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 1,252 institutions that hold shares in the stock, with a total of 351 Million shares, which have been reported (via 13F filing form) to have a value of $24.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Nov 04, 2025 Q3 2025 |
319,363
shares
|
$22.4 Million
4.99% of portfolio
|
Q3 2025
Added 1.61%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 13, 2025 Q3 2025 |
318,419
shares
|
$22.4 Million
0.33% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
314,259
shares
|
$22.1 Million
0.03% of portfolio
|
Q3 2025
Added 2.36%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Oct 31, 2025 Q3 2025 |
304,081
shares
|
$21.4 Million
1.67% of portfolio
|
Q3 2025
Reduced 23.14%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Nov 03, 2025 Q3 2025 |
296,807
shares
|
$20.9 Million
2.76% of portfolio
|
Q3 2025
Reduced 15.92%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
295,599
shares
|
$20.8 Million
0.24% of portfolio
|
Q3 2025
Reduced 21.43%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 07, 2025 Q3 2025 |
293,995
shares
|
$20.7 Million
2.21% of portfolio
|
Q3 2025
Reduced 14.52%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
293,610
shares
|
$20.6 Million
0.07% of portfolio
|
Q3 2025
Reduced 3.05%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
292,631
shares
|
$20.6 Million
0.0% of portfolio
|
Q3 2025
Added 2656.77%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
291,562
shares
|
$20.5 Million
0.01% of portfolio
|
Q3 2025
Added 3.55%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
287,403
shares
|
$20.2 Million
0.27% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
284,874
shares
|
$20 Million
2.98% of portfolio
|
Q3 2025
Reduced 25.83%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
281,158
shares
|
$19.8 Million
0.1% of portfolio
|
Q3 2025
Reduced 16.73%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Nov 04, 2025 Q3 2025 |
280,668
shares
|
$19.7 Million
3.87% of portfolio
|
Q3 2025
Reduced 4.93%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2025 Q3 2025 |
277,366
shares
|
$19.5 Million
0.99% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
276,508
shares
|
$19.4 Million
0.46% of portfolio
|
Q3 2025
Added 149.18%
|
|
|
Integrated Capital Management, Inc.
|
Oct 07, 2025 Q3 2025 |
272,991
shares
|
$19.2 Million
13.67% of portfolio
|
Q3 2025
Added 130.79%
|
|
|
Financial Advisory Service, Inc.
|
Oct 29, 2025 Q3 2025 |
271,922
shares
|
$19.1 Million
1.35% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
270,739
shares
|
$19 Million
0.12% of portfolio
|
Q3 2025
Reduced 0.66%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Nov 10, 2025 Q3 2025 |
268,955
shares
|
$18.9 Million
3.94% of portfolio
|
Q3 2025
Reduced 32.44%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
268,672
shares
|
$18.9 Million
7.76% of portfolio
|
Q2 2025
Added 71.41%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Nov 10, 2025 Q3 2025 |
265,209
shares
|
$18.6 Million
1.75% of portfolio
|
Q3 2025
Added 33.31%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
263,496
shares
|
$18.5 Million
0.03% of portfolio
|
Q3 2025
Reduced 32.65%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2025 Q3 2025 |
258,820
shares
|
$18.2 Million
0.16% of portfolio
|
Q3 2025
Reduced 6.66%
|
|
|
Invst, LLC
Indianapolis, IN |
Oct 16, 2025 Q2 2025 |
257,747
shares
|
$18.1 Million
2.12% of portfolio
|
Q2 2025
Added 75.92%
|
|