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 1,152 institutions that hold shares in the stock, with a total of 306 Million shares, which have been reported (via 13F filing form) to have a value of $20.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
46,356
shares
|
$3.05 Million
1.3% of portfolio
|
Q4 2023
Reduced 14.51%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Apr 30, 2025 Q1 2025 |
46,200
shares
|
$3.04 Million
0.61% of portfolio
|
Q1 2025
Reduced 21.44%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
46,167
shares
|
$3.04 Million
0.04% of portfolio
|
Q4 2022
Added 27.34%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
45,528
shares
|
$3 Million
1.12% of portfolio
|
Q1 2025
Reduced 33.2%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
45,272
shares
|
$2.98 Million
0.17% of portfolio
|
Q1 2025
Reduced 26.97%
|
|
|
Ifrah Financial Services, Inc.
|
Apr 29, 2025 Q1 2025 |
45,223
shares
|
$2.98 Million
0.78% of portfolio
|
Q1 2025
Reduced 1.94%
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Feb 13, 2025 Q4 2024 |
44,934
shares
|
$2.96 Million
0.96% of portfolio
|
Q4 2024
Added 1.81%
|
|
|
Summit Financial Strategies, Inc.
|
Jul 17, 2025 Q2 2025 |
44,559
shares
|
$2.93 Million
0.28% of portfolio
|
Q2 2025
Reduced 6.56%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Jul 22, 2025 Q2 2025 |
44,248
shares
|
$2.91 Million
1.76% of portfolio
|
Q2 2025
Added 41.77%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
44,067
shares
|
$2.9 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Jul 21, 2025 Q2 2025 |
44,010
shares
|
$2.9 Million
1.15% of portfolio
|
Q2 2025
Added 12.02%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Apr 28, 2025 Q1 2025 |
43,844
shares
|
$2.89 Million
0.0% of portfolio
|
Q1 2025
Reduced 13.56%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
43,727
shares
|
$2.88 Million
0.11% of portfolio
|
Q3 2022
Added 184.0%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
May 14, 2025 Q1 2025 |
42,534
shares
|
$2.8 Million
0.51% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
42,456
shares
|
$2.79 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Ridgeline Wealth, LLC
Mesa, AZ |
Jul 11, 2025 Q2 2025 |
42,264
shares
|
$2.78 Million
2.19% of portfolio
|
Q2 2025
Reduced 7.23%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
42,199
shares
|
$2.78 Million
0.22% of portfolio
|
Q2 2025
Added 8.85%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
41,934
shares
|
$2.76 Million
0.11% of portfolio
|
Q2 2025
Added 18.57%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
41,914
shares
|
$2.76 Million
0.2% of portfolio
|
Q3 2022
Added 12.54%
|
|
|
Shufro Rose & CO LLC
|
May 08, 2025 Q1 2025 |
41,562
shares
|
$2.74 Million
0.23% of portfolio
|
Q1 2025
Reduced 11.27%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
41,455
shares
|
$2.73 Million
0.21% of portfolio
|
Q2 2025
Reduced 6.0%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Jul 07, 2025 Q2 2025 |
41,429
shares
|
$2.73 Million
1.3% of portfolio
|
Q2 2025
Reduced 6.21%
|
|
|
Dentgroup LLC
|
Jul 02, 2025 Q2 2025 |
41,102
shares
|
$2.71 Million
1.96% of portfolio
|
Q2 2025
Added 10.89%
|
|
|
Sage Financial Group Inc
|
Jul 22, 2025 Q2 2025 |
40,883
shares
|
$2.69 Million
0.19% of portfolio
|
Q2 2025
Added 1.45%
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
May 14, 2025 Q1 2025 |
40,660
shares
|
$2.68 Million
0.77% of portfolio
|
Q1 2025
Reduced 2.25%
|