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 |
|---|---|---|---|---|---|
|
Silverlake Wealth Management LLC
Williston, VT |
Aug 25, 2025 Q2 2025 |
4,764
shares
|
$323,094
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Jul 24, 2025 Q2 2025 |
4,750
shares
|
$322,144
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Facet Wealth, Inc.
|
Aug 01, 2025 Q2 2025 |
4,734
shares
|
$321,059
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Axim Planning & Wealth
Dayton, OH |
Aug 05, 2025 Q2 2025 |
4,680
shares
|
$317,397
0.28% of portfolio
|
Q2 2025
New holding
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Aug 14, 2025 Q2 2025 |
4,662
shares
|
$316,176
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Legacy Wealth Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
4,593
shares
|
$311,497
0.09% of portfolio
|
Q1 2025
Reduced 81.89%
|
|
|
Cambridge Financial Group, LLC
Tucson, AZ |
Sep 09, 2025 Q2 2025 |
4,589
shares
|
$311,225
0.11% of portfolio
|
Q4 2024
Added 10.21%
|
|
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
Aug 14, 2025 Q2 2025 |
4,581
shares
|
$310,683
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
4,537
shares
|
$307,699
0.11% of portfolio
|
Q2 2025
Added 2.18%
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Jul 15, 2025 Q2 2025 |
4,533
shares
|
$307,428
0.27% of portfolio
|
Q2 2025
New holding
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jul 08, 2025 Q2 2025 |
4,519
shares
|
$306,478
0.03% of portfolio
|
Q2 2025
Reduced 1.2%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
4,493
shares
|
$304,715
0.01% of portfolio
|
Q2 2025
Reduced 19.21%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jul 14, 2025 Q2 2025 |
4,433
shares
|
$300,646
0.05% of portfolio
|
Q2 2025
Reduced 9.79%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Jul 24, 2025 Q2 2025 |
4,390
shares
|
$297,729
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Aug 13, 2025 Q2 2025 |
4,387
shares
|
$297,526
0.07% of portfolio
|
Q2 2025
Reduced 9.97%
|
|
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
Aug 14, 2025 Q2 2025 |
4,358
shares
|
$295,559
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
4,343
shares
|
$294,542
0.03% of portfolio
|
Q2 2025
Added 7.47%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jul 11, 2025 Q2 2025 |
4,341
shares
|
$294,406
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Midwest Trust CO
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
4,328
shares
|
$293,524
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Unionview, LLC
Seattle, WA |
Feb 03, 2025 Q4 2024 |
4,312
shares
|
$292,439
0.17% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Jul 31, 2025 Q2 2025 |
4,301
shares
|
$291,693
0.06% of portfolio
|
Q2 2025
Reduced 3.57%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
4,203
shares
|
$285,047
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
4,173
shares
|
$283,012
0.02% of portfolio
|
Q1 2025
Reduced 0.71%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
4,135
shares
|
$280,435
0.14% of portfolio
|
Q2 2024
Reduced 12.04%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
4,114
shares
|
$279,011
0.05% of portfolio
|
Q2 2024
Added 1000.0%
|