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 |
|---|---|---|---|---|---|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
162,956
shares
|
$10.7 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
|
$10.7 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
|
$10.7 Million
7.12% of portfolio
|
Q1 2025
Added 1.03%
|
|
|
Cobblestone Asset Management LLC
Richmond, VA |
Jul 14, 2025 Q2 2025 |
162,204
shares
|
$10.7 Million
5.42% of portfolio
|
Q2 2025
Added 41.66%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
158,631
shares
|
$10.4 Million
0.81% of portfolio
|
Q1 2025
Added 3.93%
|
|
|
Certus Wealth Management, LLC
Redwood City, CA |
Jul 24, 2025 Q2 2025 |
158,625
shares
|
$10.4 Million
6.77% of portfolio
|
Q2 2025
Added 31.66%
|
|
|
Alternative Investment Advisors, Llc.
Maitland, FL |
Dec 11, 2024 Q3 2024 |
158,167
shares
|
$10.4 Million
4.78% of portfolio
|
Q3 2024
Added 3.28%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
157,869
shares
|
$10.4 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
|
$10.4 Million
9.73% of portfolio
|
Q1 2025
Added 3292.1%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
May 22, 2025 Q1 2025 |
156,738
shares
|
$10.3 Million
6.03% of portfolio
|
Q1 2025
Reduced 26.5%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
156,700
shares
|
$10.3 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Apeiron Ria LLC
|
May 29, 2025 Q1 2025 |
155,908
shares
|
$10.3 Million
3.01% of portfolio
|
Q1 2025
Added 16.76%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
154,139
shares
|
$10.1 Million
0.04% of portfolio
|
Q1 2025
Reduced 15.96%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
153,968
shares
|
$10.1 Million
0.68% of portfolio
|
Q1 2025
Reduced 2.06%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
153,015
shares
|
$10.1 Million
0.13% of portfolio
|
Q1 2025
Reduced 2.77%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Jul 18, 2025 Q2 2025 |
152,124
shares
|
$10 Million
0.32% of portfolio
|
Q2 2025
Added 41.14%
|
|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
Jul 21, 2025 Q2 2025 |
151,704
shares
|
$9.99 Million
3.99% of portfolio
|
Q2 2025
New holding
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
May 15, 2025 Q1 2025 |
151,641
shares
|
$9.98 Million
1.37% of portfolio
|
Q1 2025
Added 5.62%
|
|
|
Sentinus, LLC
Oak Brook, IL |
May 15, 2025 Q1 2025 |
149,682
shares
|
$9.85 Million
2.66% of portfolio
|
Q1 2025
Reduced 26.98%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
146,686
shares
|
$9.65 Million
0.14% of portfolio
|
Q1 2025
Reduced 20.44%
|
|
|
Invst, LLC
Indianapolis, IN |
Jun 02, 2025 Q1 2025 |
146,515
shares
|
$9.64 Million
1.21% of portfolio
|
Q1 2025
Reduced 56.62%
|
|
|
Mc Lean Asset Management Corp
|
Jul 03, 2025 Q2 2025 |
145,420
shares
|
$9.57 Million
2.44% of portfolio
|
Q2 2025
Reduced 1.51%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
145,266
shares
|
$9.56 Million
3.96% of portfolio
|
Q1 2024
Reduced 10.55%
|
|
|
Van Hulzen Asset Management, LLC
|
May 14, 2025 Q1 2025 |
145,156
shares
|
$9.55 Million
0.82% of portfolio
|
Q1 2025
Reduced 2.83%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
144,043
shares
|
$9.48 Million
1.12% of portfolio
|
Q1 2025
Reduced 6.9%
|