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 |
|---|---|---|---|---|---|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
3,722
shares
|
$236,719
0.01% of portfolio
|
Q1 2024
Reduced 28.66%
|
|
|
True Wealth Advisors, LLC
|
Jul 03, 2025 Q2 2025 |
3,688
shares
|
$234,556
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Team Hewins, LLC
Redwood City, CA |
Jul 08, 2025 Q1 2025 |
3,665
shares
|
$233,094
0.08% of portfolio
|
Q1 2025
Reduced 20.24%
|
|
|
Regions Financial Corp
|
May 08, 2025 Q1 2025 |
3,661
shares
|
$232,839
0.0% of portfolio
|
Q1 2025
Reduced 12.83%
|
|
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
Apr 29, 2025 Q1 2025 |
3,657
shares
|
$232,585
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Lutz Financial Services LLC
|
May 07, 2025 Q1 2025 |
3,654
shares
|
$232,394
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
3,613
shares
|
$229,786
0.02% of portfolio
|
Q1 2025
Reduced 24.92%
|
|
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
Apr 23, 2025 Q1 2025 |
3,612
shares
|
$229,723
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
May 13, 2025 Q1 2025 |
3,611
shares
|
$229,659
0.28% of portfolio
|
Q1 2025
Reduced 6.69%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jul 16, 2025 Q2 2025 |
3,605
shares
|
$229,278
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
May 05, 2025 Q1 2025 |
3,604
shares
|
$229,214
0.06% of portfolio
|
Q1 2025
Reduced 18.81%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
May 14, 2025 Q1 2025 |
3,579
shares
|
$227,624
0.04% of portfolio
|
Q1 2025
Added 30.57%
|
|
|
Radnor Capital Management, LLC
|
Jul 09, 2025 Q2 2025 |
3,561
shares
|
$226,479
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
3,522
shares
|
$223,999
0.0% of portfolio
|
Q1 2025
Reduced 1.43%
|
|
|
Urban Financial Advisory Corp
Chicago, IL |
May 15, 2025 Q1 2025 |
3,509
shares
|
$223,172
0.11% of portfolio
|
Q1 2025
Added 25.86%
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Apr 22, 2025 Q1 2025 |
3,505
shares
|
$222,918
0.17% of portfolio
|
Q1 2025
Reduced 12.48%
|
|
|
Aurdan Capital Management, LLC
Wayne, PA |
Apr 30, 2025 Q1 2025 |
3,503
shares
|
$222,790
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Marco Investment Management LLC
|
May 07, 2025 Q1 2025 |
3,500
shares
|
$222,600
0.02% of portfolio
|
Q1 2025
Reduced 35.39%
|
|
|
Busey Wealth Management
|
Jul 11, 2025 Q2 2025 |
3,489
shares
|
$221,900
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Apr 14, 2025 Q1 2025 |
3,489
shares
|
$221,900
0.02% of portfolio
|
Q1 2025
Reduced 47.53%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
3,463
shares
|
$220,246
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Baker Tilly Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
3,462
shares
|
$220,183
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Simon Quick Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
3,456
shares
|
$219,801
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
3,449
shares
|
$219,356
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Madison Wealth Partners, Inc
|
Apr 22, 2025 Q1 2025 |
3,405
shares
|
$216,558
0.06% of portfolio
|
Q1 2025
Reduced 15.15%
|