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 |
|---|---|---|---|---|---|
|
Elevate Wealth Advisory, Inc
Athens, GA |
May 14, 2025 Q1 2025 |
82,579
shares
|
$5.26 Million
3.45% of portfolio
|
Q1 2025
Reduced 1.21%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
82,177
shares
|
$5.23 Million
0.31% of portfolio
|
Q3 2023
New holding
|
|
|
Maryland Capital Advisors Inc.
|
May 06, 2025 Q1 2025 |
81,606
shares
|
$5.19 Million
2.19% of portfolio
|
Q1 2025
Reduced 1.51%
|
|
|
Rockland Trust CO
|
Apr 16, 2025 Q1 2025 |
81,377
shares
|
$5.18 Million
0.25% of portfolio
|
Q1 2025
Reduced 1.21%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Apr 22, 2025 Q1 2025 |
80,721
shares
|
$5.14 Million
4.12% of portfolio
|
Q1 2025
Added 1.67%
|
|
|
Fiduciary Trust CO
Boston, MA |
May 14, 2025 Q1 2025 |
80,679
shares
|
$5.13 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Ascent Group, LLC
|
May 15, 2025 Q1 2025 |
80,570
shares
|
$5.13 Million
0.21% of portfolio
|
Q1 2025
Added 185.28%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
80,073
shares
|
$5.1 Million
0.45% of portfolio
|
Q2 2023
Reduced 1.13%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
79,600
shares
|
$5.07 Million
0.32% of portfolio
|
Q4 2023
Added 14.16%
|
|
|
M1 Capital Management LLC
Bloomfield Hills, MI |
May 06, 2025 Q1 2025 |
79,442
shares
|
$5.06 Million
2.93% of portfolio
|
Q1 2025
Reduced 26.25%
|
|
|
Firethorn Wealth Partners, LLC
|
Apr 10, 2025 Q1 2025 |
79,192
shares
|
$5.04 Million
2.37% of portfolio
|
Q1 2025
Reduced 15.99%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
May 14, 2025 Q1 2025 |
79,151
shares
|
$5.04 Million
0.44% of portfolio
|
Q1 2025
Added 106.27%
|
|
|
5 T Wealth, LLC
Napa, CA |
Apr 22, 2025 Q1 2025 |
79,067
shares
|
$5.03 Million
2.5% of portfolio
|
Q1 2025
Reduced 13.78%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
78,386
shares
|
$4.99 Million
0.16% of portfolio
|
Q3 2023
Added 299.3%
|
|
|
180 Wealth Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
78,321
shares
|
$4.98 Million
0.76% of portfolio
|
Q1 2025
Reduced 2.73%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
78,169
shares
|
$4.97 Million
1.47% of portfolio
|
Q1 2023
Added 3.88%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
78,166
shares
|
$4.97 Million
0.83% of portfolio
|
Q1 2025
Reduced 1.09%
|
|
|
Beirne Wealth Consulting Services, LLC
|
May 01, 2025 Q1 2025 |
77,688
shares
|
$4.94 Million
1.63% of portfolio
|
Q1 2025
Added 0.92%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
77,507
shares
|
$4.93 Million
0.09% of portfolio
|
Q1 2025
Added 41.29%
|
|
|
Legacy Financial Group LLC
|
Apr 09, 2025 Q1 2025 |
77,079
shares
|
$4.91 Million
0.81% of portfolio
|
Q1 2025
Reduced 28.94%
|
|
|
Adviser Investments LLC
|
May 13, 2025 Q1 2025 |
77,016
shares
|
$4.9 Million
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Northwest Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
76,033
shares
|
$4.84 Million
0.91% of portfolio
|
Q1 2025
Reduced 7.69%
|
|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
75,675
shares
|
$4.82 Million
0.43% of portfolio
|
Q1 2025
Reduced 15.48%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
74,344
shares
|
$4.73 Million
0.13% of portfolio
|
Q1 2025
Reduced 2.5%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
73,310
shares
|
$4.67 Million
0.56% of portfolio
|
Q1 2025
Reduced 0.62%
|