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 1,147 institutions that hold shares in the stock, with a total of 301 Million shares, which have been reported (via 13F filing form) to have a value of $19.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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
|
$8.64 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%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
134,056
shares
|
$8.53 Million
0.82% of portfolio
|
Q3 2022
Added 4.79%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
131,058
shares
|
$8.34 Million
0.22% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
129,215
shares
|
$8.22 Million
0.33% of portfolio
|
Q1 2025
New holding
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Apr 17, 2025 Q1 2025 |
128,689
shares
|
$8.18 Million
3.06% of portfolio
|
Q1 2025
Added 6.94%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
127,981
shares
|
$8.14 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.29%
|
|
|
Koss Olinger Consulting, LLC
|
May 12, 2025 Q1 2025 |
127,735
shares
|
$8.12 Million
0.64% of portfolio
|
Q1 2025
Reduced 3.44%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
127,140
shares
|
$8.09 Million
0.02% of portfolio
|
Q1 2025
Added 20.41%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jul 10, 2025 Q2 2025 |
127,117
shares
|
$8.08 Million
2.52% of portfolio
|
Q2 2025
Added 6.27%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
126,962
shares
|
$8.07 Million
0.0% of portfolio
|
Q1 2025
Reduced 7.93%
|
|
|
Csm Advisors, LLC
Pittsburgh, PA |
May 14, 2025 Q1 2025 |
126,485
shares
|
$8.04 Million
0.41% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
Staley Capital Advisers Inc
|
May 12, 2025 Q1 2025 |
126,193
shares
|
$8.03 Million
0.35% of portfolio
|
Q1 2025
Added 0.72%
|
|
|
Kingdom Financial Group Llc.
Peoria, AZ |
Apr 24, 2025 Q1 2025 |
126,167
shares
|
$8.02 Million
5.45% of portfolio
|
Q1 2025
Added 2.97%
|
|
|
Eq LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
125,681
shares
|
$7.99 Million
3.47% of portfolio
|
Q1 2025
Reduced 2.8%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
125,658
shares
|
$7.99 Million
0.24% of portfolio
|
Q1 2025
Reduced 26.6%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
123,589
shares
|
$7.86 Million
1.12% of portfolio
|
Q4 2024
Added 7.86%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
123,137
shares
|
$7.83 Million
0.04% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Jul 15, 2025 Q2 2025 |
121,414
shares
|
$7.72 Million
5.79% of portfolio
|
Q2 2025
Added 7.84%
|
|
|
Certus Wealth Management, LLC
Redwood City, CA |
May 13, 2025 Q1 2025 |
120,481
shares
|
$7.66 Million
5.04% of portfolio
|
Q1 2025
Reduced 18.07%
|
|
|
1 St Source Bank
|
May 05, 2025 Q1 2025 |
119,051
shares
|
$7.57 Million
0.42% of portfolio
|
Q1 2025
Reduced 1.64%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
118,010
shares
|
$7.51 Million
0.18% of portfolio
|
Q4 2024
Added 19.0%
|
|
|
Integrated Capital Management, Inc.
|
Apr 09, 2025 Q1 2025 |
117,820
shares
|
$7.49 Million
5.89% of portfolio
|
Q1 2025
Reduced 1.61%
|
|
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
Jan 03, 2024 Q4 2023 |
117,288
shares
|
$7.46 Million
2.23% of portfolio
|
Q4 2023
Reduced 3.93%
|