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 |
|---|---|---|---|---|---|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jul 21, 2025 Q2 2025 |
8,319
shares
|
$529,088
0.13% of portfolio
|
Q2 2025
Added 0.64%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Apr 24, 2025 Q1 2025 |
8,273
shares
|
$526,162
0.3% of portfolio
|
Q1 2025
Added 37.59%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Apr 25, 2025 Q1 2025 |
8,270
shares
|
$525,972
0.17% of portfolio
|
Q1 2025
Added 17.44%
|
|
|
Family Firm, Inc.
|
May 01, 2025 Q1 2025 |
8,253
shares
|
$524,890
0.11% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Apr 25, 2025 Q1 2025 |
8,209
shares
|
$522,092
0.31% of portfolio
|
Q3 2024
Reduced 6.43%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
8,198
shares
|
$521,392
0.03% of portfolio
|
Q1 2025
Reduced 1.1%
|
|
|
Michels Family Financial, LLC
Fort Worth, TX |
Jul 16, 2025 Q2 2025 |
8,155
shares
|
$518,658
0.44% of portfolio
|
Q2 2025
Added 1.34%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
May 05, 2025 Q1 2025 |
8,130
shares
|
$517,068
0.01% of portfolio
|
Q1 2025
Reduced 3.47%
|
|
|
Empirical Asset Management, LLC
|
May 12, 2025 Q1 2025 |
8,128
shares
|
$516,940
0.16% of portfolio
|
Q1 2025
Added 27.34%
|
|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
8,083
shares
|
$514,078
0.2% of portfolio
|
Q4 2024
Added 24.35%
|
|
|
Flputnam Investment Management CO
Portland, ME |
May 15, 2025 Q1 2025 |
8,082
shares
|
$514,015
0.01% of portfolio
|
Q1 2025
Added 32.12%
|
|
|
Fulcrum Equity Management
|
May 01, 2025 Q1 2025 |
8,065
shares
|
$512,934
0.53% of portfolio
|
Q1 2025
Reduced 23.18%
|
|
|
Garrett Investment Advisors LLC
|
Jul 14, 2025 Q2 2025 |
8,008
shares
|
$509,308
0.05% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Prosperity Planning, Inc.
|
Jul 11, 2025 Q2 2025 |
8,003
shares
|
$508,990
0.15% of portfolio
|
Q2 2025
Added 20.75%
|
|
|
Naviter Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
7,956
shares
|
$506,001
0.06% of portfolio
|
Q1 2025
Reduced 15.27%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
7,925
shares
|
$504,030
0.0% of portfolio
|
Q1 2025
Added 67.02%
|
|
|
Lauterbach Financial Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
7,865
shares
|
$500,214
0.29% of portfolio
|
Q2 2025
Added 2.52%
|
|
|
Harbour Capital Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
7,859
shares
|
$499,832
0.11% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
7,832
shares
|
$498,115
0.0% of portfolio
|
Q1 2025
Added 8.04%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
7,795
shares
|
$495,762
0.24% of portfolio
|
Q4 2024
Added 1.76%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
May 02, 2025 Q1 2025 |
7,773
shares
|
$494,362
0.03% of portfolio
|
Q4 2024
Added 4170.88%
|
|
|
Claris Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
7,766
shares
|
$493,917
0.19% of portfolio
|
Q2 2025
Added 2.18%
|
|
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
May 02, 2025 Q1 2025 |
7,749
shares
|
$492,836
0.52% of portfolio
|
Q1 2025
Added 2.35%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
7,741
shares
|
$492,327
0.07% of portfolio
|
Q2 2025
Added 29.51%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
7,740
shares
|
$492,264
0.15% of portfolio
|
Q2 2025
Added 0.14%
|