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 |
|---|---|---|---|---|---|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Jul 28, 2025 Q2 2025 |
16,443
shares
|
$1.12 Million
0.14% of portfolio
|
Q2 2025
Added 2.27%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
16,377
shares
|
$1.11 Million
1.03% of portfolio
|
Q1 2025
Added 9.5%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Jul 30, 2025 Q2 2025 |
16,282
shares
|
$1.1 Million
0.28% of portfolio
|
Q2 2025
Added 29.32%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
16,102
shares
|
$1.09 Million
0.82% of portfolio
|
Q1 2025
Reduced 26.74%
|
|
|
Lion Street Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
16,012
shares
|
$1.09 Million
0.32% of portfolio
|
Q2 2025
Added 76.32%
|
|
|
Citizens Financial Group Inc
|
Aug 08, 2025 Q2 2025 |
15,958
shares
|
$1.08 Million
0.02% of portfolio
|
Q2 2025
Reduced 4.52%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Aug 13, 2025 Q2 2025 |
15,860
shares
|
$1.08 Million
0.16% of portfolio
|
Q2 2025
Added 54.03%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
15,779
shares
|
$1.07 Million
0.02% of portfolio
|
Q2 2025
Reduced 4.82%
|
|
|
Evanson Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
15,642
shares
|
$1.06 Million
0.07% of portfolio
|
Q2 2025
Added 62.06%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Aug 04, 2025 Q2 2025 |
15,546
shares
|
$1.05 Million
0.02% of portfolio
|
Q2 2025
Added 27.49%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
15,434
shares
|
$1.05 Million
0.07% of portfolio
|
Q2 2025
Reduced 28.02%
|
|
|
Absolute Capital Management, LLC
|
May 14, 2025 Q1 2025 |
15,406
shares
|
$1.04 Million
0.54% of portfolio
|
Q1 2025
Reduced 22.76%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
15,330
shares
|
$1.04 Million
0.04% of portfolio
|
Q4 2024
Added 5.64%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jul 30, 2025 Q2 2025 |
15,275
shares
|
$1.04 Million
0.01% of portfolio
|
Q1 2025
Added 1567.58%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Aug 13, 2025 Q2 2025 |
15,273
shares
|
$1.04 Million
0.31% of portfolio
|
Q2 2025
Reduced 11.58%
|
|
|
Sierra Capital LLC
|
Aug 11, 2025 Q2 2025 |
15,250
shares
|
$1.03 Million
0.11% of portfolio
|
Q1 2023
New holding
|
|
|
Xtx Topco LTD
London, X0 |
Aug 12, 2025 Q2 2025 |
15,156
shares
|
$1.03 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
Jul 11, 2025 Q2 2025 |
15,141
shares
|
$1.03 Million
0.92% of portfolio
|
Q2 2025
Added 2.44%
|
|
|
Goldstein Munger & Associates
San Ramon, CA |
Nov 07, 2022 Q3 2022 |
15,088
shares
|
$1.02 Million
0.19% of portfolio
|
Q3 2020
Added 15.77%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
14,974
shares
|
$1.02 Million
0.08% of portfolio
|
Q1 2025
Reduced 9.81%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
14,971
shares
|
$1.02 Million
0.0% of portfolio
|
Q2 2025
Reduced 92.14%
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Jul 22, 2025 Q2 2025 |
14,710
shares
|
$997,632
0.75% of portfolio
|
Q2 2025
Added 56.84%
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
14,621
shares
|
$991,596
0.1% of portfolio
|
Q2 2025
Added 25.15%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jul 09, 2025 Q2 2025 |
14,613
shares
|
$991,053
0.44% of portfolio
|
Q1 2025
Reduced 2.35%
|
|
|
First Citizens Financial Corp
|
Jul 07, 2025 Q2 2025 |
14,583
shares
|
$989,019
0.51% of portfolio
|
Q2 2025
Added 4.69%
|