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 |
|---|---|---|---|---|---|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
156,700
shares
|
$9.97 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Apeiron Ria LLC
|
May 29, 2025 Q1 2025 |
155,908
shares
|
$9.92 Million
3.01% of portfolio
|
Q1 2025
Added 16.76%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
154,139
shares
|
$9.81 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
|
$9.8 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
|
$9.74 Million
0.13% of portfolio
|
Q1 2025
Reduced 2.77%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
May 15, 2025 Q1 2025 |
151,641
shares
|
$9.65 Million
1.37% of portfolio
|
Q1 2025
Added 5.62%
|
|
|
Sentinus, LLC
Oak Brook, IL |
May 15, 2025 Q1 2025 |
149,682
shares
|
$9.53 Million
2.66% of portfolio
|
Q1 2025
Reduced 26.98%
|
|
|
Apella Capital, LLC
|
Apr 10, 2025 Q1 2025 |
148,318
shares
|
$9.44 Million
0.31% of portfolio
|
Q1 2025
Reduced 14.04%
|
|
|
Mc Lean Asset Management Corp
|
Apr 09, 2025 Q1 2025 |
147,657
shares
|
$9.4 Million
2.56% of portfolio
|
Q1 2025
Reduced 4.44%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
146,686
shares
|
$9.34 Million
0.14% of portfolio
|
Q1 2025
Reduced 20.44%
|
|
|
Invst, LLC
Indianapolis, IN |
Jun 02, 2025 Q1 2025 |
146,515
shares
|
$9.32 Million
1.21% of portfolio
|
Q1 2025
Reduced 56.62%
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
145,767
shares
|
$9.28 Million
0.72% of portfolio
|
Q1 2025
Added 2187.26%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
145,266
shares
|
$9.24 Million
3.96% of portfolio
|
Q1 2024
Reduced 10.55%
|
|
|
Van Hulzen Asset Management, LLC
|
May 14, 2025 Q1 2025 |
145,156
shares
|
$9.24 Million
0.82% of portfolio
|
Q1 2025
Reduced 2.83%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
May 14, 2025 Q1 2025 |
144,057
shares
|
$9.17 Million
2.64% of portfolio
|
Q1 2025
Added 2.1%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
144,043
shares
|
$9.17 Million
1.12% of portfolio
|
Q1 2025
Reduced 6.9%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
143,053
shares
|
$9.1 Million
0.25% of portfolio
|
Q4 2024
Reduced 41.2%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 12, 2025 Q1 2025 |
142,646
shares
|
$9.08 Million
0.69% of portfolio
|
Q1 2025
Reduced 19.88%
|
|
|
Symmetry Partners, LLC
|
Apr 23, 2025 Q1 2025 |
140,327
shares
|
$8.93 Million
1.15% of portfolio
|
Q1 2025
Reduced 34.66%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
140,022
shares
|
$8.91 Million
2.88% of portfolio
|
Q3 2024
Reduced 2.49%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
137,208
shares
|
$8.73 Million
0.27% of portfolio
|
Q4 2023
New holding
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
137,049
shares
|
$8.72 Million
0.16% of portfolio
|
Q1 2025
Reduced 1.25%
|
|
|
Bay Harbor Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
136,269
shares
|
$8.67 Million
2.59% of portfolio
|
Q1 2025
Reduced 13.26%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
May 01, 2025 Q1 2025 |
135,900
shares
|
$8.65 Million
0.8% of portfolio
|
Q1 2025
Reduced 15.39%
|
|
|
Northwest Capital Management Inc
|
May 01, 2025 Q1 2025 |
135,493
shares
|
$8.62 Million
3.43% of portfolio
|
Q1 2025
Reduced 35.3%
|