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 |
|---|---|---|---|---|---|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
1,086,522
shares
|
$73.7 Million
0.34% of portfolio
|
Q2 2023
Reduced 45.69%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
1,080,804
shares
|
$73.3 Million
0.13% of portfolio
|
Q2 2025
Added 44.85%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
1,073,175
shares
|
$72.8 Million
0.58% of portfolio
|
Q2 2025
Added 1.5%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
1,065,950
shares
|
$72.3 Million
1.46% of portfolio
|
Q2 2025
Added 5.24%
|
|
|
Austin Private Wealth, LLC
|
Aug 01, 2025 Q2 2025 |
1,065,946
shares
|
$72.3 Million
5.77% of portfolio
|
Q2 2025
Added 58.17%
|
|
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
Aug 14, 2025 Q2 2025 |
1,048,145
shares
|
$71.1 Million
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
992,574
shares
|
$67.3 Million
0.09% of portfolio
|
Q2 2025
Added 41.65%
|
|
|
Sofi Wealth, LLC
|
Aug 11, 2025 Q2 2025 |
976,092
shares
|
$66.2 Million
4.59% of portfolio
|
Q2 2025
Added 5.63%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
950,885
shares
|
$64.5 Million
0.56% of portfolio
|
Q2 2024
Reduced 1.79%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
922,306
shares
|
$62.6 Million
0.18% of portfolio
|
Q2 2025
Added 33.66%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Jul 29, 2025 Q2 2025 |
903,671
shares
|
$61.3 Million
6.25% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
859,083
shares
|
$58.3 Million
0.58% of portfolio
|
Q2 2025
Reduced 1.31%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
849,856
shares
|
$57.6 Million
0.68% of portfolio
|
Q2 2025
Added 54.98%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
796,883
shares
|
$54 Million
0.08% of portfolio
|
Q2 2025
Added 19.48%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
779,568
shares
|
$52.9 Million
0.11% of portfolio
|
Q3 2023
Added 24.28%
|
|
|
First American Trust, Fsb
|
Aug 11, 2025 Q2 2025 |
759,633
shares
|
$51.5 Million
3.99% of portfolio
|
Q2 2025
Added 49.03%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
746,309
shares
|
$50.6 Million
2.56% of portfolio
|
Q4 2023
Reduced 17.32%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Aug 14, 2025 Q2 2025 |
732,521
shares
|
$49.7 Million
3.49% of portfolio
|
Q2 2025
Added 43.76%
|
|
|
Brave Asset Management Inc
|
Jul 16, 2025 Q2 2025 |
679,009
shares
|
$46.1 Million
11.72% of portfolio
|
Q2 2025
Added 43.91%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
653,550
shares
|
$44.3 Million
3.88% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
635,593
shares
|
$43.1 Million
0.05% of portfolio
|
Q3 2024
Reduced 1.27%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
634,504
shares
|
$43 Million
4.23% of portfolio
|
Q3 2023
Added 5.28%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
630,080
shares
|
$42.7 Million
0.27% of portfolio
|
Q2 2025
Added 24.65%
|
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Jul 30, 2025 Q2 2025 |
622,179
shares
|
$42.2 Million
1.39% of portfolio
|
Q1 2025
New holding
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Aug 13, 2025 Q2 2025 |
615,893
shares
|
$41.8 Million
0.06% of portfolio
|
Q2 2025
Reduced 11.08%
|