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 |
|---|---|---|---|---|---|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
85
shares
|
$5,454
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
May 13, 2025 Q1 2025 |
84
shares
|
$5,390
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
77
shares
|
$4,941
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Jackson Hole Capital Partners, LLC
|
May 06, 2025 Q1 2025 |
72
shares
|
$4,620
0.0% of portfolio
|
Q1 2023
Reduced 53.85%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
70
shares
|
$4,491
0.0% of portfolio
|
Q4 2022
Added 59.09%
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
67
shares
|
$4,299
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
65
shares
|
$4,171
0.0% of portfolio
|
Q1 2024
Added 1200.0%
|
|
|
City Holding CO
|
Jul 17, 2025 Q2 2025 |
60
shares
|
$3,850
0.0% of portfolio
|
Q1 2025
Reduced 28.57%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
60
shares
|
$3,850
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
59
shares
|
$3,786
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
59
shares
|
$3,786
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Apr 28, 2025 Q1 2025 |
55
shares
|
$3,529
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Apr 25, 2025 Q1 2025 |
51
shares
|
$3,272
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Morris Financial Concepts, Inc.
|
Apr 29, 2025 Q1 2025 |
50
shares
|
$3,208
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
May 14, 2025 Q1 2025 |
50
shares
|
$3,208
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Hoese & CO LLP
|
Apr 11, 2025 Q1 2025 |
48
shares
|
$3,080
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
47
shares
|
$3,015
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
47
shares
|
$3,015
0.0% of portfolio
|
Q3 2024
Reduced 80.42%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
45
shares
|
$2,887
0.0% of portfolio
|
Q1 2024
Reduced 15.09%
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
45
shares
|
$2,887
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
First Community Trust Na
|
Jul 07, 2025 Q2 2025 |
44
shares
|
$2,823
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
44
shares
|
$2,823
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Jul 16, 2025 Q2 2025 |
44
shares
|
$2,823
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jul 01, 2025 Q2 2025 |
42
shares
|
$2,695
0.0% of portfolio
|
Q2 2025
Added 2.44%
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
40
shares
|
$2,566
0.0% of portfolio
|
Q4 2024
Reduced 87.84%
|