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 |
|---|---|---|---|---|---|
|
Atwood & Palmer Inc
|
Jul 08, 2025 Q2 2025 |
392
shares
|
$24,931
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
378
shares
|
$24,040
0.0% of portfolio
|
Q3 2024
Reduced 75.02%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
376
shares
|
$23,913
0.0% of portfolio
|
Q4 2024
Added 1.62%
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
376
shares
|
$23,913
0.0% of portfolio
|
Q2 2024
Reduced 34.15%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
376
shares
|
$23,913
0.03% of portfolio
|
Q1 2025
Added 105.46%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Apr 23, 2025 Q1 2025 |
371
shares
|
$23,595
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
363
shares
|
$23,086
0.01% of portfolio
|
Q1 2024
Added 85.2%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Apr 18, 2025 Q1 2025 |
330
shares
|
$20,988
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
326
shares
|
$20,733
0.02% of portfolio
|
Q2 2024
Added 72.49%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
322
shares
|
$20,479
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
314
shares
|
$19,970
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
306
shares
|
$19,461
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
302
shares
|
$19,207
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
301
shares
|
$19,143
0.01% of portfolio
|
Q3 2020
New holding
|
|
|
Hurley Capital, LLC
New York, NY |
May 07, 2025 Q1 2025 |
299
shares
|
$19,016
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
293
shares
|
$18,634
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
284
shares
|
$18,062
0.0% of portfolio
|
Q1 2025
Reduced 33.02%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Apr 14, 2025 Q1 2025 |
280
shares
|
$17,808
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
254
shares
|
$16,154
0.0% of portfolio
|
Q4 2023
Reduced 75.24%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
May 13, 2025 Q1 2025 |
245
shares
|
$15,582
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
241
shares
|
$15,327
0.0% of portfolio
|
Q1 2023
Reduced 23.73%
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
235
shares
|
$14,946
0.0% of portfolio
|
Q4 2024
Added 1.73%
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
234
shares
|
$14,882
0.0% of portfolio
|
Q1 2025
Reduced 20.95%
|
|
|
Proffitt & Goodson Inc
|
Apr 29, 2025 Q1 2025 |
200
shares
|
$12,720
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
199
shares
|
$12,656
0.0% of portfolio
|
Q2 2024
Added 2.58%
|