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 1,148 institutions that hold shares in the stock, with a total of 302 Million shares, which have been reported (via 13F filing form) to have a value of $19.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
22,669
shares
|
$1.44 Million
0.75% of portfolio
|
Q3 2024
Added 132.0%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
22,563
shares
|
$1.44 Million
0.09% of portfolio
|
Q2 2025
Added 16.94%
|
|
|
Fsc Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
22,526
shares
|
$1.43 Million
0.89% of portfolio
|
Q1 2025
Added 26.27%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
22,312
shares
|
$1.42 Million
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Lvw Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
22,093
shares
|
$1.41 Million
0.16% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Scs Capital Management LLC
Boston, MA |
May 19, 2025 Q1 2025 |
22,068
shares
|
$1.4 Million
0.02% of portfolio
|
Q1 2025
Reduced 90.44%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 12, 2025 Q1 2025 |
22,066
shares
|
$1.4 Million
0.1% of portfolio
|
Q1 2025
Reduced 15.66%
|
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
22,062
shares
|
$1.4 Million
0.2% of portfolio
|
Q2 2025
Reduced 3.1%
|
|
|
Campion Asset Management
|
Jul 17, 2025 Q2 2025 |
21,845
shares
|
$1.39 Million
1.04% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Aveo Capital Partners, LLC
|
May 12, 2025 Q1 2025 |
21,804
shares
|
$1.39 Million
0.24% of portfolio
|
Q1 2025
Reduced 44.05%
|
|
|
Aspire Private Capital, LLC
|
Apr 22, 2025 Q1 2025 |
21,782
shares
|
$1.39 Million
0.33% of portfolio
|
Q1 2025
Reduced 12.53%
|
|
|
Arcadia Wealth Management, LLC
Manchester, NH |
Jul 18, 2025 Q2 2025 |
21,772
shares
|
$1.38 Million
0.6% of portfolio
|
Q2 2025
Reduced 6.11%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
21,696
shares
|
$1.38 Million
0.01% of portfolio
|
Q1 2025
Added 54.46%
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
21,651
shares
|
$1.38 Million
0.24% of portfolio
|
Q2 2025
Added 28.81%
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Jul 15, 2025 Q2 2025 |
21,463
shares
|
$1.37 Million
0.99% of portfolio
|
Q2 2025
Reduced 2.11%
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
21,442
shares
|
$1.36 Million
0.13% of portfolio
|
Q1 2025
Added 267.41%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Apr 29, 2025 Q1 2025 |
21,434
shares
|
$1.36 Million
0.6% of portfolio
|
Q1 2025
Reduced 4.89%
|
|
|
Latitude Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
21,360
shares
|
$1.36 Million
0.87% of portfolio
|
Q1 2025
Added 13.51%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Apr 29, 2025 Q1 2025 |
21,285
shares
|
$1.35 Million
0.26% of portfolio
|
Q1 2025
Added 12.44%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
21,259
shares
|
$1.35 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jul 21, 2025 Q2 2025 |
21,259
shares
|
$1.35 Million
0.89% of portfolio
|
Q2 2025
Added 51.13%
|
|
|
Falcon Wealth Planning
|
Jul 16, 2025 Q2 2025 |
21,213
shares
|
$1.35 Million
0.15% of portfolio
|
Q2 2025
Reduced 8.51%
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
21,074
shares
|
$1.34 Million
0.01% of portfolio
|
Q1 2025
Added 18.03%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
May 12, 2025 Q1 2025 |
20,881
shares
|
$1.33 Million
0.41% of portfolio
|
Q1 2025
Added 334.3%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Jul 15, 2025 Q2 2025 |
20,633
shares
|
$1.31 Million
0.86% of portfolio
|
Q2 2025
Added 9.95%
|