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 |
|---|---|---|---|---|---|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
369,043
shares
|
$23.5 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
|
$23.4 Million
0.06% of portfolio
|
Q1 2025
Added 74.53%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
May 09, 2025 Q1 2025 |
359,450
shares
|
$22.9 Million
5.07% of portfolio
|
Q1 2025
Added 17.38%
|
|
|
Affinity Capital Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
348,737
shares
|
$22.2 Million
3.91% of portfolio
|
Q1 2025
Added 10.24%
|
|
|
Steel Peak Wealth Management LLC
|
Apr 30, 2025 Q1 2025 |
337,664
shares
|
$21.5 Million
0.84% of portfolio
|
Q1 2025
Reduced 8.29%
|
|
|
Sharkey, Howes & Javer
|
Apr 30, 2025 Q1 2025 |
335,417
shares
|
$21.3 Million
3.02% of portfolio
|
Q1 2025
Reduced 24.34%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
333,897
shares
|
$21.2 Million
0.1% of portfolio
|
Q1 2025
Reduced 28.67%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
May 05, 2025 Q1 2025 |
329,671
shares
|
$21 Million
3.36% of portfolio
|
Q1 2025
Added 2.8%
|
|
|
Stone House Investment Management, LLC
|
May 12, 2025 Q1 2025 |
327,393
shares
|
$20.8 Million
3.99% of portfolio
|
Q1 2025
Reduced 4.12%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
326,903
shares
|
$20.8 Million
0.04% of portfolio
|
Q1 2025
Added 4.47%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Apr 14, 2025 Q1 2025 |
325,887
shares
|
$20.7 Million
15.21% of portfolio
|
Q1 2025
Added 0.92%
|
|
|
Cardinal Strategic Wealth Guidance
|
May 01, 2025 Q1 2025 |
325,344
shares
|
$20.7 Million
6.13% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
324,834
shares
|
$20.7 Million
0.34% of portfolio
|
Q1 2025
Reduced 1.15%
|
|
|
West Wealth Group, LLC
|
May 05, 2025 Q1 2025 |
324,494
shares
|
$20.7 Million
5.85% of portfolio
|
Q1 2025
Reduced 13.82%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
322,071
shares
|
$20.5 Million
0.07% of portfolio
|
Q1 2025
Reduced 15.88%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
319,011
shares
|
$20.3 Million
0.23% of portfolio
|
Q1 2025
Reduced 18.95%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
318,776
shares
|
$20.3 Million
0.16% of portfolio
|
Q1 2025
Reduced 28.37%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
317,977
shares
|
$20.2 Million
0.66% of portfolio
|
Q1 2025
Added 1.05%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
316,340
shares
|
$20.1 Million
0.61% of portfolio
|
Q1 2025
Added 7.64%
|
|
|
Horst & Graben Wealth Management LLC
|
Apr 29, 2025 Q1 2025 |
313,023
shares
|
$19.9 Million
3.51% of portfolio
|
Q1 2025
Reduced 17.3%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
306,220
shares
|
$19.5 Million
1.38% of portfolio
|
Q1 2025
Added 2.66%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
May 13, 2025 Q1 2025 |
305,897
shares
|
$19.5 Million
4.37% of portfolio
|
Q1 2025
Reduced 24.27%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
304,854
shares
|
$19.4 Million
1.08% of portfolio
|
Q1 2025
Reduced 16.07%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
May 15, 2025 Q1 2025 |
303,219
shares
|
$19.3 Million
4.82% of portfolio
|
Q1 2025
Reduced 4.95%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Apr 28, 2025 Q1 2025 |
301,229
shares
|
$19.2 Million
0.94% of portfolio
|
Q1 2025
Added 1.08%
|