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 |
|---|---|---|---|---|---|
|
Atlas Capital Advisors LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
102,823
shares
|
$6.54 Million
0.76% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
May 14, 2025 Q1 2025 |
101,512
shares
|
$6.46 Million
1.31% of portfolio
|
Q1 2025
Added 130.56%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
101,357
shares
|
$6.45 Million
0.2% of portfolio
|
Q1 2025
Reduced 2.44%
|
|
|
Waller Financial Planning Group, Inc
|
Jul 02, 2025 Q2 2025 |
100,205
shares
|
$6.37 Million
1.54% of portfolio
|
Q2 2025
Added 1.24%
|
|
|
Lantz Financial LLC
|
Jul 11, 2025 Q2 2025 |
98,840
shares
|
$6.29 Million
1.66% of portfolio
|
Q2 2025
Added 46.73%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
98,706
shares
|
$6.28 Million
0.13% of portfolio
|
Q1 2025
Added 42.74%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
98,491
shares
|
$6.26 Million
3.34% of portfolio
|
Q4 2024
Added 11.42%
|
|
|
True Vision Mn LLC
Woodbury, MN |
Apr 30, 2025 Q1 2025 |
96,738
shares
|
$6.15 Million
3.41% of portfolio
|
Q1 2025
Reduced 18.45%
|
|
|
Stage Harbor Financial, LLC
Needham, MA |
Apr 29, 2025 Q1 2025 |
96,331
shares
|
$6.13 Million
4.81% of portfolio
|
Q1 2025
Added 8.86%
|
|
|
Efficient Advisors, LLC
|
May 06, 2025 Q1 2025 |
96,080
shares
|
$6.11 Million
0.37% of portfolio
|
Q1 2025
Reduced 24.46%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
95,824
shares
|
$6.09 Million
0.21% of portfolio
|
Q1 2025
Reduced 16.55%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
May 14, 2025 Q1 2025 |
94,137
shares
|
$5.99 Million
0.33% of portfolio
|
Q1 2025
Reduced 3.08%
|
|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
93,285
shares
|
$5.93 Million
0.2% of portfolio
|
Q1 2025
Added 7.04%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
May 13, 2025 Q1 2025 |
92,966
shares
|
$5.91 Million
2.29% of portfolio
|
Q1 2025
Reduced 6.94%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
May 12, 2025 Q1 2025 |
90,701
shares
|
$5.77 Million
1.06% of portfolio
|
Q1 2025
Reduced 74.24%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
May 02, 2025 Q1 2025 |
89,743
shares
|
$5.71 Million
2.89% of portfolio
|
Q1 2025
Reduced 11.76%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
May 06, 2025 Q1 2025 |
89,076
shares
|
$5.67 Million
1.27% of portfolio
|
Q1 2025
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
88,862
shares
|
$5.65 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
88,823
shares
|
$5.65 Million
2.81% of portfolio
|
Q1 2025
Reduced 6.33%
|
|
|
Mc Naughton Wealth Management, LLC
|
Apr 09, 2025 Q1 2025 |
88,796
shares
|
$5.65 Million
2.66% of portfolio
|
Q1 2025
New holding
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
88,729
shares
|
$5.64 Million
0.05% of portfolio
|
Q1 2025
Added 4.21%
|
|
|
Legacy Financial Group LLC
|
Jul 15, 2025 Q2 2025 |
87,129
shares
|
$5.54 Million
0.94% of portfolio
|
Q2 2025
Added 13.04%
|
|
|
Clifford Group, LLC
Wayland, MA |
May 15, 2025 Q1 2025 |
86,927
shares
|
$5.53 Million
4.79% of portfolio
|
Q1 2025
Added 13.36%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
May 09, 2025 Q1 2025 |
86,498
shares
|
$5.5 Million
1.31% of portfolio
|
Q1 2025
Added 9.54%
|
|
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
Jul 08, 2025 Q2 2025 |
85,185
shares
|
$5.42 Million
4.6% of portfolio
|
Q2 2025
Added 0.44%
|