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 |
|---|---|---|---|---|---|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
Aug 27, 2025 Q2 2025 |
71,633
shares
|
$4.86 Million
2.69% of portfolio
|
Q2 2025
Added 52.37%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
71,629
shares
|
$4.86 Million
0.17% of portfolio
|
Q2 2025
Added 28.39%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Aug 06, 2025 Q2 2025 |
71,259
shares
|
$4.83 Million
1.6% of portfolio
|
Q4 2024
Reduced 19.6%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Aug 07, 2025 Q2 2025 |
71,003
shares
|
$4.82 Million
0.58% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Collective Family Office LLC
|
Jul 03, 2025 Q2 2025 |
70,922
shares
|
$4.81 Million
1.17% of portfolio
|
Q2 2025
Reduced 0.62%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Aug 14, 2025 Q2 2025 |
70,775
shares
|
$4.8 Million
1.11% of portfolio
|
Q2 2025
Added 2.97%
|
|
|
Ffg Retirement Advisors LLC
Centennial, CO |
Jul 22, 2025 Q2 2025 |
70,738
shares
|
$4.8 Million
2.81% of portfolio
|
Q2 2025
Added 10.79%
|
|
|
Zhang Financial LLC
|
Aug 01, 2025 Q2 2025 |
70,729
shares
|
$4.8 Million
0.21% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Custom Index Systems, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
70,391
shares
|
$4.77 Million
2.13% of portfolio
|
Q2 2025
Added 50.94%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Jul 22, 2025 Q2 2025 |
70,170
shares
|
$4.76 Million
1.09% of portfolio
|
Q2 2025
Added 4.42%
|
|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
69,854
shares
|
$4.74 Million
0.19% of portfolio
|
Q2 2025
Added 45.13%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Jul 15, 2025 Q2 2025 |
69,417
shares
|
$4.71 Million
1.2% of portfolio
|
Q2 2025
Added 2.77%
|
|
|
Kingdom Financial Group Llc.
Peoria, AZ |
Aug 11, 2025 Q2 2025 |
69,340
shares
|
$4.7 Million
3.85% of portfolio
|
Q2 2025
Reduced 45.04%
|
|
|
Cranbrook Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
69,202
shares
|
$4.69 Million
0.94% of portfolio
|
Q2 2025
Added 6.14%
|
|
|
Lansing Street Advisors
|
Jul 23, 2025 Q2 2025 |
69,065
shares
|
$4.68 Million
1.36% of portfolio
|
Q2 2025
Added 1.32%
|
|
|
Maryland State Retirement & Pension System
|
Jul 23, 2025 Q2 2025 |
68,678
shares
|
$4.66 Million
0.1% of portfolio
|
Q2 2025
Added 153.42%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
68,598
shares
|
$4.65 Million
0.11% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Dohj, LLC
Seattle, WA |
Jul 23, 2025 Q2 2025 |
68,422
shares
|
$4.64 Million
1.17% of portfolio
|
Q2 2025
Added 8.74%
|
|
|
Harbor Group, Inc.
|
Jul 14, 2025 Q2 2025 |
68,308
shares
|
$4.63 Million
0.78% of portfolio
|
Q2 2025
Added 0.98%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
67,277
shares
|
$4.56 Million
0.34% of portfolio
|
Q2 2025
New holding
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Jul 07, 2025 Q2 2025 |
67,191
shares
|
$4.56 Million
1.22% of portfolio
|
Q2 2025
Added 17.99%
|
|
|
Yukon Wealth Management, Inc.
Overland Park, KS |
Aug 01, 2025 Q2 2025 |
66,400
shares
|
$4.5 Million
1.51% of portfolio
|
Q2 2025
Added 1.86%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
66,280
shares
|
$4.5 Million
0.22% of portfolio
|
Q2 2025
Added 30.48%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jul 08, 2025 Q2 2025 |
66,226
shares
|
$4.49 Million
2.72% of portfolio
|
Q2 2025
Added 69.76%
|
|
|
Napatree Capital LLC
Westerly, RI |
May 02, 2025 Q1 2025 |
66,007
shares
|
$4.48 Million
2.19% of portfolio
|
Q1 2025
Reduced 37.17%
|