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 |
|---|---|---|---|---|---|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
304,854
shares
|
$19.4 Million
1.08% of portfolio
|
Q1 2025
Reduced 16.07%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
May 15, 2025 Q1 2025 |
303,219
shares
|
$19.3 Million
4.82% of portfolio
|
Q1 2025
Reduced 4.95%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
302,842
shares
|
$19.3 Million
0.07% of portfolio
|
Q2 2025
Reduced 5.97%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Apr 28, 2025 Q1 2025 |
301,229
shares
|
$19.2 Million
0.94% of portfolio
|
Q1 2025
Added 1.08%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
May 13, 2025 Q1 2025 |
278,249
shares
|
$17.7 Million
0.59% of portfolio
|
Q1 2025
Added 5832.81%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 17, 2025 Q2 2025 |
277,279
shares
|
$17.6 Million
0.16% of portfolio
|
Q2 2025
Reduced 3.68%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
274,579
shares
|
$17.5 Million
0.02% of portfolio
|
Q1 2025
Added 1205.59%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
May 12, 2025 Q1 2025 |
273,563
shares
|
$17.4 Million
1.43% of portfolio
|
Q1 2025
Reduced 18.68%
|
|
|
Wakefield Asset Management Lllp
Englewood, CO |
May 06, 2025 Q1 2025 |
267,496
shares
|
$17 Million
5.08% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
265,495
shares
|
$16.9 Million
1.36% of portfolio
|
Q1 2025
Reduced 1.42%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
263,777
shares
|
$16.8 Million
2.37% of portfolio
|
Q1 2025
Added 1.66%
|
|
|
Prudential Financial Inc
Newark, NJ |
May 13, 2025 Q1 2025 |
260,744
shares
|
$16.6 Million
0.02% of portfolio
|
Q1 2025
Added 125.04%
|
|
|
Wealth Alliance
Mellville, NY |
May 05, 2025 Q1 2025 |
253,957
shares
|
$16.2 Million
1.87% of portfolio
|
Q1 2025
Reduced 6.34%
|
|
|
Plancorp, LLC
|
Jul 15, 2025 Q2 2025 |
252,449
shares
|
$16.1 Million
0.56% of portfolio
|
Q2 2025
Reduced 6.74%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
252,143
shares
|
$16 Million
0.16% of portfolio
|
Q1 2025
Reduced 14.58%
|
|
|
Accredited Investors Inc.
|
May 06, 2025 Q1 2025 |
252,005
shares
|
$16 Million
0.92% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Jun 18, 2025 Q1 2025 |
250,070
shares
|
$15.9 Million
0.02% of portfolio
|
Q1 2025
Added 4.32%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 09, 2025 Q1 2025 |
249,582
shares
|
$15.9 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
High Mark Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
247,896
shares
|
$15.8 Million
8.81% of portfolio
|
Q1 2025
Reduced 2.83%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
240,693
shares
|
$15.3 Million
0.09% of portfolio
|
Q1 2025
Reduced 16.14%
|
|
|
Long Run Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
237,237
shares
|
$15.1 Million
3.23% of portfolio
|
Q1 2025
Reduced 3.36%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Apr 30, 2025 Q1 2025 |
237,035
shares
|
$15.1 Million
3.63% of portfolio
|
Q1 2025
Reduced 25.85%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
234,350
shares
|
$14.9 Million
0.02% of portfolio
|
Q1 2025
Reduced 5.49%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
233,917
shares
|
$14.9 Million
0.18% of portfolio
|
Q1 2025
Reduced 25.06%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
229,934
shares
|
$14.6 Million
1.63% of portfolio
|
Q1 2025
Reduced 26.91%
|