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 |
|---|---|---|---|---|---|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jul 18, 2025 Q2 2025 |
117,171
shares
|
$7.45 Million
2.75% of portfolio
|
Q2 2025
Added 2.73%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Apr 11, 2025 Q1 2025 |
116,519
shares
|
$7.41 Million
1.3% of portfolio
|
Q1 2025
Added 107.84%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
115,898
shares
|
$7.37 Million
0.17% of portfolio
|
Q1 2025
Added 27.9%
|
|
|
Hobbs Wealth Management, LLC
Zionsville, IN |
Apr 24, 2025 Q1 2025 |
115,303
shares
|
$7.33 Million
6.91% of portfolio
|
Q1 2025
Reduced 16.06%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
115,002
shares
|
$7.31 Million
0.22% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Capital Advantage, Inc.
|
Jul 11, 2025 Q2 2025 |
113,540
shares
|
$7.22 Million
1.26% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
113,500
shares
|
$7.22 Million
0.02% of portfolio
|
Q1 2025
Reduced 45.77%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Apr 21, 2025 Q1 2025 |
113,209
shares
|
$7.2 Million
2.73% of portfolio
|
Q1 2025
Added 96.65%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Jul 14, 2025 Q2 2025 |
113,036
shares
|
$7.19 Million
1.39% of portfolio
|
Q2 2025
Added 1.46%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
110,317
shares
|
$7.02 Million
0.57% of portfolio
|
Q2 2025
Reduced 4.19%
|
|
|
Swmg, LLC
Fort Worth, TX |
Apr 28, 2025 Q1 2025 |
109,833
shares
|
$6.99 Million
2.6% of portfolio
|
Q1 2025
Reduced 37.2%
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
109,669
shares
|
$6.97 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
|
$6.97 Million
0.49% of portfolio
|
Q2 2025
Added 1.49%
|
|
|
Callan Family Office, LLC
Radnor, PA |
May 12, 2025 Q1 2025 |
109,156
shares
|
$6.94 Million
0.48% of portfolio
|
Q1 2025
Reduced 3.97%
|
|
|
Ascent Capital Management, LLC
Bend, OR |
Jul 16, 2025 Q2 2025 |
108,354
shares
|
$6.89 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
|
$6.88 Million
2.28% of portfolio
|
Q2 2025
Added 62.26%
|
|
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
May 15, 2025 Q1 2025 |
108,050
shares
|
$6.87 Million
14.62% of portfolio
|
Q1 2025
Reduced 20.81%
|
|
|
Mayflower Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
107,431
shares
|
$6.83 Million
1.01% of portfolio
|
Q1 2025
Reduced 5.95%
|
|
|
Courier Capital LLC
|
Apr 14, 2025 Q1 2025 |
106,832
shares
|
$6.79 Million
0.42% of portfolio
|
Q1 2025
Reduced 1.5%
|
|
|
Shore Haven Wealth Partners, LLC
|
May 06, 2025 Q1 2025 |
105,481
shares
|
$6.71 Million
3.25% of portfolio
|
Q1 2025
Reduced 25.67%
|
|
|
Prairie View Partners, LLC
|
May 09, 2025 Q1 2025 |
105,306
shares
|
$6.7 Million
0.65% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
105,129
shares
|
$6.69 Million
0.28% of portfolio
|
Q1 2025
Added 18.41%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
104,506
shares
|
$6.65 Million
0.03% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
103,260
shares
|
$6.57 Million
0.5% of portfolio
|
Q1 2025
Reduced 26.73%
|
|
|
Symmetry Partners, LLC
|
Jul 17, 2025 Q2 2025 |
102,930
shares
|
$6.55 Million
0.81% of portfolio
|
Q2 2025
Reduced 26.65%
|