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 |
|---|---|---|---|---|---|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
77
shares
|
$4,897
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Jackson Hole Capital Partners, LLC
|
May 06, 2025 Q1 2025 |
72
shares
|
$4,579
0.0% of portfolio
|
Q1 2023
Reduced 53.85%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
70
shares
|
$4,452
0.0% of portfolio
|
Q4 2022
Added 59.09%
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
67
shares
|
$4,261
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
65
shares
|
$4,134
0.0% of portfolio
|
Q1 2024
Added 1200.0%
|
|
|
City Holding CO
|
Jul 17, 2025 Q2 2025 |
60
shares
|
$3,816
0.0% of portfolio
|
Q1 2025
Reduced 28.57%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
60
shares
|
$3,816
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
59
shares
|
$3,752
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
59
shares
|
$3,752
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Apr 28, 2025 Q1 2025 |
55
shares
|
$3,498
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Apr 25, 2025 Q1 2025 |
51
shares
|
$3,243
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Morris Financial Concepts, Inc.
|
Apr 29, 2025 Q1 2025 |
50
shares
|
$3,180
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
May 14, 2025 Q1 2025 |
50
shares
|
$3,180
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Hoese & CO LLP
|
Apr 11, 2025 Q1 2025 |
48
shares
|
$3,052
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
47
shares
|
$2,989
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Apr 21, 2025 Q1 2025 |
47
shares
|
$2,989
0.0% of portfolio
|
Q3 2024
Reduced 80.42%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
45
shares
|
$2,862
0.0% of portfolio
|
Q1 2024
Reduced 15.09%
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
45
shares
|
$2,862
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
First Community Trust Na
|
Jul 07, 2025 Q2 2025 |
44
shares
|
$2,798
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
44
shares
|
$2,798
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Jul 16, 2025 Q2 2025 |
44
shares
|
$2,798
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jul 01, 2025 Q2 2025 |
42
shares
|
$2,671
0.0% of portfolio
|
Q2 2025
Added 2.44%
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
40
shares
|
$2,544
0.0% of portfolio
|
Q4 2024
Reduced 87.84%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Apr 28, 2025 Q1 2025 |
40
shares
|
$2,544
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
37
shares
|
$2,353
0.0% of portfolio
|
Q3 2024
New holding
|