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 1,148 institutions that hold shares in the stock, with a total of 302 Million shares, which have been reported (via 13F filing form) to have a value of $19.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lodestone Wealth Management LLC
Spokane, WA |
Apr 28, 2025 Q1 2025 |
9,183
shares
|
$584,038
0.29% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Bcs Wealth Management
|
Jul 15, 2025 Q2 2025 |
9,141
shares
|
$581,367
0.12% of portfolio
|
Q2 2025
Added 7.6%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
May 14, 2025 Q1 2025 |
9,103
shares
|
$578,950
0.23% of portfolio
|
Q1 2025
Reduced 10.13%
|
|
|
Lion Street Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
9,081
shares
|
$577,551
0.17% of portfolio
|
Q1 2025
Added 1.96%
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
9,058
shares
|
$576,088
0.01% of portfolio
|
Q2 2025
Added 7.03%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
May 09, 2025 Q1 2025 |
8,998
shares
|
$572,272
0.16% of portfolio
|
Q1 2025
Added 29.97%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
8,979
shares
|
$571,064
0.03% of portfolio
|
Q1 2025
Reduced 1.16%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
May 15, 2025 Q1 2025 |
8,919
shares
|
$567,248
0.08% of portfolio
|
Q4 2024
Reduced 5.93%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2025 Q1 2025 |
8,872
shares
|
$564,259
0.38% of portfolio
|
Q1 2025
Reduced 49.1%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
8,853
shares
|
$563,050
0.02% of portfolio
|
Q4 2024
Added 63.49%
|
|
|
Osborne Partners Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
8,800
shares
|
$559,680
0.03% of portfolio
|
Q2 2024
Reduced 14.56%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
8,712
shares
|
$554,083
0.04% of portfolio
|
Q1 2025
Reduced 12.98%
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
8,701
shares
|
$553,383
0.04% of portfolio
|
Q1 2025
Reduced 4.45%
|
|
|
Essex Savings Bank
|
Jul 11, 2025 Q2 2025 |
8,698
shares
|
$553,192
0.13% of portfolio
|
Q2 2025
Reduced 3.12%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
May 12, 2025 Q1 2025 |
8,666
shares
|
$551,157
0.0% of portfolio
|
Q1 2025
Added 60.36%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
8,643
shares
|
$549,694
0.17% of portfolio
|
Q1 2025
Added 4.28%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
8,576
shares
|
$545,433
0.02% of portfolio
|
Q3 2023
Added 0.78%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
8,532
shares
|
$542,635
0.03% of portfolio
|
Q1 2025
Added 8.1%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Jul 14, 2025 Q2 2025 |
8,462
shares
|
$538,183
0.64% of portfolio
|
Q2 2025
Reduced 84.15%
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
May 14, 2025 Q1 2025 |
8,443
shares
|
$536,974
0.07% of portfolio
|
Q1 2025
Reduced 6.23%
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
8,416
shares
|
$535,257
0.04% of portfolio
|
Q2 2025
Added 6.71%
|
|
|
Wealthfront Advisers LLC
|
May 02, 2025 Q1 2025 |
8,384
shares
|
$533,222
0.0% of portfolio
|
Q1 2025
Added 47.04%
|
|
|
Kovack Advisors, Inc.
|
May 06, 2025 Q1 2025 |
8,336
shares
|
$530,169
0.05% of portfolio
|
Q1 2025
Added 22.7%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
8,327
shares
|
$529,597
0.25% of portfolio
|
Q2 2024
Reduced 3.31%
|
|
|
Milestone Asset Management Group, LLC
Avon, CT |
May 06, 2025 Q1 2025 |
8,325
shares
|
$529,470
0.44% of portfolio
|
Q1 2025
Reduced 6.23%
|