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 |
|---|---|---|---|---|---|
|
Investment Advisory Group, LLC
|
Jul 25, 2025 Q2 2025 |
5,382
shares
|
$365,007
0.11% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jul 10, 2025 Q2 2025 |
5,365
shares
|
$363,854
0.13% of portfolio
|
Q2 2025
Added 54.52%
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Jul 23, 2025 Q2 2025 |
5,364
shares
|
$363,786
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
5,290
shares
|
$358,767
0.02% of portfolio
|
Q2 2025
Added 3.56%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
5,285
shares
|
$358,428
0.0% of portfolio
|
Q3 2021
Reduced 4.76%
|
|
|
Rhs Financial, LLC
|
Jul 25, 2025 Q2 2025 |
5,277
shares
|
$357,886
0.2% of portfolio
|
Q2 2025
Reduced 55.61%
|
|
|
Crescent Grove Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
5,262
shares
|
$356,868
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Aug 14, 2025 Q2 2025 |
5,220
shares
|
$354,020
0.03% of portfolio
|
Q2 2025
Added 0.89%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
5,207
shares
|
$353,138
0.02% of portfolio
|
Q1 2025
Reduced 1.35%
|
|
|
Sage Mountain Advisors LLC
|
Jul 31, 2025 Q2 2025 |
5,199
shares
|
$352,596
0.02% of portfolio
|
Q2 2024
Reduced 0.99%
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
5,191
shares
|
$352,053
0.04% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Index Fund Advisors, Inc.
|
Jul 25, 2025 Q2 2025 |
5,153
shares
|
$349,476
0.02% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Jul 16, 2025 Q2 2025 |
5,142
shares
|
$348,730
0.17% of portfolio
|
Q2 2025
Added 41.11%
|
|
|
Trilogy Capital Inc.
|
Jul 18, 2025 Q2 2025 |
5,131
shares
|
$347,984
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Aug 05, 2025 Q2 2025 |
5,100
shares
|
$345,881
0.01% of portfolio
|
Q2 2025
Reduced 6.3%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
5,067
shares
|
$343,643
0.03% of portfolio
|
Q2 2025
Reduced 5.71%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
5,039
shares
|
$341,744
0.03% of portfolio
|
Q2 2025
Added 39.47%
|
|
|
Integral Investment Advisors, Inc.
|
Aug 01, 2025 Q2 2025 |
5,000
shares
|
$339,099
0.09% of portfolio
|
Q1 2025
Reduced 28.57%
|
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
Jul 17, 2025 Q2 2025 |
4,961
shares
|
$336,455
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Jul 30, 2025 Q2 2025 |
4,958
shares
|
$336,251
0.06% of portfolio
|
Q1 2025
Reduced 8.03%
|
|
|
Life Line Wealth Management LLC
Beverly Hills, CA |
Jul 07, 2025 Q2 2025 |
4,936
shares
|
$334,759
0.1% of portfolio
|
Q2 2025
Added 33.98%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
4,905
shares
|
$332,657
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
4,888
shares
|
$331,504
0.0% of portfolio
|
Q2 2025
Added 6248.05%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
4,881
shares
|
$331,029
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Aug 01, 2025 Q2 2025 |
4,818
shares
|
$326,756
0.25% of portfolio
|
Q2 2025
Added 28.86%
|