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 |
|---|---|---|---|---|---|
|
Mycio Wealth Partners, LLC
|
May 07, 2025 Q1 2025 |
17,637
shares
|
$1.12 Million
0.25% of portfolio
|
Q4 2024
Added 1.77%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
17,385
shares
|
$1.11 Million
0.07% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
May 01, 2025 Q1 2025 |
17,273
shares
|
$1.1 Million
0.36% of portfolio
|
Q1 2024
Reduced 10.46%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
17,206
shares
|
$1.09 Million
0.1% of portfolio
|
Q1 2025
Added 1104.06%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
17,129
shares
|
$1.09 Million
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Fiduciary Advisors, Inc.
St. Louis, MO |
Jul 17, 2025 Q2 2025 |
16,993
shares
|
$1.08 Million
0.95% of portfolio
|
Q2 2025
Added 2.08%
|
|
|
Inves Trust
Oklahoma City, OK |
Jul 02, 2025 Q2 2025 |
16,990
shares
|
$1.08 Million
0.42% of portfolio
|
Q2 2025
Added 2.85%
|
|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
16,911
shares
|
$1.08 Million
0.06% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Ascension Capital Advisors, Inc.
Houston, TX |
May 05, 2025 Q1 2025 |
16,815
shares
|
$1.07 Million
0.53% of portfolio
|
Q1 2024
Reduced 41.7%
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Jul 21, 2025 Q2 2025 |
16,750
shares
|
$1.07 Million
0.56% of portfolio
|
Q2 2025
Added 2.38%
|
|
|
Citizens Financial Group Inc
|
May 09, 2025 Q1 2025 |
16,713
shares
|
$1.06 Million
0.02% of portfolio
|
Q1 2025
Added 163.82%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Apr 30, 2025 Q1 2025 |
16,630
shares
|
$1.06 Million
0.3% of portfolio
|
Q1 2025
Reduced 2.91%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
16,608
shares
|
$1.06 Million
0.06% of portfolio
|
Q1 2025
Reduced 4.78%
|
|
|
Squarepoint Ops LLC
New York, NY |
May 15, 2025 Q1 2025 |
16,460
shares
|
$1.05 Million
0.0% of portfolio
|
Q1 2025
Added 138.76%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
16,377
shares
|
$1.04 Million
1.03% of portfolio
|
Q1 2025
Added 9.5%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
May 14, 2025 Q1 2025 |
16,210
shares
|
$1.03 Million
0.14% of portfolio
|
Q1 2025
Added 113.35%
|
|
|
Retirement Capital Strategies
|
May 14, 2025 Q1 2025 |
16,188
shares
|
$1.03 Million
0.38% of portfolio
|
Q1 2025
New holding
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
16,159
shares
|
$1.03 Million
0.0% of portfolio
|
Q1 2025
Added 4.24%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
16,102
shares
|
$1.02 Million
0.82% of portfolio
|
Q1 2025
Reduced 26.74%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
16,078
shares
|
$1.02 Million
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
May 06, 2025 Q1 2025 |
16,070
shares
|
$1.02 Million
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
May 12, 2025 Q1 2025 |
16,032
shares
|
$1.02 Million
0.29% of portfolio
|
Q1 2025
Added 20.35%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
15,863
shares
|
$1.01 Million
0.01% of portfolio
|
Q1 2025
Reduced 20.15%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
15,779
shares
|
$1 Million
0.02% of portfolio
|
Q2 2025
Reduced 4.82%
|
|
|
Evanson Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
15,642
shares
|
$994,831
0.07% of portfolio
|
Q2 2025
Added 62.06%
|