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 |
|---|---|---|---|---|---|
|
Kovack Advisors, Inc.
|
May 06, 2025 Q1 2025 |
8,336
shares
|
$534,921
0.05% of portfolio
|
Q1 2025
Added 22.7%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
8,327
shares
|
$534,343
0.25% of portfolio
|
Q2 2024
Reduced 3.31%
|
|
|
Milestone Asset Management Group, LLC
Avon, CT |
May 06, 2025 Q1 2025 |
8,325
shares
|
$534,215
0.44% of portfolio
|
Q1 2025
Reduced 6.23%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jul 21, 2025 Q2 2025 |
8,319
shares
|
$533,830
0.13% of portfolio
|
Q2 2025
Added 0.64%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Apr 24, 2025 Q1 2025 |
8,273
shares
|
$530,878
0.3% of portfolio
|
Q1 2025
Added 37.59%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Apr 25, 2025 Q1 2025 |
8,270
shares
|
$530,685
0.17% of portfolio
|
Q1 2025
Added 17.44%
|
|
|
Family Firm, Inc.
|
May 01, 2025 Q1 2025 |
8,253
shares
|
$529,595
0.11% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Apr 25, 2025 Q1 2025 |
8,209
shares
|
$526,771
0.31% of portfolio
|
Q3 2024
Reduced 6.43%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
8,198
shares
|
$526,065
0.03% of portfolio
|
Q1 2025
Reduced 1.1%
|
|
|
Michels Family Financial, LLC
Fort Worth, TX |
Jul 16, 2025 Q2 2025 |
8,155
shares
|
$523,306
0.44% of portfolio
|
Q2 2025
Added 1.34%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
May 05, 2025 Q1 2025 |
8,130
shares
|
$521,702
0.01% of portfolio
|
Q1 2025
Reduced 3.47%
|
|
|
Empirical Asset Management, LLC
|
May 12, 2025 Q1 2025 |
8,128
shares
|
$521,573
0.16% of portfolio
|
Q1 2025
Added 27.34%
|
|
|
Flputnam Investment Management CO
Portland, ME |
May 15, 2025 Q1 2025 |
8,082
shares
|
$518,621
0.01% of portfolio
|
Q1 2025
Added 32.12%
|
|
|
Fulcrum Equity Management
|
May 01, 2025 Q1 2025 |
8,065
shares
|
$517,531
0.53% of portfolio
|
Q1 2025
Reduced 23.18%
|
|
|
Garrett Investment Advisors LLC
|
Jul 14, 2025 Q2 2025 |
8,008
shares
|
$513,873
0.05% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Prosperity Planning, Inc.
|
Jul 11, 2025 Q2 2025 |
8,003
shares
|
$513,552
0.15% of portfolio
|
Q2 2025
Added 20.75%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
7,966
shares
|
$511,178
0.25% of portfolio
|
Q2 2025
Added 2.19%
|
|
|
Naviter Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
7,956
shares
|
$510,536
0.06% of portfolio
|
Q1 2025
Reduced 15.27%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
7,925
shares
|
$508,547
0.0% of portfolio
|
Q1 2025
Added 67.02%
|
|
|
Lauterbach Financial Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
7,865
shares
|
$504,697
0.29% of portfolio
|
Q2 2025
Added 2.52%
|
|
|
Harbour Capital Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
7,859
shares
|
$504,312
0.11% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
7,832
shares
|
$502,579
0.0% of portfolio
|
Q1 2025
Added 8.04%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
May 02, 2025 Q1 2025 |
7,773
shares
|
$498,793
0.03% of portfolio
|
Q4 2024
Added 4170.88%
|
|
|
Claris Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
7,766
shares
|
$498,344
0.19% of portfolio
|
Q2 2025
Added 2.18%
|
|
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
May 02, 2025 Q1 2025 |
7,749
shares
|
$497,253
0.52% of portfolio
|
Q1 2025
Added 2.35%
|