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 |
|---|---|---|---|---|---|
|
Wakefield Asset Management Lllp
Englewood, CO |
Aug 05, 2025 Q2 2025 |
264,096
shares
|
$17.9 Million
5.09% of portfolio
|
Q2 2025
Reduced 1.27%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
258,358
shares
|
$17.5 Million
0.13% of portfolio
|
Q2 2025
Added 32.79%
|
|
|
Maia Wealth LLC
Denver, CO |
Aug 12, 2025 Q2 2025 |
256,247
shares
|
$17.4 Million
3.1% of portfolio
|
Q2 2025
Added 24.9%
|
|
|
Plancorp, LLC
|
Jul 15, 2025 Q2 2025 |
252,449
shares
|
$17.1 Million
0.56% of portfolio
|
Q2 2025
Reduced 6.74%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
252,143
shares
|
$17.1 Million
0.16% of portfolio
|
Q1 2025
Reduced 14.58%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Aug 13, 2025 Q2 2025 |
248,942
shares
|
$16.9 Million
4.28% of portfolio
|
Q2 2025
Added 66.31%
|
|
|
Accredited Investors Inc.
|
Aug 08, 2025 Q2 2025 |
247,203
shares
|
$16.8 Million
0.93% of portfolio
|
Q2 2025
Reduced 1.91%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Jul 21, 2025 Q2 2025 |
243,645
shares
|
$16.5 Million
3.12% of portfolio
|
Q2 2025
Added 69.13%
|
|
|
Swmg, LLC
Fort Worth, TX |
Jul 29, 2025 Q2 2025 |
242,570
shares
|
$16.5 Million
5.52% of portfolio
|
Q2 2025
Added 120.85%
|
|
|
Long Run Wealth Advisors, LLC
|
Aug 06, 2025 Q2 2025 |
240,823
shares
|
$16.3 Million
3.57% of portfolio
|
Q2 2025
Added 1.51%
|
|
|
Fiducient Advisors LLC
|
Aug 12, 2025 Q2 2025 |
238,902
shares
|
$16.2 Million
1.86% of portfolio
|
Q2 2025
New holding
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
238,137
shares
|
$16.2 Million
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Summit X, LLC
Chesterfield, MO |
Aug 07, 2025 Q2 2025 |
237,297
shares
|
$16.1 Million
2.92% of portfolio
|
Q2 2025
Added 30.61%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
236,385
shares
|
$16 Million
0.02% of portfolio
|
Q2 2025
Added 0.87%
|
|
|
Apeiron Ria LLC
|
Aug 07, 2025 Q2 2025 |
234,328
shares
|
$15.9 Million
4.28% of portfolio
|
Q2 2025
Added 50.3%
|
|
|
High Mark Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
232,552
shares
|
$15.8 Million
7.44% of portfolio
|
Q2 2025
Reduced 6.19%
|
|
|
Financial Life Advisors
|
Jul 23, 2025 Q2 2025 |
230,726
shares
|
$15.6 Million
5.09% of portfolio
|
Q2 2025
Added 2.07%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
229,934
shares
|
$15.6 Million
1.63% of portfolio
|
Q1 2025
Reduced 26.91%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Jul 25, 2025 Q2 2025 |
229,661
shares
|
$15.6 Million
1.03% of portfolio
|
Q2 2025
Added 7.38%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Jul 25, 2025 Q2 2025 |
229,278
shares
|
$15.5 Million
0.13% of portfolio
|
Q2 2025
Added 13.36%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
227,309
shares
|
$15.4 Million
0.38% of portfolio
|
Q2 2025
Added 43.99%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
226,417
shares
|
$15.4 Million
0.22% of portfolio
|
Q2 2025
Added 54.35%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Jul 23, 2025 Q2 2025 |
226,343
shares
|
$15.4 Million
5.23% of portfolio
|
Q2 2025
Added 24.73%
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Jul 31, 2025 Q2 2025 |
223,620
shares
|
$15.2 Million
5.19% of portfolio
|
Q2 2025
Added 31.89%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
219,939
shares
|
$14.9 Million
1.33% of portfolio
|
Q4 2023
Added 0.96%
|