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 |
|---|---|---|---|---|---|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
219,939
shares
|
$15.5 Million
1.33% of portfolio
|
Q4 2023
Added 0.96%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
219,685
shares
|
$15.4 Million
0.9% of portfolio
|
Q3 2023
Added 43.84%
|
|
|
Associated Banc Corp
Green Bay, WI |
Oct 24, 2025 Q3 2025 |
219,482
shares
|
$15.4 Million
0.41% of portfolio
|
Q3 2025
Added 4.21%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
219,266
shares
|
$15.4 Million
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Apeiron Ria LLC
|
Oct 14, 2025 Q3 2025 |
218,780
shares
|
$15.4 Million
3.77% of portfolio
|
Q3 2025
Reduced 6.64%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Oct 14, 2025 Q3 2025 |
217,326
shares
|
$15.3 Million
4.54% of portfolio
|
Q3 2025
Reduced 34.93%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
216,965
shares
|
$15.2 Million
0.06% of portfolio
|
Q3 2025
Added 2.81%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
214,770
shares
|
$15.1 Million
3.65% of portfolio
|
Q2 2022
Reduced 9.29%
|
|
|
Pettinga Financial Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
213,691
shares
|
$15 Million
3.03% of portfolio
|
Q3 2025
Reduced 35.72%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
213,360
shares
|
$15 Million
0.01% of portfolio
|
Q3 2025
Added 1.78%
|
|
|
Maia Wealth LLC
Denver, CO |
Nov 13, 2025 Q3 2025 |
212,594
shares
|
$14.9 Million
2.5% of portfolio
|
Q3 2025
Reduced 17.04%
|
|
|
Swmg, LLC
Fort Worth, TX |
Oct 24, 2025 Q3 2025 |
208,921
shares
|
$14.7 Million
4.67% of portfolio
|
Q3 2025
Reduced 13.87%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
208,680
shares
|
$14.7 Million
1.75% of portfolio
|
Q3 2022
New holding
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Oct 21, 2025 Q3 2025 |
207,942
shares
|
$14.6 Million
4.46% of portfolio
|
Q3 2025
Reduced 8.13%
|
|
|
Eq LLC
Mercer Island, WA |
Nov 06, 2025 Q3 2025 |
207,072
shares
|
$14.5 Million
5.91% of portfolio
|
Q3 2025
Added 0.95%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
203,218
shares
|
$14.3 Million
0.19% of portfolio
|
Q3 2025
Reduced 10.25%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
201,797
shares
|
$14.2 Million
0.02% of portfolio
|
Q3 2025
Reduced 12.65%
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Nov 10, 2025 Q3 2025 |
199,814
shares
|
$14 Million
4.61% of portfolio
|
Q3 2025
Reduced 10.65%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Oct 10, 2025 Q3 2025 |
198,979
shares
|
$14 Million
2.3% of portfolio
|
Q3 2025
Added 13.09%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
196,067
shares
|
$13.8 Million
0.25% of portfolio
|
Q3 2025
Added 52.89%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
193,233
shares
|
$13.6 Million
0.1% of portfolio
|
Q3 2025
Added 3.95%
|
|
|
Quent Capital, LLC
|
Oct 27, 2025 Q3 2025 |
190,421
shares
|
$13.4 Million
1.14% of portfolio
|
Q3 2025
Reduced 2.23%
|
|
|
Security Financial Services, Inc.
|
Oct 14, 2025 Q3 2025 |
190,177
shares
|
$13.4 Million
2.33% of portfolio
|
Q3 2025
Reduced 32.06%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 13, 2025 Q3 2025 |
188,622
shares
|
$13.3 Million
0.88% of portfolio
|
Q3 2025
Reduced 12.69%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
184,753
shares
|
$13 Million
1.49% of portfolio
|
Q3 2025
Reduced 13.38%
|
|