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 |
|---|---|---|---|---|---|
|
Allspring Global Investments Holdings, LLC
|
Jul 25, 2025 Q2 2025 |
433,085
shares
|
$29.4 Million
0.05% of portfolio
|
Q2 2025
Reduced 4.79%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
430,536
shares
|
$29.2 Million
0.8% of portfolio
|
Q2 2025
Added 36.1%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
430,010
shares
|
$29.2 Million
1.12% of portfolio
|
Q2 2025
Reduced 43.59%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
406,823
shares
|
$27.6 Million
1.42% of portfolio
|
Q2 2025
Added 33.45%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Aug 11, 2025 Q2 2025 |
398,094
shares
|
$27 Million
5.91% of portfolio
|
Q2 2025
Added 67.95%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Aug 11, 2025 Q2 2025 |
395,606
shares
|
$26.8 Million
2.05% of portfolio
|
Q2 2025
Added 44.61%
|
|
|
Ma Private Wealth
|
Jul 24, 2025 Q2 2025 |
393,914
shares
|
$26.7 Million
4.63% of portfolio
|
Q2 2025
Added 1.32%
|
|
|
Cardinal Strategic Wealth Guidance
|
Jul 21, 2025 Q2 2025 |
391,755
shares
|
$26.6 Million
7.28% of portfolio
|
Q2 2025
Added 20.41%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
391,216
shares
|
$26.5 Million
0.05% of portfolio
|
Q2 2025
Reduced 2.14%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
384,065
shares
|
$26 Million
4.06% of portfolio
|
Q2 2025
Added 55.52%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
Aug 12, 2025 Q2 2025 |
384,036
shares
|
$26 Million
5.25% of portfolio
|
Q2 2025
Added 6.84%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Jul 30, 2025 Q2 2025 |
379,082
shares
|
$25.7 Million
0.87% of portfolio
|
Q2 2025
Reduced 1.15%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
376,442
shares
|
$25.5 Million
0.48% of portfolio
|
Q2 2025
Reduced 8.81%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
376,207
shares
|
$25.5 Million
0.34% of portfolio
|
Q2 2025
Added 1.94%
|
|
|
Covenant Partners, LLC
|
Jul 30, 2025 Q2 2025 |
375,153
shares
|
$25.4 Million
7.26% of portfolio
|
Q2 2025
Reduced 1.83%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
365,189
shares
|
$24.8 Million
0.56% of portfolio
|
Q2 2025
Reduced 33.37%
|
|
|
Affinity Capital Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
361,243
shares
|
$24.5 Million
3.98% of portfolio
|
Q2 2025
Added 3.59%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jul 17, 2025 Q2 2025 |
353,003
shares
|
$23.9 Million
3.33% of portfolio
|
Q2 2025
Added 40.75%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
351,724
shares
|
$23.9 Million
0.0% of portfolio
|
Q1 2025
Reduced 29.04%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Aug 07, 2025 Q2 2025 |
351,582
shares
|
$23.8 Million
3.46% of portfolio
|
Q2 2025
Added 6.65%
|
|
|
Keystone Financial Services
|
Aug 06, 2025 Q2 2025 |
344,429
shares
|
$23.4 Million
7.93% of portfolio
|
Q2 2025
Added 68.66%
|
|
|
Wealth Alliance
Mellville, NY |
Aug 08, 2025 Q2 2025 |
343,950
shares
|
$23.3 Million
2.59% of portfolio
|
Q2 2025
Added 35.44%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
337,626
shares
|
$22.9 Million
0.12% of portfolio
|
Q2 2025
Added 40.27%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
336,100
shares
|
$22.8 Million
0.26% of portfolio
|
Q2 2025
Added 43.68%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
335,131
shares
|
$22.7 Million
16.13% of portfolio
|
Q2 2025
Added 2.84%
|