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 1,148 institutions that hold shares in the stock, with a total of 302 Million shares, which have been reported (via 13F filing form) to have a value of $19.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
39,654
shares
|
$2.52 Million
0.18% of portfolio
|
Q1 2023
Reduced 1.87%
|
|
|
First Foundation Advisors
Irvine, CA |
May 07, 2025 Q1 2025 |
39,443
shares
|
$2.51 Million
0.1% of portfolio
|
Q1 2025
Added 1.23%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
39,050
shares
|
$2.48 Million
0.06% of portfolio
|
Q2 2025
Added 10.77%
|
|
|
Revolve Wealth Partners, LLC
|
Apr 14, 2025 Q1 2025 |
38,783
shares
|
$2.47 Million
0.35% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
38,322
shares
|
$2.44 Million
0.01% of portfolio
|
Q1 2025
Reduced 9.54%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Apr 17, 2025 Q1 2025 |
37,812
shares
|
$2.4 Million
0.15% of portfolio
|
Q1 2025
Reduced 9.75%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
37,058
shares
|
$2.36 Million
0.19% of portfolio
|
Q2 2022
Added 0.52%
|
|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
36,995
shares
|
$2.35 Million
0.01% of portfolio
|
Q1 2025
Reduced 15.44%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
36,794
shares
|
$2.34 Million
0.05% of portfolio
|
Q1 2025
Added 1.51%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
May 06, 2025 Q1 2025 |
36,541
shares
|
$2.32 Million
1.19% of portfolio
|
Q1 2025
Reduced 11.42%
|
|
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
Jan 16, 2025 Q4 2024 |
35,930
shares
|
$2.29 Million
3.4% of portfolio
|
Q4 2024
Added 1.77%
|
|
|
Vpr Management LLC
Houston, TX |
May 15, 2025 Q1 2025 |
35,700
shares
|
$2.27 Million
1.03% of portfolio
|
Q3 2022
Added 38.91%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Jul 21, 2025 Q2 2025 |
35,589
shares
|
$2.26 Million
0.62% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
35,200
shares
|
$2.24 Million
0.12% of portfolio
|
Q1 2025
Reduced 17.14%
|
|
|
Ironwood Investment Counsel, LLC
|
May 09, 2025 Q1 2025 |
34,988
shares
|
$2.23 Million
0.38% of portfolio
|
Q1 2025
Reduced 5.35%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
34,913
shares
|
$2.22 Million
0.02% of portfolio
|
Q1 2025
Added 7.12%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
34,515
shares
|
$2.2 Million
0.48% of portfolio
|
Q3 2023
Added 0.49%
|
|
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
Jul 16, 2025 Q2 2025 |
34,431
shares
|
$2.19 Million
1.67% of portfolio
|
Q2 2025
Reduced 4.44%
|
|
|
Commonwealth Retirement Investments LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
34,242
shares
|
$2.18 Million
0.82% of portfolio
|
Q1 2025
Reduced 18.19%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
33,594
shares
|
$2.14 Million
0.08% of portfolio
|
Q1 2025
Added 20.38%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
May 06, 2025 Q1 2025 |
33,548
shares
|
$2.13 Million
0.34% of portfolio
|
Q1 2025
New holding
|
|
|
Navellier & Associates Inc
Reno, NV |
May 06, 2025 Q1 2025 |
33,333
shares
|
$2.12 Million
0.3% of portfolio
|
Q3 2023
New holding
|
|
|
Addison Capital CO
|
May 27, 2025 Q1 2025 |
32,931
shares
|
$2.09 Million
0.81% of portfolio
|
Q1 2025
Added 25.8%
|
|
|
Tempus Wealth Planning, LLC
|
Jul 16, 2025 Q2 2025 |
32,836
shares
|
$2.09 Million
0.58% of portfolio
|
Q2 2025
Added 30.5%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jul 17, 2025 Q2 2025 |
32,749
shares
|
$2.08 Million
0.91% of portfolio
|
Q2 2025
Added 57.7%
|