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 |
|---|---|---|---|---|---|
|
Interactive Financial Advisors
Chicago, IL |
Apr 29, 2025 Q1 2025 |
66,776
shares
|
$4.25 Million
2.16% of portfolio
|
Q1 2025
Reduced 1.15%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jul 08, 2025 Q2 2025 |
66,226
shares
|
$4.21 Million
2.72% of portfolio
|
Q2 2025
Added 69.76%
|
|
|
Napatree Capital LLC
Westerly, RI |
May 02, 2025 Q1 2025 |
66,007
shares
|
$4.2 Million
2.19% of portfolio
|
Q1 2025
Reduced 37.17%
|
|
|
Pitcairn CO
Jenkintown, PA |
May 09, 2025 Q1 2025 |
65,887
shares
|
$4.19 Million
0.24% of portfolio
|
Q2 2024
Reduced 2.63%
|
|
|
Black Diamond Wealth Management Inc.
|
May 13, 2025 Q1 2025 |
65,475
shares
|
$4.16 Million
3.18% of portfolio
|
Q1 2025
Added 23.17%
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
65,333
shares
|
$4.16 Million
0.21% of portfolio
|
Q1 2025
Reduced 5.76%
|
|
|
Yukon Wealth Management, Inc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
65,186
shares
|
$4.15 Million
1.6% of portfolio
|
Q1 2025
New holding
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jul 07, 2025 Q2 2025 |
64,452
shares
|
$4.1 Million
2.99% of portfolio
|
Q2 2025
Added 41.95%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
63,961
shares
|
$4.07 Million
0.14% of portfolio
|
Q1 2025
Reduced 16.01%
|
|
|
Ffg Retirement Advisors LLC
Centennial, CO |
Apr 14, 2025 Q1 2025 |
63,847
shares
|
$4.06 Million
2.56% of portfolio
|
Q1 2025
Reduced 10.93%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
May 15, 2025 Q1 2025 |
63,490
shares
|
$4.04 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Dohj, LLC
Seattle, WA |
Apr 16, 2025 Q1 2025 |
62,924
shares
|
$4 Million
0.85% of portfolio
|
Q1 2025
Added 14.41%
|
|
|
Market Street Wealth Management Advisors LLC
|
Jul 09, 2025 Q2 2025 |
62,480
shares
|
$3.97 Million
0.72% of portfolio
|
Q2 2025
Added 2.41%
|
|
|
Foundation Wealth Management, LLC
Clayton, MO |
Apr 21, 2025 Q1 2025 |
62,121
shares
|
$3.95 Million
2.87% of portfolio
|
Q1 2025
Reduced 2.94%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
May 07, 2025 Q1 2025 |
61,996
shares
|
$3.94 Million
1.56% of portfolio
|
Q1 2025
Reduced 9.94%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Apr 11, 2025 Q1 2025 |
61,535
shares
|
$3.91 Million
1.74% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
61,477
shares
|
$3.91 Million
0.69% of portfolio
|
Q1 2023
Added 21.57%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jul 15, 2025 Q2 2025 |
61,201
shares
|
$3.89 Million
0.51% of portfolio
|
Q2 2025
Added 103.44%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
60,905
shares
|
$3.87 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.61%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
May 13, 2025 Q1 2025 |
60,845
shares
|
$3.87 Million
0.09% of portfolio
|
Q1 2025
Reduced 7.67%
|
|
|
Bush Investment Group, LLC
Valdosta, GA |
Jul 01, 2025 Q2 2025 |
60,450
shares
|
$3.84 Million
2.58% of portfolio
|
Q2 2025
Added 60.19%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
60,446
shares
|
$3.84 Million
0.1% of portfolio
|
Q3 2022
Added 18.84%
|
|
|
Telos Capital Management, Inc.
|
Apr 30, 2025 Q1 2025 |
60,358
shares
|
$3.84 Million
0.4% of portfolio
|
Q1 2025
Added 4.74%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
60,203
shares
|
$3.83 Million
0.1% of portfolio
|
Q4 2023
Reduced 0.32%
|
|
|
Mount Yale Investment Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
59,316
shares
|
$3.77 Million
0.31% of portfolio
|
Q1 2025
Reduced 48.36%
|