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 |
|---|---|---|---|---|---|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
1,907,217
shares
|
$126 Million
1.55% of portfolio
|
Q1 2025
Reduced 4.87%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
1,865,976
shares
|
$123 Million
2.08% of portfolio
|
Q2 2025
Added 12.13%
|
|
|
Johns Hopkins University
Baltimore, MD |
May 06, 2025 Q1 2025 |
1,822,252
shares
|
$120 Million
4.05% of portfolio
|
Q1 2025
Added 98.79%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
1,819,047
shares
|
$120 Million
0.02% of portfolio
|
Q1 2025
Added 22.53%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
1,818,826
shares
|
$120 Million
2.64% of portfolio
|
Q2 2025
Added 6.12%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
1,808,968
shares
|
$119 Million
1.33% of portfolio
|
Q1 2025
Reduced 24.67%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
May 14, 2025 Q1 2025 |
1,717,047
shares
|
$113 Million
2.32% of portfolio
|
Q1 2025
Reduced 30.04%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
1,710,720
shares
|
$113 Million
1.3% of portfolio
|
Q2 2025
Added 60.79%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
1,652,140
shares
|
$109 Million
0.6% of portfolio
|
Q1 2025
Reduced 22.97%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
1,586,242
shares
|
$104 Million
0.13% of portfolio
|
Q1 2025
Reduced 9.85%
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
1,576,729
shares
|
$104 Million
0.37% of portfolio
|
Q1 2025
New holding
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
May 08, 2025 Q1 2025 |
1,533,206
shares
|
$101 Million
0.28% of portfolio
|
Q1 2025
Added 16.84%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
1,467,172
shares
|
$96.6 Million
0.28% of portfolio
|
Q1 2025
Reduced 1.0%
|
|
|
M&T Bank Corp
|
Apr 30, 2025 Q1 2025 |
1,454,948
shares
|
$95.8 Million
0.32% of portfolio
|
Q1 2025
Reduced 43.58%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
1,430,561
shares
|
$94.2 Million
0.03% of portfolio
|
Q1 2025
Reduced 20.43%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
1,403,487
shares
|
$92.4 Million
2.58% of portfolio
|
Q2 2025
Reduced 0.76%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
1,270,413
shares
|
$83.6 Million
0.57% of portfolio
|
Q1 2025
Added 14.21%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
1,246,100
shares
|
$82 Million
0.32% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
1,199,297
shares
|
$78.9 Million
1.39% of portfolio
|
Q1 2025
Reduced 22.87%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
May 02, 2025 Q1 2025 |
1,182,327
shares
|
$77.8 Million
1.16% of portfolio
|
Q1 2025
Reduced 9.91%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
1,172,458
shares
|
$77.2 Million
0.06% of portfolio
|
Q1 2025
Reduced 3.3%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
1,168,296
shares
|
$76.9 Million
0.21% of portfolio
|
Q2 2023
Reduced 11.03%
|
|
|
Aspiriant, LLC
|
Apr 21, 2025 Q1 2025 |
1,135,549
shares
|
$74.7 Million
2.34% of portfolio
|
Q1 2025
Reduced 4.25%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
1,125,092
shares
|
$74.1 Million
0.58% of portfolio
|
Q1 2025
Reduced 23.24%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,088,105
shares
|
$71.6 Million
0.04% of portfolio
|
Q3 2024
Added 26.26%
|