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 |
|---|---|---|---|---|---|
|
Lauterbach Financial Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
7,865
shares
|
$533,404
0.29% of portfolio
|
Q2 2025
Added 2.52%
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
Jul 23, 2025 Q2 2025 |
7,864
shares
|
$533,336
0.13% of portfolio
|
Q2 2025
Added 118.2%
|
|
|
Harbour Capital Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
7,859
shares
|
$532,997
0.11% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Rmb Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
7,776
shares
|
$527,368
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Claris Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
7,766
shares
|
$526,690
0.19% of portfolio
|
Q2 2025
Added 2.18%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 05, 2025 Q2 2025 |
7,757
shares
|
$526,079
0.02% of portfolio
|
Q2 2025
Reduced 5.38%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
7,741
shares
|
$524,994
0.07% of portfolio
|
Q2 2025
Added 29.51%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
7,740
shares
|
$524,926
0.15% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
7,720
shares
|
$523,570
0.03% of portfolio
|
Q2 2024
Reduced 7.14%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Aug 11, 2025 Q2 2025 |
7,717
shares
|
$523,366
0.07% of portfolio
|
Q2 2025
Added 13.8%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Jul 30, 2025 Q2 2025 |
7,701
shares
|
$522,281
0.05% of portfolio
|
Q2 2025
Added 41.56%
|
|
|
Washington Trust Bank
|
Aug 06, 2025 Q2 2025 |
7,676
shares
|
$520,586
0.04% of portfolio
|
Q2 2025
Added 71.49%
|
|
|
Balance Wealth, LLC
Delaware, OH |
Aug 13, 2025 Q2 2025 |
7,675
shares
|
$520,518
0.29% of portfolio
|
Q2 2025
Reduced 33.0%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
7,648
shares
|
$518,687
0.03% of portfolio
|
Q3 2024
Reduced 1.99%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jul 24, 2025 Q2 2025 |
7,642
shares
|
$518,280
0.02% of portfolio
|
Q2 2025
Added 5.22%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Aug 04, 2025 Q2 2025 |
7,611
shares
|
$516,178
0.06% of portfolio
|
Q2 2024
Reduced 3.55%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Aug 05, 2025 Q2 2025 |
7,566
shares
|
$513,126
0.01% of portfolio
|
Q2 2025
Reduced 6.94%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
7,558
shares
|
$512,583
0.04% of portfolio
|
Q4 2023
Added 32.36%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
7,500
shares
|
$508,649
0.19% of portfolio
|
Q2 2025
Reduced 7.21%
|
|
|
Palisade Asset Management, LLC
|
Aug 07, 2025 Q2 2025 |
7,470
shares
|
$506,615
0.05% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Smart Wealth LLC
Omaha, NE |
Aug 13, 2025 Q2 2025 |
7,376
shares
|
$500,240
0.15% of portfolio
|
Q2 2025
Added 11.13%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Aug 06, 2025 Q2 2025 |
7,366
shares
|
$499,562
0.27% of portfolio
|
Q2 2025
Reduced 10.96%
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
Jul 28, 2025 Q2 2025 |
7,316
shares
|
$496,171
0.22% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Western Financial Corporation
|
Nov 03, 2022 Q3 2022 |
7,293
shares
|
$494,611
0.2% of portfolio
|
Q3 2022
Reduced 14.44%
|
|
|
Tranquility Partners, LLC
|
Jul 25, 2025 Q2 2025 |
7,293
shares
|
$494,611
0.17% of portfolio
|
Q1 2025
Reduced 8.77%
|