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 |
|---|---|---|---|---|---|
|
Virtus Family Office LLC
El Paso, TX |
Aug 04, 2025 Q2 2025 |
12,942
shares
|
$877,726
1.1% of portfolio
|
Q2 2025
Added 27.56%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
12,907
shares
|
$875,352
0.48% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
12,870
shares
|
$872,843
0.03% of portfolio
|
Q4 2024
Reduced 85.22%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
12,736
shares
|
$863,755
0.08% of portfolio
|
Q2 2025
Added 31.27%
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
12,680
shares
|
$859,957
0.34% of portfolio
|
Q2 2025
Reduced 54.48%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
12,663
shares
|
$858,804
0.23% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Aug 14, 2025 Q2 2025 |
12,496
shares
|
$847,478
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
12,442
shares
|
$843,816
0.42% of portfolio
|
Q3 2023
Reduced 0.15%
|
|
|
Flp Wealth Management, LLC
Bentonville, AR |
Jul 15, 2025 Q1 2025 |
12,403
shares
|
$841,171
2.32% of portfolio
|
Q1 2025
Added 35.29%
|
|
|
Aurelius Family Office LLC
Bedford, NH |
Jul 09, 2025 Q2 2025 |
12,312
shares
|
$834,999
0.37% of portfolio
|
Q2 2025
Reduced 11.38%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
12,188
shares
|
$826,590
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Aug 01, 2025 Q2 2025 |
12,124
shares
|
$822,249
0.14% of portfolio
|
Q2 2025
Reduced 59.35%
|
|
|
Fulcrum Equity Management
|
Aug 25, 2025 Q2 2025 |
11,966
shares
|
$811,534
0.81% of portfolio
|
Q2 2025
Added 48.37%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Aug 14, 2025 Q2 2025 |
11,950
shares
|
$810,448
0.42% of portfolio
|
Q2 2025
Added 23.49%
|
|
|
25 LLC
St. Louis, MO |
Jul 21, 2025 Q2 2025 |
11,899
shares
|
$806,990
0.28% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
11,897
shares
|
$806,854
0.08% of portfolio
|
Q3 2024
Reduced 66.5%
|
|
|
Martin Worley Group
Cottonwood Heights, UT |
Aug 12, 2025 Q2 2025 |
11,873
shares
|
$805,226
0.41% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
11,832
shares
|
$802,446
0.05% of portfolio
|
Q2 2025
Added 38.68%
|
|
|
Sound Financial Strategies Group, LLC
|
Aug 06, 2025 Q2 2025 |
11,745
shares
|
$796,545
0.67% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
11,733
shares
|
$795,732
0.2% of portfolio
|
Q2 2022
Reduced 22.66%
|
|
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
Jul 23, 2025 Q2 2025 |
11,694
shares
|
$793,087
0.61% of portfolio
|
Q2 2025
Reduced 38.57%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
11,625
shares
|
$788,407
0.03% of portfolio
|
Q2 2025
Reduced 0.85%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
11,565
shares
|
$784,338
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Foster Group, Inc.
|
Jul 14, 2025 Q2 2025 |
11,520
shares
|
$781,286
0.03% of portfolio
|
Q2 2025
Reduced 1.66%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
11,457
shares
|
$777,013
0.0% of portfolio
|
Q2 2025
Reduced 23.43%
|