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 1,147 institutions that hold shares in the stock, with a total of 301 Million shares, which have been reported (via 13F filing form) to have a value of $19.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tcg Advisory Services, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
5,561
shares
|
$353,679
0.01% of portfolio
|
Q1 2025
Added 21.63%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
5,528
shares
|
$351,580
0.01% of portfolio
|
Q1 2025
Reduced 0.49%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
May 20, 2025 Q1 2025 |
5,528
shares
|
$351,580
0.07% of portfolio
|
Q1 2025
Added 6.84%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
5,518
shares
|
$350,944
0.01% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Marino, Stram & Associates LLC
|
Jul 18, 2025 Q2 2025 |
5,494
shares
|
$349,418
0.07% of portfolio
|
Q2 2025
Added 8.66%
|
|
|
Personal Cfo Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
5,473
shares
|
$348,082
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
May 13, 2025 Q1 2025 |
5,443
shares
|
$346,174
0.01% of portfolio
|
Q1 2025
Reduced 12.07%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
May 09, 2025 Q1 2025 |
5,440
shares
|
$345,984
0.04% of portfolio
|
Q1 2025
Reduced 14.84%
|
|
|
Eagle Strategies LLC
New York, NY |
Apr 22, 2025 Q1 2025 |
5,429
shares
|
$345,284
0.06% of portfolio
|
Q1 2025
Added 9.48%
|
|
|
Intelligence Driven Advisers, LLC
|
Jul 09, 2025 Q2 2025 |
5,414
shares
|
$344,330
0.05% of portfolio
|
Q1 2024
Reduced 3.48%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Apr 29, 2025 Q1 2025 |
5,393
shares
|
$342,994
0.06% of portfolio
|
Q1 2025
Reduced 16.66%
|
|
|
Investment Advisory Group, LLC
|
Apr 14, 2025 Q1 2025 |
5,378
shares
|
$342,040
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
5,374
shares
|
$341,786
0.03% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jul 10, 2025 Q2 2025 |
5,365
shares
|
$341,214
0.13% of portfolio
|
Q2 2025
Added 54.52%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
5,356
shares
|
$340,641
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
5,285
shares
|
$336,126
0.0% of portfolio
|
Q3 2021
Reduced 4.76%
|
|
|
Crescent Grove Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
5,262
shares
|
$334,663
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Apr 30, 2025 Q1 2025 |
5,207
shares
|
$331,165
0.02% of portfolio
|
Q1 2025
Reduced 1.35%
|
|
|
Sage Mountain Advisors LLC
|
May 02, 2025 Q1 2025 |
5,199
shares
|
$330,656
0.02% of portfolio
|
Q2 2024
Reduced 0.99%
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
5,191
shares
|
$330,147
0.04% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
May 15, 2025 Q1 2025 |
5,174
shares
|
$329,066
0.03% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Jul 16, 2025 Q2 2025 |
5,142
shares
|
$327,031
0.17% of portfolio
|
Q2 2025
Added 41.11%
|
|
|
Trilogy Capital Inc.
|
Jul 18, 2025 Q2 2025 |
5,131
shares
|
$326,331
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Index Fund Advisors, Inc.
|
Apr 30, 2025 Q1 2025 |
5,128
shares
|
$326,140
0.02% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
5,108
shares
|
$324,868
0.03% of portfolio
|
Q1 2025
Reduced 9.29%
|