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 1,252 institutions that hold shares in the stock, with a total of 351 Million shares, which have been reported (via 13F filing form) to have a value of $24.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
60,469,172
shares
|
$4.25 Billion
1.27% of portfolio
|
Q3 2025
Reduced 13.77%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
20,731,397
shares
|
$1.46 Billion
0.44% of portfolio
|
Q3 2025
Reduced 8.69%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 07, 2025 Q3 2025 |
14,301,091
shares
|
$1 Billion
0.06% of portfolio
|
Q3 2025
Added 16.31%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
13,996,150
shares
|
$983 Million
1.15% of portfolio
|
Q3 2025
Added 2.81%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
11,754,717
shares
|
$826 Million
0.05% of portfolio
|
Q3 2025
Reduced 1.99%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
10,581,287
shares
|
$743 Million
0.05% of portfolio
|
Q3 2025
Added 8.87%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
7,814,251
shares
|
$549 Million
2.22% of portfolio
|
Q3 2025
Reduced 12.78%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
6,869,047
shares
|
$483 Million
0.32% of portfolio
|
Q3 2025
Reduced 18.47%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
6,428,350
shares
|
$452 Million
1.31% of portfolio
|
Q3 2025
Added 1.3%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
6,423,874
shares
|
$451 Million
3.4% of portfolio
|
Q3 2025
Reduced 11.07%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
6,214,149
shares
|
$437 Million
0.1% of portfolio
|
Q3 2025
Added 18.0%
|
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
4,841,784
shares
|
$340 Million
0.11% of portfolio
|
Q3 2025
Reduced 4.97%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
4,458,037
shares
|
$313 Million
0.88% of portfolio
|
Q3 2025
Reduced 21.67%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
3,999,047
shares
|
$281 Million
0.34% of portfolio
|
Q3 2025
Added 3.64%
|
|
|
Auto Owners Insurance CO
Lansing, MI |
Nov 19, 2025 Q3 2025 |
3,963,000
shares
|
$278 Million
7.04% of portfolio
|
Q3 2025
Added 39.0%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
3,788,292
shares
|
$266 Million
4.08% of portfolio
|
Q3 2022
Reduced 22.86%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
3,689,357
shares
|
$259 Million
0.04% of portfolio
|
Q2 2025
Added 2.91%
|
|
|
Hamilton Capital, LLC
Columbus, OH |
Aug 14, 2025 Q2 2025 |
3,413,531
shares
|
$240 Million
13.01% of portfolio
|
Q2 2025
Added 1.85%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
3,118,529
shares
|
$219 Million
0.13% of portfolio
|
Q3 2025
Reduced 8.16%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
3,105,752
shares
|
$218 Million
0.5% of portfolio
|
Q3 2025
Reduced 7.12%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
3,104,193
shares
|
$218 Million
0.0% of portfolio
|
Q2 2024
Reduced 34.19%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
2,944,755
shares
|
$207 Million
0.03% of portfolio
|
Q3 2025
Added 0.76%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
2,680,212
shares
|
$188 Million
0.31% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
2,569,438
shares
|
$181 Million
0.03% of portfolio
|
Q3 2025
Added 0.82%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Nov 13, 2025 Q3 2025 |
2,470,239
shares
|
$174 Million
3.06% of portfolio
|
Q3 2025
Added 4.52%
|