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 |
|---|---|---|---|---|---|
|
Briggs Advisory Group, Inc.
|
Oct 27, 2023 Q3 2023 |
29,507
shares
|
$1.88 Million
0.83% of portfolio
|
Q4 2022
Reduced 1.74%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
29,304
shares
|
$1.86 Million
0.04% of portfolio
|
Q1 2025
Reduced 10.76%
|
|
|
Patten Group, Inc.
|
May 14, 2025 Q1 2025 |
29,295
shares
|
$1.86 Million
0.41% of portfolio
|
Q1 2025
Added 32.0%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jul 07, 2025 Q2 2025 |
28,995
shares
|
$1.84 Million
1.37% of portfolio
|
Q2 2025
Added 60.03%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
May 06, 2025 Q1 2025 |
28,864
shares
|
$1.84 Million
0.1% of portfolio
|
Q1 2025
Reduced 29.92%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Apr 22, 2025 Q1 2025 |
28,778
shares
|
$1.83 Million
1.45% of portfolio
|
Q1 2025
Reduced 16.81%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
28,718
shares
|
$1.83 Million
0.3% of portfolio
|
Q2 2025
Reduced 1.58%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
28,542
shares
|
$1.82 Million
0.61% of portfolio
|
Q3 2023
Reduced 48.02%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
28,425
shares
|
$1.81 Million
0.94% of portfolio
|
Q2 2023
Reduced 48.42%
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
28,021
shares
|
$1.78 Million
0.01% of portfolio
|
Q1 2025
Reduced 6.76%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
27,985
shares
|
$1.78 Million
0.06% of portfolio
|
Q1 2025
Added 8.0%
|
|
|
Sagace Wealth Management LLC
St. Petersburg, FL |
Apr 15, 2025 Q1 2025 |
27,967
shares
|
$1.78 Million
1.24% of portfolio
|
Q1 2025
Reduced 3.25%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
27,856
shares
|
$1.77 Million
0.73% of portfolio
|
Q1 2025
Added 8.09%
|
|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
May 14, 2025 Q1 2025 |
27,830
shares
|
$1.77 Million
0.51% of portfolio
|
Q1 2025
New holding
|
|
|
Concorde Asset Management, LLC
|
May 15, 2025 Q1 2025 |
27,791
shares
|
$1.77 Million
0.89% of portfolio
|
Q1 2025
Reduced 12.21%
|
|
|
Windward Private Wealth Management Inc.
|
May 08, 2025 Q1 2025 |
27,445
shares
|
$1.75 Million
0.63% of portfolio
|
Q4 2024
Reduced 4.64%
|
|
|
Maryland State Retirement & Pension System
|
May 09, 2025 Q1 2025 |
27,101
shares
|
$1.72 Million
0.04% of portfolio
|
Q1 2025
Added 24.95%
|
|
|
Beam Wealth Advisors, Inc.
|
May 09, 2025 Q1 2025 |
26,797
shares
|
$1.7 Million
0.55% of portfolio
|
Q1 2025
Added 2.15%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
26,597
shares
|
$1.69 Million
0.13% of portfolio
|
Q1 2025
Reduced 11.92%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
26,427
shares
|
$1.68 Million
0.05% of portfolio
|
Q1 2025
Reduced 59.94%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
26,312
shares
|
$1.67 Million
0.02% of portfolio
|
Q1 2025
Reduced 24.27%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Apr 11, 2025 Q1 2025 |
26,307
shares
|
$1.67 Million
0.37% of portfolio
|
Q1 2025
Reduced 24.82%
|
|
|
Univest Financial Corp
|
May 08, 2025 Q1 2025 |
26,297
shares
|
$1.67 Million
0.1% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
Mar 10, 2025 Q4 2024 |
26,218
shares
|
$1.67 Million
1.79% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
May 02, 2025 Q1 2025 |
25,972
shares
|
$1.65 Million
1.47% of portfolio
|
Q1 2025
Reduced 35.65%
|