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 |
|---|---|---|---|---|---|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
42,199
shares
|
$2.86 Million
0.22% of portfolio
|
Q2 2025
Added 8.85%
|
|
|
First Foundation Advisors
Irvine, CA |
Aug 13, 2025 Q2 2025 |
42,133
shares
|
$2.86 Million
0.1% of portfolio
|
Q2 2025
Added 6.82%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
41,934
shares
|
$2.84 Million
0.11% of portfolio
|
Q2 2025
Added 18.57%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
41,914
shares
|
$2.84 Million
0.2% of portfolio
|
Q3 2022
Added 12.54%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
41,815
shares
|
$2.84 Million
0.04% of portfolio
|
Q2 2025
Added 58.92%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
41,609
shares
|
$2.82 Million
0.08% of portfolio
|
Q2 2025
Added 36.32%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
41,455
shares
|
$2.81 Million
0.21% of portfolio
|
Q2 2025
Reduced 6.0%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Jul 07, 2025 Q2 2025 |
41,429
shares
|
$2.81 Million
1.3% of portfolio
|
Q2 2025
Reduced 6.21%
|
|
|
Shufro Rose & CO LLC
|
Aug 11, 2025 Q2 2025 |
41,298
shares
|
$2.8 Million
0.23% of portfolio
|
Q2 2025
Reduced 0.64%
|
|
|
Commerce Bank
Kansas City, MO |
Aug 07, 2025 Q2 2025 |
41,235
shares
|
$2.8 Million
0.02% of portfolio
|
Q2 2025
Added 11.46%
|
|
|
Dentgroup LLC
|
Jul 02, 2025 Q2 2025 |
41,102
shares
|
$2.79 Million
1.96% of portfolio
|
Q2 2025
Added 10.89%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
41,053
shares
|
$2.78 Million
0.07% of portfolio
|
Q2 2025
Added 55.34%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
40,957
shares
|
$2.78 Million
0.02% of portfolio
|
Q2 2025
Added 1.41%
|
|
|
Hsbc Holdings PLC
London, X0 |
Aug 13, 2025 Q2 2025 |
40,917
shares
|
$2.77 Million
0.0% of portfolio
|
Q2 2025
Added 1.46%
|
|
|
Sage Financial Group Inc
|
Jul 22, 2025 Q2 2025 |
40,883
shares
|
$2.77 Million
0.19% of portfolio
|
Q2 2025
Added 1.45%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
40,516
shares
|
$2.75 Million
0.02% of portfolio
|
Q2 2025
Added 16.05%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jul 24, 2025 Q2 2025 |
40,501
shares
|
$2.75 Million
0.16% of portfolio
|
Q2 2025
Added 7.11%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
40,446
shares
|
$2.74 Million
0.22% of portfolio
|
Q2 2025
Added 32.96%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
40,429
shares
|
$2.74 Million
0.73% of portfolio
|
Q3 2022
Reduced 1.87%
|
|
|
Nwam LLC
Mercer Island, WA |
Aug 07, 2025 Q2 2025 |
39,984
shares
|
$2.71 Million
0.22% of portfolio
|
Q2 2025
Added 27.55%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Aug 14, 2025 Q2 2025 |
39,918
shares
|
$2.71 Million
0.86% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
39,654
shares
|
$2.69 Million
0.18% of portfolio
|
Q1 2023
Reduced 1.87%
|
|
|
Stark Wealth Management LLC
Bethlehem, PA |
Aug 28, 2025 Q2 2025 |
39,600
shares
|
$2.69 Million
3.56% of portfolio
|
Q2 2025
New holding
|
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
Aug 15, 2025 Q2 2025 |
39,549
shares
|
$2.68 Million
0.36% of portfolio
|
Q2 2025
Reduced 22.45%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
39,395
shares
|
$2.67 Million
0.09% of portfolio
|
Q2 2025
Added 40.77%
|