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 |
|---|---|---|---|---|---|
|
Interactive Financial Advisors
Chicago, IL |
Jul 29, 2025 Q2 2025 |
64,940
shares
|
$4.4 Million
2.09% of portfolio
|
Q2 2025
Reduced 2.75%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jul 07, 2025 Q2 2025 |
64,452
shares
|
$4.37 Million
2.99% of portfolio
|
Q2 2025
Added 41.95%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Jul 28, 2025 Q2 2025 |
63,593
shares
|
$4.31 Million
2.01% of portfolio
|
Q2 2025
Added 34.62%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Jul 29, 2025 Q2 2025 |
63,349
shares
|
$4.3 Million
1.78% of portfolio
|
Q2 2025
Added 2.95%
|
|
|
Black Diamond Wealth Management Inc.
|
Aug 13, 2025 Q2 2025 |
63,345
shares
|
$4.3 Million
2.74% of portfolio
|
Q2 2025
Reduced 3.25%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
62,773
shares
|
$4.26 Million
0.2% of portfolio
|
Q2 2025
Reduced 56.12%
|
|
|
Market Street Wealth Management Advisors LLC
|
Jul 09, 2025 Q2 2025 |
62,480
shares
|
$4.24 Million
0.72% of portfolio
|
Q2 2025
Added 2.41%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Jul 21, 2025 Q2 2025 |
61,694
shares
|
$4.18 Million
0.87% of portfolio
|
Q2 2025
Added 381.95%
|
|
|
Telos Capital Management, Inc.
|
Aug 05, 2025 Q2 2025 |
61,569
shares
|
$4.18 Million
0.41% of portfolio
|
Q2 2025
Added 2.01%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
61,477
shares
|
$4.17 Million
0.69% of portfolio
|
Q1 2023
Added 21.57%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jul 15, 2025 Q2 2025 |
61,201
shares
|
$4.15 Million
0.51% of portfolio
|
Q2 2025
Added 103.44%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Aug 11, 2025 Q2 2025 |
60,845
shares
|
$4.13 Million
0.09% of portfolio
|
Q1 2025
Reduced 7.67%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Aug 11, 2025 Q2 2025 |
60,765
shares
|
$4.12 Million
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Jul 22, 2025 Q2 2025 |
60,705
shares
|
$4.12 Million
1.28% of portfolio
|
Q2 2025
Added 25.52%
|
|
|
Bush Investment Group, LLC
Valdosta, GA |
Jul 01, 2025 Q2 2025 |
60,450
shares
|
$4.1 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
|
$4.1 Million
0.1% of portfolio
|
Q3 2022
Added 18.84%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
60,203
shares
|
$4.08 Million
0.1% of portfolio
|
Q4 2023
Reduced 0.32%
|
|
|
Foundation Wealth Management, LLC
Clayton, MO |
Jul 23, 2025 Q2 2025 |
59,420
shares
|
$4.03 Million
2.63% of portfolio
|
Q2 2025
Reduced 4.35%
|
|
|
W Advisors, LLC
Germantown, TN |
Aug 07, 2025 Q2 2025 |
59,113
shares
|
$4.01 Million
2.21% of portfolio
|
Q2 2025
Added 20.34%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
58,814
shares
|
$3.99 Million
0.02% of portfolio
|
Q2 2025
Added 4.21%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Aug 14, 2025 Q2 2025 |
58,642
shares
|
$3.98 Million
0.39% of portfolio
|
Q2 2025
Added 22.83%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
58,089
shares
|
$3.94 Million
0.0% of portfolio
|
Q2 2025
Reduced 34.63%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
57,119
shares
|
$3.87 Million
0.01% of portfolio
|
Q2 2025
Added 7.84%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
56,785
shares
|
$3.85 Million
0.43% of portfolio
|
Q3 2022
Reduced 84.65%
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
56,671
shares
|
$3.84 Million
0.18% of portfolio
|
Q2 2025
Added 61.0%
|