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 |
|---|---|---|---|---|---|
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
Apr 24, 2025 Q1 2025 |
48,368
shares
|
$3.08 Million
2.16% of portfolio
|
Q1 2025
Reduced 9.65%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Apr 22, 2025 Q1 2025 |
48,363
shares
|
$3.08 Million
1.29% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
48,133
shares
|
$3.06 Million
0.13% of portfolio
|
Q1 2025
Reduced 21.25%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
47,943
shares
|
$3.05 Million
0.17% of portfolio
|
Q1 2025
Added 6.16%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
47,929
shares
|
$3.05 Million
0.04% of portfolio
|
Q1 2025
Added 6.34%
|
|
|
Geisinger Health
Danville, PA |
Aug 14, 2024 Q2 2024 |
47,800
shares
|
$3.04 Million
0.74% of portfolio
|
Q2 2024
Reduced 70.13%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
47,763
shares
|
$3.04 Million
0.0% of portfolio
|
Q1 2025
Reduced 24.2%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
May 14, 2025 Q1 2025 |
47,744
shares
|
$3.04 Million
0.31% of portfolio
|
Q1 2025
Added 5.9%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
47,727
shares
|
$3.04 Million
0.04% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
Jul 17, 2025 Q2 2025 |
47,651
shares
|
$3.03 Million
1.36% of portfolio
|
Q2 2025
Added 18.71%
|
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
Jul 15, 2025 Q2 2025 |
47,390
shares
|
$3.01 Million
0.94% of portfolio
|
Q2 2025
Reduced 3.91%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
May 12, 2025 Q1 2025 |
47,256
shares
|
$3.01 Million
2.33% of portfolio
|
Q1 2025
Reduced 11.48%
|
|
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
May 12, 2025 Q1 2025 |
47,256
shares
|
$3.01 Million
2.32% of portfolio
|
Q1 2025
New holding
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Apr 24, 2025 Q1 2025 |
47,239
shares
|
$3 Million
1.47% of portfolio
|
Q1 2025
Reduced 10.2%
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
May 14, 2025 Q1 2025 |
47,013
shares
|
$2.99 Million
1.78% of portfolio
|
Q1 2025
Reduced 24.47%
|
|
|
Advisory Alpha, LLC
|
May 19, 2025 Q1 2025 |
46,751
shares
|
$2.97 Million
0.09% of portfolio
|
Q1 2025
Added 86.1%
|
|
|
Custom Index Systems, LLC
New York, NY |
May 14, 2025 Q1 2025 |
46,636
shares
|
$2.97 Million
1.39% of portfolio
|
Q1 2025
Added 9.24%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
46,356
shares
|
$2.95 Million
1.3% of portfolio
|
Q4 2023
Reduced 14.51%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Apr 30, 2025 Q1 2025 |
46,200
shares
|
$2.94 Million
0.61% of portfolio
|
Q1 2025
Reduced 21.44%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
46,167
shares
|
$2.94 Million
0.04% of portfolio
|
Q4 2022
Added 27.34%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
45,528
shares
|
$2.9 Million
1.12% of portfolio
|
Q1 2025
Reduced 33.2%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
45,272
shares
|
$2.88 Million
0.17% of portfolio
|
Q1 2025
Reduced 26.97%
|
|
|
Ifrah Financial Services, Inc.
|
Apr 29, 2025 Q1 2025 |
45,223
shares
|
$2.88 Million
0.78% of portfolio
|
Q1 2025
Reduced 1.94%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
44,953
shares
|
$2.86 Million
0.19% of portfolio
|
Q1 2025
Reduced 8.31%
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Feb 13, 2025 Q4 2024 |
44,934
shares
|
$2.86 Million
0.96% of portfolio
|
Q4 2024
Added 1.81%
|