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 |
|---|---|---|---|---|---|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
1,305
shares
|
$82,998
0.01% of portfolio
|
Q4 2024
Added 23.23%
|
|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
1,244
shares
|
$79,118
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Jul 14, 2025 Q2 2025 |
1,173
shares
|
$74,602
0.01% of portfolio
|
Q1 2025
Added 117200.0%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
1,132
shares
|
$71,995
0.01% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
1,089
shares
|
$69,260
0.01% of portfolio
|
Q3 2024
Added 9.12%
|
|
|
Headlands Technologies LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
1,069
shares
|
$67,988
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
1,058
shares
|
$67,288
0.0% of portfolio
|
Q1 2025
Added 879.63%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
1,041
shares
|
$66,207
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
1,033
shares
|
$65,698
0.0% of portfolio
|
Q4 2024
Added 9.54%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
990
shares
|
$62,964
0.03% of portfolio
|
Q4 2021
New holding
|
|
|
Indiana Trust & Investment Management CO
|
May 21, 2025 Q1 2025 |
982
shares
|
$62,455
0.02% of portfolio
|
Q1 2025
Reduced 2.87%
|
|
|
Wells Financial Advisors Inc
|
May 09, 2025 Q1 2025 |
965
shares
|
$61,374
0.08% of portfolio
|
Q1 2025
Added 107.53%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Apr 23, 2025 Q1 2025 |
954
shares
|
$60,674
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
945
shares
|
$60,102
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
934
shares
|
$59,402
0.01% of portfolio
|
Q2 2025
Added 6.02%
|
|
|
Atlantic Private Wealth, LLC
|
May 09, 2025 Q1 2025 |
923
shares
|
$58,702
0.04% of portfolio
|
Q1 2023
New holding
|
|
|
Collier Financial
Denver, CO |
Apr 15, 2025 Q1 2025 |
912
shares
|
$58,003
0.05% of portfolio
|
Q1 2025
Reduced 99.11%
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
907
shares
|
$57,685
0.0% of portfolio
|
Q3 2024
Reduced 1.73%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
900
shares
|
$57,240
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ballast Advisors LLC
|
May 07, 2025 Q1 2025 |
838
shares
|
$53,296
0.02% of portfolio
|
Q2 2023
Reduced 52.03%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
830
shares
|
$52,788
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
791
shares
|
$50,307
0.02% of portfolio
|
Q2 2025
Added 8.65%
|
|
|
Powell Investment Advisors, LLC
|
May 08, 2025 Q1 2025 |
773
shares
|
$49,162
0.02% of portfolio
|
Q4 2024
Added 1.71%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
754
shares
|
$47,954
0.0% of portfolio
|
Q1 2025
Added 4.87%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
746
shares
|
$47,445
0.01% of portfolio
|
Q1 2025
Reduced 20.13%
|