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 |
|---|---|---|---|---|---|
|
Aprio Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
25,934
shares
|
$1.65 Million
0.21% of portfolio
|
Q1 2025
Added 62.12%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
25,697
shares
|
$1.63 Million
0.41% of portfolio
|
Q2 2025
Added 180.11%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
May 14, 2025 Q1 2025 |
25,515
shares
|
$1.62 Million
2.36% of portfolio
|
Q1 2025
Added 4.67%
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Apr 22, 2025 Q1 2025 |
25,294
shares
|
$1.61 Million
0.71% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
25,139
shares
|
$1.6 Million
0.11% of portfolio
|
Q1 2025
Reduced 2.14%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
25,124
shares
|
$1.6 Million
1.68% of portfolio
|
Q3 2022
Reduced 16.97%
|
|
|
Clearview Wealth Advisors LLC
|
Apr 22, 2025 Q1 2025 |
25,016
shares
|
$1.59 Million
1.12% of portfolio
|
Q1 2025
Reduced 22.76%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
24,913
shares
|
$1.58 Million
0.0% of portfolio
|
Q1 2025
Added 2124.38%
|
|
|
Rda Financial Network
|
Jul 03, 2025 Q2 2025 |
24,876
shares
|
$1.58 Million
0.44% of portfolio
|
Q2 2025
Added 46.67%
|
|
|
Fortress Wealth Management, Inc.
|
Jul 10, 2025 Q2 2025 |
24,714
shares
|
$1.57 Million
0.9% of portfolio
|
Q2 2025
Added 0.92%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
24,650
shares
|
$1.57 Million
0.04% of portfolio
|
Q1 2025
Added 6.45%
|
|
|
Horan Securities, Inc.
|
May 12, 2025 Q1 2025 |
24,598
shares
|
$1.56 Million
0.55% of portfolio
|
Q1 2025
Added 93.02%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
24,491
shares
|
$1.56 Million
0.12% of portfolio
|
Q2 2025
Reduced 20.75%
|
|
|
Keel Point, LLC
Huntsville, AL |
May 15, 2025 Q1 2025 |
24,239
shares
|
$1.54 Million
0.11% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
24,131
shares
|
$1.53 Million
0.09% of portfolio
|
Q2 2025
Added 439.36%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
23,982
shares
|
$1.53 Million
0.41% of portfolio
|
Q3 2024
Added 37.92%
|
|
|
Columbus Macro, LLC
|
Apr 17, 2025 Q1 2025 |
23,685
shares
|
$1.51 Million
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Jun 23, 2025 Q1 2025 |
23,628
shares
|
$1.5 Million
0.05% of portfolio
|
Q4 2024
Reduced 2.94%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
23,613
shares
|
$1.5 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.49%
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
22,904
shares
|
$1.46 Million
0.62% of portfolio
|
Q1 2024
Added 5.55%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
22,807
shares
|
$1.45 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.65%
|
|
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
Jul 15, 2025 Q2 2025 |
22,730
shares
|
$1.45 Million
1.41% of portfolio
|
Q2 2025
Added 67.16%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
22,669
shares
|
$1.44 Million
0.75% of portfolio
|
Q3 2024
Added 132.0%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
22,563
shares
|
$1.44 Million
0.09% of portfolio
|
Q2 2025
Added 16.94%
|
|
|
Fsc Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
22,526
shares
|
$1.43 Million
0.89% of portfolio
|
Q1 2025
Added 26.27%
|