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 |
|---|---|---|---|---|---|
|
Patten Group, Inc.
|
Jul 30, 2025 Q2 2025 |
32,739
shares
|
$2.22 Million
0.45% of portfolio
|
Q2 2025
Added 11.76%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
32,578
shares
|
$2.21 Million
0.0% of portfolio
|
Q2 2025
Reduced 46.51%
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
Aug 05, 2025 Q2 2025 |
32,536
shares
|
$2.21 Million
0.11% of portfolio
|
Q2 2025
Added 1.78%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Jul 29, 2025 Q2 2025 |
32,398
shares
|
$2.2 Million
1.83% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
32,191
shares
|
$2.18 Million
0.05% of portfolio
|
Q2 2020
Reduced 89.02%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
32,011
shares
|
$2.17 Million
0.21% of portfolio
|
Q2 2025
Added 4.25%
|
|
|
Columbus Macro, LLC
|
Jul 23, 2025 Q2 2025 |
31,363
shares
|
$2.13 Million
0.26% of portfolio
|
Q2 2025
Added 32.42%
|
|
|
Seldon Capital LP
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
31,000
shares
|
$2.1 Million
1.14% of portfolio
|
Q2 2022
Reduced 58.11%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
30,703
shares
|
$2.08 Million
0.02% of portfolio
|
Q2 2025
Added 46.35%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
30,315
shares
|
$2.06 Million
0.09% of portfolio
|
Q2 2025
Added 431.47%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Jul 21, 2025 Q2 2025 |
30,315
shares
|
$2.06 Million
0.34% of portfolio
|
Q2 2025
Added 448.39%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
30,265
shares
|
$2.05 Million
0.07% of portfolio
|
Q2 2025
Reduced 3.18%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
30,187
shares
|
$2.05 Million
0.15% of portfolio
|
Q2 2024
Reduced 3.19%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Aug 13, 2025 Q2 2025 |
30,096
shares
|
$2.04 Million
0.19% of portfolio
|
Q1 2025
Reduced 42.26%
|
|
|
Neumann Capital Management, LLC
|
Jul 16, 2025 Q2 2025 |
29,785
shares
|
$2.02 Million
0.6% of portfolio
|
Q3 2023
Added 7.2%
|
|
|
Briggs Advisory Group, Inc.
|
Oct 27, 2023 Q3 2023 |
29,507
shares
|
$2 Million
0.83% of portfolio
|
Q4 2022
Reduced 1.74%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
29,459
shares
|
$2 Million
0.01% of portfolio
|
Q2 2025
Added 29.17%
|
|
|
Aspire Private Capital, LLC
|
Jul 22, 2025 Q2 2025 |
29,345
shares
|
$1.99 Million
0.45% of portfolio
|
Q2 2025
Added 34.72%
|
|
|
Pitcairn CO
Jenkintown, PA |
Aug 18, 2025 Q2 2025 |
29,293
shares
|
$1.99 Million
0.12% of portfolio
|
Q2 2025
Added 49.63%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jul 07, 2025 Q2 2025 |
28,995
shares
|
$1.97 Million
1.37% of portfolio
|
Q2 2025
Added 60.03%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
28,718
shares
|
$1.95 Million
0.3% of portfolio
|
Q2 2025
Reduced 1.58%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
28,573
shares
|
$1.94 Million
0.14% of portfolio
|
Q1 2025
Reduced 4.04%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
28,542
shares
|
$1.94 Million
0.61% of portfolio
|
Q3 2023
Reduced 48.02%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
28,473
shares
|
$1.93 Million
0.1% of portfolio
|
Q2 2025
Reduced 1.35%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
28,425
shares
|
$1.93 Million
0.94% of portfolio
|
Q2 2023
Reduced 48.42%
|