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 |
|---|---|---|---|---|---|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
6,686
shares
|
$453,444
0.31% of portfolio
|
Q2 2025
Added 2.15%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
6,593
shares
|
$447,137
0.0% of portfolio
|
Q2 2025
Reduced 15.82%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jul 09, 2025 Q2 2025 |
6,533
shares
|
$443,068
0.12% of portfolio
|
Q2 2025
Reduced 3.29%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Jul 25, 2025 Q2 2025 |
6,505
shares
|
$441,169
0.22% of portfolio
|
Q2 2025
Reduced 6.54%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jul 28, 2025 Q2 2025 |
6,482
shares
|
$439,609
0.12% of portfolio
|
Q2 2025
Added 34.68%
|
|
|
Novus Advisors, LLC
Greenville, SC |
Aug 14, 2025 Q2 2025 |
6,475
shares
|
$439,134
0.63% of portfolio
|
Q2 2025
Reduced 7.29%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Aug 07, 2025 Q2 2025 |
6,470
shares
|
$438,795
0.07% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Kovack Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
6,425
shares
|
$435,743
0.04% of portfolio
|
Q2 2025
Reduced 22.92%
|
|
|
Switch Point Financial Planning, LLC
Lehi, UT |
Aug 01, 2025 Q2 2025 |
6,415
shares
|
$435,065
0.33% of portfolio
|
Q2 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
6,393
shares
|
$433,573
0.04% of portfolio
|
Q2 2025
Added 13.35%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Aug 29, 2025 Q2 2025 |
6,327
shares
|
$429,097
0.49% of portfolio
|
Q2 2025
New holding
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Aug 14, 2025 Q2 2025 |
6,324
shares
|
$428,893
0.02% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Essex Private Wealth Management, LLC
Topsfield, MA |
Oct 24, 2024 Q3 2024 |
6,291
shares
|
$426,655
0.96% of portfolio
|
Q2 2024
Added 1.63%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jul 09, 2025 Q2 2025 |
6,248
shares
|
$423,739
0.14% of portfolio
|
Q2 2025
Reduced 0.64%
|
|
|
Well Done, LLC
|
Jul 15, 2025 Q2 2025 |
6,225
shares
|
$422,179
0.08% of portfolio
|
Q2 2025
Added 30.09%
|
|
|
Al Ti Global, Inc.
New York, NY |
Jul 30, 2025 Q2 2025 |
6,205
shares
|
$420,823
0.01% of portfolio
|
Q2 2025
Reduced 37.69%
|
|
|
Cap Partners, LLC
Franklin, TN |
Jul 30, 2025 Q2 2025 |
6,164
shares
|
$418,042
0.25% of portfolio
|
Q2 2025
Reduced 5.27%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
6,160
shares
|
$417,771
0.02% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Bordeaux Wealth Advisors LLC
|
Aug 04, 2025 Q2 2025 |
6,057
shares
|
$410,785
0.05% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
6,052
shares
|
$410,446
0.05% of portfolio
|
Q2 2025
Reduced 51.82%
|
|
|
Copia Wealth Management
Bend, OR |
Jul 28, 2025 Q2 2025 |
6,048
shares
|
$410,175
0.32% of portfolio
|
Q2 2025
Reduced 5.23%
|
|
|
Aaron Wealth Advisors LLC
|
Jul 09, 2025 Q2 2025 |
6,031
shares
|
$409,022
0.04% of portfolio
|
Q2 2025
Added 1.77%
|
|
|
Tanglewood Wealth Management, Inc.
|
Jul 21, 2025 Q2 2025 |
5,972
shares
|
$405,021
0.04% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jul 17, 2025 Q2 2025 |
5,965
shares
|
$404,546
0.04% of portfolio
|
Q2 2025
Added 2.79%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Aug 13, 2025 Q2 2025 |
5,960
shares
|
$404,207
0.02% of portfolio
|
Q1 2023
Added 8.46%
|