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 |
|---|---|---|---|---|---|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
599,876
shares
|
$40.7 Million
3.34% of portfolio
|
Q3 2023
Added 33.4%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
578,740
shares
|
$39.3 Million
1.1% of portfolio
|
Q2 2025
Added 35.79%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
576,494
shares
|
$39.1 Million
1.49% of portfolio
|
Q2 2025
Added 615.52%
|
|
|
Townsend & Associates, Inc
|
Jul 29, 2025 Q2 2025 |
570,856
shares
|
$38.7 Million
3.82% of portfolio
|
Q2 2025
Reduced 11.3%
|
|
|
Prudential Financial Inc
Newark, NJ |
Aug 12, 2025 Q2 2025 |
559,431
shares
|
$37.9 Million
0.05% of portfolio
|
Q2 2025
Added 114.55%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Aug 04, 2025 Q2 2025 |
548,783
shares
|
$37.2 Million
1.9% of portfolio
|
Q2 2025
Added 6.03%
|
|
|
Sharkey, Howes & Javer
|
Jul 10, 2025 Q2 2025 |
531,316
shares
|
$36 Million
4.97% of portfolio
|
Q2 2025
Added 58.4%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
520,069
shares
|
$35.3 Million
0.19% of portfolio
|
Q2 2025
Added 31.02%
|
|
|
Steel Peak Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
518,416
shares
|
$35.2 Million
1.32% of portfolio
|
Q2 2025
Added 53.53%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
516,143
shares
|
$35 Million
0.08% of portfolio
|
Q2 2025
Added 3.7%
|
|
|
Stone House Investment Management, LLC
|
Aug 06, 2025 Q2 2025 |
513,646
shares
|
$34.8 Million
6.31% of portfolio
|
Q2 2025
Added 56.89%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
510,685
shares
|
$34.6 Million
0.17% of portfolio
|
Q2 2025
Added 52.95%
|
|
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
Aug 08, 2025 Q2 2025 |
509,627
shares
|
$34.6 Million
3.47% of portfolio
|
Q2 2025
Reduced 44.39%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
501,425
shares
|
$34 Million
0.36% of portfolio
|
Q2 2025
Reduced 2.39%
|
|
|
Octavia Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
499,286
shares
|
$33.9 Million
3.64% of portfolio
|
Q2 2025
Added 16.32%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
486,312
shares
|
$33 Million
0.0% of portfolio
|
Q2 2025
Added 6.59%
|
|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
479,147
shares
|
$32.5 Million
5.05% of portfolio
|
Q1 2024
Added 2.06%
|
|
|
West Wealth Group, LLC
|
Aug 13, 2025 Q2 2025 |
465,374
shares
|
$31.6 Million
8.05% of portfolio
|
Q2 2025
Added 43.42%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
460,056
shares
|
$31.2 Million
0.28% of portfolio
|
Q2 2025
Added 2267.15%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
454,667
shares
|
$30.8 Million
0.07% of portfolio
|
Q2 2025
Added 23.9%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
454,601
shares
|
$30.8 Million
0.04% of portfolio
|
Q2 2025
Added 1.82%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
447,199
shares
|
$30.3 Million
0.76% of portfolio
|
Q2 2025
Added 12.1%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Aug 14, 2025 Q2 2025 |
439,058
shares
|
$29.8 Million
6.65% of portfolio
|
Q2 2025
Added 43.53%
|
|
|
Horst & Graben Wealth Management LLC
|
Jul 28, 2025 Q2 2025 |
435,067
shares
|
$29.5 Million
5.05% of portfolio
|
Q2 2025
Added 38.99%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
433,356
shares
|
$29.4 Million
0.3% of portfolio
|
Q2 2025
Added 35.84%
|