4 2024
Reduced 15.17%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
208,680
shares
|
$12.4 Million
1.75% of portfolio
|
Q3 2022
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
207,798
shares
|
$12.4 Million
0.65% of portfolio
|
Q4 2024
Added 9.37%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Feb 13, 2025 Q4 2024 |
204,975
shares
|
$12.2 Million
3.32% of portfolio
|
Q4 2024
Added 2925.91%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Jan 22, 2025 Q4 2024 |
204,116
shares
|
$12.1 Million
4.18% of portfolio
|
Q4 2024
Added 10.92%
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Feb 06, 2025 Q4 2024 |
199,341
shares
|
$11.9 Million
4.26% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
199,136
shares
|
$11.8 Million
0.12% of portfolio
|
Q4 2024
Reduced 3.3%
|
|
|
Mma Asset Management LLC
New York, NY |
Feb 05, 2025 Q4 2024 |
199,113
shares
|
$11.8 Million
4.57% of portfolio
|
Q4 2024
Reduced 15.44%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
196,852
shares
|
$11.7 Million
0.83% of portfolio
|
Q4 2024
Added 10.5%
|
|
|
Quent Capital, LLC
|
Jan 29, 2025 Q4 2024 |
194,464
shares
|
$11.6 Million
1.1% of portfolio
|
Q4 2024
Added 4.84%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Feb 07, 2025 Q4 2024 |
191,954
shares
|
$11.4 Million
0.1% of portfolio
|
Q4 2024
Added 7.27%
|
|
|
Prosperity Consulting Group, LLC
|
Feb 14, 2025 Q4 2024 |
185,960
shares
|
$11.1 Million
0.75% of portfolio
|
Q4 2024
Added 2.27%
|