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 |
|---|---|---|---|---|---|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Aug 13, 2025 Q2 2025 |
19,021
shares
|
$1.29 Million
0.21% of portfolio
|
Q2 2025
Reduced 1.62%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
18,971
shares
|
$1.29 Million
0.02% of portfolio
|
Q2 2025
Added 19.59%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Aug 12, 2025 Q2 2025 |
18,938
shares
|
$1.28 Million
0.15% of portfolio
|
Q2 2025
Added 3.38%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
18,875
shares
|
$1.28 Million
0.02% of portfolio
|
Q2 2024
Reduced 37.06%
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
18,874
shares
|
$1.28 Million
0.22% of portfolio
|
Q2 2025
Reduced 3.62%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Jul 17, 2025 Q2 2025 |
18,771
shares
|
$1.27 Million
0.1% of portfolio
|
Q2 2025
Added 5.49%
|
|
|
Country Club Bank
|
Jul 22, 2025 Q2 2025 |
18,258
shares
|
$1.24 Million
0.08% of portfolio
|
Q2 2025
Reduced 2.44%
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Jul 31, 2025 Q2 2025 |
18,048
shares
|
$1.22 Million
0.67% of portfolio
|
Q2 2025
Added 205.23%
|
|
|
Mycio Wealth Partners, LLC
|
Jul 31, 2025 Q2 2025 |
18,025
shares
|
$1.22 Million
0.27% of portfolio
|
Q2 2025
Added 2.2%
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
17,979
shares
|
$1.22 Million
0.08% of portfolio
|
Q2 2025
Added 3.42%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Jul 30, 2025 Q2 2025 |
17,888
shares
|
$1.21 Million
2.88% of portfolio
|
Q2 2025
Added 46.32%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Aug 11, 2025 Q2 2025 |
17,772
shares
|
$1.21 Million
0.73% of portfolio
|
Q2 2025
Added 47.18%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Jul 23, 2025 Q2 2025 |
17,526
shares
|
$1.19 Million
0.32% of portfolio
|
Q2 2025
Added 9.32%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
17,436
shares
|
$1.18 Million
0.09% of portfolio
|
Q2 2025
Added 1.34%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Aug 14, 2025 Q2 2025 |
17,388
shares
|
$1.18 Million
0.0% of portfolio
|
Q2 2025
Added 53.43%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
17,383
shares
|
$1.18 Million
0.0% of portfolio
|
Q2 2025
Added 7.57%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 12, 2025 Q2 2025 |
17,323
shares
|
$1.17 Million
0.04% of portfolio
|
Q2 2025
Reduced 44.94%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
17,129
shares
|
$1.16 Million
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Fiduciary Advisors, Inc.
St. Louis, MO |
Jul 17, 2025 Q2 2025 |
16,993
shares
|
$1.15 Million
0.95% of portfolio
|
Q2 2025
Added 2.08%
|
|
|
Inves Trust
Oklahoma City, OK |
Jul 02, 2025 Q2 2025 |
16,990
shares
|
$1.15 Million
0.42% of portfolio
|
Q2 2025
Added 2.85%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
16,892
shares
|
$1.15 Million
0.06% of portfolio
|
Q2 2025
Added 1.71%
|
|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Jul 29, 2025 Q2 2025 |
16,855
shares
|
$1.14 Million
0.81% of portfolio
|
Q2 2025
New holding
|
|
|
Ascension Capital Advisors, Inc.
Houston, TX |
Aug 07, 2025 Q2 2025 |
16,815
shares
|
$1.14 Million
0.56% of portfolio
|
Q1 2024
Reduced 41.7%
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Jul 21, 2025 Q2 2025 |
16,750
shares
|
$1.14 Million
0.56% of portfolio
|
Q2 2025
Added 2.38%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Aug 07, 2025 Q2 2025 |
16,477
shares
|
$1.12 Million
0.26% of portfolio
|
Q2 2025
Reduced 0.92%
|