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 1,151 institutions that hold shares in the stock, with a total of 303 Million shares, which have been reported (via 13F filing form) to have a value of $19.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hobart Private Capital, LLC
Charlotte, NC |
Apr 01, 2025 Q1 2025 |
6,196
shares
|
$397,597
0.09% of portfolio
|
Q1 2025
Reduced 3.65%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
6,143
shares
|
$394,196
0.02% of portfolio
|
Q1 2025
Reduced 17.12%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
May 14, 2025 Q1 2025 |
6,069
shares
|
$389,447
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bordeaux Wealth Advisors LLC
|
Apr 24, 2025 Q1 2025 |
6,057
shares
|
$388,677
0.07% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Aaron Wealth Advisors LLC
|
Jul 09, 2025 Q2 2025 |
6,031
shares
|
$387,009
0.04% of portfolio
|
Q2 2025
Added 1.77%
|
|
|
Tanglewood Wealth Management, Inc.
|
Jul 21, 2025 Q2 2025 |
5,972
shares
|
$383,223
0.04% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jul 17, 2025 Q2 2025 |
5,965
shares
|
$382,774
0.04% of portfolio
|
Q2 2025
Added 2.79%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
May 09, 2025 Q1 2025 |
5,960
shares
|
$382,453
0.02% of portfolio
|
Q1 2023
Added 8.46%
|
|
|
Shotwell Rutter Baer Inc
Lansing, MI |
Jul 07, 2025 Q2 2025 |
5,957
shares
|
$382,260
0.26% of portfolio
|
Q2 2025
Reduced 3.22%
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Apr 18, 2025 Q1 2025 |
5,913
shares
|
$379,437
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Veracity Capital LLC
|
Jul 09, 2025 Q2 2025 |
5,886
shares
|
$377,704
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Jul 18, 2025 Q2 2025 |
5,878
shares
|
$377,191
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Lockerman Financial Group, Inc.
|
Jul 17, 2025 Q2 2025 |
5,852
shares
|
$375,522
0.53% of portfolio
|
Q2 2025
New holding
|
|
|
Hilltop National Bank
Casper, WY |
Jul 21, 2025 Q2 2025 |
5,850
shares
|
$375,394
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Trust Point Inc.
La Crosse, WI |
Jul 10, 2025 Q2 2025 |
5,849
shares
|
$375,330
0.04% of portfolio
|
Q2 2025
Reduced 4.19%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
May 07, 2025 Q1 2025 |
5,826
shares
|
$373,854
0.15% of portfolio
|
Q1 2025
Reduced 27.8%
|
|
|
Reap Financial Group, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
5,773
shares
|
$370,453
0.08% of portfolio
|
Q1 2025
Reduced 26.04%
|
|
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
Jul 14, 2025 Q2 2025 |
5,769
shares
|
$370,196
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Citizens Business Bank
Ontario, CA |
May 14, 2025 Q1 2025 |
5,756
shares
|
$369,362
0.08% of portfolio
|
Q1 2025
Reduced 25.79%
|
|
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
Jul 15, 2025 Q2 2025 |
5,755
shares
|
$369,298
0.2% of portfolio
|
Q1 2025
Reduced 10.04%
|
|
|
Herold Advisors, Inc.
|
May 13, 2025 Q1 2025 |
5,718
shares
|
$366,924
0.08% of portfolio
|
Q1 2025
Reduced 35.63%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Jul 15, 2025 Q2 2025 |
5,716
shares
|
$366,795
0.06% of portfolio
|
Q2 2025
Added 7.91%
|
|
|
Dopkins Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
5,710
shares
|
$366,410
0.17% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
May 13, 2025 Q1 2025 |
5,650
shares
|
$362,560
0.09% of portfolio
|
Q1 2025
Reduced 23.74%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
5,640
shares
|
$361,918
0.03% of portfolio
|
Q1 2025
Reduced 11.78%
|