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 |
|---|---|---|---|---|---|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
219,685
shares
|
$14.9 Million
0.9% of portfolio
|
Q3 2023
Added 43.84%
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Aug 14, 2025 Q2 2025 |
218,880
shares
|
$14.8 Million
0.02% of portfolio
|
Q2 2025
Reduced 12.47%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 11, 2025 Q2 2025 |
216,033
shares
|
$14.7 Million
1.06% of portfolio
|
Q2 2025
Added 51.45%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
214,770
shares
|
$14.6 Million
3.65% of portfolio
|
Q2 2022
Reduced 9.29%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
213,301
shares
|
$14.5 Million
1.7% of portfolio
|
Q2 2025
Added 48.08%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
211,030
shares
|
$14.3 Million
0.05% of portfolio
|
Q2 2025
Added 36.91%
|
|
|
Prosperity Consulting Group, LLC
|
Aug 05, 2025 Q2 2025 |
210,987
shares
|
$14.3 Million
0.99% of portfolio
|
Q2 2025
Added 4.2%
|
|
|
Associated Banc Corp
Green Bay, WI |
Aug 12, 2025 Q2 2025 |
210,614
shares
|
$14.3 Million
0.4% of portfolio
|
Q2 2025
Added 16.77%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
209,621
shares
|
$14.2 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.5%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
208,680
shares
|
$14.2 Million
1.75% of portfolio
|
Q3 2022
New holding
|
|
|
Eq LLC
Mercer Island, WA |
Aug 11, 2025 Q2 2025 |
205,125
shares
|
$13.9 Million
6.0% of portfolio
|
Q2 2025
Added 63.21%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
203,942
shares
|
$13.8 Million
0.03% of portfolio
|
Q2 2025
Added 79.68%
|
|
|
Bay Harbor Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
203,262
shares
|
$13.8 Million
3.92% of portfolio
|
Q2 2025
Added 49.16%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
199,410
shares
|
$13.5 Million
0.22% of portfolio
|
Q2 2025
Added 45.5%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Jul 22, 2025 Q2 2025 |
198,938
shares
|
$13.5 Million
1.23% of portfolio
|
Q2 2025
Added 46.39%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
198,239
shares
|
$13.4 Million
0.02% of portfolio
|
Q2 2025
Added 10.68%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
196,607
shares
|
$13.3 Million
0.38% of portfolio
|
Q2 2025
Added 56.46%
|
|
|
Quent Capital, LLC
|
Jul 21, 2025 Q2 2025 |
194,769
shares
|
$13.2 Million
1.24% of portfolio
|
Q2 2025
Reduced 3.33%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
191,292
shares
|
$13 Million
0.31% of portfolio
|
Q2 2025
Added 62.1%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
186,388
shares
|
$12.6 Million
0.14% of portfolio
|
Q2 2025
Added 21.81%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
185,896
shares
|
$12.6 Million
0.11% of portfolio
|
Q2 2025
Added 2.33%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
184,680
shares
|
$12.5 Million
1.23% of portfolio
|
Q2 2025
Added 47.41%
|
|
|
Baker Avenue Asset Management, LP
|
Aug 13, 2025 Q2 2025 |
183,474
shares
|
$12.4 Million
0.32% of portfolio
|
Q2 2025
Added 1.32%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
175,949
shares
|
$11.9 Million
2.0% of portfolio
|
Q2 2025
Reduced 37.62%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
175,394
shares
|
$11.9 Million
0.0% of portfolio
|
Q2 2025
Added 604.03%
|