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 |
|---|---|---|---|---|---|
|
Maryland Capital Advisors Inc.
|
Jul 14, 2025 Q2 2025 |
80,490
shares
|
$5.46 Million
2.07% of portfolio
|
Q2 2025
Reduced 1.37%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
80,259
shares
|
$5.44 Million
0.14% of portfolio
|
Q2 2025
Added 7.96%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
80,073
shares
|
$5.43 Million
0.45% of portfolio
|
Q2 2023
Reduced 1.13%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
79,689
shares
|
$5.4 Million
0.16% of portfolio
|
Q2 2025
Added 10.79%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
79,600
shares
|
$5.4 Million
0.32% of portfolio
|
Q4 2023
Added 14.16%
|
|
|
180 Wealth Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
78,991
shares
|
$5.36 Million
0.72% of portfolio
|
Q2 2025
Added 0.86%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Jul 23, 2025 Q2 2025 |
78,988
shares
|
$5.36 Million
3.57% of portfolio
|
Q2 2025
Reduced 4.35%
|
|
|
Swp Financial LLC
San Diego, CA |
Jul 18, 2025 Q2 2025 |
78,569
shares
|
$5.33 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
|
$5.32 Million
0.16% of portfolio
|
Q3 2023
Added 299.3%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
78,169
shares
|
$5.3 Million
1.47% of portfolio
|
Q1 2023
Added 3.88%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
78,166
shares
|
$5.3 Million
0.83% of portfolio
|
Q1 2025
Reduced 1.09%
|
|
|
Rockland Trust CO
|
Jul 10, 2025 Q2 2025 |
78,118
shares
|
$5.3 Million
0.25% of portfolio
|
Q2 2025
Reduced 4.0%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Aug 13, 2025 Q2 2025 |
78,011
shares
|
$5.29 Million
0.94% of portfolio
|
Q2 2025
Added 68.85%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
77,936
shares
|
$5.29 Million
0.55% of portfolio
|
Q2 2025
Added 6.31%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Aug 08, 2025 Q2 2025 |
77,753
shares
|
$5.27 Million
0.42% of portfolio
|
Q2 2025
Reduced 1.77%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
77,507
shares
|
$5.26 Million
0.09% of portfolio
|
Q1 2025
Added 41.29%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
77,443
shares
|
$5.25 Million
0.15% of portfolio
|
Q2 2025
Added 72.51%
|
|
|
My Legacy Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
77,161
shares
|
$5.23 Million
1.82% of portfolio
|
Q2 2025
Added 36.25%
|
|
|
Mma Asset Management LLC
New York, NY |
Aug 05, 2025 Q2 2025 |
76,824
shares
|
$5.21 Million
1.9% of portfolio
|
Q2 2025
Reduced 63.33%
|
|
|
Theory Financial LLC
Fort Collins, CO |
Aug 11, 2025 Q2 2025 |
75,433
shares
|
$5.12 Million
1.98% of portfolio
|
Q2 2025
Added 49.74%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Aug 13, 2025 Q2 2025 |
74,489
shares
|
$5.05 Million
0.68% of portfolio
|
Q2 2025
Added 75.13%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
72,310
shares
|
$4.9 Million
0.28% of portfolio
|
Q4 2023
Reduced 7.41%
|
|
|
Riverwater Partners LLC
|
Jul 31, 2025 Q2 2025 |
72,288
shares
|
$4.9 Million
2.55% of portfolio
|
Q1 2025
Reduced 18.38%
|
|
|
Northwest Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
72,054
shares
|
$4.89 Million
0.84% of portfolio
|
Q2 2025
Reduced 5.23%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
71,636
shares
|
$4.86 Million
0.04% of portfolio
|
Q2 2025
Added 24.81%
|