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 1,125 institutions that hold shares in the stock, with a total of 296 Million shares, which have been reported (via 13F filing form) to have a value of $18.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
1,063,925
shares
|
$67.7 Million
0.98% of portfolio
|
Q1 2025
Added 169.51%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
1,057,312
shares
|
$67.3 Million
0.6% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
1,050,945
shares
|
$66.9 Million
0.07% of portfolio
|
Q1 2025
Reduced 18.63%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
1,012,862
shares
|
$64.5 Million
1.51% of portfolio
|
Q1 2025
Reduced 15.68%
|
|
|
Auto Owners Insurance CO
Lansing, MI |
May 06, 2025 Q1 2025 |
999,000
shares
|
$63.6 Million
0.45% of portfolio
|
Q1 2025
Reduced 78.23%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
950,885
shares
|
$60.5 Million
0.56% of portfolio
|
Q2 2024
Reduced 1.79%
|
|
|
Sofi Wealth, LLC
|
Apr 21, 2025 Q1 2025 |
924,037
shares
|
$58.8 Million
4.73% of portfolio
|
Q1 2025
Added 5413.02%
|
|
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
Apr 29, 2025 Q1 2025 |
916,361
shares
|
$58.3 Million
6.06% of portfolio
|
Q1 2025
Added 113.18%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Apr 30, 2025 Q1 2025 |
898,509
shares
|
$57.2 Million
6.44% of portfolio
|
Q1 2025
Added 1.87%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
870,477
shares
|
$55.4 Million
0.59% of portfolio
|
Q1 2025
Reduced 3.73%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
779,568
shares
|
$49.6 Million
0.11% of portfolio
|
Q3 2023
Added 24.28%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
762,353
shares
|
$48.5 Million
2.12% of portfolio
|
Q1 2025
Reduced 1.24%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
746,309
shares
|
$47.5 Million
2.56% of portfolio
|
Q4 2023
Reduced 17.32%
|
|
|
Advocacy Wealth Management Services, LLC
|
May 06, 2025 Q1 2025 |
707,027
shares
|
$45 Million
3.5% of portfolio
|
Q1 2025
Reduced 11.35%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
706,060
shares
|
$44.9 Million
0.1% of portfolio
|
Q4 2024
Added 38.01%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
700,714
shares
|
$44.6 Million
0.07% of portfolio
|
Q1 2025
Reduced 15.1%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
May 08, 2025 Q1 2025 |
692,629
shares
|
$44.1 Million
0.08% of portfolio
|
Q1 2025
Reduced 49.63%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
690,031
shares
|
$43.9 Million
0.14% of portfolio
|
Q1 2025
Reduced 13.58%
|
|
|
Austin Private Wealth, LLC
|
May 12, 2025 Q1 2025 |
673,935
shares
|
$42.9 Million
3.67% of portfolio
|
Q1 2025
Reduced 17.86%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
666,935
shares
|
$42.4 Million
0.07% of portfolio
|
Q1 2025
Reduced 8.23%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
653,550
shares
|
$41.6 Million
3.88% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Townsend & Associates, Inc
|
Apr 25, 2025 Q1 2025 |
643,555
shares
|
$41 Million
3.97% of portfolio
|
Q1 2025
Added 36.46%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
635,593
shares
|
$40.4 Million
0.05% of portfolio
|
Q3 2024
Reduced 1.27%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
634,504
shares
|
$40.4 Million
4.23% of portfolio
|
Q3 2023
Added 5.28%
|
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Apr 23, 2025 Q1 2025 |
622,179
shares
|
$39.6 Million
1.32% of portfolio
|
Q1 2025
New holding
|