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 |
|---|---|---|---|---|---|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Jul 24, 2025 Q2 2025 |
2,520
shares
|
$170,906
0.08% of portfolio
|
Q2 2025
Reduced 13.85%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Aug 04, 2025 Q2 2025 |
2,495
shares
|
$169,210
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Balentine LLC
Atlanta, GA |
Aug 04, 2025 Q2 2025 |
2,462
shares
|
$166,972
0.01% of portfolio
|
Q1 2024
Reduced 91.83%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
2,414
shares
|
$163,717
0.02% of portfolio
|
Q3 2024
Reduced 16.64%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
2,392
shares
|
$162,225
0.05% of portfolio
|
Q2 2024
Reduced 35.32%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
2,362
shares
|
$160,190
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
S.A. Mason LLC
|
Jul 14, 2025 Q2 2025 |
2,291
shares
|
$155,375
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
2,257
shares
|
$153,069
0.01% of portfolio
|
Q3 2024
Reduced 4.65%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
2,212
shares
|
$150,017
0.0% of portfolio
|
Q3 2024
Reduced 10.55%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Aug 01, 2025 Q2 2025 |
2,088
shares
|
$141,608
0.06% of portfolio
|
Q4 2024
Added 653.79%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
2,059
shares
|
$139,641
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Team Financial Group, LLC
Temecula, CA |
Jul 21, 2025 Q2 2025 |
2,050
shares
|
$139,031
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
2,043
shares
|
$138,556
0.01% of portfolio
|
Q2 2025
Reduced 1.35%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
2,043
shares
|
$138,556
0.01% of portfolio
|
Q2 2025
Reduced 0.54%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
1,838
shares
|
$124,653
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
1,627
shares
|
$110,343
0.02% of portfolio
|
Q1 2025
Reduced 65.35%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
1,627
shares
|
$110,343
0.02% of portfolio
|
Q4 2024
Reduced 4.01%
|
|
|
Tsfg, LLC
|
Aug 05, 2025 Q2 2025 |
1,597
shares
|
$108,308
0.02% of portfolio
|
Q2 2025
Added 18.3%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
1,516
shares
|
$102,815
0.02% of portfolio
|
Q2 2025
Reduced 26.41%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Aug 19, 2025 Q2 2025 |
1,478
shares
|
$100,237
0.01% of portfolio
|
Q1 2024
Reduced 6.81%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
1,452
shares
|
$98,474
0.02% of portfolio
|
Q4 2024
Added 4.99%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
1,452
shares
|
$98,474
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
1,448
shares
|
$98,203
0.05% of portfolio
|
Q2 2022
Reduced 95.7%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
1,397
shares
|
$94,744
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Navigoe, LLC
Redondo Beach, CA |
Aug 14, 2025 Q2 2025 |
1,348
shares
|
$91,421
0.06% of portfolio
|
Q4 2024
New holding
|