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 1,125 institutions that hold shares in the stock, with a total of 296 Million shares, which have been reported (via 13F filing form) to have a value of $18.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
115,898
shares
|
$7.38 Million
0.17% of portfolio
|
Q1 2025
Added 27.9%
|
|
|
Hobbs Wealth Management, LLC
Zionsville, IN |
Apr 24, 2025 Q1 2025 |
115,303
shares
|
$7.34 Million
6.91% of portfolio
|
Q1 2025
Reduced 16.06%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
May 01, 2025 Q1 2025 |
115,147
shares
|
$7.33 Million
0.61% of portfolio
|
Q1 2025
Reduced 3.32%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
115,002
shares
|
$7.32 Million
0.22% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Cobblestone Asset Management LLC
Richmond, VA |
Apr 22, 2025 Q1 2025 |
114,502
shares
|
$7.29 Million
3.94% of portfolio
|
Q1 2025
Reduced 21.06%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
May 19, 2025 Q1 2025 |
114,058
shares
|
$7.26 Million
2.66% of portfolio
|
Q1 2025
Added 5.09%
|
|
|
Capital Advantage, Inc.
|
Apr 10, 2025 Q1 2025 |
113,653
shares
|
$7.23 Million
1.23% of portfolio
|
Q4 2024
New holding
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
113,500
shares
|
$7.22 Million
0.02% of portfolio
|
Q1 2025
Reduced 45.77%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Apr 21, 2025 Q1 2025 |
113,209
shares
|
$7.2 Million
2.73% of portfolio
|
Q1 2025
Added 96.65%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Apr 22, 2025 Q1 2025 |
112,584
shares
|
$7.16 Million
6.37% of portfolio
|
Q1 2025
Added 11.44%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Apr 21, 2025 Q1 2025 |
111,404
shares
|
$7.09 Million
1.49% of portfolio
|
Q1 2025
Reduced -0.0%
|
|
|
Swmg, LLC
Fort Worth, TX |
Apr 28, 2025 Q1 2025 |
109,833
shares
|
$6.99 Million
2.6% of portfolio
|
Q1 2025
Reduced 37.2%
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
109,669
shares
|
$6.98 Million
3.72% of portfolio
|
Q1 2024
Reduced 0.04%
|
|
|
Callan Family Office, LLC
Radnor, PA |
May 12, 2025 Q1 2025 |
109,156
shares
|
$6.95 Million
0.48% of portfolio
|
Q1 2025
Reduced 3.97%
|
|
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
May 15, 2025 Q1 2025 |
108,050
shares
|
$6.88 Million
14.62% of portfolio
|
Q1 2025
Reduced 20.81%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
108,034
shares
|
$6.88 Million
0.47% of portfolio
|
Q1 2025
Added 1.78%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Apr 09, 2025 Q1 2025 |
107,779
shares
|
$6.86 Million
0.23% of portfolio
|
Q1 2025
Reduced 19.69%
|
|
|
Mayflower Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
107,431
shares
|
$6.84 Million
1.01% of portfolio
|
Q1 2025
Reduced 5.95%
|
|
|
Ascent Capital Management, LLC
Bend, OR |
Apr 30, 2025 Q1 2025 |
107,287
shares
|
$6.83 Million
6.37% of portfolio
|
Q1 2025
Reduced 1.85%
|
|
|
Courier Capital LLC
|
Apr 14, 2025 Q1 2025 |
106,832
shares
|
$6.8 Million
0.42% of portfolio
|
Q1 2025
Reduced 1.5%
|
|
|
Shore Haven Wealth Partners, LLC
|
May 06, 2025 Q1 2025 |
105,481
shares
|
$6.71 Million
3.25% of portfolio
|
Q1 2025
Reduced 25.67%
|
|
|
Prairie View Partners, LLC
|
May 09, 2025 Q1 2025 |
105,306
shares
|
$6.7 Million
0.65% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
105,129
shares
|
$6.69 Million
0.28% of portfolio
|
Q1 2025
Added 18.41%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
104,506
shares
|
$6.65 Million
0.03% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
103,260
shares
|
$6.57 Million
0.5% of portfolio
|
Q1 2025
Reduced 26.73%
|