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 |
|---|---|---|---|---|---|
|
Wealth Quarterback LLC
Toms River, NJ |
Aug 07, 2025 Q2 2025 |
39,240
shares
|
$2.66 Million
1.22% of portfolio
|
Q2 2025
Added 157.84%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
39,121
shares
|
$2.65 Million
0.01% of portfolio
|
Q4 2024
Added 8.84%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
39,050
shares
|
$2.65 Million
0.06% of portfolio
|
Q2 2025
Added 10.77%
|
|
|
Beam Wealth Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
38,814
shares
|
$2.63 Million
0.77% of portfolio
|
Q2 2025
Added 44.84%
|
|
|
Revolve Wealth Partners, LLC
|
Jul 28, 2025 Q2 2025 |
37,896
shares
|
$2.57 Million
0.33% of portfolio
|
Q2 2025
Reduced 2.29%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
37,058
shares
|
$2.51 Million
0.19% of portfolio
|
Q2 2022
Added 0.52%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
36,894
shares
|
$2.5 Million
0.02% of portfolio
|
Q2 2025
Reduced 41.89%
|
|
|
Clearview Wealth Advisors LLC
|
Jul 28, 2025 Q2 2025 |
36,127
shares
|
$2.45 Million
1.65% of portfolio
|
Q2 2025
Added 44.42%
|
|
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
Jan 16, 2025 Q4 2024 |
35,930
shares
|
$2.44 Million
3.4% of portfolio
|
Q4 2024
Added 1.77%
|
|
|
Vpr Management LLC
Houston, TX |
Aug 14, 2025 Q2 2025 |
35,700
shares
|
$2.42 Million
1.08% of portfolio
|
Q3 2022
Added 38.91%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Jul 21, 2025 Q2 2025 |
35,589
shares
|
$2.41 Million
0.62% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Addison Capital CO
|
Aug 11, 2025 Q2 2025 |
35,474
shares
|
$2.41 Million
0.83% of portfolio
|
Q2 2025
Added 7.72%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Aug 08, 2025 Q2 2025 |
34,878
shares
|
$2.37 Million
0.0% of portfolio
|
Q2 2025
Reduced 20.45%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
34,760
shares
|
$2.36 Million
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
34,515
shares
|
$2.34 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
|
$2.34 Million
1.67% of portfolio
|
Q2 2025
Reduced 4.44%
|
|
|
Altfest L J & CO Inc
|
Aug 08, 2025 Q2 2025 |
34,070
shares
|
$2.31 Million
0.3% of portfolio
|
Q2 2025
Added 122.52%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
33,956
shares
|
$2.3 Million
1.14% of portfolio
|
Q2 2025
Reduced 7.07%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
Aug 12, 2025 Q2 2025 |
33,935
shares
|
$2.3 Million
1.24% of portfolio
|
Q2 2025
Added 10.94%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Aug 13, 2025 Q2 2025 |
33,425
shares
|
$2.27 Million
0.96% of portfolio
|
Q2 2025
Added 139.71%
|
|
|
Navellier & Associates Inc
Reno, NV |
Aug 07, 2025 Q2 2025 |
33,333
shares
|
$2.26 Million
0.28% of portfolio
|
Q3 2023
New holding
|
|
|
Transcend Capital Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
33,151
shares
|
$2.25 Million
0.16% of portfolio
|
Q2 2025
Added 31.87%
|
|
|
Tempus Wealth Planning, LLC
|
Jul 16, 2025 Q2 2025 |
32,836
shares
|
$2.23 Million
0.58% of portfolio
|
Q2 2025
Added 30.5%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
32,822
shares
|
$2.23 Million
0.05% of portfolio
|
Q2 2025
Added 4.94%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jul 17, 2025 Q2 2025 |
32,749
shares
|
$2.22 Million
0.91% of portfolio
|
Q2 2025
Added 57.7%
|