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 |
|---|---|---|---|---|---|
|
Matrix Private Capital Group LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
1,322
shares
|
$89,658
0.05% of portfolio
|
Q3 2024
Added 4.26%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
1,305
shares
|
$88,505
0.01% of portfolio
|
Q4 2024
Added 23.23%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 12, 2025 Q2 2025 |
1,294
shares
|
$87,759
0.02% of portfolio
|
Q2 2025
Reduced 30.84%
|
|
|
Bellwether Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
1,244
shares
|
$84,368
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Jul 14, 2025 Q2 2025 |
1,173
shares
|
$79,552
0.01% of portfolio
|
Q1 2025
Added 117200.0%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
1,138
shares
|
$77,179
0.01% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
1,113
shares
|
$75,483
0.0% of portfolio
|
Q2 2025
Added 7.74%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
1,095
shares
|
$74,262
0.01% of portfolio
|
Q2 2025
Reduced 44.84%
|
|
|
Princeton Global Asset Management LLC
|
Jul 29, 2025 Q2 2025 |
1,089
shares
|
$73,855
0.01% of portfolio
|
Q3 2024
Added 9.12%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
1,041
shares
|
$70,600
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Aug 14, 2025 Q2 2025 |
1,011
shares
|
$68,566
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
1,000
shares
|
$67,820
0.0% of portfolio
|
Q2 2025
Added 82.15%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
990
shares
|
$67,141
0.03% of portfolio
|
Q4 2021
New holding
|
|
|
Indiana Trust & Investment Management CO
|
Jul 23, 2025 Q2 2025 |
982
shares
|
$66,599
0.02% of portfolio
|
Q1 2025
Reduced 2.87%
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
969
shares
|
$65,717
0.0% of portfolio
|
Q2 2025
Added 6.84%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Aug 15, 2025 Q2 2025 |
954
shares
|
$64,700
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
945
shares
|
$64,089
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
934
shares
|
$63,343
0.01% of portfolio
|
Q2 2025
Added 6.02%
|
|
|
Rice Partnership, LLC
|
Jul 24, 2025 Q2 2025 |
934
shares
|
$63,343
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Atlantic Private Wealth, LLC
|
Aug 11, 2025 Q2 2025 |
923
shares
|
$62,597
0.04% of portfolio
|
Q1 2023
New holding
|
|
|
Collier Financial
Denver, CO |
Apr 15, 2025 Q1 2025 |
912
shares
|
$61,851
0.05% of portfolio
|
Q1 2025
Reduced 99.11%
|
|
|
Barclays PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
890
shares
|
$60,359
0.0% of portfolio
|
Q2 2025
Reduced 65.97%
|
|
|
Ballast Advisors LLC
|
Jul 31, 2025 Q2 2025 |
838
shares
|
$56,833
0.02% of portfolio
|
Q2 2023
Reduced 52.03%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
830
shares
|
$56,290
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
791
shares
|
$53,645
0.02% of portfolio
|
Q2 2025
Added 8.65%
|