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 |
|---|---|---|---|---|---|
|
Campion Asset Management
|
Jul 17, 2025 Q2 2025 |
21,845
shares
|
$1.48 Million
1.04% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Arcadia Wealth Management, LLC
Manchester, NH |
Jul 18, 2025 Q2 2025 |
21,772
shares
|
$1.48 Million
0.6% of portfolio
|
Q2 2025
Reduced 6.11%
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
21,651
shares
|
$1.47 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
|
$1.46 Million
0.99% of portfolio
|
Q2 2025
Reduced 2.11%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
21,399
shares
|
$1.45 Million
0.01% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Aug 11, 2025 Q2 2025 |
21,288
shares
|
$1.44 Million
0.78% of portfolio
|
Q2 2025
Added 51.15%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jul 21, 2025 Q2 2025 |
21,259
shares
|
$1.44 Million
0.89% of portfolio
|
Q2 2025
Added 51.13%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
21,255
shares
|
$1.44 Million
0.01% of portfolio
|
Q2 2025
Added 20.39%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Aug 14, 2025 Q2 2025 |
21,239
shares
|
$1.44 Million
0.38% of portfolio
|
Q2 2025
Added 1.71%
|
|
|
Falcon Wealth Planning
|
Jul 16, 2025 Q2 2025 |
21,213
shares
|
$1.44 Million
0.15% of portfolio
|
Q2 2025
Reduced 8.51%
|
|
|
Fedenia Advisers LLC
Madison, WI |
Jul 31, 2025 Q2 2025 |
21,059
shares
|
$1.43 Million
0.63% of portfolio
|
Q2 2025
Added 12.59%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Jul 15, 2025 Q2 2025 |
20,633
shares
|
$1.4 Million
0.86% of portfolio
|
Q2 2025
Added 9.95%
|
|
|
Vontobel Holding Ltd.
|
Jul 23, 2025 Q2 2025 |
20,190
shares
|
$1.37 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
19,858
shares
|
$1.35 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Squarepoint Ops LLC
New York, NY |
Aug 27, 2025 Q2 2025 |
19,814
shares
|
$1.34 Million
0.0% of portfolio
|
Q2 2025
Added 20.38%
|
|
|
Latitude Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
19,763
shares
|
$1.34 Million
0.76% of portfolio
|
Q2 2025
Reduced 7.48%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
19,711
shares
|
$1.34 Million
0.13% of portfolio
|
Q2 2025
Added 29.69%
|
|
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
Aug 01, 2025 Q2 2025 |
19,621
shares
|
$1.33 Million
0.95% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Mc Mill Wealth Management
Norfolk, NE |
Aug 04, 2025 Q2 2025 |
19,596
shares
|
$1.33 Million
0.41% of portfolio
|
Q2 2025
Reduced 2.07%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
19,457
shares
|
$1.32 Million
0.01% of portfolio
|
Q3 2023
Added 0.04%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Aug 14, 2025 Q2 2025 |
19,345
shares
|
$1.31 Million
0.56% of portfolio
|
Q2 2025
Reduced 0.92%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Aug 07, 2025 Q2 2025 |
19,233
shares
|
$1.3 Million
0.24% of portfolio
|
Q2 2025
Reduced 9.64%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
19,219
shares
|
$1.3 Million
0.33% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
|
Cooper Financial Group
|
Jul 17, 2025 Q2 2025 |
19,139
shares
|
$1.3 Million
0.15% of portfolio
|
Q2 2025
Reduced 34.75%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Jul 07, 2025 Q2 2025 |
19,091
shares
|
$1.29 Million
0.49% of portfolio
|
Q2 2025
Added 68.56%
|