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 |
|---|---|---|---|---|---|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
10,354
shares
|
$664,416
0.02% of portfolio
|
Q1 2025
Added 2.91%
|
|
|
Jt Stratford LLC
Gainesville, GA |
May 14, 2025 Q1 2025 |
10,297
shares
|
$660,758
0.11% of portfolio
|
Q1 2025
Reduced 9.5%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
May 15, 2025 Q1 2025 |
10,234
shares
|
$656,715
0.15% of portfolio
|
Q1 2025
Reduced 3.85%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
May 01, 2025 Q1 2025 |
10,204
shares
|
$654,790
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Waldron Private Wealth LLC
|
May 08, 2025 Q1 2025 |
10,161
shares
|
$652,031
0.03% of portfolio
|
Q1 2025
Added 106.69%
|
|
|
Virtus Family Office LLC
El Paso, TX |
May 12, 2025 Q1 2025 |
10,146
shares
|
$651,068
0.77% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Hanlon Investment Management, Inc.
|
May 13, 2025 Q1 2025 |
10,139
shares
|
$650,619
0.47% of portfolio
|
Q1 2025
Reduced 35.82%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
10,108
shares
|
$648,630
0.05% of portfolio
|
Q4 2022
Added 10.3%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Apr 15, 2025 Q1 2025 |
10,079
shares
|
$646,769
0.48% of portfolio
|
Q1 2025
Reduced 3.48%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
10,056
shares
|
$645,293
0.09% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jul 09, 2025 Q2 2025 |
10,001
shares
|
$641,764
0.05% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Al Ti Global, Inc.
New York, NY |
May 15, 2025 Q1 2025 |
9,958
shares
|
$639,004
0.02% of portfolio
|
Q1 2025
Added 5.46%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
9,938
shares
|
$637,721
0.01% of portfolio
|
Q1 2025
Reduced 2.12%
|
|
|
Conning Inc.
|
Apr 28, 2025 Q1 2025 |
9,932
shares
|
$637,336
0.02% of portfolio
|
Q4 2024
Reduced 21.16%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
9,924
shares
|
$636,823
0.06% of portfolio
|
Q1 2025
Added 462.59%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
May 12, 2025 Q1 2025 |
9,845
shares
|
$631,753
0.32% of portfolio
|
Q2 2024
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
9,731
shares
|
$624,438
0.14% of portfolio
|
Q1 2025
Added 0.64%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
9,730
shares
|
$624,374
0.02% of portfolio
|
Q1 2025
Reduced 12.48%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
9,702
shares
|
$622,577
0.07% of portfolio
|
Q1 2025
Reduced 14.26%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
May 15, 2025 Q1 2025 |
9,677
shares
|
$620,973
0.35% of portfolio
|
Q1 2025
Reduced 11.96%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Apr 24, 2025 Q1 2025 |
9,640
shares
|
$618,598
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
9,605
shares
|
$616,352
0.02% of portfolio
|
Q1 2025
Reduced 6.81%
|
|
|
Valeo Financial Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
9,561
shares
|
$613,529
0.0% of portfolio
|
Q2 2025
Reduced 2.44%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
9,552
shares
|
$612,951
0.17% of portfolio
|
Q4 2024
Reduced 56.74%
|
|
|
Midwest Heritage Bank, Fsb
|
Jul 16, 2025 Q2 2025 |
9,470
shares
|
$607,689
0.24% of portfolio
|
Q2 2025
Added 3.26%
|