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 1,151 institutions that hold shares in the stock, with a total of 303 Million shares, which have been reported (via 13F filing form) to have a value of $19.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Absolute Capital Management, LLC
|
May 14, 2025 Q1 2025 |
15,406
shares
|
$988,603
0.54% of portfolio
|
Q1 2025
Reduced 22.76%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
15,330
shares
|
$983,726
0.04% of portfolio
|
Q4 2024
Added 5.64%
|
|
|
Altfest L J & CO Inc
|
May 09, 2025 Q1 2025 |
15,311
shares
|
$982,506
0.14% of portfolio
|
Q1 2025
Reduced 1.03%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Apr 24, 2025 Q1 2025 |
15,275
shares
|
$980,196
0.01% of portfolio
|
Q1 2025
Added 1567.58%
|
|
|
Sierra Capital LLC
|
Apr 30, 2025 Q1 2025 |
15,250
shares
|
$978,592
0.11% of portfolio
|
Q1 2023
New holding
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
May 05, 2025 Q1 2025 |
15,219
shares
|
$976,603
0.52% of portfolio
|
Q1 2025
New holding
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
15,198
shares
|
$975,255
0.1% of portfolio
|
Q1 2025
Reduced 18.59%
|
|
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
Jul 11, 2025 Q2 2025 |
15,141
shares
|
$971,597
0.92% of portfolio
|
Q2 2025
Added 2.44%
|
|
|
Goldstein Munger & Associates
San Ramon, CA |
Nov 07, 2022 Q3 2022 |
15,088
shares
|
$968,196
0.19% of portfolio
|
Q3 2020
Added 15.77%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
14,974
shares
|
$960,881
0.08% of portfolio
|
Q1 2025
Reduced 9.81%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
14,962
shares
|
$960,111
0.0% of portfolio
|
Q1 2025
Added 28.08%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
May 06, 2025 Q1 2025 |
14,828
shares
|
$951,512
0.15% of portfolio
|
Q1 2025
Reduced 13.05%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
14,763
shares
|
$947,341
0.02% of portfolio
|
Q1 2025
Reduced 20.33%
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Jul 22, 2025 Q2 2025 |
14,710
shares
|
$943,940
0.75% of portfolio
|
Q2 2025
Added 56.84%
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
14,621
shares
|
$938,229
0.1% of portfolio
|
Q2 2025
Added 25.15%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jul 09, 2025 Q2 2025 |
14,613
shares
|
$937,716
0.44% of portfolio
|
Q1 2025
Reduced 2.35%
|
|
|
First Citizens Financial Corp
|
Jul 07, 2025 Q2 2025 |
14,583
shares
|
$935,791
0.51% of portfolio
|
Q2 2025
Added 4.69%
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
14,395
shares
|
$923,727
0.16% of portfolio
|
Q3 2024
Added 37.37%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
14,284
shares
|
$916,604
0.05% of portfolio
|
Q3 2022
New holding
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Jul 07, 2025 Q2 2025 |
14,214
shares
|
$912,112
0.4% of portfolio
|
Q2 2025
Reduced 6.27%
|
|
|
Ggm Financials LLC
Columbus, OH |
Apr 11, 2025 Q1 2025 |
14,095
shares
|
$904,476
0.57% of portfolio
|
Q1 2025
Reduced 1.75%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
14,086
shares
|
$903,898
0.15% of portfolio
|
Q2 2023
Added 36.89%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
May 05, 2025 Q1 2025 |
14,084
shares
|
$903,770
0.52% of portfolio
|
Q1 2025
Reduced 22.51%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
14,006
shares
|
$898,765
0.04% of portfolio
|
Q1 2025
Added 3.16%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
13,964
shares
|
$896,069
0.99% of portfolio
|
Q4 2022
Reduced 1.2%
|