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 1,152 institutions that hold shares in the stock, with a total of 306 Million shares, which have been reported (via 13F filing form) to have a value of $20.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
383,484
shares
|
$25.2 Million
0.86% of portfolio
|
Q1 2025
Reduced 0.49%
|
|
|
Covenant Partners, LLC
|
May 13, 2025 Q1 2025 |
382,150
shares
|
$25.2 Million
7.43% of portfolio
|
Q1 2025
Reduced 30.13%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
377,262
shares
|
$24.8 Million
0.39% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
376,442
shares
|
$24.8 Million
0.48% of portfolio
|
Q2 2025
Reduced 8.81%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
369,043
shares
|
$24.3 Million
0.35% of portfolio
|
Q1 2025
Reduced 1.21%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
366,970
shares
|
$24.2 Million
0.06% of portfolio
|
Q1 2025
Added 74.53%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
365,189
shares
|
$24 Million
0.56% of portfolio
|
Q2 2025
Reduced 33.37%
|
|
|
Affinity Capital Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
361,243
shares
|
$23.8 Million
3.98% of portfolio
|
Q2 2025
Added 3.59%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
May 09, 2025 Q1 2025 |
359,450
shares
|
$23.7 Million
5.07% of portfolio
|
Q1 2025
Added 17.38%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jul 17, 2025 Q2 2025 |
353,003
shares
|
$23.2 Million
3.33% of portfolio
|
Q2 2025
Added 40.75%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
336,100
shares
|
$22.1 Million
0.26% of portfolio
|
Q2 2025
Added 43.68%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
335,131
shares
|
$22.1 Million
16.13% of portfolio
|
Q2 2025
Added 2.84%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Jul 17, 2025 Q2 2025 |
333,974
shares
|
$22 Million
7.04% of portfolio
|
Q2 2025
Added 42.0%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
333,897
shares
|
$22 Million
0.1% of portfolio
|
Q1 2025
Reduced 28.67%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
May 05, 2025 Q1 2025 |
329,671
shares
|
$21.7 Million
3.36% of portfolio
|
Q1 2025
Added 2.8%
|
|
|
Stone House Investment Management, LLC
|
May 12, 2025 Q1 2025 |
327,393
shares
|
$21.5 Million
3.99% of portfolio
|
Q1 2025
Reduced 4.12%
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
324,834
shares
|
$21.4 Million
0.34% of portfolio
|
Q1 2025
Reduced 1.15%
|
|
|
West Wealth Group, LLC
|
May 05, 2025 Q1 2025 |
324,494
shares
|
$21.4 Million
5.85% of portfolio
|
Q1 2025
Reduced 13.82%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
319,091
shares
|
$21 Million
0.49% of portfolio
|
Q2 2025
Added 47.1%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
319,011
shares
|
$21 Million
0.23% of portfolio
|
Q1 2025
Reduced 18.95%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
318,048
shares
|
$20.9 Million
0.66% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
316,877
shares
|
$20.9 Million
0.89% of portfolio
|
Q2 2025
Added 117.39%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
316,340
shares
|
$20.8 Million
0.61% of portfolio
|
Q1 2025
Added 7.64%
|
|
|
Horst & Graben Wealth Management LLC
|
Apr 29, 2025 Q1 2025 |
313,023
shares
|
$20.6 Million
3.51% of portfolio
|
Q1 2025
Reduced 17.3%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
307,024
shares
|
$20.2 Million
0.04% of portfolio
|
Q2 2025
Reduced 6.08%
|