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 |
|---|---|---|---|---|---|
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
Aug 12, 2025 Q2 2025 |
3,657
shares
|
$248,017
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Lutz Financial Services LLC
|
Jul 29, 2025 Q2 2025 |
3,654
shares
|
$247,814
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Aurdan Capital Management, LLC
Wayne, PA |
Aug 05, 2025 Q2 2025 |
3,647
shares
|
$247,339
0.08% of portfolio
|
Q2 2025
Added 4.11%
|
|
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
Jul 28, 2025 Q2 2025 |
3,612
shares
|
$244,965
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jul 16, 2025 Q2 2025 |
3,605
shares
|
$244,491
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Trail Ridge Investment Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
3,597
shares
|
$243,948
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Urban Financial Advisory Corp
Chicago, IL |
Aug 15, 2025 Q2 2025 |
3,586
shares
|
$243,202
0.11% of portfolio
|
Q2 2025
Added 2.19%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
3,565
shares
|
$241,778
0.01% of portfolio
|
Q2 2025
Added 2.95%
|
|
|
Radnor Capital Management, LLC
|
Jul 09, 2025 Q2 2025 |
3,561
shares
|
$241,507
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
3,526
shares
|
$239,133
0.09% of portfolio
|
Q2 2025
Added 7.6%
|
|
|
Regions Financial Corp
|
Jul 29, 2025 Q2 2025 |
3,512
shares
|
$238,183
0.0% of portfolio
|
Q2 2025
Reduced 4.07%
|
|
|
Marco Investment Management LLC
|
Aug 06, 2025 Q2 2025 |
3,500
shares
|
$237,369
0.02% of portfolio
|
Q1 2025
Reduced 35.39%
|
|
|
Busey Wealth Management
|
Jul 11, 2025 Q2 2025 |
3,489
shares
|
$236,623
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Baker Tilly Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
3,462
shares
|
$234,792
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jul 24, 2025 Q2 2025 |
3,449
shares
|
$233,911
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Aug 11, 2025 Q2 2025 |
3,416
shares
|
$231,673
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Total Wealth Planning, LLC
|
Jul 15, 2025 Q2 2025 |
3,401
shares
|
$230,655
0.03% of portfolio
|
Q2 2025
Reduced 27.25%
|
|
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
Jul 15, 2025 Q2 2025 |
3,395
shares
|
$230,248
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Madison Wealth Partners, Inc
|
Jul 29, 2025 Q2 2025 |
3,376
shares
|
$228,960
0.05% of portfolio
|
Q2 2025
Reduced 0.85%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
3,344
shares
|
$226,790
0.03% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Jul 31, 2025 Q2 2025 |
3,309
shares
|
$224,416
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Jul 22, 2025 Q2 2025 |
3,303
shares
|
$224,009
0.02% of portfolio
|
Q2 2025
Reduced 5.33%
|
|
|
Financial Sense Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
3,302
shares
|
$223,941
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Cfo4 Life Group, LLC
|
Aug 08, 2025 Q2 2025 |
3,295
shares
|
$223,466
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Frontier Asset Management, LLC
Sheridan, WY |
Aug 12, 2025 Q2 2025 |
3,277
shares
|
$222,246
0.08% of portfolio
|
Q2 2025
New holding
|