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 |
|---|---|---|---|---|---|
|
Kelly Financial Services LLC
Braintree, MA |
Jul 17, 2025 Q2 2025 |
333,974
shares
|
$22.7 Million
7.04% of portfolio
|
Q2 2025
Added 42.0%
|
|
|
Pettinga Financial Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
332,426
shares
|
$22.5 Million
4.84% of portfolio
|
Q2 2025
Added 89.29%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
320,129
shares
|
$21.7 Million
1.44% of portfolio
|
Q2 2025
Added 4.54%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
319,091
shares
|
$21.6 Million
0.49% of portfolio
|
Q2 2025
Added 47.1%
|
|
|
Valence8 Us LP
Cambridge, MA |
Aug 07, 2025 Q2 2025 |
318,827
shares
|
$21.6 Million
8.52% of portfolio
|
Q2 2025
Reduced 23.55%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
318,048
shares
|
$21.6 Million
0.66% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
317,191
shares
|
$21.5 Million
0.33% of portfolio
|
Q2 2025
Reduced 2.35%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
316,877
shares
|
$21.5 Million
0.89% of portfolio
|
Q2 2025
Added 117.39%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Aug 12, 2025 Q2 2025 |
314,314
shares
|
$21.3 Million
5.38% of portfolio
|
Q2 2025
Added 3.66%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
307,325
shares
|
$20.8 Million
0.01% of portfolio
|
Q2 2025
Added 49.49%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
307,024
shares
|
$20.8 Million
0.04% of portfolio
|
Q2 2025
Reduced 6.08%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
305,810
shares
|
$20.7 Million
2.68% of portfolio
|
Q2 2025
Added 15.94%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
302,842
shares
|
$20.5 Million
0.07% of portfolio
|
Q2 2025
Reduced 5.97%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Aug 11, 2025 Q2 2025 |
295,215
shares
|
$20 Million
3.94% of portfolio
|
Q2 2025
Added 39.62%
|
|
|
Cypress Wealth Services, LLC
|
Jul 28, 2025 Q2 2025 |
294,430
shares
|
$20 Million
3.61% of portfolio
|
Q2 2025
Added 46.3%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
286,183
shares
|
$19.4 Million
0.28% of portfolio
|
Q2 2025
Reduced 24.14%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Aug 13, 2025 Q2 2025 |
283,140
shares
|
$19.2 Million
1.29% of portfolio
|
Q2 2025
Added 51.16%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
281,558
shares
|
$19.1 Million
0.02% of portfolio
|
Q2 2025
Added 2.54%
|
|
|
Security Financial Services, Inc.
|
Aug 08, 2025 Q2 2025 |
279,911
shares
|
$19 Million
3.39% of portfolio
|
Q2 2025
Added 52.08%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 17, 2025 Q2 2025 |
277,279
shares
|
$18.8 Million
0.16% of portfolio
|
Q2 2025
Reduced 3.68%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Jul 21, 2025 Q2 2025 |
277,154
shares
|
$18.8 Million
0.99% of portfolio
|
Q2 2025
Reduced 7.99%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
272,525
shares
|
$18.5 Million
0.14% of portfolio
|
Q2 2025
Added 61.64%
|
|
|
Financial Advisory Service, Inc.
|
Aug 14, 2025 Q2 2025 |
271,662
shares
|
$18.4 Million
1.37% of portfolio
|
Q2 2025
Added 2.32%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
268,672
shares
|
$18.2 Million
7.76% of portfolio
|
Q2 2025
Added 71.41%
|
|
|
One Advisory Partners, LLC
|
Jul 25, 2025 Q2 2025 |
266,498
shares
|
$18.1 Million
6.66% of portfolio
|
Q2 2025
Added 61.54%
|