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 1,148 institutions that hold shares in the stock, with a total of 302 Million shares, which have been reported (via 13F filing form) to have a value of $19.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Operose Advisors LLC
Milwaukee, WI |
May 12, 2025 Q1 2025 |
20,881
shares
|
$1.33 Million
0.41% of portfolio
|
Q1 2025
Added 334.3%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Jul 15, 2025 Q2 2025 |
20,633
shares
|
$1.31 Million
0.86% of portfolio
|
Q2 2025
Added 9.95%
|
|
|
Mc Mill Wealth Management
Norfolk, NE |
May 09, 2025 Q1 2025 |
20,010
shares
|
$1.27 Million
0.43% of portfolio
|
Q1 2025
Added 57.84%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
20,000
shares
|
$1.27 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Apr 25, 2025 Q1 2025 |
19,921
shares
|
$1.27 Million
0.74% of portfolio
|
Q1 2025
Reduced 22.95%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
19,791
shares
|
$1.26 Million
0.06% of portfolio
|
Q1 2025
Added 126.31%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
19,670
shares
|
$1.25 Million
0.17% of portfolio
|
Q1 2025
Reduced 47.04%
|
|
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
May 02, 2025 Q1 2025 |
19,659
shares
|
$1.25 Million
0.99% of portfolio
|
Q4 2024
New holding
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
19,582
shares
|
$1.25 Million
0.25% of portfolio
|
Q1 2025
Reduced 6.61%
|
|
|
Beacon Financial Advisory LLC
|
Apr 24, 2025 Q1 2025 |
19,525
shares
|
$1.24 Million
0.39% of portfolio
|
Q1 2025
Reduced 14.88%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
May 14, 2025 Q1 2025 |
19,525
shares
|
$1.24 Million
0.7% of portfolio
|
Q1 2025
Added 163.42%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
19,457
shares
|
$1.24 Million
0.01% of portfolio
|
Q3 2023
Added 0.04%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
May 15, 2025 Q1 2025 |
19,334
shares
|
$1.23 Million
0.23% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Apr 29, 2025 Q1 2025 |
19,314
shares
|
$1.23 Million
0.35% of portfolio
|
Q1 2025
Reduced 7.79%
|
|
|
Cooper Financial Group
|
Jul 17, 2025 Q2 2025 |
19,139
shares
|
$1.22 Million
0.15% of portfolio
|
Q2 2025
Reduced 34.75%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Jul 07, 2025 Q2 2025 |
19,091
shares
|
$1.21 Million
0.49% of portfolio
|
Q2 2025
Added 68.56%
|
|
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
Apr 22, 2025 Q1 2025 |
19,035
shares
|
$1.21 Million
1.08% of portfolio
|
Q1 2025
Reduced 5.26%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
18,875
shares
|
$1.2 Million
0.02% of portfolio
|
Q2 2024
Reduced 37.06%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Jul 17, 2025 Q2 2025 |
18,771
shares
|
$1.19 Million
0.1% of portfolio
|
Q2 2025
Added 5.49%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
18,759
shares
|
$1.19 Million
0.04% of portfolio
|
Q1 2025
Added 3.0%
|
|
|
Country Club Bank
|
Apr 30, 2025 Q1 2025 |
18,715
shares
|
$1.19 Million
0.08% of portfolio
|
Q1 2024
Reduced 1.24%
|
|
|
Fedenia Advisers LLC
Madison, WI |
Apr 28, 2025 Q1 2025 |
18,704
shares
|
$1.19 Million
0.72% of portfolio
|
Q1 2025
Reduced 6.25%
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
18,394
shares
|
$1.17 Million
0.12% of portfolio
|
Q1 2025
Reduced 47.02%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
May 14, 2025 Q1 2025 |
18,318
shares
|
$1.17 Million
0.16% of portfolio
|
Q1 2025
Reduced 12.94%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
17,655
shares
|
$1.12 Million
0.01% of portfolio
|
Q1 2025
Added 19.89%
|