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 |
|---|---|---|---|---|---|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
4,093
shares
|
$277,587
0.01% of portfolio
|
Q2 2025
Reduced 8.72%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
4,075
shares
|
$276,366
0.01% of portfolio
|
Q2 2025
Reduced 3.48%
|
|
|
Mosaic Advisors LLC
Houston, TX |
Aug 11, 2025 Q2 2025 |
4,062
shares
|
$275,484
0.41% of portfolio
|
Q2 2025
New holding
|
|
|
Km Capital Management Ltd.
Austin, TX |
Aug 08, 2025 Q2 2025 |
4,016
shares
|
$272,365
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Aug 11, 2025 Q2 2025 |
4,001
shares
|
$271,347
0.03% of portfolio
|
Q2 2025
Added 0.88%
|
|
|
Wrapmanager Inc
|
Aug 08, 2025 Q2 2025 |
3,956
shares
|
$268,295
0.06% of portfolio
|
Q2 2025
Reduced 7.38%
|
|
|
True Private Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
3,947
shares
|
$267,685
0.03% of portfolio
|
Q2 2025
Reduced 44.4%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
3,939
shares
|
$267,142
0.02% of portfolio
|
Q2 2025
Reduced 1.45%
|
|
|
Keeler T Homas Management LLC
|
Jul 31, 2025 Q2 2025 |
3,919
shares
|
$265,786
0.11% of portfolio
|
Q2 2025
Reduced 87.37%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
3,905
shares
|
$264,837
0.04% of portfolio
|
Q1 2024
Reduced 0.91%
|
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
3,872
shares
|
$262,599
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Professional Financial Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
3,861
shares
|
$261,853
0.06% of portfolio
|
Q2 2025
Added 9.87%
|
|
|
Angeles Wealth Management, LLC
|
Jul 29, 2025 Q2 2025 |
3,858
shares
|
$261,649
0.02% of portfolio
|
Q1 2025
Reduced 8.32%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Aug 14, 2025 Q2 2025 |
3,842
shares
|
$260,564
0.0% of portfolio
|
Q2 2025
Added 13.03%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Aug 04, 2025 Q2 2025 |
3,826
shares
|
$259,479
0.06% of portfolio
|
Q2 2025
Added 5.95%
|
|
|
Ewg Elevate Inc.
|
Jul 15, 2025 Q2 2025 |
3,822
shares
|
$259,208
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Global View Capital Management LLC
Waukesha, WI |
Aug 15, 2025 Q2 2025 |
3,803
shares
|
$257,919
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
3,786
shares
|
$256,766
0.02% of portfolio
|
Q3 2023
Reduced 16.0%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Aug 12, 2025 Q2 2025 |
3,773
shares
|
$255,884
0.03% of portfolio
|
Q2 2025
Added 11.0%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Aug 05, 2025 Q2 2025 |
3,761
shares
|
$255,071
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
3,723
shares
|
$252,493
0.03% of portfolio
|
Q2 2025
Reduced 16.45%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
3,722
shares
|
$252,426
0.01% of portfolio
|
Q1 2024
Reduced 28.66%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
3,690
shares
|
$250,255
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
True Wealth Advisors, LLC
|
Jul 03, 2025 Q2 2025 |
3,688
shares
|
$250,120
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Team Hewins, LLC
Redwood City, CA |
Aug 12, 2025 Q2 2025 |
3,665
shares
|
$248,560
0.08% of portfolio
|
Q1 2025
Reduced 20.24%
|