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 |
|---|---|---|---|---|---|
|
River Front Investment Group, LLC
Richmond, VA |
Aug 12, 2025 Q2 2025 |
2,363,376
shares
|
$160 Million
3.06% of portfolio
|
Q2 2025
Added 37.64%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Aug 05, 2025 Q2 2025 |
2,269,601
shares
|
$154 Million
0.38% of portfolio
|
Q2 2025
Added 48.03%
|
|
|
Jb Capital LLC
|
Jul 24, 2025 Q2 2025 |
2,213,749
shares
|
$150 Million
7.32% of portfolio
|
Q2 2025
Added 66.59%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
2,136,435
shares
|
$145 Million
0.75% of portfolio
|
Q4 2024
Added 2.25%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
2,018,261
shares
|
$137 Million
2.18% of portfolio
|
Q2 2025
Added 68.29%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
1,872,012
shares
|
$127 Million
0.02% of portfolio
|
Q2 2025
Added 2.91%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
1,871,651
shares
|
$127 Million
0.16% of portfolio
|
Q2 2025
Added 17.99%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
1,865,976
shares
|
$127 Million
2.08% of portfolio
|
Q2 2025
Added 12.13%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
1,818,826
shares
|
$123 Million
2.64% of portfolio
|
Q2 2025
Added 6.12%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
1,806,801
shares
|
$123 Million
1.45% of portfolio
|
Q2 2025
Reduced 5.27%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
1,740,774
shares
|
$118 Million
0.04% of portfolio
|
Q2 2025
Added 21.68%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
1,710,720
shares
|
$116 Million
1.3% of portfolio
|
Q2 2025
Added 60.79%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
1,627,235
shares
|
$110 Million
0.85% of portfolio
|
Q2 2025
Added 44.63%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
1,490,249
shares
|
$101 Million
0.09% of portfolio
|
Q2 2025
Added 41.8%
|
|
|
M&T Bank Corp
|
Aug 13, 2025 Q2 2025 |
1,417,626
shares
|
$96.1 Million
0.31% of portfolio
|
Q2 2025
Reduced 2.57%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
1,403,487
shares
|
$95.2 Million
2.58% of portfolio
|
Q2 2025
Reduced 0.76%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
1,268,979
shares
|
$86.1 Million
1.91% of portfolio
|
Q2 2025
Added 13111.65%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
1,266,272
shares
|
$85.9 Million
0.32% of portfolio
|
Q2 2025
Added 1.62%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
1,251,822
shares
|
$84.9 Million
0.52% of portfolio
|
Q2 2025
Reduced 1.46%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
1,230,886
shares
|
$83.5 Million
0.06% of portfolio
|
Q2 2025
Added 4.98%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
1,168,296
shares
|
$79.2 Million
0.21% of portfolio
|
Q2 2023
Reduced 11.03%
|
|
|
Aspiriant, LLC
|
Jul 29, 2025 Q2 2025 |
1,128,310
shares
|
$76.5 Million
2.31% of portfolio
|
Q2 2025
Reduced 0.64%
|
|
|
Advocacy Wealth Management Services, LLC
|
Aug 13, 2025 Q2 2025 |
1,119,888
shares
|
$76 Million
5.5% of portfolio
|
Q2 2025
Added 58.39%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Aug 05, 2025 Q2 2025 |
1,092,377
shares
|
$74.1 Million
1.18% of portfolio
|
Q2 2025
Reduced 7.61%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,088,105
shares
|
$73.8 Million
0.04% of portfolio
|
Q3 2024
Added 26.26%
|