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 1,147 institutions that hold shares in the stock, with a total of 301 Million shares, which have been reported (via 13F filing form) to have a value of $19.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
44,893
shares
|
$2.86 Million
0.09% of portfolio
|
Q1 2025
Reduced 4.76%
|
|
|
Summit Financial Strategies, Inc.
|
Jul 17, 2025 Q2 2025 |
44,559
shares
|
$2.83 Million
0.28% of portfolio
|
Q2 2025
Reduced 6.56%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
44,067
shares
|
$2.8 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Apr 28, 2025 Q1 2025 |
43,844
shares
|
$2.79 Million
0.0% of portfolio
|
Q1 2025
Reduced 13.56%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
43,727
shares
|
$2.78 Million
0.11% of portfolio
|
Q3 2022
Added 184.0%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
May 14, 2025 Q1 2025 |
42,534
shares
|
$2.71 Million
0.51% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
42,456
shares
|
$2.7 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Ridgeline Wealth, LLC
Mesa, AZ |
Jul 11, 2025 Q2 2025 |
42,264
shares
|
$2.69 Million
2.19% of portfolio
|
Q2 2025
Reduced 7.23%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
42,199
shares
|
$2.68 Million
0.22% of portfolio
|
Q2 2025
Added 8.85%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Apr 16, 2025 Q1 2025 |
42,081
shares
|
$2.68 Million
0.09% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
41,934
shares
|
$2.67 Million
0.11% of portfolio
|
Q2 2025
Added 18.57%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
41,914
shares
|
$2.67 Million
0.2% of portfolio
|
Q3 2022
Added 12.54%
|
|
|
Shufro Rose & CO LLC
|
May 08, 2025 Q1 2025 |
41,562
shares
|
$2.64 Million
0.23% of portfolio
|
Q1 2025
Reduced 11.27%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
41,455
shares
|
$2.64 Million
0.21% of portfolio
|
Q2 2025
Reduced 6.0%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Jul 07, 2025 Q2 2025 |
41,429
shares
|
$2.63 Million
1.3% of portfolio
|
Q2 2025
Reduced 6.21%
|
|
|
Dentgroup LLC
|
Jul 02, 2025 Q2 2025 |
41,102
shares
|
$2.61 Million
1.96% of portfolio
|
Q2 2025
Added 10.89%
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
May 14, 2025 Q1 2025 |
40,660
shares
|
$2.59 Million
0.77% of portfolio
|
Q1 2025
Reduced 2.25%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
40,429
shares
|
$2.57 Million
0.73% of portfolio
|
Q3 2022
Reduced 1.87%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
40,386
shares
|
$2.57 Million
0.02% of portfolio
|
Q1 2025
Reduced 5.19%
|
|
|
Hsbc Holdings PLC
London, X0 |
May 14, 2025 Q1 2025 |
40,327
shares
|
$2.56 Million
0.0% of portfolio
|
Q1 2025
Added 29.75%
|
|
|
Sage Financial Group Inc
|
Apr 22, 2025 Q1 2025 |
40,298
shares
|
$2.56 Million
0.19% of portfolio
|
Q1 2025
Reduced 18.21%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Feb 14, 2025 Q4 2024 |
40,006
shares
|
$2.54 Million
0.78% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
39,654
shares
|
$2.52 Million
0.18% of portfolio
|
Q1 2023
Reduced 1.87%
|
|
|
First Foundation Advisors
Irvine, CA |
May 07, 2025 Q1 2025 |
39,443
shares
|
$2.51 Million
0.1% of portfolio
|
Q1 2025
Added 1.23%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Apr 21, 2025 Q1 2025 |
39,288
shares
|
$2.5 Million
1.02% of portfolio
|
Q1 2025
Added 0.81%
|