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 |
|---|---|---|---|---|---|
|
New World Advisors LLC
Hingham, MA |
Aug 12, 2025 Q2 2025 |
14,465
shares
|
$981,016
0.2% of portfolio
|
Q2 2025
Added 11.12%
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
14,395
shares
|
$976,268
0.16% of portfolio
|
Q3 2024
Added 37.37%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Aug 12, 2025 Q2 2025 |
14,384
shares
|
$975,522
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Aug 14, 2025 Q2 2025 |
14,356
shares
|
$973,623
0.54% of portfolio
|
Q2 2025
Added 12.58%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
14,284
shares
|
$968,740
0.05% of portfolio
|
Q3 2022
New holding
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Jul 07, 2025 Q2 2025 |
14,214
shares
|
$963,993
0.4% of portfolio
|
Q2 2025
Reduced 6.27%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
14,162
shares
|
$960,466
0.01% of portfolio
|
Q2 2025
Reduced 34.73%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
14,086
shares
|
$955,312
0.15% of portfolio
|
Q2 2023
Added 36.89%
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
14,006
shares
|
$949,886
0.04% of portfolio
|
Q1 2025
Added 3.16%
|
|
|
Gfs Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
13,991
shares
|
$948,869
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
13,964
shares
|
$947,038
0.99% of portfolio
|
Q4 2022
Reduced 1.2%
|
|
|
Hanlon Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
13,790
shares
|
$935,237
0.66% of portfolio
|
Q2 2025
Added 36.01%
|
|
|
American Financial Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
13,656
shares
|
$926,149
0.13% of portfolio
|
Q2 2025
Added 0.82%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
13,621
shares
|
$923,776
3.02% of portfolio
|
Q3 2024
Reduced 5.64%
|
|
|
Townsquare Capital LLC
|
Aug 13, 2025 Q2 2025 |
13,560
shares
|
$919,639
0.09% of portfolio
|
Q2 2025
Reduced 92.79%
|
|
|
Madden Advisory Services, Inc.
|
Jul 23, 2025 Q2 2025 |
13,559
shares
|
$919,571
0.37% of portfolio
|
Q2 2025
Added 2.09%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Jul 18, 2025 Q2 2025 |
13,550
shares
|
$918,960
0.27% of portfolio
|
Q2 2025
Added 25.21%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jul 29, 2025 Q2 2025 |
13,410
shares
|
$909,466
0.03% of portfolio
|
Q2 2025
Added 7.58%
|
|
|
Bridges Investment Management Inc
|
Jul 28, 2025 Q2 2025 |
13,343
shares
|
$904,922
0.01% of portfolio
|
Q2 2025
Added 3.95%
|
|
|
Tillman Hartley LLC
Orlando, FL |
Aug 07, 2025 Q2 2025 |
13,166
shares
|
$892,918
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
Opinicus Capital, Inc.
Tampa, FL |
Aug 08, 2025 Q2 2025 |
13,079
shares
|
$887,017
0.63% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
13,070
shares
|
$886,407
0.06% of portfolio
|
Q2 2025
Added 1.05%
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
13,030
shares
|
$883,694
0.0% of portfolio
|
Q2 2025
Added 207.89%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
13,020
shares
|
$883,016
0.01% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
12,981
shares
|
$880,371
0.08% of portfolio
|
Q2 2025
Added 45.35%
|