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 1,257 institutions that hold shares in the stock, with a total of 350 Million shares, which have been reported (via 13F filing form) to have a value of $24.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Clifford Group, LLC
Wayland, MA |
Nov 14, 2025 Q3 2025 |
84,584
shares
|
$5.94 Million
4.47% of portfolio
|
Q3 2025
Reduced 0.74%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2025 Q3 2025 |
84,255
shares
|
$5.92 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.95%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
84,005
shares
|
$5.9 Million
0.14% of portfolio
|
Q3 2025
Added 4.67%
|
|
|
5 T Wealth, LLC
Napa, CA |
Oct 17, 2025 Q3 2025 |
83,367
shares
|
$5.86 Million
2.47% of portfolio
|
Q3 2025
Reduced 3.32%
|
|
|
Kingdom Financial Group Llc.
Peoria, AZ |
Oct 30, 2025 Q3 2025 |
83,355
shares
|
$5.86 Million
3.46% of portfolio
|
Q3 2025
Added 20.21%
|
|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
Nov 17, 2025 Q3 2025 |
83,013
shares
|
$5.83 Million
1.59% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
82,642
shares
|
$5.81 Million
0.19% of portfolio
|
Q3 2025
Added 91.95%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
82,495
shares
|
$5.8 Million
0.07% of portfolio
|
Q3 2025
Added 50.46%
|
|
|
Firethorn Wealth Partners, LLC
|
Jan 08, 2026 Q4 2025 |
82,248
shares
|
$5.78 Million
2.4% of portfolio
|
Q4 2025
Reduced 9.34%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
82,177
shares
|
$5.77 Million
0.31% of portfolio
|
Q3 2023
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
81,904
shares
|
$5.75 Million
0.1% of portfolio
|
Q3 2025
Added 65.05%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
81,780
shares
|
$5.75 Million
0.14% of portfolio
|
Q3 2025
Added 2.62%
|
|
|
Wealth Architects, LLC
|
Nov 13, 2025 Q3 2025 |
80,387
shares
|
$5.65 Million
0.57% of portfolio
|
Q3 2025
Reduced 3.29%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Jan 07, 2026 Q4 2025 |
80,205
shares
|
$5.64 Million
1.21% of portfolio
|
Q4 2025
Added 6.2%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
80,073
shares
|
$5.63 Million
0.45% of portfolio
|
Q2 2023
Reduced 1.13%
|
|
|
Tradition Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
79,808
shares
|
$5.61 Million
0.45% of portfolio
|
Q3 2025
Reduced 27.61%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
79,600
shares
|
$5.59 Million
0.32% of portfolio
|
Q4 2023
Added 14.16%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Nov 03, 2025 Q3 2025 |
79,589
shares
|
$5.59 Million
3.72% of portfolio
|
Q3 2025
Reduced 4.0%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
79,102
shares
|
$5.56 Million
0.16% of portfolio
|
Q3 2025
Reduced 2.35%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
78,723
shares
|
$5.53 Million
0.15% of portfolio
|
Q3 2025
Added 1.65%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
78,386
shares
|
$5.51 Million
0.16% of portfolio
|
Q3 2023
Added 299.3%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
78,169
shares
|
$5.49 Million
1.47% of portfolio
|
Q1 2023
Added 3.88%
|
|
|
Rockland Trust CO
|
Nov 06, 2025 Q3 2025 |
77,590
shares
|
$5.45 Million
0.22% of portfolio
|
Q3 2025
Reduced 0.68%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Oct 24, 2025 Q3 2025 |
77,360
shares
|
$5.44 Million
3.81% of portfolio
|
Q3 2025
Reduced 2.06%
|
|
|
My Legacy Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
77,161
shares
|
$5.42 Million
1.82% of portfolio
|
Q2 2025
Added 36.25%
|
|