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 |
|---|---|---|---|---|---|
|
Claro Advisors LLC
Boston, MA |
May 12, 2025 Q1 2025 |
58,956
shares
|
$3.75 Million
0.52% of portfolio
|
Q1 2025
Reduced 12.7%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
May 14, 2025 Q1 2025 |
58,029
shares
|
$3.69 Million
1.31% of portfolio
|
Q1 2025
Reduced 7.46%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
May 13, 2025 Q1 2025 |
57,480
shares
|
$3.66 Million
0.32% of portfolio
|
Q1 2025
Reduced 20.48%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
57,398
shares
|
$3.65 Million
0.03% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
Sol Capital Management CO
|
Apr 23, 2025 Q1 2025 |
57,322
shares
|
$3.65 Million
0.37% of portfolio
|
Q1 2025
Reduced 4.73%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
56,785
shares
|
$3.61 Million
0.43% of portfolio
|
Q3 2022
Reduced 84.65%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
56,436
shares
|
$3.59 Million
0.02% of portfolio
|
Q1 2025
Added 107.76%
|
|
|
Ade, LLC
|
Apr 30, 2025 Q1 2025 |
55,850
shares
|
$3.55 Million
2.1% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jul 18, 2025 Q2 2025 |
55,815
shares
|
$3.55 Million
0.89% of portfolio
|
Q2 2025
Reduced 10.57%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
55,791
shares
|
$3.55 Million
0.09% of portfolio
|
Q1 2025
Reduced 59.43%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jul 14, 2025 Q2 2025 |
55,772
shares
|
$3.55 Million
1.11% of portfolio
|
Q2 2025
Added 4.4%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
55,391
shares
|
$3.52 Million
0.24% of portfolio
|
Q4 2023
Added 0.39%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 28, 2025 Q1 2025 |
55,236
shares
|
$3.51 Million
0.53% of portfolio
|
Q1 2025
Reduced 11.54%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
52,968
shares
|
$3.37 Million
0.01% of portfolio
|
Q1 2025
Added 2.21%
|
|
|
Amg National Trust Bank
|
May 05, 2025 Q1 2025 |
51,009
shares
|
$3.24 Million
0.08% of portfolio
|
Q1 2025
Reduced 1.35%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
50,798
shares
|
$3.23 Million
0.17% of portfolio
|
Q1 2025
Reduced 16.72%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
50,493
shares
|
$3.21 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Theory Financial LLC
Fort Collins, CO |
May 02, 2025 Q1 2025 |
50,375
shares
|
$3.2 Million
1.31% of portfolio
|
Q1 2025
Reduced 20.48%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
49,705
shares
|
$3.16 Million
0.65% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
May 14, 2025 Q1 2025 |
49,592
shares
|
$3.15 Million
2.37% of portfolio
|
Q1 2025
Reduced 22.7%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
May 08, 2025 Q1 2025 |
49,263
shares
|
$3.13 Million
1.12% of portfolio
|
Q1 2025
Reduced 21.71%
|
|
|
W Advisors, LLC
Germantown, TN |
May 13, 2025 Q1 2025 |
49,123
shares
|
$3.12 Million
1.83% of portfolio
|
Q1 2025
Reduced 13.85%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
48,987
shares
|
$3.12 Million
0.31% of portfolio
|
Q1 2025
Reduced 42.26%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
48,883
shares
|
$3.11 Million
0.07% of portfolio
|
Q1 2025
Reduced 15.61%
|
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
May 30, 2025 Q4 2024 |
48,509
shares
|
$3.09 Million
0.41% of portfolio
|
Q4 2024
Added 1.73%
|