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 |
|---|---|---|---|---|---|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Aug 04, 2025 Q2 2025 |
8,775
shares
|
$595,120
0.03% of portfolio
|
Q2 2025
Reduced 2.27%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Aug 06, 2025 Q2 2025 |
8,732
shares
|
$592,204
0.03% of portfolio
|
Q2 2025
Added 12.34%
|
|
|
Essex Savings Bank
|
Jul 11, 2025 Q2 2025 |
8,698
shares
|
$589,898
0.13% of portfolio
|
Q2 2025
Reduced 3.12%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Aug 11, 2025 Q2 2025 |
8,666
shares
|
$587,728
0.0% of portfolio
|
Q1 2025
Added 60.36%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Aug 07, 2025 Q2 2025 |
8,633
shares
|
$585,490
0.18% of portfolio
|
Q2 2025
Added 4.39%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Aug 08, 2025 Q2 2025 |
8,629
shares
|
$585,218
0.11% of portfolio
|
Q2 2025
Reduced 10.49%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
8,576
shares
|
$581,624
0.02% of portfolio
|
Q3 2023
Added 0.78%
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
Aug 12, 2025 Q2 2025 |
8,556
shares
|
$580,267
0.07% of portfolio
|
Q2 2025
Added 1.34%
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
8,538
shares
|
$579,047
0.04% of portfolio
|
Q2 2025
Reduced 1.87%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Jul 14, 2025 Q2 2025 |
8,462
shares
|
$573,892
0.64% of portfolio
|
Q2 2025
Reduced 84.15%
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
8,450
shares
|
$573,079
0.03% of portfolio
|
Q2 2025
Reduced 3.01%
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
8,416
shares
|
$570,773
0.04% of portfolio
|
Q2 2025
Added 6.71%
|
|
|
Milestone Asset Management Group, LLC
Avon, CT |
Aug 01, 2025 Q2 2025 |
8,389
shares
|
$568,941
0.39% of portfolio
|
Q2 2025
Added 0.77%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
8,327
shares
|
$564,737
0.25% of portfolio
|
Q2 2024
Reduced 3.31%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jul 21, 2025 Q2 2025 |
8,319
shares
|
$564,194
0.13% of portfolio
|
Q2 2025
Added 0.64%
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Jul 23, 2025 Q2 2025 |
8,314
shares
|
$563,855
0.31% of portfolio
|
Q2 2025
Added 1.28%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Aug 13, 2025 Q2 2025 |
8,294
shares
|
$562,499
0.07% of portfolio
|
Q2 2025
Added 19.51%
|
|
|
Michels Family Financial, LLC
Fort Worth, TX |
Jul 16, 2025 Q2 2025 |
8,155
shares
|
$553,072
0.44% of portfolio
|
Q2 2025
Added 1.34%
|
|
|
American Trust
Lexington, KY |
Sep 03, 2025 Q2 2025 |
8,083
shares
|
$548,189
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Brighton Jones LLC
|
Jul 31, 2025 Q2 2025 |
8,043
shares
|
$545,476
0.01% of portfolio
|
Q2 2025
Added 77.55%
|
|
|
Evoke Wealth, LLC
|
Aug 07, 2025 Q2 2025 |
8,037
shares
|
$545,069
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Garrett Investment Advisors LLC
|
Jul 14, 2025 Q2 2025 |
8,008
shares
|
$543,102
0.05% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Prosperity Planning, Inc.
|
Jul 11, 2025 Q2 2025 |
8,003
shares
|
$542,763
0.15% of portfolio
|
Q2 2025
Added 20.75%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
7,966
shares
|
$540,254
0.25% of portfolio
|
Q2 2025
Added 2.19%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
7,925
shares
|
$537,473
0.0% of portfolio
|
Q1 2025
Added 67.02%
|