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 |
|---|---|---|---|---|---|
|
Stone Point Wealth LLC
|
Jul 17, 2025 Q2 2025 |
3,266
shares
|
$221,500
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Atlas Brown,Inc.
|
Jul 08, 2025 Q2 2025 |
3,263
shares
|
$221,296
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
American National Bank
|
Jul 16, 2025 Q2 2025 |
3,262
shares
|
$221,228
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Davidson Trust CO
|
Jul 28, 2025 Q2 2025 |
3,256
shares
|
$220,821
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
3,253
shares
|
$220,618
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Bristlecone Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
3,241
shares
|
$219,804
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Aug 13, 2025 Q2 2025 |
3,238
shares
|
$219,601
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Jul 24, 2025 Q2 2025 |
3,230
shares
|
$219,058
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Innova Wealth Partners
|
Jul 28, 2025 Q2 2025 |
3,215
shares
|
$218,041
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Jul 09, 2025 Q2 2025 |
3,198
shares
|
$216,888
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 19, 2025 Q2 2025 |
3,192
shares
|
$216,481
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Aug 01, 2025 Q2 2025 |
3,168
shares
|
$214,853
0.03% of portfolio
|
Q2 2025
Reduced 11.48%
|
|
|
Mfa Wealth Services
Thousand Oaks, CA |
Jul 23, 2025 Q2 2025 |
3,151
shares
|
$213,700
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
3,129
shares
|
$212,208
0.0% of portfolio
|
Q2 2025
Reduced 24.86%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
3,024
shares
|
$205,087
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
3,016
shares
|
$204,545
0.01% of portfolio
|
Q2 2025
Added 20.83%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
2,939
shares
|
$199,322
0.1% of portfolio
|
Q2 2025
Reduced 9.71%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
2,931
shares
|
$198,780
0.0% of portfolio
|
Q2 2025
Added 2.02%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
2,924
shares
|
$198,305
0.0% of portfolio
|
Q4 2023
Added 1.81%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
2,911
shares
|
$197,424
0.01% of portfolio
|
Q2 2025
Added 136.09%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 11, 2025 Q2 2025 |
2,892
shares
|
$196,135
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Choate Investment Advisors
Boston, MA |
Aug 12, 2025 Q2 2025 |
2,844
shares
|
$192,880
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Aug 11, 2025 Q2 2025 |
2,696
shares
|
$182,842
0.06% of portfolio
|
Q2 2025
Reduced 11.32%
|
|
|
Rosenberg Matthew Hamilton
|
Jul 28, 2025 Q2 2025 |
2,640
shares
|
$179,044
0.04% of portfolio
|
Q2 2025
Reduced 8.3%
|
|
|
Wells Financial Advisors Inc
|
Jul 25, 2025 Q2 2025 |
2,520
shares
|
$170,906
0.22% of portfolio
|
Q2 2025
Added 161.14%
|