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 |
|---|---|---|---|---|---|
|
Powell Investment Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
790
shares
|
$53,577
0.02% of portfolio
|
Q2 2025
Added 2.2%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
754
shares
|
$51,136
0.0% of portfolio
|
Q1 2025
Added 4.87%
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
651
shares
|
$44,150
0.0% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
642
shares
|
$43,540
0.01% of portfolio
|
Q2 2025
Reduced 35.67%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
638
shares
|
$43,269
0.0% of portfolio
|
Q2 2025
Added 4.25%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
630
shares
|
$42,726
0.02% of portfolio
|
Q1 2022
Reduced 37.62%
|
|
|
Phillips Financial Management, LLC
|
Jul 30, 2025 Q2 2025 |
622
shares
|
$42,184
0.0% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
594
shares
|
$40,285
0.0% of portfolio
|
Q2 2025
Reduced 44.43%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2025 Q2 2025 |
591
shares
|
$40,081
0.05% of portfolio
|
Q2 2025
Added 57.18%
|
|
|
Jnba Financial Advisors
|
Jul 24, 2025 Q2 2025 |
550
shares
|
$37,300
0.0% of portfolio
|
Q1 2025
Reduced 31.42%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
548
shares
|
$37,165
0.01% of portfolio
|
Q4 2023
Reduced 9.42%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jul 09, 2025 Q2 2025 |
528
shares
|
$35,808
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ogorek Anthony Joseph
|
Aug 08, 2025 Q2 2025 |
500
shares
|
$33,910
0.01% of portfolio
|
Q2 2025
Added 2.04%
|
|
|
Rogco, LP
Claremore, OK |
Jul 18, 2025 Q2 2025 |
499
shares
|
$33,842
0.01% of portfolio
|
Q3 2024
Reduced 22.87%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
499
shares
|
$33,842
0.02% of portfolio
|
Q2 2025
Added 58.92%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
493
shares
|
$33,435
0.0% of portfolio
|
Q3 2021
Reduced 27.5%
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
479
shares
|
$32,485
0.0% of portfolio
|
Q1 2025
Added 59.67%
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
472
shares
|
$32,011
0.01% of portfolio
|
Q4 2023
Added 0.21%
|
|
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
Jul 25, 2025 Q2 2025 |
467
shares
|
$31,671
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
458
shares
|
$31,061
0.01% of portfolio
|
Q2 2025
Reduced 58.78%
|
|
|
Cedar Mountain Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
456
shares
|
$30,925
0.01% of portfolio
|
Q2 2025
Added 2.24%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
449
shares
|
$30,451
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Crewe Advisors LLC
|
Jul 29, 2025 Q2 2025 |
449
shares
|
$30,451
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
448
shares
|
$30,383
0.0% of portfolio
|
Q2 2025
Added 10.07%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Jul 23, 2025 Q2 2025 |
436
shares
|
$29,569
0.01% of portfolio
|
Q2 2025
Added 2.35%
|