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 1,174 institutions that hold shares in the stock, with a total of 357 Million shares, which have been reported (via 13F filing form) to have a value of $23.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
70,125,413
shares
|
$4.61 Billion
1.37% of portfolio
|
Q2 2025
Added 50.0%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
22,704,102
shares
|
$1.49 Billion
0.51% of portfolio
|
Q2 2025
Added 50.78%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
13,614,142
shares
|
$895 Million
1.1% of portfolio
|
Q2 2025
Added 4.13%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
12,295,835
shares
|
$808 Million
0.06% of portfolio
|
Q1 2025
Reduced 14.17%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
11,993,662
shares
|
$788 Million
0.05% of portfolio
|
Q2 2025
Added 32.89%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
9,719,462
shares
|
$639 Million
0.05% of portfolio
|
Q2 2025
Added 11.46%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
8,959,087
shares
|
$589 Million
2.33% of portfolio
|
Q2 2025
Added 24.17%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
8,424,731
shares
|
$554 Million
0.41% of portfolio
|
Q2 2025
Reduced 14.23%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
7,223,191
shares
|
$475 Million
4.22% of portfolio
|
Q2 2025
Added 43.64%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
6,346,073
shares
|
$417 Million
1.42% of portfolio
|
Q2 2025
Added 37.34%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
5,691,240
shares
|
$374 Million
1.04% of portfolio
|
Q2 2025
Added 68.63%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
5,266,058
shares
|
$346 Million
0.09% of portfolio
|
Q2 2025
Added 30.23%
|
|
|
Alliancebernstein L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
5,094,815
shares
|
$335 Million
0.11% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Auto Owners Insurance CO
Lansing, MI |
Aug 01, 2025 Q2 2025 |
3,963,000
shares
|
$261 Million
5.78% of portfolio
|
Q2 2025
Added 296.7%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
3,858,478
shares
|
$254 Million
0.44% of portfolio
|
Q2 2025
Added 39.2%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
3,788,292
shares
|
$249 Million
4.08% of portfolio
|
Q3 2022
Reduced 22.86%
|
|
|
Hamilton Capital, LLC
Columbus, OH |
Aug 14, 2025 Q2 2025 |
3,413,531
shares
|
$224 Million
13.01% of portfolio
|
Q2 2025
Added 1.85%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
3,395,602
shares
|
$223 Million
0.14% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
3,343,833
shares
|
$220 Million
0.55% of portfolio
|
Q2 2025
Added 36.94%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
3,104,193
shares
|
$204 Million
0.0% of portfolio
|
Q2 2024
Reduced 34.19%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
2,922,647
shares
|
$192 Million
0.03% of portfolio
|
Q2 2025
Added 2.5%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
2,661,374
shares
|
$175 Million
0.31% of portfolio
|
Q2 2025
Added 3.18%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
2,548,457
shares
|
$168 Million
0.03% of portfolio
|
Q2 2025
Added 12.09%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
2,517,628
shares
|
$166 Million
0.87% of portfolio
|
Q2 2025
Added 52.39%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
2,479,502
shares
|
$163 Million
1.88% of portfolio
|
Q2 2025
Added 37.07%
|