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 1,147 institutions that hold shares in the stock, with a total of 301 Million shares, which have been reported (via 13F filing form) to have a value of $19.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aaron Wealth Advisors LLC
|
Jul 09, 2025 Q2 2025 |
6,031
shares
|
$383,571
0.04% of portfolio
|
Q2 2025
Added 1.77%
|
|
|
Tanglewood Wealth Management, Inc.
|
Apr 14, 2025 Q1 2025 |
5,972
shares
|
$379,819
0.04% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jul 17, 2025 Q2 2025 |
5,965
shares
|
$379,374
0.04% of portfolio
|
Q2 2025
Added 2.79%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
May 09, 2025 Q1 2025 |
5,960
shares
|
$379,056
0.02% of portfolio
|
Q1 2023
Added 8.46%
|
|
|
Shotwell Rutter Baer Inc
Lansing, MI |
Jul 07, 2025 Q2 2025 |
5,957
shares
|
$378,865
0.26% of portfolio
|
Q2 2025
Reduced 3.22%
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Apr 18, 2025 Q1 2025 |
5,913
shares
|
$376,066
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Veracity Capital LLC
|
Jul 09, 2025 Q2 2025 |
5,886
shares
|
$374,349
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Jul 18, 2025 Q2 2025 |
5,878
shares
|
$373,840
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Lockerman Financial Group, Inc.
|
Jul 17, 2025 Q2 2025 |
5,852
shares
|
$372,187
0.53% of portfolio
|
Q2 2025
New holding
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
5,850
shares
|
$372,060
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Trust Point Inc.
La Crosse, WI |
Jul 10, 2025 Q2 2025 |
5,849
shares
|
$371,996
0.04% of portfolio
|
Q2 2025
Reduced 4.19%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
May 07, 2025 Q1 2025 |
5,826
shares
|
$370,533
0.15% of portfolio
|
Q1 2025
Reduced 27.8%
|
|
|
Reap Financial Group, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
5,773
shares
|
$367,162
0.08% of portfolio
|
Q1 2025
Reduced 26.04%
|
|
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
Jul 14, 2025 Q2 2025 |
5,769
shares
|
$366,908
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Citizens Business Bank
Ontario, CA |
May 14, 2025 Q1 2025 |
5,756
shares
|
$366,081
0.08% of portfolio
|
Q1 2025
Reduced 25.79%
|
|
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
Jul 15, 2025 Q2 2025 |
5,755
shares
|
$366,018
0.2% of portfolio
|
Q1 2025
Reduced 10.04%
|
|
|
Herold Advisors, Inc.
|
May 13, 2025 Q1 2025 |
5,718
shares
|
$363,664
0.08% of portfolio
|
Q1 2025
Reduced 35.63%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Jul 15, 2025 Q2 2025 |
5,716
shares
|
$363,537
0.06% of portfolio
|
Q2 2025
Added 7.91%
|
|
|
Dopkins Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
5,710
shares
|
$363,156
0.17% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
5,704
shares
|
$362,774
0.02% of portfolio
|
Q1 2025
Added 6.62%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
May 13, 2025 Q1 2025 |
5,650
shares
|
$359,340
0.09% of portfolio
|
Q1 2025
Reduced 23.74%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
5,640
shares
|
$358,704
0.03% of portfolio
|
Q1 2025
Reduced 11.78%
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Jul 15, 2025 Q2 2025 |
5,627
shares
|
$357,877
0.1% of portfolio
|
Q2 2025
Added 1.17%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
5,586
shares
|
$355,269
0.0% of portfolio
|
Q1 2025
Added 0.83%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
5,561
shares
|
$353,679
0.02% of portfolio
|
Q3 2021
New holding
|