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 |
|---|---|---|---|---|---|
|
Financial Life Advisors
|
Apr 24, 2025 Q1 2025 |
226,056
shares
|
$14.4 Million
5.03% of portfolio
|
Q1 2025
Added 3.37%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
219,939
shares
|
$14 Million
1.33% of portfolio
|
Q4 2023
Added 0.96%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
219,685
shares
|
$14 Million
0.9% of portfolio
|
Q3 2023
Added 43.84%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
216,917
shares
|
$13.8 Million
0.34% of portfolio
|
Q1 2025
Reduced 19.82%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
214,770
shares
|
$13.7 Million
3.65% of portfolio
|
Q2 2022
Reduced 9.29%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
May 02, 2025 Q1 2025 |
213,880
shares
|
$13.6 Million
0.99% of portfolio
|
Q1 2025
Added 18.27%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
212,808
shares
|
$13.5 Million
0.01% of portfolio
|
Q1 2025
Added 24.95%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
May 02, 2025 Q1 2025 |
211,437
shares
|
$13.5 Million
2.37% of portfolio
|
Q1 2025
Reduced 11.22%
|
|
|
Mma Asset Management LLC
New York, NY |
May 08, 2025 Q1 2025 |
209,479
shares
|
$13.3 Million
5.22% of portfolio
|
Q1 2025
Added 5.21%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
208,680
shares
|
$13.3 Million
1.75% of portfolio
|
Q3 2022
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
205,580
shares
|
$13.1 Million
0.01% of portfolio
|
Q1 2025
Added 19.54%
|
|
|
Maia Wealth LLC
Denver, CO |
May 12, 2025 Q1 2025 |
205,166
shares
|
$13.1 Million
2.66% of portfolio
|
Q1 2025
Reduced 15.27%
|
|
|
Keystone Financial Services
|
Apr 22, 2025 Q1 2025 |
204,216
shares
|
$13 Million
4.65% of portfolio
|
Q1 2025
Reduced 24.51%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
202,527
shares
|
$12.9 Million
0.0% of portfolio
|
Q1 2025
Reduced 35.03%
|
|
|
Prosperity Consulting Group, LLC
|
May 07, 2025 Q1 2025 |
202,486
shares
|
$12.9 Million
0.94% of portfolio
|
Q1 2025
Added 8.89%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
202,251
shares
|
$12.9 Million
0.12% of portfolio
|
Q1 2025
Added 5.36%
|
|
|
Quent Capital, LLC
|
Apr 04, 2025 Q1 2025 |
201,477
shares
|
$12.8 Million
1.31% of portfolio
|
Q1 2025
Added 3.61%
|
|
|
Cypress Wealth Services, LLC
|
Apr 10, 2025 Q1 2025 |
201,254
shares
|
$12.8 Million
2.56% of portfolio
|
Q1 2025
Reduced 7.15%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
May 15, 2025 Q1 2025 |
200,561
shares
|
$12.8 Million
1.77% of portfolio
|
Q1 2025
Reduced 36.68%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
194,563
shares
|
$12.4 Million
0.1% of portfolio
|
Q1 2025
Reduced 18.98%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
190,385
shares
|
$12.1 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
188,131
shares
|
$12 Million
0.12% of portfolio
|
Q1 2025
Reduced 5.53%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Apr 30, 2025 Q1 2025 |
187,306
shares
|
$11.9 Million
0.85% of portfolio
|
Q1 2025
Reduced 4.85%
|
|
|
Security Financial Services, Inc.
|
May 07, 2025 Q1 2025 |
184,054
shares
|
$11.7 Million
2.27% of portfolio
|
Q1 2025
Reduced 34.14%
|
|
|
Summit X, LLC
Chesterfield, MO |
May 02, 2025 Q1 2025 |
181,685
shares
|
$11.6 Million
2.33% of portfolio
|
Q1 2025
Reduced 15.6%
|