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 1,152 institutions that hold shares in the stock, with a total of 306 Million shares, which have been reported (via 13F filing form) to have a value of $20.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
254
shares
|
$16,718
0.0% of portfolio
|
Q4 2023
Reduced 75.24%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
May 13, 2025 Q1 2025 |
245
shares
|
$16,125
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
241
shares
|
$15,862
0.0% of portfolio
|
Q1 2023
Reduced 23.73%
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
235
shares
|
$15,467
0.0% of portfolio
|
Q4 2024
Added 1.73%
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
234
shares
|
$15,401
0.0% of portfolio
|
Q1 2025
Reduced 20.95%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
199
shares
|
$13,098
0.0% of portfolio
|
Q2 2024
Added 2.58%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
183
shares
|
$12,045
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
180
shares
|
$11,847
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Paladin Advisory Group, LLC
|
Apr 15, 2025 Q1 2025 |
178
shares
|
$11,715
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
Jul 24, 2025 Q2 2025 |
178
shares
|
$11,715
0.01% of portfolio
|
Q4 2024
Reduced 9.64%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Jul 09, 2025 Q2 2025 |
174
shares
|
$11,452
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
May 07, 2025 Q1 2025 |
159
shares
|
$10,465
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Dakota Community Bank & Trust Na
Hebron, ND |
Apr 09, 2025 Q1 2025 |
159
shares
|
$10,465
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
150
shares
|
$9,872
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
140
shares
|
$9,214
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
May 14, 2025 Q1 2025 |
133
shares
|
$8,754
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
New Millennium Group LLC
Sandy, UT |
Apr 25, 2025 Q1 2025 |
131
shares
|
$8,622
0.0% of portfolio
|
Q1 2025
Reduced 17.09%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
131
shares
|
$8,622
0.0% of portfolio
|
Q4 2024
Added 1.55%
|
|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
128
shares
|
$8,424
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
May 07, 2025 Q1 2025 |
128
shares
|
$8,424
0.01% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
116
shares
|
$7,635
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
107
shares
|
$7,042
0.0% of portfolio
|
Q2 2025
Reduced 22.46%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
107
shares
|
$7,042
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
May 13, 2025 Q1 2025 |
104
shares
|
$6,845
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
94
shares
|
$6,187
0.0% of portfolio
|
Q1 2025
Reduced 35.62%
|