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 |
|---|---|---|---|---|---|
|
Total Wealth Planning, LLC
|
Jul 15, 2025 Q2 2025 |
3,401
shares
|
$216,303
0.03% of portfolio
|
Q2 2025
Reduced 27.25%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
May 06, 2025 Q1 2025 |
3,399
shares
|
$216,176
0.0% of portfolio
|
Q1 2025
Reduced 99.42%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
May 12, 2025 Q1 2025 |
3,399
shares
|
$216,176
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
Jul 15, 2025 Q2 2025 |
3,395
shares
|
$215,922
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
May 09, 2025 Q1 2025 |
3,365
shares
|
$214,014
0.07% of portfolio
|
Q1 2025
Reduced 38.65%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
3,344
shares
|
$212,678
0.03% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
3,277
shares
|
$208,417
0.09% of portfolio
|
Q1 2025
Reduced 11.36%
|
|
|
Stone Point Wealth LLC
|
Jul 17, 2025 Q2 2025 |
3,266
shares
|
$207,717
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Atlas Brown,Inc.
|
Jul 08, 2025 Q2 2025 |
3,263
shares
|
$207,526
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
American National Bank
|
Jul 16, 2025 Q2 2025 |
3,262
shares
|
$207,463
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
3,255
shares
|
$207,018
0.08% of portfolio
|
Q1 2025
Reduced 19.31%
|
|
|
Bristlecone Advisors, LLC
|
May 12, 2025 Q1 2025 |
3,241
shares
|
$206,127
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Jul 09, 2025 Q2 2025 |
3,198
shares
|
$203,392
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Apr 30, 2025 Q1 2025 |
3,040
shares
|
$193,344
0.07% of portfolio
|
Q1 2025
Added 15.2%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
2,931
shares
|
$186,411
0.0% of portfolio
|
Q2 2025
Added 2.02%
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Apr 23, 2025 Q1 2025 |
2,925
shares
|
$186,030
0.1% of portfolio
|
Q4 2024
Added 9.39%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
2,924
shares
|
$185,966
0.0% of portfolio
|
Q4 2023
Added 1.81%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
2,911
shares
|
$185,139
0.01% of portfolio
|
Q2 2025
Added 136.09%
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
2,879
shares
|
$183,104
0.04% of portfolio
|
Q1 2025
Reduced 2.51%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
2,625
shares
|
$166,950
0.01% of portfolio
|
Q4 2024
Reduced 3.67%
|
|
|
Barclays PLC
London, X0 |
May 15, 2025 Q1 2025 |
2,615
shares
|
$166,314
0.0% of portfolio
|
Q4 2024
Added 193.82%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
2,496
shares
|
$158,745
0.01% of portfolio
|
Q1 2025
Added 17.29%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Apr 30, 2025 Q1 2025 |
2,495
shares
|
$158,682
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Balentine LLC
Atlanta, GA |
May 05, 2025 Q1 2025 |
2,462
shares
|
$156,583
0.01% of portfolio
|
Q1 2024
Reduced 91.83%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
2,414
shares
|
$153,530
0.02% of portfolio
|
Q3 2024
Reduced 16.64%
|