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 |
|---|---|---|---|---|---|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
172,394
shares
|
$11.7 Million
0.43% of portfolio
|
Q2 2025
Added 40.28%
|
|
|
Rtd Financial Advisors, Inc.
|
Jul 15, 2025 Q2 2025 |
170,270
shares
|
$11.5 Million
1.38% of portfolio
|
Q2 2025
Reduced 1.04%
|
|
|
Shore Haven Wealth Partners, LLC
|
Jul 29, 2025 Q2 2025 |
167,655
shares
|
$11.4 Million
4.84% of portfolio
|
Q2 2025
Added 58.94%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Jul 31, 2025 Q2 2025 |
167,471
shares
|
$11.4 Million
0.65% of portfolio
|
Q2 2025
Reduced 5.0%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Aug 13, 2025 Q2 2025 |
167,007
shares
|
$11.3 Million
1.55% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
164,964
shares
|
$11.2 Million
0.03% of portfolio
|
Q2 2025
Added 29.75%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
164,386
shares
|
$11.1 Million
0.4% of portfolio
|
Q2 2025
Reduced 40.92%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
164,334
shares
|
$11.1 Million
0.79% of portfolio
|
Q2 2025
Added 3.6%
|
|
|
Hobbs Wealth Management, LLC
Zionsville, IN |
Aug 12, 2025 Q2 2025 |
163,729
shares
|
$11.1 Million
9.92% of portfolio
|
Q2 2025
Added 69.16%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
162,915
shares
|
$11 Million
1.37% of portfolio
|
Q3 2024
Added 24.79%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Aug 13, 2025 Q2 2025 |
162,846
shares
|
$11 Million
2.16% of portfolio
|
Q2 2025
Added 60.42%
|
|
|
Cobblestone Asset Management LLC
Richmond, VA |
Jul 14, 2025 Q2 2025 |
162,204
shares
|
$11 Million
5.42% of portfolio
|
Q2 2025
Added 41.66%
|
|
|
Mayflower Financial Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
159,285
shares
|
$10.8 Million
1.49% of portfolio
|
Q2 2025
Added 48.27%
|
|
|
Forthright Family Wealth Advisory LLC
Houston, TX |
Aug 13, 2025 Q2 2025 |
159,073
shares
|
$10.8 Million
7.15% of portfolio
|
Q2 2025
Reduced 2.06%
|
|
|
Certus Wealth Management, LLC
Redwood City, CA |
Jul 24, 2025 Q2 2025 |
158,625
shares
|
$10.8 Million
6.77% of portfolio
|
Q2 2025
Added 31.66%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Aug 11, 2025 Q2 2025 |
158,205
shares
|
$10.7 Million
1.34% of portfolio
|
Q2 2025
Added 4.33%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
157,495
shares
|
$10.7 Million
9.73% of portfolio
|
Q1 2025
Added 3292.1%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
156,401
shares
|
$10.6 Million
0.33% of portfolio
|
Q2 2025
Added 63.22%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Jul 18, 2025 Q2 2025 |
152,124
shares
|
$10.3 Million
0.32% of portfolio
|
Q2 2025
Added 41.14%
|
|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
Jul 21, 2025 Q2 2025 |
151,704
shares
|
$10.3 Million
3.99% of portfolio
|
Q2 2025
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Aug 06, 2025 Q2 2025 |
151,049
shares
|
$10.2 Million
0.14% of portfolio
|
Q2 2025
Reduced 13.3%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Aug 07, 2025 Q2 2025 |
149,028
shares
|
$10.1 Million
0.63% of portfolio
|
Q2 2025
Reduced 3.21%
|
|
|
Van Hulzen Asset Management, LLC
|
Aug 13, 2025 Q2 2025 |
146,794
shares
|
$9.96 Million
0.82% of portfolio
|
Q2 2025
Added 1.13%
|
|
|
Invst, LLC
Indianapolis, IN |
Jun 02, 2025 Q1 2025 |
146,515
shares
|
$9.94 Million
1.21% of portfolio
|
Q1 2025
Reduced 56.62%
|
|
|
Mc Lean Asset Management Corp
|
Jul 03, 2025 Q2 2025 |
145,420
shares
|
$9.86 Million
2.44% of portfolio
|
Q2 2025
Reduced 1.51%
|