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 |
|---|---|---|---|---|---|
|
Droms Strauss Advisors Inc
St. Louis, MO |
Jul 15, 2025 Q2 2025 |
47,390
shares
|
$3.21 Million
0.94% of portfolio
|
Q2 2025
Reduced 3.91%
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
46,983
shares
|
$3.19 Million
1.48% of portfolio
|
Q2 2025
Added 44.26%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
46,356
shares
|
$3.14 Million
1.3% of portfolio
|
Q4 2023
Reduced 14.51%
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
Aug 06, 2025 Q2 2025 |
45,896
shares
|
$3.11 Million
0.9% of portfolio
|
Q2 2025
Added 12.88%
|
|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
45,490
shares
|
$3.09 Million
0.29% of portfolio
|
Q2 2025
Added 147.31%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
45,298
shares
|
$3.07 Million
0.52% of portfolio
|
Q2 2025
Added 47.94%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
45,123
shares
|
$3.06 Million
0.05% of portfolio
|
Q2 2025
Added 2.4%
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Feb 13, 2025 Q4 2024 |
44,934
shares
|
$3.05 Million
0.96% of portfolio
|
Q4 2024
Added 1.81%
|
|
|
Summit Financial Strategies, Inc.
|
Jul 17, 2025 Q2 2025 |
44,559
shares
|
$3.02 Million
0.28% of portfolio
|
Q2 2025
Reduced 6.56%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Aug 06, 2025 Q2 2025 |
44,506
shares
|
$3.02 Million
2.35% of portfolio
|
Q2 2025
New holding
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Aug 04, 2025 Q2 2025 |
44,506
shares
|
$3.02 Million
2.14% of portfolio
|
Q2 2025
Added 54.65%
|
|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
44,487
shares
|
$3.02 Million
0.09% of portfolio
|
Q2 2025
Reduced 4.84%
|
|
|
Ifrah Financial Services, Inc.
|
Jul 29, 2025 Q2 2025 |
44,484
shares
|
$3.02 Million
0.78% of portfolio
|
Q2 2025
Reduced 1.63%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Jul 22, 2025 Q2 2025 |
44,248
shares
|
$3 Million
1.76% of portfolio
|
Q2 2025
Added 41.77%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Jul 21, 2025 Q2 2025 |
44,010
shares
|
$2.98 Million
1.15% of portfolio
|
Q2 2025
Added 12.02%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Aug 11, 2025 Q2 2025 |
43,893
shares
|
$2.98 Million
2.31% of portfolio
|
Q2 2025
Added 69.0%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
43,727
shares
|
$2.97 Million
0.11% of portfolio
|
Q3 2022
Added 184.0%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Aug 13, 2025 Q2 2025 |
43,633
shares
|
$2.96 Million
0.36% of portfolio
|
Q2 2025
Added 169.17%
|
|
|
Beirne Wealth Consulting Services, LLC
|
Aug 01, 2025 Q2 2025 |
43,412
shares
|
$2.94 Million
0.89% of portfolio
|
Q2 2025
Reduced 44.12%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
43,054
shares
|
$2.92 Million
0.11% of portfolio
|
Q2 2025
Reduced 4.9%
|
|
|
Scs Capital Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
42,818
shares
|
$2.9 Million
0.03% of portfolio
|
Q2 2025
Added 94.03%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
42,636
shares
|
$2.89 Million
0.11% of portfolio
|
Q2 2025
Added 40.07%
|
|
|
Ironwood Investment Counsel, LLC
|
Aug 07, 2025 Q2 2025 |
42,502
shares
|
$2.88 Million
0.42% of portfolio
|
Q2 2025
Added 21.48%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
42,456
shares
|
$2.88 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Ridgeline Wealth, LLC
Mesa, AZ |
Jul 11, 2025 Q2 2025 |
42,264
shares
|
$2.87 Million
2.19% of portfolio
|
Q2 2025
Reduced 7.23%
|