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 1,103 institutions that hold shares in the stock, with a total of 305 Million shares, which have been reported (via 13F filing form) to have a value of $18.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
46,748,889
shares
|
$2.85 Billion
0.92% of portfolio
|
Q1 2025
Reduced 19.44%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
17,195,268
shares
|
$1.05 Billion
0.38% of portfolio
|
Q4 2024
Added 34.62%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
14,326,441
shares
|
$873 Million
0.06% of portfolio
|
Q4 2024
Added 8.26%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
12,803,041
shares
|
$780 Million
0.89% of portfolio
|
Q4 2024
Added 3.91%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
12,598,311
shares
|
$768 Million
0.63% of portfolio
|
Q4 2024
Reduced 14.0%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
9,829,375
shares
|
$599 Million
0.04% of portfolio
|
Q4 2024
Added 1.4%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
9,448,653
shares
|
$576 Million
0.04% of portfolio
|
Q4 2024
Added 13.76%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
7,215,183
shares
|
$440 Million
1.79% of portfolio
|
Q1 2025
Reduced 30.81%
|
|
|
Alliancebernstein L.P.
New York, NY |
Feb 12, 2025 Q4 2024 |
5,781,455
shares
|
$352 Million
0.11% of portfolio
|
Q4 2024
Added 122.26%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
5,028,548
shares
|
$307 Million
3.64% of portfolio
|
Q1 2025
Reduced 18.58%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
4,620,598
shares
|
$282 Million
1.09% of portfolio
|
Q1 2025
Reduced 23.47%
|
|
|
Auto Owners Insurance CO
Lansing, MI |
Feb 14, 2025 Q4 2024 |
4,588,000
shares
|
$280 Million
5.6% of portfolio
|
Q4 2024
Added 15.77%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
4,089,817
shares
|
$249 Million
0.06% of portfolio
|
Q4 2024
Added 10.59%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
3,788,292
shares
|
$231 Million
4.08% of portfolio
|
Q3 2022
Reduced 22.86%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
3,753,964
shares
|
$229 Million
0.68% of portfolio
|
Q4 2024
Added 10.53%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
3,421,419
shares
|
$209 Million
0.12% of portfolio
|
Q4 2024
Reduced 5.95%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
3,104,193
shares
|
$189 Million
0.0% of portfolio
|
Q2 2024
Reduced 34.19%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
3,005,384
shares
|
$183 Million
0.34% of portfolio
|
Q4 2024
Added 8.85%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
2,907,606
shares
|
$177 Million
0.03% of portfolio
|
Q4 2024
Added 4.51%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
2,629,487
shares
|
$160 Million
0.03% of portfolio
|
Q4 2024
Added 17.53%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
2,545,795
shares
|
$155 Million
0.27% of portfolio
|
Q4 2024
Added 1.97%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Feb 12, 2025 Q4 2024 |
2,454,382
shares
|
$150 Million
3.01% of portfolio
|
Q4 2024
Added 4.22%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
2,441,832
shares
|
$149 Million
0.41% of portfolio
|
Q1 2025
Reduced 22.67%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
2,144,814
shares
|
$131 Million
0.7% of portfolio
|
Q4 2024
Added 22.2%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
2,136,435
shares
|
$130 Million
0.75% of portfolio
|
Q4 2024
Added 2.25%
|