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 |
|---|---|---|---|---|---|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Aug 13, 2025 Q2 2025 |
56,262
shares
|
$3.82 Million
1.25% of portfolio
|
Q2 2025
Reduced 3.05%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
56,055
shares
|
$3.8 Million
0.22% of portfolio
|
Q2 2025
Added 24.7%
|
|
|
Ade, LLC
|
Apr 30, 2025 Q1 2025 |
55,850
shares
|
$3.79 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
|
$3.79 Million
0.89% of portfolio
|
Q2 2025
Reduced 10.57%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jul 14, 2025 Q2 2025 |
55,772
shares
|
$3.78 Million
1.11% of portfolio
|
Q2 2025
Added 4.4%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
55,391
shares
|
$3.76 Million
0.24% of portfolio
|
Q4 2023
Added 0.39%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
54,828
shares
|
$3.72 Million
0.05% of portfolio
|
Q2 2025
Added 14.39%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Aug 05, 2025 Q2 2025 |
52,927
shares
|
$3.59 Million
1.39% of portfolio
|
Q2 2025
Added 61.63%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
52,553
shares
|
$3.56 Million
0.42% of portfolio
|
Q2 2025
Added 48.54%
|
|
|
Commonwealth Retirement Investments LLC
Richmond, VA |
Aug 05, 2025 Q2 2025 |
52,551
shares
|
$3.56 Million
1.27% of portfolio
|
Q2 2025
Added 53.47%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
52,445
shares
|
$3.56 Million
0.17% of portfolio
|
Q2 2025
Added 9.39%
|
|
|
Amg National Trust Bank
|
Aug 04, 2025 Q2 2025 |
51,553
shares
|
$3.5 Million
0.09% of portfolio
|
Q2 2025
Added 1.07%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
50,066
shares
|
$3.4 Million
0.65% of portfolio
|
Q2 2025
Added 0.73%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jul 21, 2025 Q2 2025 |
49,711
shares
|
$3.37 Million
0.11% of portfolio
|
Q2 2025
Added 18.13%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
49,623
shares
|
$3.37 Million
0.06% of portfolio
|
Q2 2025
Added 69.34%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Aug 11, 2025 Q2 2025 |
49,415
shares
|
$3.35 Million
2.25% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Interchange Capital Partners, LLC
|
Jul 31, 2025 Q2 2025 |
49,124
shares
|
$3.33 Million
0.75% of portfolio
|
Q2 2025
Added 1506.93%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Aug 13, 2025 Q2 2025 |
48,785
shares
|
$3.31 Million
2.24% of portfolio
|
Q2 2025
Added 3.24%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
48,308
shares
|
$3.28 Million
0.27% of portfolio
|
Q2 2025
Added 423.66%
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
48,208
shares
|
$3.27 Million
0.04% of portfolio
|
Q2 2025
Added 1.01%
|
|
|
Geisinger Health
Danville, PA |
Aug 14, 2024 Q2 2024 |
47,800
shares
|
$3.24 Million
0.74% of portfolio
|
Q2 2024
Reduced 70.13%
|
|
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
Jul 17, 2025 Q2 2025 |
47,651
shares
|
$3.23 Million
1.36% of portfolio
|
Q2 2025
Added 18.71%
|
|
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
Jul 29, 2025 Q2 2025 |
47,569
shares
|
$3.23 Million
2.03% of portfolio
|
Q2 2025
Reduced 1.65%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Aug 01, 2025 Q2 2025 |
47,540
shares
|
$3.22 Million
0.49% of portfolio
|
Q2 2025
Added 41.71%
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
47,459
shares
|
$3.22 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.64%
|