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 |
|---|---|---|---|---|---|
|
Shotwell Rutter Baer Inc
Lansing, MI |
Jul 07, 2025 Q2 2025 |
5,957
shares
|
$404,003
0.26% of portfolio
|
Q2 2025
Reduced 3.22%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
5,888
shares
|
$399,324
0.09% of portfolio
|
Q2 2025
Added 1.99%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
5,887
shares
|
$399,256
0.13% of portfolio
|
Q2 2025
Added 1.05%
|
|
|
Veracity Capital LLC
|
Jul 09, 2025 Q2 2025 |
5,886
shares
|
$399,188
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Jul 18, 2025 Q2 2025 |
5,878
shares
|
$398,645
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Lockerman Financial Group, Inc.
|
Jul 17, 2025 Q2 2025 |
5,852
shares
|
$396,882
0.53% of portfolio
|
Q2 2025
New holding
|
|
|
Hilltop National Bank
Casper, WY |
Jul 21, 2025 Q2 2025 |
5,850
shares
|
$396,746
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Trust Point Inc.
La Crosse, WI |
Jul 10, 2025 Q2 2025 |
5,849
shares
|
$396,679
0.04% of portfolio
|
Q2 2025
Reduced 4.19%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
5,795
shares
|
$393,016
0.01% of portfolio
|
Q2 2025
Added 64.54%
|
|
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
Jul 14, 2025 Q2 2025 |
5,769
shares
|
$391,253
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Citizens Business Bank
Ontario, CA |
Jul 29, 2025 Q2 2025 |
5,756
shares
|
$390,371
0.07% of portfolio
|
Q1 2025
Reduced 25.79%
|
|
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
Jul 15, 2025 Q2 2025 |
5,755
shares
|
$390,304
0.2% of portfolio
|
Q1 2025
Reduced 10.04%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Jul 15, 2025 Q2 2025 |
5,716
shares
|
$387,659
0.06% of portfolio
|
Q2 2025
Added 7.91%
|
|
|
Dopkins Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
5,710
shares
|
$387,252
0.17% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Jul 15, 2025 Q2 2025 |
5,627
shares
|
$381,623
0.1% of portfolio
|
Q2 2025
Added 1.17%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
5,589
shares
|
$379,045
0.02% of portfolio
|
Q2 2025
Reduced 62.54%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
5,561
shares
|
$377,147
0.02% of portfolio
|
Q3 2021
New holding
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
5,518
shares
|
$374,230
0.01% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Jul 31, 2025 Q2 2025 |
5,502
shares
|
$373,145
0.08% of portfolio
|
Q2 2025
Reduced 11.2%
|
|
|
Marino, Stram & Associates LLC
|
Jul 18, 2025 Q2 2025 |
5,494
shares
|
$372,603
0.07% of portfolio
|
Q2 2025
Added 8.66%
|
|
|
Americana Partners, LLC
Houston, TX |
Aug 07, 2025 Q2 2025 |
5,488
shares
|
$372,196
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Personal Cfo Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
5,473
shares
|
$371,178
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
5,430
shares
|
$368,262
0.02% of portfolio
|
Q2 2025
Reduced 38.66%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
5,425
shares
|
$367,923
0.0% of portfolio
|
Q2 2025
Reduced 2.88%
|
|
|
Intelligence Driven Advisers, LLC
|
Jul 09, 2025 Q2 2025 |
5,414
shares
|
$367,177
0.05% of portfolio
|
Q1 2024
Reduced 3.48%
|