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 |
|---|---|---|---|---|---|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
24,491
shares
|
$1.66 Million
0.12% of portfolio
|
Q2 2025
Reduced 20.75%
|
|
|
Aprio Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
24,410
shares
|
$1.66 Million
0.19% of portfolio
|
Q2 2025
Reduced 5.88%
|
|
|
Keel Point, LLC
Huntsville, AL |
Aug 14, 2025 Q2 2025 |
24,239
shares
|
$1.64 Million
0.1% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
24,131
shares
|
$1.64 Million
0.09% of portfolio
|
Q2 2025
Added 439.36%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 26, 2025 Q2 2025 |
24,116
shares
|
$1.64 Million
0.0% of portfolio
|
Q2 2025
Reduced 98.36%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
23,982
shares
|
$1.63 Million
0.41% of portfolio
|
Q3 2024
Added 37.92%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Aug 04, 2025 Q2 2025 |
23,696
shares
|
$1.61 Million
1.56% of portfolio
|
Q2 2025
Reduced 7.13%
|
|
|
Fsc Wealth Advisors, LLC
|
Sep 02, 2025 Q2 2025 |
23,555
shares
|
$1.6 Million
0.95% of portfolio
|
Q2 2025
Added 4.57%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Aug 06, 2025 Q2 2025 |
23,472
shares
|
$1.59 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.66%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Aug 12, 2025 Q2 2025 |
23,432
shares
|
$1.59 Million
0.55% of portfolio
|
Q2 2025
Added 9.32%
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Aug 11, 2025 Q2 2025 |
23,408
shares
|
$1.59 Million
0.64% of portfolio
|
Q2 2025
Reduced 7.46%
|
|
|
Intrua Financial, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
23,173
shares
|
$1.57 Million
0.22% of portfolio
|
Q2 2025
Reduced 58.05%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
23,086
shares
|
$1.57 Million
0.41% of portfolio
|
Q2 2025
Added 65.59%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
23,014
shares
|
$1.56 Million
0.16% of portfolio
|
Q2 2025
Added 43.21%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
22,989
shares
|
$1.56 Million
0.04% of portfolio
|
Q2 2025
Reduced 6.74%
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
22,904
shares
|
$1.55 Million
0.62% of portfolio
|
Q1 2024
Added 5.55%
|
|
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
Jul 15, 2025 Q2 2025 |
22,730
shares
|
$1.54 Million
1.41% of portfolio
|
Q2 2025
Added 67.16%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
22,669
shares
|
$1.54 Million
0.75% of portfolio
|
Q3 2024
Added 132.0%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
22,563
shares
|
$1.53 Million
0.09% of portfolio
|
Q2 2025
Added 16.94%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Aug 04, 2025 Q2 2025 |
22,414
shares
|
$1.52 Million
0.22% of portfolio
|
Q2 2025
Added 51.16%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
22,312
shares
|
$1.51 Million
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
22,265
shares
|
$1.51 Million
0.12% of portfolio
|
Q2 2025
Added 82.59%
|
|
|
Lvw Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
22,093
shares
|
$1.5 Million
0.16% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
22,062
shares
|
$1.5 Million
0.2% of portfolio
|
Q2 2025
Reduced 3.1%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
21,932
shares
|
$1.49 Million
0.02% of portfolio
|
Q2 2025
Added 48.56%
|