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 |
|---|---|---|---|---|---|
|
Integral Investment Advisors, Inc.
|
Apr 15, 2025 Q1 2025 |
5,000
shares
|
$318,000
0.1% of portfolio
|
Q1 2025
Reduced 28.57%
|
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
Jul 17, 2025 Q2 2025 |
4,961
shares
|
$315,519
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
May 06, 2025 Q1 2025 |
4,958
shares
|
$315,328
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
|
$313,929
0.1% of portfolio
|
Q2 2025
Added 33.98%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Apr 28, 2025 Q1 2025 |
4,873
shares
|
$309,922
0.08% of portfolio
|
Q1 2025
Reduced 8.4%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
4,852
shares
|
$308,587
0.02% of portfolio
|
Q1 2025
Added 9.8%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Apr 23, 2025 Q1 2025 |
4,813
shares
|
$306,106
0.1% of portfolio
|
Q1 2025
Reduced 6.09%
|
|
|
Pointe Capital Management LLC
|
May 01, 2025 Q1 2025 |
4,806
shares
|
$305,661
0.17% of portfolio
|
Q1 2025
Added 18.78%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
4,719
shares
|
$300,128
0.02% of portfolio
|
Q1 2025
Reduced 95.91%
|
|
|
Abc Arbitrage Sa
Paris, I0 |
May 09, 2025 Q1 2025 |
4,673
shares
|
$297,202
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
May 12, 2025 Q1 2025 |
4,662
shares
|
$296,503
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Legacy Wealth Asset Management, LLC
|
Apr 08, 2025 Q1 2025 |
4,593
shares
|
$292,114
0.09% of portfolio
|
Q1 2025
Reduced 81.89%
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
4,585
shares
|
$291,606
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
4,537
shares
|
$288,553
0.11% of portfolio
|
Q2 2025
Added 2.18%
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Jul 15, 2025 Q2 2025 |
4,533
shares
|
$288,298
0.27% of portfolio
|
Q2 2025
New holding
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
4,530
shares
|
$288,108
0.01% of portfolio
|
Q1 2025
Reduced 15.36%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jul 08, 2025 Q2 2025 |
4,519
shares
|
$287,408
0.03% of portfolio
|
Q2 2025
Reduced 1.2%
|
|
|
Washington Trust Bank
|
Apr 29, 2025 Q1 2025 |
4,476
shares
|
$284,673
0.03% of portfolio
|
Q1 2025
Reduced 38.94%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
4,465
shares
|
$283,974
0.0% of portfolio
|
Q1 2025
Added 11.12%
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Apr 16, 2025 Q1 2025 |
4,460
shares
|
$283,656
0.05% of portfolio
|
Q1 2025
Reduced 1.44%
|
|
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
May 09, 2025 Q1 2025 |
4,457
shares
|
$283,465
0.18% of portfolio
|
Q1 2025
Reduced 9.48%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
4,450
shares
|
$283,020
0.1% of portfolio
|
Q1 2025
Reduced 19.88%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jul 14, 2025 Q2 2025 |
4,433
shares
|
$281,938
0.05% of portfolio
|
Q2 2025
Reduced 9.79%
|
|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
4,343
shares
|
$276,214
0.03% of portfolio
|
Q2 2025
Added 7.47%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jul 11, 2025 Q2 2025 |
4,341
shares
|
$276,087
0.08% of portfolio
|
Q2 2025
New holding
|