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 |
|---|---|---|---|---|---|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
2,392
shares
|
$152,131
0.05% of portfolio
|
Q2 2024
Reduced 35.32%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
2,362
shares
|
$150,223
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
S.A. Mason LLC
|
Jul 14, 2025 Q2 2025 |
2,291
shares
|
$145,707
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
May 16, 2025 Q1 2025 |
2,286
shares
|
$145,389
0.01% of portfolio
|
Q1 2025
Added 9.59%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
2,257
shares
|
$143,545
0.01% of portfolio
|
Q3 2024
Reduced 4.65%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
2,212
shares
|
$140,683
0.0% of portfolio
|
Q3 2024
Reduced 10.55%
|
|
|
Jdm Financial Group LLC
Encino, CA |
May 14, 2025 Q1 2025 |
2,088
shares
|
$132,796
0.06% of portfolio
|
Q4 2024
Added 653.79%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
2,060
shares
|
$131,016
0.03% of portfolio
|
Q1 2025
Added 42.56%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
2,043
shares
|
$129,934
0.01% of portfolio
|
Q2 2025
Reduced 1.35%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
2,043
shares
|
$129,934
0.01% of portfolio
|
Q2 2025
Reduced 0.54%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
1,985
shares
|
$126,246
0.01% of portfolio
|
Q3 2023
Reduced 16.07%
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
1,932
shares
|
$122,875
0.0% of portfolio
|
Q1 2025
Reduced 2.03%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
1,909
shares
|
$121,412
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
1,871
shares
|
$118,995
0.03% of portfolio
|
Q1 2025
Reduced 2.81%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
1,838
shares
|
$116,896
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
1,627
shares
|
$103,477
0.02% of portfolio
|
Q1 2025
Reduced 65.35%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
1,627
shares
|
$103,477
0.02% of portfolio
|
Q4 2024
Reduced 4.01%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
1,478
shares
|
$94,000
0.01% of portfolio
|
Q1 2024
Reduced 6.81%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
1,452
shares
|
$92,347
0.02% of portfolio
|
Q4 2024
Added 4.99%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
1,452
shares
|
$92,347
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
1,448
shares
|
$92,092
0.05% of portfolio
|
Q2 2022
Reduced 95.7%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2025 Q1 2025 |
1,397
shares
|
$88,849
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
1,350
shares
|
$85,860
0.02% of portfolio
|
Q1 2020
New holding
|
|
|
Navigoe, LLC
Redondo Beach, CA |
May 09, 2025 Q1 2025 |
1,348
shares
|
$85,732
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Matrix Private Capital Group LLC
New York, NY |
May 15, 2025 Q1 2025 |
1,322
shares
|
$84,079
0.05% of portfolio
|
Q3 2024
Added 4.26%
|