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 1,151 institutions that hold shares in the stock, with a total of 303 Million shares, which have been reported (via 13F filing form) to have a value of $19.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Elios Financial Group Inc.
Westlake, OH |
May 08, 2025 Q1 2025 |
13,944
shares
|
$894,786
0.41% of portfolio
|
Q1 2025
Added 3.57%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
May 16, 2025 Q1 2025 |
13,942
shares
|
$894,658
0.23% of portfolio
|
Q1 2025
Reduced 24.49%
|
|
|
American Financial Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
13,656
shares
|
$876,305
0.13% of portfolio
|
Q2 2025
Added 0.82%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
13,621
shares
|
$874,059
3.02% of portfolio
|
Q3 2024
Reduced 5.64%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Jul 18, 2025 Q2 2025 |
13,550
shares
|
$869,503
0.27% of portfolio
|
Q2 2025
Added 25.21%
|
|
|
Madden Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
13,282
shares
|
$852,305
0.37% of portfolio
|
Q1 2025
Added 2.33%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Apr 23, 2025 Q1 2025 |
13,195
shares
|
$846,723
0.34% of portfolio
|
Q1 2025
Reduced 2.49%
|
|
|
Opinicus Capital, Inc.
Tampa, FL |
Apr 16, 2025 Q1 2025 |
13,148
shares
|
$843,707
0.69% of portfolio
|
Q1 2025
Reduced 6.03%
|
|
|
New World Advisors LLC
Hingham, MA |
Apr 23, 2025 Q1 2025 |
13,017
shares
|
$835,300
0.17% of portfolio
|
Q1 2025
Added 56.21%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
13,014
shares
|
$835,108
0.01% of portfolio
|
Q1 2025
Reduced 2.58%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
12,981
shares
|
$832,990
0.08% of portfolio
|
Q2 2025
Added 45.35%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
12,934
shares
|
$829,974
0.06% of portfolio
|
Q1 2025
Reduced 1.35%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
12,907
shares
|
$828,242
0.48% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
12,870
shares
|
$825,867
0.03% of portfolio
|
Q4 2024
Reduced 85.22%
|
|
|
Bridges Investment Management Inc
|
Apr 30, 2025 Q1 2025 |
12,836
shares
|
$823,686
0.01% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Feb 14, 2025 Q4 2024 |
12,752
shares
|
$818,295
0.43% of portfolio
|
Q4 2024
Added 18.17%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
12,663
shares
|
$812,584
0.25% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
May 14, 2025 Q1 2025 |
12,647
shares
|
$811,557
0.01% of portfolio
|
Q1 2025
Added 99.98%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Apr 28, 2025 Q1 2025 |
12,592
shares
|
$808,028
0.58% of portfolio
|
Q1 2025
Reduced 15.65%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Apr 28, 2025 Q1 2025 |
12,590
shares
|
$807,900
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2025 Q1 2025 |
12,561
shares
|
$806,039
0.12% of portfolio
|
Q1 2025
Added 76.27%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Apr 30, 2025 Q1 2025 |
12,465
shares
|
$799,879
0.02% of portfolio
|
Q1 2025
Reduced 13.56%
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
12,442
shares
|
$798,403
0.42% of portfolio
|
Q3 2023
Reduced 0.15%
|
|
|
Flp Wealth Management, LLC
Bentonville, AR |
Jul 15, 2025 Q1 2025 |
12,403
shares
|
$795,900
2.32% of portfolio
|
Q1 2025
Added 35.29%
|
|
|
Aurelius Family Office LLC
Bedford, NH |
Jul 09, 2025 Q2 2025 |
12,312
shares
|
$790,061
0.37% of portfolio
|
Q2 2025
Reduced 11.38%
|