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 |
|---|---|---|---|---|---|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Aug 14, 2025 Q2 2025 |
9,845
shares
|
$667,687
0.31% of portfolio
|
Q2 2024
New holding
|
|
|
Stokes Family Office, LLC
|
Aug 06, 2025 Q2 2025 |
9,828
shares
|
$666,534
0.07% of portfolio
|
Q2 2025
Added 148.56%
|
|
|
Argent Trust CO
Nashville, TN |
Aug 12, 2025 Q2 2025 |
9,740
shares
|
$660,566
0.02% of portfolio
|
Q2 2025
Added 27.49%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
9,731
shares
|
$659,956
0.14% of portfolio
|
Q1 2025
Added 0.64%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
9,730
shares
|
$659,888
0.02% of portfolio
|
Q1 2025
Reduced 12.48%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
9,627
shares
|
$652,903
0.3% of portfolio
|
Q2 2025
Added 48.82%
|
|
|
Empirical Asset Management, LLC
|
Jul 29, 2025 Q2 2025 |
9,561
shares
|
$648,427
0.19% of portfolio
|
Q2 2025
Added 17.63%
|
|
|
Valeo Financial Advisors, LLC
|
Sep 12, 2025 Q2 2025 |
9,561
shares
|
$648,427
0.01% of portfolio
|
Q2 2025
Reduced 2.44%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
9,552
shares
|
$647,816
0.17% of portfolio
|
Q4 2024
Reduced 56.74%
|
|
|
Midwest Heritage Bank, Fsb
|
Jul 16, 2025 Q2 2025 |
9,470
shares
|
$642,255
0.24% of portfolio
|
Q2 2025
Added 3.26%
|
|
|
Motive Wealth Advisors
|
Jul 15, 2025 Q2 2025 |
9,437
shares
|
$640,017
0.28% of portfolio
|
Q1 2025
Reduced 7.25%
|
|
|
Signature Securities Group Corporation
|
Jul 14, 2025 Q2 2025 |
9,394
shares
|
$637,101
0.17% of portfolio
|
Q2 2025
Added 21.61%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Aug 14, 2025 Q2 2025 |
9,370
shares
|
$635,473
0.14% of portfolio
|
Q2 2025
Reduced 8.44%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
9,360
shares
|
$634,795
0.01% of portfolio
|
Q2 2025
Added 69.32%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Aug 13, 2025 Q2 2025 |
9,329
shares
|
$632,692
0.04% of portfolio
|
Q2 2025
Added 45.11%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Apr 28, 2025 Q1 2025 |
9,183
shares
|
$622,791
0.29% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Aug 07, 2025 Q2 2025 |
9,175
shares
|
$622,248
0.24% of portfolio
|
Q2 2025
Added 0.79%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jul 29, 2025 Q2 2025 |
9,166
shares
|
$621,638
0.18% of portfolio
|
Q2 2025
Added 6.05%
|
|
|
Bcs Wealth Management
|
Jul 15, 2025 Q2 2025 |
9,141
shares
|
$619,942
0.12% of portfolio
|
Q2 2025
Added 7.6%
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
9,058
shares
|
$614,313
0.01% of portfolio
|
Q2 2025
Added 7.03%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
8,998
shares
|
$610,244
0.16% of portfolio
|
Q1 2025
Added 29.97%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 14, 2025 Q2 2025 |
8,959
shares
|
$607,599
0.01% of portfolio
|
Q2 2025
Added 32.55%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Aug 13, 2025 Q2 2025 |
8,919
shares
|
$604,886
0.08% of portfolio
|
Q4 2024
Reduced 5.93%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Aug 12, 2025 Q2 2025 |
8,872
shares
|
$601,699
0.37% of portfolio
|
Q1 2025
Reduced 49.1%
|
|
|
Osborne Partners Capital Management, LLC
|
Aug 12, 2025 Q2 2025 |
8,800
shares
|
$596,815
0.03% of portfolio
|
Q2 2024
Reduced 14.56%
|