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 |
|---|---|---|---|---|---|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
599,876
shares
|
$38.2 Million
3.34% of portfolio
|
Q3 2023
Added 33.4%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
548,348
shares
|
$34.9 Million
0.44% of portfolio
|
Q1 2025
Reduced 23.44%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
548,074
shares
|
$34.9 Million
0.41% of portfolio
|
Q1 2025
Reduced 21.59%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
517,580
shares
|
$32.9 Million
1.21% of portfolio
|
Q1 2025
Added 19.9%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
513,678
shares
|
$32.7 Million
0.38% of portfolio
|
Q1 2025
Reduced 1.87%
|
|
|
First American Trust, Fsb
|
May 12, 2025 Q1 2025 |
509,715
shares
|
$32.4 Million
2.86% of portfolio
|
Q1 2025
Added 380.06%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
May 15, 2025 Q1 2025 |
509,534
shares
|
$32.4 Million
2.54% of portfolio
|
Q1 2025
Reduced 14.08%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
505,497
shares
|
$32.2 Million
0.25% of portfolio
|
Q1 2025
Reduced 11.12%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
497,704
shares
|
$31.7 Million
0.08% of portfolio
|
Q1 2025
Added 0.58%
|
|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
479,147
shares
|
$30.5 Million
5.05% of portfolio
|
Q1 2024
Added 2.06%
|
|
|
Brave Asset Management Inc
|
Apr 10, 2025 Q1 2025 |
471,838
shares
|
$30 Million
8.79% of portfolio
|
Q1 2025
Added 1.29%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
456,241
shares
|
$29 Million
0.0% of portfolio
|
Q1 2025
Reduced 17.46%
|
|
|
Allspring Global Investments Holdings, LLC
|
Apr 24, 2025 Q1 2025 |
454,885
shares
|
$28.9 Million
0.05% of portfolio
|
Q1 2025
Reduced 19.41%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
446,458
shares
|
$28.4 Million
0.04% of portfolio
|
Q1 2025
Reduced 8.86%
|
|
|
Octavia Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
429,251
shares
|
$27.3 Million
3.12% of portfolio
|
Q1 2025
Reduced 25.66%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
426,207
shares
|
$27.1 Million
0.84% of portfolio
|
Q1 2025
Reduced 23.51%
|
|
|
Valence8 Us LP
Cambridge, MA |
May 12, 2025 Q1 2025 |
417,025
shares
|
$26.5 Million
11.52% of portfolio
|
Q1 2025
Added 3.16%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
412,826
shares
|
$26.3 Million
0.62% of portfolio
|
Q1 2025
Added 5.03%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
399,769
shares
|
$25.4 Million
0.05% of portfolio
|
Q1 2025
Reduced 4.32%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
398,914
shares
|
$25.4 Million
0.71% of portfolio
|
Q1 2025
Added 4.48%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
396,926
shares
|
$25.3 Million
0.15% of portfolio
|
Q1 2025
Reduced 13.87%
|
|
|
Ma Private Wealth
|
May 01, 2025 Q1 2025 |
388,776
shares
|
$24.7 Million
4.33% of portfolio
|
Q1 2025
Reduced 0.9%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
383,484
shares
|
$24.4 Million
0.86% of portfolio
|
Q1 2025
Reduced 0.49%
|
|
|
Covenant Partners, LLC
|
May 13, 2025 Q1 2025 |
382,150
shares
|
$24.3 Million
7.43% of portfolio
|
Q1 2025
Reduced 30.13%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
377,262
shares
|
$24 Million
0.39% of portfolio
|
Q1 2025
Reduced 0.73%
|