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 |
|---|---|---|---|---|---|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
181,655
shares
|
$11.6 Million
0.12% of portfolio
|
Q1 2025
Added 1.01%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Apr 10, 2025 Q1 2025 |
181,472
shares
|
$11.5 Million
4.28% of portfolio
|
Q1 2025
Reduced 11.09%
|
|
|
Baker Avenue Asset Management, LP
|
May 08, 2025 Q1 2025 |
181,091
shares
|
$11.5 Million
0.33% of portfolio
|
Q1 2025
New holding
|
|
|
Associated Banc Corp
Green Bay, WI |
May 09, 2025 Q1 2025 |
180,360
shares
|
$11.5 Million
0.34% of portfolio
|
Q1 2025
Reduced 1.19%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
179,345
shares
|
$11.4 Million
0.84% of portfolio
|
Q1 2025
Added 16.27%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
179,113
shares
|
$11.4 Million
0.02% of portfolio
|
Q1 2025
Reduced 3.44%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
May 02, 2025 Q1 2025 |
176,281
shares
|
$11.2 Million
0.68% of portfolio
|
Q1 2025
Added 1.85%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
175,740
shares
|
$11.2 Million
0.16% of portfolio
|
Q1 2025
Reduced 2.65%
|
|
|
Pettinga Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
175,614
shares
|
$11.2 Million
2.5% of portfolio
|
Q1 2025
Reduced 48.93%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
174,224
shares
|
$11.1 Million
0.16% of portfolio
|
Q1 2025
Added 12.84%
|
|
|
Vestmark Advisory Solutions, Inc.
|
May 13, 2025 Q1 2025 |
173,521
shares
|
$11 Million
0.29% of portfolio
|
Q1 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
173,456
shares
|
$11 Million
0.2% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Rtd Financial Advisors, Inc.
|
Apr 16, 2025 Q1 2025 |
172,068
shares
|
$11 Million
1.36% of portfolio
|
Q1 2025
Added 2.06%
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Apr 23, 2025 Q1 2025 |
169,548
shares
|
$10.8 Million
3.97% of portfolio
|
Q1 2025
Reduced 14.95%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
168,600
shares
|
$10.7 Million
0.11% of portfolio
|
Q1 2025
Reduced 8.71%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
May 13, 2025 Q1 2025 |
166,753
shares
|
$10.6 Million
1.57% of portfolio
|
Q1 2025
Reduced 1.59%
|
|
|
One Advisory Partners, LLC
|
Apr 14, 2025 Q1 2025 |
164,973
shares
|
$10.5 Million
4.3% of portfolio
|
Q1 2025
Reduced 24.05%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
162,956
shares
|
$10.4 Million
0.26% of portfolio
|
Q1 2025
Added 331.63%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
162,915
shares
|
$10.4 Million
1.37% of portfolio
|
Q3 2024
Added 24.79%
|
|
|
Forthright Family Wealth Advisory LLC
Houston, TX |
Apr 30, 2025 Q1 2025 |
162,416
shares
|
$10.3 Million
7.12% of portfolio
|
Q1 2025
Added 1.03%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
158,631
shares
|
$10.1 Million
0.81% of portfolio
|
Q1 2025
Added 3.93%
|
|
|
Alternative Investment Advisors, Llc.
Maitland, FL |
Dec 11, 2024 Q3 2024 |
158,167
shares
|
$10.1 Million
4.78% of portfolio
|
Q3 2024
Added 3.28%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
157,869
shares
|
$10 Million
0.26% of portfolio
|
Q1 2025
Reduced 10.65%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
157,495
shares
|
$10 Million
9.73% of portfolio
|
Q1 2025
Added 3292.1%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
May 22, 2025 Q1 2025 |
156,738
shares
|
$9.97 Million
6.03% of portfolio
|
Q1 2025
Reduced 26.5%
|