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 1,152 institutions that hold shares in the stock, with a total of 306 Million shares, which have been reported (via 13F filing form) to have a value of $20.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
30,315
shares
|
$2 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 Million
0.34% of portfolio
|
Q2 2025
Added 448.39%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
30,187
shares
|
$1.99 Million
0.15% of portfolio
|
Q2 2024
Reduced 3.19%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
29,828
shares
|
$1.96 Million
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Weil Company, Inc.
|
Apr 30, 2025 Q1 2025 |
29,811
shares
|
$1.96 Million
0.59% of portfolio
|
Q1 2025
Reduced 2.14%
|
|
|
Neumann Capital Management, LLC
|
Jul 16, 2025 Q2 2025 |
29,785
shares
|
$1.96 Million
0.6% of portfolio
|
Q3 2023
Added 7.2%
|
|
|
Briggs Advisory Group, Inc.
|
Oct 27, 2023 Q3 2023 |
29,507
shares
|
$1.94 Million
0.83% of portfolio
|
Q4 2022
Reduced 1.74%
|
|
|
Aspire Private Capital, LLC
|
Jul 22, 2025 Q2 2025 |
29,345
shares
|
$1.93 Million
0.45% of portfolio
|
Q2 2025
Added 34.72%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
29,304
shares
|
$1.93 Million
0.04% of portfolio
|
Q1 2025
Reduced 10.76%
|
|
|
Patten Group, Inc.
|
May 14, 2025 Q1 2025 |
29,295
shares
|
$1.93 Million
0.41% of portfolio
|
Q1 2025
Added 32.0%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jul 07, 2025 Q2 2025 |
28,995
shares
|
$1.91 Million
1.37% of portfolio
|
Q2 2025
Added 60.03%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Apr 22, 2025 Q1 2025 |
28,778
shares
|
$1.89 Million
1.45% of portfolio
|
Q1 2025
Reduced 16.81%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
28,718
shares
|
$1.89 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
|
$1.88 Million
0.14% of portfolio
|
Q2 2025
Reduced 14.95%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
28,542
shares
|
$1.88 Million
0.61% of portfolio
|
Q3 2023
Reduced 48.02%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
28,473
shares
|
$1.87 Million
0.1% of portfolio
|
Q2 2025
Reduced 1.35%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
28,425
shares
|
$1.87 Million
0.94% of portfolio
|
Q2 2023
Reduced 48.42%
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
28,021
shares
|
$1.84 Million
0.01% of portfolio
|
Q1 2025
Reduced 6.76%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
27,985
shares
|
$1.84 Million
0.06% of portfolio
|
Q1 2025
Added 8.0%
|
|
|
Sagace Wealth Management LLC
St. Petersburg, FL |
Apr 15, 2025 Q1 2025 |
27,967
shares
|
$1.84 Million
1.24% of portfolio
|
Q1 2025
Reduced 3.25%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
27,856
shares
|
$1.83 Million
0.73% of portfolio
|
Q1 2025
Added 8.09%
|
|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
May 14, 2025 Q1 2025 |
27,830
shares
|
$1.83 Million
0.51% of portfolio
|
Q1 2025
New holding
|
|
|
Beacon Financial Advisory LLC
|
Jul 22, 2025 Q2 2025 |
27,829
shares
|
$1.83 Million
0.51% of portfolio
|
Q2 2025
Added 42.53%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
27,827
shares
|
$1.83 Million
0.01% of portfolio
|
Q2 2025
Added 32.04%
|
|
|
Concorde Asset Management, LLC
|
May 15, 2025 Q1 2025 |
27,791
shares
|
$1.83 Million
0.89% of portfolio
|
Q1 2025
Reduced 12.21%
|