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 |
|---|---|---|---|---|---|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
94
shares
|
$6,375
0.0% of portfolio
|
Q1 2025
Reduced 35.62%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Aug 08, 2025 Q2 2025 |
84
shares
|
$5,696
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Jackson Hole Capital Partners, LLC
|
Jul 31, 2025 Q2 2025 |
72
shares
|
$4,883
0.0% of portfolio
|
Q1 2023
Reduced 53.85%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
70
shares
|
$4,747
0.0% of portfolio
|
Q4 2022
Added 59.09%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Aug 13, 2025 Q2 2025 |
69
shares
|
$4,679
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Iag Wealth Partners, LLC
|
Aug 13, 2025 Q2 2025 |
67
shares
|
$4,543
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
65
shares
|
$4,408
0.0% of portfolio
|
Q1 2024
Added 1200.0%
|
|
|
City Holding CO
|
Jul 17, 2025 Q2 2025 |
60
shares
|
$4,069
0.0% of portfolio
|
Q1 2025
Reduced 28.57%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Aug 07, 2025 Q2 2025 |
60
shares
|
$4,069
0.0% of portfolio
|
Q2 2025
Added 20.0%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
60
shares
|
$4,069
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
59
shares
|
$4,001
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
59
shares
|
$4,001
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
New Millennium Group LLC
Sandy, UT |
Aug 05, 2025 Q2 2025 |
59
shares
|
$4,001
0.0% of portfolio
|
Q2 2025
Reduced 54.96%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Apr 28, 2025 Q1 2025 |
55
shares
|
$3,730
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
51
shares
|
$3,458
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Morris Financial Concepts, Inc.
|
Jul 28, 2025 Q2 2025 |
50
shares
|
$3,390
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hoese & CO LLP
|
Jul 29, 2025 Q2 2025 |
48
shares
|
$3,255
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
47
shares
|
$3,187
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
47
shares
|
$3,187
0.0% of portfolio
|
Q3 2024
Reduced 80.42%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
45
shares
|
$3,051
0.0% of portfolio
|
Q1 2024
Reduced 15.09%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
45
shares
|
$3,051
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
First Community Trust Na
|
Jul 07, 2025 Q2 2025 |
44
shares
|
$2,984
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Oak Harbor Wealth Partners, LLC
|
Jul 31, 2025 Q2 2025 |
44
shares
|
$2,984
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
44
shares
|
$2,984
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Jul 16, 2025 Q2 2025 |
44
shares
|
$2,984
0.0% of portfolio
|
Q1 2025
New holding
|