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 |
|---|---|---|---|---|---|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
7,720
shares
|
$490,992
0.03% of portfolio
|
Q2 2024
Reduced 7.14%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
7,648
shares
|
$486,412
0.03% of portfolio
|
Q3 2024
Reduced 1.99%
|
|
|
Argent Trust CO
Nashville, TN |
May 09, 2025 Q1 2025 |
7,640
shares
|
$485,904
0.02% of portfolio
|
Q1 2025
Reduced 6.43%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
7,611
shares
|
$484,059
0.06% of portfolio
|
Q2 2024
Reduced 3.55%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
7,585
shares
|
$482,406
0.13% of portfolio
|
Q4 2024
Added 3.86%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
7,558
shares
|
$480,688
0.04% of portfolio
|
Q4 2023
Added 32.36%
|
|
|
Palisade Asset Management, LLC
|
Apr 22, 2025 Q1 2025 |
7,470
shares
|
$475,092
0.05% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
May 08, 2025 Q1 2025 |
7,336
shares
|
$466,569
0.24% of portfolio
|
Q4 2024
Added 19.73%
|
|
|
Western Financial Corporation
|
Nov 03, 2022 Q3 2022 |
7,293
shares
|
$463,834
0.2% of portfolio
|
Q3 2022
Reduced 14.44%
|
|
|
Tranquility Partners, LLC
|
Apr 24, 2025 Q1 2025 |
7,293
shares
|
$463,834
0.17% of portfolio
|
Q1 2025
Reduced 8.77%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Apr 08, 2025 Q1 2025 |
7,263
shares
|
$461,926
0.02% of portfolio
|
Q1 2025
Added 46.96%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
7,247
shares
|
$460,909
0.01% of portfolio
|
Q2 2025
Reduced 1.66%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Jul 16, 2025 Q2 2025 |
7,210
shares
|
$458,556
0.44% of portfolio
|
Q2 2025
Reduced 3.69%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
7,149
shares
|
$454,676
0.03% of portfolio
|
Q2 2025
Added 16.97%
|
|
|
True Private Wealth Advisors
|
May 15, 2025 Q1 2025 |
7,099
shares
|
$451,496
0.05% of portfolio
|
Q1 2025
Reduced 48.32%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
7,085
shares
|
$450,606
0.0% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
7,061
shares
|
$449,079
0.17% of portfolio
|
Q2 2025
Reduced 25.11%
|
|
|
Wambolt & Associates, LLC
|
May 09, 2025 Q1 2025 |
7,059
shares
|
$448,952
0.14% of portfolio
|
Q1 2025
Reduced 4.3%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Jul 21, 2025 Q2 2025 |
7,023
shares
|
$446,662
0.0% of portfolio
|
Q2 2025
Reduced 6.0%
|
|
|
Novus Advisors, LLC
Greenville, SC |
May 08, 2025 Q1 2025 |
6,984
shares
|
$444,182
0.42% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
May 05, 2025 Q1 2025 |
6,960
shares
|
$442,656
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
6,945
shares
|
$441,702
0.02% of portfolio
|
Q2 2025
Added 8.6%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
6,940
shares
|
$441,384
0.06% of portfolio
|
Q1 2025
Reduced 13.46%
|
|
|
Main Street Investment Advisors LLC
|
Apr 30, 2025 Q1 2025 |
6,938
shares
|
$441,256
0.06% of portfolio
|
Q2 2024
Reduced 12.24%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
6,915
shares
|
$439,794
0.01% of portfolio
|
Q2 2025
New holding
|