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 |
|---|---|---|---|---|---|
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
May 15, 2025 Q1 2025 |
108,050
shares
|
$7.33 Million
14.62% of portfolio
|
Q1 2025
Reduced 20.81%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
107,992
shares
|
$7.32 Million
0.18% of portfolio
|
Q2 2025
Added 52.98%
|
|
|
Courier Capital LLC
|
Jul 28, 2025 Q2 2025 |
106,720
shares
|
$7.24 Million
0.42% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Aug 06, 2025 Q2 2025 |
106,522
shares
|
$7.22 Million
1.45% of portfolio
|
Q2 2025
Added 58.61%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Aug 13, 2025 Q2 2025 |
105,526
shares
|
$7.16 Million
0.47% of portfolio
|
Q2 2025
Added 2.19%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Jul 24, 2025 Q2 2025 |
105,079
shares
|
$7.13 Million
0.21% of portfolio
|
Q2 2025
Reduced 3.74%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
104,506
shares
|
$7.09 Million
0.03% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Aug 07, 2025 Q2 2025 |
104,338
shares
|
$7.08 Million
3.3% of portfolio
|
Q2 2025
Added 16.26%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
103,453
shares
|
$7.02 Million
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Avantax Planning Partners, Inc.
|
Aug 11, 2025 Q2 2025 |
102,944
shares
|
$6.98 Million
0.21% of portfolio
|
Q2 2025
Added 10.35%
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
102,940
shares
|
$6.98 Million
0.63% of portfolio
|
Q2 2025
Reduced 2.25%
|
|
|
Symmetry Partners, LLC
|
Jul 17, 2025 Q2 2025 |
102,930
shares
|
$6.98 Million
0.81% of portfolio
|
Q2 2025
Reduced 26.65%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
102,280
shares
|
$6.94 Million
0.79% of portfolio
|
Q2 2025
Reduced 0.53%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
100,653
shares
|
$6.83 Million
0.23% of portfolio
|
Q2 2025
Added 57.37%
|
|
|
Koss Olinger Consulting, LLC
|
Aug 01, 2025 Q2 2025 |
100,520
shares
|
$6.82 Million
0.53% of portfolio
|
Q2 2025
Reduced 21.31%
|
|
|
Waller Financial Planning Group, Inc
|
Jul 02, 2025 Q2 2025 |
100,205
shares
|
$6.8 Million
1.54% of portfolio
|
Q2 2025
Added 1.24%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
99,321
shares
|
$6.74 Million
0.19% of portfolio
|
Q2 2025
Reduced 2.01%
|
|
|
Firethorn Wealth Partners, LLC
|
Jul 22, 2025 Q2 2025 |
98,927
shares
|
$6.71 Million
2.95% of portfolio
|
Q2 2025
Added 24.92%
|
|
|
Lantz Financial LLC
|
Jul 11, 2025 Q2 2025 |
98,840
shares
|
$6.7 Million
1.66% of portfolio
|
Q2 2025
Added 46.73%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
98,491
shares
|
$6.68 Million
3.34% of portfolio
|
Q4 2024
Added 11.42%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
97,956
shares
|
$6.64 Million
0.12% of portfolio
|
Q2 2025
Added 100.39%
|
|
|
Seneca Financial Advisors LLC
Rochester, NY |
Aug 27, 2025 Q2 2025 |
97,343
shares
|
$6.6 Million
2.38% of portfolio
|
Q2 2025
Reduced 4.03%
|
|
|
Stage Harbor Financial, LLC
Needham, MA |
Aug 13, 2025 Q2 2025 |
94,816
shares
|
$6.43 Million
4.89% of portfolio
|
Q2 2025
Reduced 1.57%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Aug 11, 2025 Q2 2025 |
94,137
shares
|
$6.38 Million
0.33% of portfolio
|
Q1 2025
Reduced 3.08%
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
94,016
shares
|
$6.38 Million
0.31% of portfolio
|
Q2 2025
Added 43.9%
|