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 |
|---|---|---|---|---|---|
|
Stegner Investment Associates Inc.
|
Jul 28, 2025 Q2 2025 |
28,348
shares
|
$1.92 Million
1.1% of portfolio
|
Q2 2025
Reduced 9.91%
|
|
|
Weil Company, Inc.
|
Aug 07, 2025 Q2 2025 |
28,266
shares
|
$1.92 Million
0.57% of portfolio
|
Q2 2025
Reduced 5.18%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Aug 11, 2025 Q2 2025 |
28,043
shares
|
$1.9 Million
1.48% of portfolio
|
Q2 2025
Added 122.7%
|
|
|
Ritholtz Wealth Management
|
Jul 28, 2025 Q2 2025 |
28,015
shares
|
$1.9 Million
0.04% of portfolio
|
Q2 2025
Added 511.01%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
27,870
shares
|
$1.89 Million
0.08% of portfolio
|
Q2 2025
Added 40.82%
|
|
|
Beacon Financial Advisory LLC
|
Jul 22, 2025 Q2 2025 |
27,829
shares
|
$1.89 Million
0.51% of portfolio
|
Q2 2025
Added 42.53%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
27,827
shares
|
$1.89 Million
0.01% of portfolio
|
Q2 2025
Added 32.04%
|
|
|
Concorde Asset Management, LLC
|
May 15, 2025 Q1 2025 |
27,791
shares
|
$1.88 Million
0.89% of portfolio
|
Q1 2025
Reduced 12.21%
|
|
|
Windward Private Wealth Management Inc.
|
Jul 21, 2025 Q2 2025 |
27,445
shares
|
$1.86 Million
0.63% of portfolio
|
Q4 2024
Reduced 4.64%
|
|
|
Keybank National Association
|
Aug 04, 2025 Q2 2025 |
27,227
shares
|
$1.85 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.83%
|
|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
Aug 13, 2025 Q2 2025 |
26,784
shares
|
$1.82 Million
0.5% of portfolio
|
Q2 2025
Reduced 3.76%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
26,738
shares
|
$1.81 Million
0.04% of portfolio
|
Q2 2025
Added 127.34%
|
|
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
Mar 10, 2025 Q4 2024 |
26,218
shares
|
$1.78 Million
1.79% of portfolio
|
Q4 2024
New holding
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jul 25, 2025 Q2 2025 |
26,016
shares
|
$1.76 Million
0.35% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
Univest Financial Corp
|
Aug 04, 2025 Q2 2025 |
25,990
shares
|
$1.76 Million
0.1% of portfolio
|
Q2 2025
Reduced 1.17%
|
|
|
Horan Securities, Inc.
|
Aug 06, 2025 Q2 2025 |
25,891
shares
|
$1.76 Million
0.58% of portfolio
|
Q2 2025
Added 5.26%
|
|
|
Sagace Wealth Management LLC
St. Petersburg, FL |
Jul 28, 2025 Q2 2025 |
25,815
shares
|
$1.75 Million
1.22% of portfolio
|
Q2 2025
Reduced 7.69%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
25,697
shares
|
$1.74 Million
0.41% of portfolio
|
Q2 2025
Added 180.11%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
25,520
shares
|
$1.73 Million
0.02% of portfolio
|
Q2 2025
Added 8.08%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Jul 29, 2025 Q2 2025 |
25,155
shares
|
$1.71 Million
1.08% of portfolio
|
Q2 2025
Added 149.58%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
25,124
shares
|
$1.7 Million
1.68% of portfolio
|
Q3 2022
Reduced 16.97%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
25,091
shares
|
$1.7 Million
0.19% of portfolio
|
Q2 2025
Added 27.56%
|
|
|
Rda Financial Network
|
Jul 03, 2025 Q2 2025 |
24,876
shares
|
$1.69 Million
0.44% of portfolio
|
Q2 2025
Added 46.67%
|
|
|
Fortress Wealth Management, Inc.
|
Jul 10, 2025 Q2 2025 |
24,714
shares
|
$1.68 Million
0.9% of portfolio
|
Q2 2025
Added 0.92%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Aug 05, 2025 Q2 2025 |
24,538
shares
|
$1.66 Million
0.83% of portfolio
|
Q2 2025
Added 23.18%
|