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 |
|---|---|---|---|---|---|
|
Lgt Financial Advisors LLC
Dallas, TX |
May 08, 2025 Q1 2025 |
12,225
shares
|
$784,478
2.2% of portfolio
|
Q1 2025
Reduced 8.83%
|
|
|
Mesirow Financial Investment Management, Inc.
|
May 08, 2025 Q1 2025 |
12,194
shares
|
$782,488
0.01% of portfolio
|
Q1 2025
Added 0.83%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2025 Q1 2025 |
12,194
shares
|
$782,488
0.06% of portfolio
|
Q1 2025
Added 72.26%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
May 07, 2025 Q1 2025 |
12,075
shares
|
$774,852
0.5% of portfolio
|
Q1 2025
Reduced 17.15%
|
|
|
Martin Worley Group
Cottonwood Heights, UT |
Apr 21, 2025 Q1 2025 |
11,917
shares
|
$764,713
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
25 LLC
St. Louis, MO |
Jul 21, 2025 Q2 2025 |
11,899
shares
|
$763,558
0.28% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
11,897
shares
|
$763,430
0.08% of portfolio
|
Q3 2024
Reduced 66.5%
|
|
|
Rhs Financial, LLC
|
Apr 17, 2025 Q1 2025 |
11,889
shares
|
$762,917
0.41% of portfolio
|
Q1 2025
Reduced 35.9%
|
|
|
Sound Financial Strategies Group, LLC
|
May 09, 2025 Q1 2025 |
11,800
shares
|
$757,206
0.66% of portfolio
|
Q1 2025
Reduced 2.46%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
11,761
shares
|
$754,703
0.02% of portfolio
|
Q1 2025
Added 52.74%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
11,733
shares
|
$752,906
0.2% of portfolio
|
Q2 2022
Reduced 22.66%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
11,625
shares
|
$745,976
0.03% of portfolio
|
Q2 2025
Reduced 0.85%
|
|
|
Foster Group, Inc.
|
Jul 14, 2025 Q2 2025 |
11,520
shares
|
$739,238
0.03% of portfolio
|
Q2 2025
Reduced 1.66%
|
|
|
Balance Wealth, LLC
Delaware, OH |
Apr 23, 2025 Q1 2025 |
11,455
shares
|
$735,067
0.44% of portfolio
|
Q1 2025
New holding
|
|
|
Accurate Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
11,442
shares
|
$734,233
0.12% of portfolio
|
Q2 2025
Added 128.7%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
May 15, 2025 Q1 2025 |
11,333
shares
|
$727,238
0.02% of portfolio
|
Q1 2025
Reduced 12.01%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
May 12, 2025 Q1 2025 |
10,994
shares
|
$705,484
0.17% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
10,976
shares
|
$704,329
0.11% of portfolio
|
Q4 2022
Added 25.13%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
10,976
shares
|
$704,329
0.11% of portfolio
|
Q4 2022
New holding
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
10,943
shares
|
$702,212
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Jul 18, 2025 Q2 2025 |
10,900
shares
|
$699,453
0.18% of portfolio
|
Q2 2025
Added 65.98%
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
May 14, 2025 Q1 2025 |
10,860
shares
|
$696,886
0.27% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
First Citizens Asset Management, Inc.
Raleigh, NC |
May 15, 2025 Q1 2025 |
10,761
shares
|
$690,533
0.25% of portfolio
|
Q1 2025
Reduced 5.36%
|
|
|
Cullen Capital Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
10,558
shares
|
$677,506
0.01% of portfolio
|
Q1 2025
Reduced 53.12%
|
|
|
Old National Bancorp
|
Jul 22, 2025 Q2 2025 |
10,482
shares
|
$672,629
0.01% of portfolio
|
Q2 2025
New holding
|