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 |
|---|---|---|---|---|---|
|
Greenleaf Trust
Kalamazoo, MI |
Apr 30, 2025 Q1 2025 |
287,877
shares
|
$18.3 Million
0.16% of portfolio
|
Q1 2025
Reduced 3.94%
|
|
|
Lineweaver Wealth Advisors, LLC
|
May 02, 2025 Q1 2025 |
282,045
shares
|
$17.9 Million
3.14% of portfolio
|
Q1 2025
Added 20.65%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
May 13, 2025 Q1 2025 |
278,249
shares
|
$17.7 Million
0.59% of portfolio
|
Q1 2025
Added 5832.81%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
274,579
shares
|
$17.5 Million
0.02% of portfolio
|
Q1 2025
Added 1205.59%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
May 12, 2025 Q1 2025 |
273,563
shares
|
$17.4 Million
1.43% of portfolio
|
Q1 2025
Reduced 18.68%
|
|
|
Plancorp, LLC
|
May 15, 2025 Q1 2025 |
270,696
shares
|
$17.2 Million
0.64% of portfolio
|
Q1 2025
Reduced 9.06%
|
|
|
Wakefield Asset Management Lllp
Englewood, CO |
May 06, 2025 Q1 2025 |
267,496
shares
|
$17 Million
5.08% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
265,495
shares
|
$16.9 Million
1.36% of portfolio
|
Q1 2025
Reduced 1.42%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
263,777
shares
|
$16.8 Million
2.37% of portfolio
|
Q1 2025
Added 1.66%
|
|
|
Prudential Financial Inc
Newark, NJ |
May 13, 2025 Q1 2025 |
260,744
shares
|
$16.6 Million
0.02% of portfolio
|
Q1 2025
Added 125.04%
|
|
|
Wealth Alliance
Mellville, NY |
May 05, 2025 Q1 2025 |
253,957
shares
|
$16.2 Million
1.87% of portfolio
|
Q1 2025
Reduced 6.34%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
252,143
shares
|
$16 Million
0.16% of portfolio
|
Q1 2025
Reduced 14.58%
|
|
|
Accredited Investors Inc.
|
May 06, 2025 Q1 2025 |
252,005
shares
|
$16 Million
0.92% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
May 06, 2025 Q1 2025 |
250,799
shares
|
$16 Million
2.29% of portfolio
|
Q1 2025
Reduced 16.29%
|
|
|
Voya Investment Management LLC
Atlanta, GA |
May 15, 2025 Q1 2025 |
250,070
shares
|
$15.9 Million
0.02% of portfolio
|
Q1 2025
Added 4.32%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 09, 2025 Q1 2025 |
249,582
shares
|
$15.9 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
High Mark Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
247,896
shares
|
$15.8 Million
8.81% of portfolio
|
Q1 2025
Reduced 2.83%
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
246,959
shares
|
$15.7 Million
2.59% of portfolio
|
Q1 2025
Reduced 21.16%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
240,693
shares
|
$15.3 Million
0.09% of portfolio
|
Q1 2025
Reduced 16.14%
|
|
|
Long Run Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
237,237
shares
|
$15.1 Million
3.23% of portfolio
|
Q1 2025
Reduced 3.36%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Apr 30, 2025 Q1 2025 |
237,035
shares
|
$15.1 Million
3.63% of portfolio
|
Q1 2025
Reduced 25.85%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Apr 15, 2025 Q1 2025 |
235,192
shares
|
$15 Million
5.29% of portfolio
|
Q1 2025
Reduced 7.06%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
234,350
shares
|
$14.9 Million
0.02% of portfolio
|
Q1 2025
Reduced 5.49%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
233,917
shares
|
$14.9 Million
0.18% of portfolio
|
Q1 2025
Reduced 25.06%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
229,934
shares
|
$14.6 Million
1.63% of portfolio
|
Q1 2025
Reduced 26.91%
|