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 |
|---|---|---|---|---|---|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
May 13, 2025 Q1 2025 |
32,568
shares
|
$2.07 Million
1.1% of portfolio
|
Q1 2025
Reduced 9.73%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Apr 28, 2025 Q1 2025 |
32,464
shares
|
$2.06 Million
1.13% of portfolio
|
Q1 2025
Added 103.73%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Apr 23, 2025 Q1 2025 |
32,396
shares
|
$2.06 Million
2.2% of portfolio
|
Q1 2025
Reduced 9.18%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
32,191
shares
|
$2.05 Million
0.05% of portfolio
|
Q2 2020
Reduced 89.02%
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
May 01, 2025 Q1 2025 |
31,967
shares
|
$2.03 Million
0.11% of portfolio
|
Q4 2024
Added 1.8%
|
|
|
Stegner Investment Associates Inc.
|
May 05, 2025 Q1 2025 |
31,467
shares
|
$2 Million
1.3% of portfolio
|
Q1 2025
Reduced 1.81%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
May 06, 2025 Q1 2025 |
31,462
shares
|
$2 Million
0.07% of portfolio
|
Q1 2025
Reduced 0.92%
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
31,347
shares
|
$1.99 Million
0.17% of portfolio
|
Q1 2025
Reduced 12.24%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
31,278
shares
|
$1.99 Million
0.05% of portfolio
|
Q1 2025
Reduced 2.23%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
31,258
shares
|
$1.99 Million
0.08% of portfolio
|
Q1 2025
Reduced 2.08%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Apr 29, 2025 Q1 2025 |
31,212
shares
|
$1.99 Million
1.27% of portfolio
|
Q1 2025
Reduced 18.23%
|
|
|
Keeler T Homas Management LLC
|
May 09, 2025 Q1 2025 |
31,024
shares
|
$1.97 Million
0.97% of portfolio
|
Q1 2025
Reduced 85.16%
|
|
|
Seldon Capital LP
San Francisco, CA |
May 15, 2025 Q1 2025 |
31,000
shares
|
$1.97 Million
1.55% of portfolio
|
Q2 2022
Reduced 58.11%
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
30,707
shares
|
$1.95 Million
0.2% of portfolio
|
Q1 2025
Reduced 13.67%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
30,703
shares
|
$1.95 Million
0.02% of portfolio
|
Q2 2025
Added 46.35%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
30,620
shares
|
$1.95 Million
0.25% of portfolio
|
Q1 2025
Reduced 20.99%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
May 13, 2025 Q1 2025 |
30,589
shares
|
$1.95 Million
1.14% of portfolio
|
Q1 2025
Reduced 14.1%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
30,522
shares
|
$1.94 Million
0.06% of portfolio
|
Q1 2025
Reduced 9.14%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
30,438
shares
|
$1.94 Million
0.08% of portfolio
|
Q1 2025
Reduced 17.42%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
30,420
shares
|
$1.93 Million
0.13% of portfolio
|
Q1 2025
Reduced 14.52%
|
|
|
Interchange Capital Partners, LLC
|
Apr 29, 2025 Q1 2025 |
30,367
shares
|
$1.93 Million
0.52% of portfolio
|
Q1 2025
Reduced 24.47%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
30,187
shares
|
$1.92 Million
0.15% of portfolio
|
Q2 2024
Reduced 3.19%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
29,828
shares
|
$1.9 Million
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Weil Company, Inc.
|
Apr 30, 2025 Q1 2025 |
29,811
shares
|
$1.9 Million
0.59% of portfolio
|
Q1 2025
Reduced 2.14%
|
|
|
Neumann Capital Management, LLC
|
Jul 16, 2025 Q2 2025 |
29,785
shares
|
$1.89 Million
0.6% of portfolio
|
Q3 2023
Added 7.2%
|