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 |
|---|---|---|---|---|---|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
122,408
shares
|
$8.3 Million
0.29% of portfolio
|
Q2 2025
Added 6.44%
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
Aug 06, 2025 Q2 2025 |
121,429
shares
|
$8.24 Million
3.62% of portfolio
|
Q2 2025
Added 36.71%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Jul 15, 2025 Q2 2025 |
121,414
shares
|
$8.23 Million
5.79% of portfolio
|
Q2 2025
Added 7.84%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Jul 24, 2025 Q2 2025 |
120,572
shares
|
$8.18 Million
3.62% of portfolio
|
Q2 2025
Added 70.81%
|
|
|
1 St Source Bank
|
Aug 07, 2025 Q2 2025 |
119,197
shares
|
$8.08 Million
0.42% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Integrated Capital Management, Inc.
|
Jul 25, 2025 Q2 2025 |
118,287
shares
|
$8.02 Million
6.06% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
Jan 03, 2024 Q4 2023 |
117,288
shares
|
$7.95 Million
2.23% of portfolio
|
Q4 2023
Reduced 3.93%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jul 18, 2025 Q2 2025 |
117,171
shares
|
$7.95 Million
2.75% of portfolio
|
Q2 2025
Added 2.73%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Aug 07, 2025 Q2 2025 |
116,444
shares
|
$7.9 Million
2.83% of portfolio
|
Q2 2025
Reduced 9.52%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
115,895
shares
|
$7.86 Million
0.57% of portfolio
|
Q2 2025
Added 335.74%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
115,617
shares
|
$7.84 Million
2.49% of portfolio
|
Q2 2025
Added 72.78%
|
|
|
N.E.W. Advisory Services LLC
|
Aug 18, 2025 Q2 2025 |
115,463
shares
|
$7.83 Million
0.72% of portfolio
|
Q2 2025
Reduced 35.62%
|
|
|
Capital Advantage, Inc.
|
Jul 11, 2025 Q2 2025 |
113,540
shares
|
$7.7 Million
1.26% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Jul 14, 2025 Q2 2025 |
113,036
shares
|
$7.67 Million
1.39% of portfolio
|
Q2 2025
Added 1.46%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
112,848
shares
|
$7.65 Million
0.14% of portfolio
|
Q2 2025
Added 206.7%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
110,969
shares
|
$7.53 Million
0.24% of portfolio
|
Q2 2025
Added 491.55%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
110,317
shares
|
$7.48 Million
0.57% of portfolio
|
Q2 2025
Reduced 4.19%
|
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
110,250
shares
|
$7.48 Million
0.62% of portfolio
|
Q2 2025
Added 45.69%
|
|
|
Mc Naughton Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
110,140
shares
|
$7.47 Million
3.22% of portfolio
|
Q2 2025
Added 24.04%
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
109,669
shares
|
$7.44 Million
3.72% of portfolio
|
Q1 2024
Reduced 0.04%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
109,639
shares
|
$7.44 Million
0.49% of portfolio
|
Q2 2025
Added 1.49%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Aug 01, 2025 Q2 2025 |
108,530
shares
|
$7.36 Million
1.13% of portfolio
|
Q2 2025
Added 19.66%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
108,436
shares
|
$7.35 Million
0.16% of portfolio
|
Q2 2025
Reduced 33.46%
|
|
|
Ascent Capital Management, LLC
Bend, OR |
Jul 16, 2025 Q2 2025 |
108,354
shares
|
$7.35 Million
6.11% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
Jul 09, 2025 Q2 2025 |
108,208
shares
|
$7.34 Million
2.28% of portfolio
|
Q2 2025
Added 62.26%
|