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 1,148 institutions that hold shares in the stock, with a total of 302 Million shares, which have been reported (via 13F filing form) to have a value of $19.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
My Legacy Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
77,161
shares
|
$4.91 Million
1.82% of portfolio
|
Q2 2025
Added 36.25%
|
|
|
Adviser Investments LLC
|
May 13, 2025 Q1 2025 |
77,016
shares
|
$4.9 Million
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
75,675
shares
|
$4.81 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
|
$4.66 Million
0.56% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
72,310
shares
|
$4.6 Million
0.28% of portfolio
|
Q4 2023
Reduced 7.41%
|
|
|
Riverwater Partners LLC
|
Apr 21, 2025 Q1 2025 |
72,288
shares
|
$4.6 Million
2.53% of portfolio
|
Q1 2025
Reduced 18.38%
|
|
|
Northwest Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
72,054
shares
|
$4.58 Million
0.84% of portfolio
|
Q2 2025
Reduced 5.23%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
71,931
shares
|
$4.57 Million
0.17% of portfolio
|
Q1 2025
Added 280.93%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
71,304
shares
|
$4.53 Million
0.24% of portfolio
|
Q1 2025
Reduced 5.88%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
May 14, 2025 Q1 2025 |
70,939
shares
|
$4.51 Million
0.59% of portfolio
|
Q1 2025
Reduced 2.85%
|
|
|
Collective Family Office LLC
|
Jul 03, 2025 Q2 2025 |
70,922
shares
|
$4.51 Million
1.17% of portfolio
|
Q2 2025
Reduced 0.62%
|
|
|
Zhang Financial LLC
|
Apr 15, 2025 Q1 2025 |
70,884
shares
|
$4.51 Million
0.23% of portfolio
|
Q1 2025
Reduced 6.15%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
70,593
shares
|
$4.49 Million
0.14% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
May 08, 2025 Q1 2025 |
70,587
shares
|
$4.49 Million
2.26% of portfolio
|
Q1 2025
Added 6.17%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
May 15, 2025 Q1 2025 |
70,361
shares
|
$4.47 Million
0.21% of portfolio
|
Q1 2025
Reduced 28.25%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Jul 15, 2025 Q2 2025 |
69,417
shares
|
$4.41 Million
1.2% of portfolio
|
Q2 2025
Added 2.77%
|
|
|
Cranbrook Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
69,202
shares
|
$4.4 Million
0.94% of portfolio
|
Q2 2025
Added 6.14%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
May 12, 2025 Q1 2025 |
68,736
shares
|
$4.37 Million
1.08% of portfolio
|
Q1 2025
Reduced 27.51%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
68,441
shares
|
$4.35 Million
0.14% of portfolio
|
Q1 2025
Reduced 2.6%
|
|
|
Harbor Group, Inc.
|
Jul 14, 2025 Q2 2025 |
68,308
shares
|
$4.34 Million
0.78% of portfolio
|
Q2 2025
Added 0.98%
|
|
|
Lansing Street Advisors
|
Apr 25, 2025 Q1 2025 |
68,167
shares
|
$4.34 Million
1.38% of portfolio
|
Q1 2025
Added 4.54%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Apr 16, 2025 Q1 2025 |
67,200
shares
|
$4.27 Million
1.09% of portfolio
|
Q1 2025
Added 5.07%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Jul 07, 2025 Q2 2025 |
67,191
shares
|
$4.27 Million
1.22% of portfolio
|
Q2 2025
Added 17.99%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
May 06, 2025 Q1 2025 |
67,161
shares
|
$4.27 Million
1.01% of portfolio
|
Q1 2025
Reduced 0.74%
|