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 1,148 institutions that hold shares in the stock, with a total of 302 Million shares, which have been reported (via 13F filing form) to have a value of $19.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
6,915
shares
|
$439,794
0.19% of portfolio
|
Q2 2025
Reduced 3.15%
|
|
|
Gilman Hill Asset Management, LLC
|
Jul 09, 2025 Q2 2025 |
6,904
shares
|
$439,094
0.07% of portfolio
|
Q2 2025
Added 8.66%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Jul 16, 2025 Q2 2025 |
6,844
shares
|
$435,278
0.16% of portfolio
|
Q2 2025
Reduced 27.37%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
6,809
shares
|
$433,052
0.03% of portfolio
|
Q2 2025
Added 21.48%
|
|
|
Dgs Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
6,794
shares
|
$432,098
0.09% of portfolio
|
Q4 2024
Reduced 5.49%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Apr 14, 2025 Q1 2025 |
6,781
shares
|
$431,271
0.07% of portfolio
|
Q1 2025
Added 4.65%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 12, 2025 Q1 2025 |
6,759
shares
|
$429,872
0.01% of portfolio
|
Q1 2025
Added 8.49%
|
|
|
Pb Mares Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
6,716
shares
|
$427,137
0.08% of portfolio
|
Q2 2025
Reduced 5.28%
|
|
|
Keystone Wealth Services, LLC
|
Jul 09, 2025 Q2 2025 |
6,688
shares
|
$425,356
0.11% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Smart Wealth LLC
Omaha, NE |
Apr 29, 2025 Q1 2025 |
6,637
shares
|
$422,113
0.14% of portfolio
|
Q1 2025
Added 24.33%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
May 14, 2025 Q1 2025 |
6,564
shares
|
$417,470
0.4% of portfolio
|
Q1 2025
Added 52.19%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
6,545
shares
|
$416,262
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jul 09, 2025 Q2 2025 |
6,533
shares
|
$415,498
0.12% of portfolio
|
Q2 2025
Reduced 3.29%
|
|
|
Cap Partners, LLC
Franklin, TN |
May 08, 2025 Q1 2025 |
6,507
shares
|
$413,845
0.28% of portfolio
|
Q1 2025
Reduced 3.0%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
May 07, 2025 Q1 2025 |
6,488
shares
|
$412,636
0.07% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Apr 17, 2025 Q1 2025 |
6,487
shares
|
$412,573
0.06% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
6,469
shares
|
$411,428
0.22% of portfolio
|
Q1 2025
Reduced 14.75%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
May 12, 2025 Q1 2025 |
6,429
shares
|
$408,884
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Copia Wealth Management
Bend, OR |
Apr 17, 2025 Q1 2025 |
6,382
shares
|
$405,895
0.35% of portfolio
|
Q1 2025
Added 3.62%
|
|
|
Essex Private Wealth Management, LLC
Topsfield, MA |
Oct 24, 2024 Q3 2024 |
6,291
shares
|
$400,107
0.96% of portfolio
|
Q2 2024
Added 1.63%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jul 09, 2025 Q2 2025 |
6,248
shares
|
$397,372
0.14% of portfolio
|
Q2 2025
Reduced 0.64%
|
|
|
Well Done, LLC
|
Jul 15, 2025 Q2 2025 |
6,225
shares
|
$395,910
0.08% of portfolio
|
Q2 2025
Added 30.09%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Apr 01, 2025 Q1 2025 |
6,196
shares
|
$394,065
0.09% of portfolio
|
Q1 2025
Reduced 3.65%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
6,143
shares
|
$390,694
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
|
$385,988
0.0% of portfolio
|
Q1 2025
New holding
|