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 1,179 institutions that hold shares in the stock, with a total of 358 Million shares, which have been reported (via 13F filing form) to have a value of $24.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
145,266
shares
|
$9.85 Million
3.96% of portfolio
|
Q1 2024
Reduced 10.55%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
141,072
shares
|
$9.57 Million
0.26% of portfolio
|
Q2 2025
Reduced 4.89%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
140,853
shares
|
$9.55 Million
0.12% of portfolio
|
Q2 2025
Reduced 19.85%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
140,022
shares
|
$9.5 Million
2.88% of portfolio
|
Q3 2024
Reduced 2.49%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Jul 22, 2025 Q2 2025 |
139,829
shares
|
$9.48 Million
1.43% of portfolio
|
Q2 2025
Added 20.01%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
137,208
shares
|
$9.31 Million
0.27% of portfolio
|
Q4 2023
New holding
|
|
|
True Vision Mn LLC
Woodbury, MN |
Jul 23, 2025 Q2 2025 |
136,921
shares
|
$9.29 Million
4.81% of portfolio
|
Q2 2025
Added 41.54%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
135,241
shares
|
$9.17 Million
0.0% of portfolio
|
Q2 2025
Added 5.67%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
134,056
shares
|
$9.09 Million
0.82% of portfolio
|
Q3 2022
Added 4.79%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 06, 2025 Q2 2025 |
133,966
shares
|
$9.09 Million
0.14% of portfolio
|
Q2 2025
Reduced 22.8%
|
|
|
Staley Capital Advisers Inc
|
Aug 14, 2025 Q2 2025 |
133,353
shares
|
$9.04 Million
0.37% of portfolio
|
Q2 2025
Added 5.67%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
131,543
shares
|
$8.92 Million
0.04% of portfolio
|
Q2 2025
Added 6.83%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
131,475
shares
|
$8.92 Million
0.2% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
M1 Capital Management LLC
Bloomfield Hills, MI |
Jul 24, 2025 Q2 2025 |
131,038
shares
|
$8.89 Million
4.19% of portfolio
|
Q2 2025
Added 64.95%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Aug 14, 2025 Q2 2025 |
129,427
shares
|
$8.78 Million
3.17% of portfolio
|
Q2 2025
Added 39.22%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
128,347
shares
|
$8.7 Million
0.19% of portfolio
|
Q2 2025
Added 10.74%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
128,243
shares
|
$8.7 Million
0.17% of portfolio
|
Q2 2025
Added 29.92%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
127,244
shares
|
$8.63 Million
0.0% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jul 10, 2025 Q2 2025 |
127,117
shares
|
$8.62 Million
2.52% of portfolio
|
Q2 2025
Added 6.27%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Jul 30, 2025 Q2 2025 |
127,112
shares
|
$8.62 Million
2.62% of portfolio
|
Q2 2025
Added 12.28%
|
|
|
Csm Advisors, LLC
Pittsburgh, PA |
Aug 07, 2025 Q2 2025 |
126,485
shares
|
$8.58 Million
0.23% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
125,773
shares
|
$8.53 Million
0.15% of portfolio
|
Q2 2025
Reduced 27.49%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
124,582
shares
|
$8.45 Million
0.33% of portfolio
|
Q2 2025
Added 18.5%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
123,589
shares
|
$8.38 Million
1.12% of portfolio
|
Q4 2024
Added 7.86%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
123,552
shares
|
$8.38 Million
0.04% of portfolio
|
Q2 2025
New holding
|