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 |
|---|---|---|---|---|---|
|
Windward Private Wealth Management Inc.
|
Jul 21, 2025 Q2 2025 |
27,445
shares
|
$1.81 Million
0.63% of portfolio
|
Q4 2024
Reduced 4.64%
|
|
|
Beam Wealth Advisors, Inc.
|
May 09, 2025 Q1 2025 |
26,797
shares
|
$1.76 Million
0.55% of portfolio
|
Q1 2025
Added 2.15%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
26,597
shares
|
$1.75 Million
0.13% of portfolio
|
Q1 2025
Reduced 11.92%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
26,427
shares
|
$1.74 Million
0.05% of portfolio
|
Q1 2025
Reduced 59.94%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
26,312
shares
|
$1.73 Million
0.02% of portfolio
|
Q1 2025
Reduced 24.27%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Apr 11, 2025 Q1 2025 |
26,307
shares
|
$1.73 Million
0.37% of portfolio
|
Q1 2025
Reduced 24.82%
|
|
|
Univest Financial Corp
|
May 08, 2025 Q1 2025 |
26,297
shares
|
$1.73 Million
0.1% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
Mar 10, 2025 Q4 2024 |
26,218
shares
|
$1.73 Million
1.79% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
May 02, 2025 Q1 2025 |
25,972
shares
|
$1.71 Million
1.47% of portfolio
|
Q1 2025
Reduced 35.65%
|
|
|
Aprio Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
25,934
shares
|
$1.71 Million
0.21% of portfolio
|
Q1 2025
Added 62.12%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
25,697
shares
|
$1.69 Million
0.41% of portfolio
|
Q2 2025
Added 180.11%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
May 14, 2025 Q1 2025 |
25,515
shares
|
$1.68 Million
2.36% of portfolio
|
Q1 2025
Added 4.67%
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Apr 22, 2025 Q1 2025 |
25,294
shares
|
$1.66 Million
0.71% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
25,139
shares
|
$1.65 Million
0.11% of portfolio
|
Q1 2025
Reduced 2.14%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
25,124
shares
|
$1.65 Million
1.68% of portfolio
|
Q3 2022
Reduced 16.97%
|
|
|
Clearview Wealth Advisors LLC
|
Apr 22, 2025 Q1 2025 |
25,016
shares
|
$1.65 Million
1.12% of portfolio
|
Q1 2025
Reduced 22.76%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
24,913
shares
|
$1.64 Million
0.0% of portfolio
|
Q1 2025
Added 2124.38%
|
|
|
Rda Financial Network
|
Jul 03, 2025 Q2 2025 |
24,876
shares
|
$1.64 Million
0.44% of portfolio
|
Q2 2025
Added 46.67%
|
|
|
Fortress Wealth Management, Inc.
|
Jul 10, 2025 Q2 2025 |
24,714
shares
|
$1.63 Million
0.9% of portfolio
|
Q2 2025
Added 0.92%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
24,650
shares
|
$1.62 Million
0.04% of portfolio
|
Q1 2025
Added 6.45%
|
|
|
Horan Securities, Inc.
|
May 12, 2025 Q1 2025 |
24,598
shares
|
$1.62 Million
0.55% of portfolio
|
Q1 2025
Added 93.02%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
24,491
shares
|
$1.61 Million
0.12% of portfolio
|
Q2 2025
Reduced 20.75%
|
|
|
Keel Point, LLC
Huntsville, AL |
May 15, 2025 Q1 2025 |
24,239
shares
|
$1.6 Million
0.11% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
24,131
shares
|
$1.59 Million
0.09% of portfolio
|
Q2 2025
Added 439.36%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
23,982
shares
|
$1.58 Million
0.41% of portfolio
|
Q3 2024
Added 37.92%
|