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 |
|---|---|---|---|---|---|
|
Northwest Capital Management Inc
|
Jul 25, 2025 Q2 2025 |
92,383
shares
|
$6.27 Million
3.34% of portfolio
|
Q2 2025
Reduced 31.82%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 13, 2025 Q2 2025 |
92,234
shares
|
$6.26 Million
0.27% of portfolio
|
Q2 2025
Added 31.09%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Jul 24, 2025 Q2 2025 |
91,255
shares
|
$6.19 Million
2.3% of portfolio
|
Q2 2025
Added 47.19%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jul 29, 2025 Q2 2025 |
90,770
shares
|
$6.16 Million
1.31% of portfolio
|
Q2 2025
Added 1.9%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Jul 22, 2025 Q2 2025 |
89,375
shares
|
$6.06 Million
1.33% of portfolio
|
Q2 2025
Added 3.33%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Jul 22, 2025 Q2 2025 |
89,375
shares
|
$6.06 Million
1.33% of portfolio
|
Q2 2025
New holding
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
88,876
shares
|
$6.03 Million
0.47% of portfolio
|
Q2 2025
Added 49.83%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
88,729
shares
|
$6.02 Million
0.03% of portfolio
|
Q1 2025
Added 4.21%
|
|
|
Claro Advisors LLC
Boston, MA |
Aug 05, 2025 Q2 2025 |
87,480
shares
|
$5.93 Million
0.98% of portfolio
|
Q2 2025
Added 48.38%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Aug 11, 2025 Q2 2025 |
87,204
shares
|
$5.91 Million
3.34% of portfolio
|
Q2 2025
Added 91.54%
|
|
|
Legacy Financial Group LLC
|
Jul 15, 2025 Q2 2025 |
87,129
shares
|
$5.91 Million
0.94% of portfolio
|
Q2 2025
Added 13.04%
|
|
|
5 T Wealth, LLC
Napa, CA |
Aug 05, 2025 Q2 2025 |
86,226
shares
|
$5.85 Million
2.6% of portfolio
|
Q2 2025
Added 9.05%
|
|
|
Clifford Group, LLC
Wayland, MA |
Aug 14, 2025 Q2 2025 |
85,218
shares
|
$5.78 Million
4.44% of portfolio
|
Q2 2025
Reduced 1.97%
|
|
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
Jul 08, 2025 Q2 2025 |
85,185
shares
|
$5.78 Million
4.6% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Fiduciary Trust CO
Boston, MA |
Aug 13, 2025 Q2 2025 |
85,066
shares
|
$5.77 Million
0.07% of portfolio
|
Q2 2025
Added 5.44%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Aug 06, 2025 Q2 2025 |
83,670
shares
|
$5.67 Million
2.68% of portfolio
|
Q2 2025
Added 157.73%
|
|
|
Wealth Architects, LLC
|
Jul 25, 2025 Q2 2025 |
83,124
shares
|
$5.64 Million
0.58% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
Jul 15, 2025 Q2 2025 |
83,030
shares
|
$5.63 Million
1.62% of portfolio
|
Q4 2024
Reduced 3.5%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Jul 08, 2025 Q2 2025 |
82,909
shares
|
$5.62 Million
3.8% of portfolio
|
Q2 2025
Added 39.93%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
82,177
shares
|
$5.57 Million
0.31% of portfolio
|
Q3 2023
New holding
|
|
|
Sol Capital Management CO
|
Jul 22, 2025 Q2 2025 |
81,822
shares
|
$5.55 Million
0.5% of portfolio
|
Q2 2025
Added 42.74%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Aug 07, 2025 Q2 2025 |
81,359
shares
|
$5.52 Million
0.44% of portfolio
|
Q2 2025
Added 41.54%
|
|
|
Efficient Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
81,029
shares
|
$5.5 Million
0.31% of portfolio
|
Q2 2025
Reduced 15.67%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
81,007
shares
|
$5.49 Million
0.16% of portfolio
|
Q2 2025
Added 16.39%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Apr 22, 2025 Q1 2025 |
80,721
shares
|
$5.47 Million
4.12% of portfolio
|
Q1 2025
Added 1.67%
|