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 1,179 institutions that hold shares in the stock, with a total of 358 Million shares, which have been reported (via 13F filing form) to have a value of $24.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
7,247
shares
|
$491,491
0.01% of portfolio
|
Q2 2025
Reduced 1.66%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Jul 29, 2025 Q2 2025 |
7,222
shares
|
$489,796
0.09% of portfolio
|
Q2 2025
Added 33.91%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Jul 16, 2025 Q2 2025 |
7,210
shares
|
$488,982
0.44% of portfolio
|
Q2 2025
Reduced 3.69%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Aug 14, 2025 Q2 2025 |
7,175
shares
|
$486,608
0.41% of portfolio
|
Q2 2025
Added 9.31%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
7,149
shares
|
$484,845
0.03% of portfolio
|
Q2 2025
Added 16.97%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
7,085
shares
|
$480,504
0.0% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
7,061
shares
|
$478,877
0.17% of portfolio
|
Q2 2025
Reduced 25.11%
|
|
|
Wambolt & Associates, LLC
|
Aug 12, 2025 Q2 2025 |
7,053
shares
|
$478,334
0.15% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Jul 21, 2025 Q2 2025 |
7,023
shares
|
$476,299
0.0% of portfolio
|
Q2 2025
Reduced 6.0%
|
|
|
Pointe Capital Management LLC
|
Aug 05, 2025 Q2 2025 |
6,993
shares
|
$474,265
0.23% of portfolio
|
Q2 2025
Added 45.51%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
6,986
shares
|
$473,790
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
6,973
shares
|
$472,908
0.16% of portfolio
|
Q2 2025
Added 56.7%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
6,945
shares
|
$471,009
0.02% of portfolio
|
Q2 2025
Added 8.6%
|
|
|
Wealthfront Advisers LLC
|
Jul 31, 2025 Q2 2025 |
6,941
shares
|
$470,738
0.0% of portfolio
|
Q2 2025
Reduced 17.21%
|
|
|
Main Street Investment Advisors LLC
|
Aug 11, 2025 Q2 2025 |
6,938
shares
|
$470,535
0.06% of portfolio
|
Q2 2024
Reduced 12.24%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
6,915
shares
|
$468,975
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
6,915
shares
|
$468,975
0.19% of portfolio
|
Q2 2025
Reduced 3.15%
|
|
|
Gilman Hill Asset Management, LLC
|
Jul 09, 2025 Q2 2025 |
6,904
shares
|
$468,229
0.07% of portfolio
|
Q2 2025
Added 8.66%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Aug 13, 2025 Q2 2025 |
6,850
shares
|
$464,566
0.1% of portfolio
|
Q2 2025
Added 21.24%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Jul 16, 2025 Q2 2025 |
6,844
shares
|
$464,160
0.16% of portfolio
|
Q2 2025
Reduced 27.37%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
6,809
shares
|
$461,786
0.03% of portfolio
|
Q2 2025
Added 21.48%
|
|
|
Dgs Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
6,794
shares
|
$460,769
0.09% of portfolio
|
Q4 2024
Reduced 5.49%
|
|
|
Pb Mares Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
6,716
shares
|
$455,479
0.08% of portfolio
|
Q2 2025
Reduced 5.28%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Aug 04, 2025 Q2 2025 |
6,694
shares
|
$453,987
0.06% of portfolio
|
Q2 2025
Added 3.19%
|
|
|
Keystone Wealth Services, LLC
|
Jul 09, 2025 Q2 2025 |
6,688
shares
|
$453,580
0.11% of portfolio
|
Q2 2025
Added 0.07%
|