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 |
|---|---|---|---|---|---|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
Jul 15, 2025 Q2 2025 |
83,030
shares
|
$5.28 Million
1.62% of portfolio
|
Q4 2024
Reduced 3.5%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Jul 08, 2025 Q2 2025 |
82,909
shares
|
$5.27 Million
3.8% of portfolio
|
Q2 2025
Added 39.93%
|
|
|
Wealth Architects, LLC
|
May 14, 2025 Q1 2025 |
82,878
shares
|
$5.27 Million
0.58% of portfolio
|
Q1 2025
Added 39.6%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
May 14, 2025 Q1 2025 |
82,579
shares
|
$5.25 Million
3.45% of portfolio
|
Q1 2025
Reduced 1.21%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
82,177
shares
|
$5.23 Million
0.31% of portfolio
|
Q3 2023
New holding
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
81,007
shares
|
$5.15 Million
0.16% of portfolio
|
Q2 2025
Added 16.39%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Apr 22, 2025 Q1 2025 |
80,721
shares
|
$5.13 Million
4.12% of portfolio
|
Q1 2025
Added 1.67%
|
|
|
Fiduciary Trust CO
Boston, MA |
May 14, 2025 Q1 2025 |
80,679
shares
|
$5.13 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Ascent Group, LLC
|
May 15, 2025 Q1 2025 |
80,570
shares
|
$5.12 Million
0.21% of portfolio
|
Q1 2025
Added 185.28%
|
|
|
Maryland Capital Advisors Inc.
|
Jul 14, 2025 Q2 2025 |
80,490
shares
|
$5.12 Million
2.07% of portfolio
|
Q2 2025
Reduced 1.37%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
80,073
shares
|
$5.09 Million
0.45% of portfolio
|
Q2 2023
Reduced 1.13%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
79,600
shares
|
$5.06 Million
0.32% of portfolio
|
Q4 2023
Added 14.16%
|
|
|
M1 Capital Management LLC
Bloomfield Hills, MI |
May 06, 2025 Q1 2025 |
79,442
shares
|
$5.05 Million
2.93% of portfolio
|
Q1 2025
Reduced 26.25%
|
|
|
Firethorn Wealth Partners, LLC
|
Apr 10, 2025 Q1 2025 |
79,192
shares
|
$5.04 Million
2.37% of portfolio
|
Q1 2025
Reduced 15.99%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
May 14, 2025 Q1 2025 |
79,151
shares
|
$5.03 Million
0.44% of portfolio
|
Q1 2025
Added 106.27%
|
|
|
5 T Wealth, LLC
Napa, CA |
Apr 22, 2025 Q1 2025 |
79,067
shares
|
$5.03 Million
2.5% of portfolio
|
Q1 2025
Reduced 13.78%
|
|
|
Swp Financial LLC
San Diego, CA |
Jul 18, 2025 Q2 2025 |
78,569
shares
|
$5 Million
2.74% of portfolio
|
Q2 2025
Added 103.08%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
78,386
shares
|
$4.99 Million
0.16% of portfolio
|
Q3 2023
Added 299.3%
|
|
|
180 Wealth Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
78,321
shares
|
$4.98 Million
0.76% of portfolio
|
Q1 2025
Reduced 2.73%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
78,169
shares
|
$4.97 Million
1.47% of portfolio
|
Q1 2023
Added 3.88%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
78,166
shares
|
$4.97 Million
0.83% of portfolio
|
Q1 2025
Reduced 1.09%
|
|
|
Rockland Trust CO
|
Jul 10, 2025 Q2 2025 |
78,118
shares
|
$4.97 Million
0.25% of portfolio
|
Q2 2025
Reduced 4.0%
|
|
|
Beirne Wealth Consulting Services, LLC
|
May 01, 2025 Q1 2025 |
77,688
shares
|
$4.94 Million
1.63% of portfolio
|
Q1 2025
Added 0.92%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
77,507
shares
|
$4.93 Million
0.09% of portfolio
|
Q1 2025
Added 41.29%
|
|
|
My Legacy Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
77,161
shares
|
$4.91 Million
1.82% of portfolio
|
Q2 2025
Added 36.25%
|