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 |
|---|---|---|---|---|---|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
48,658
shares
|
$3.42 Million
0.04% of portfolio
|
Q3 2025
Added 0.93%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Nov 05, 2025 Q3 2025 |
48,360
shares
|
$3.4 Million
0.78% of portfolio
|
Q3 2025
Reduced 13.36%
|
|
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
Nov 07, 2025 Q3 2025 |
47,948
shares
|
$3.37 Million
2.01% of portfolio
|
Q3 2025
Added 0.8%
|
|
|
Geisinger Health
Danville, PA |
Aug 14, 2024 Q2 2024 |
47,800
shares
|
$3.36 Million
0.74% of portfolio
|
Q2 2024
Reduced 70.13%
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
Nov 13, 2025 Q3 2025 |
47,648
shares
|
$3.35 Million
1.36% of portfolio
|
Q3 2025
Added 1.42%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Oct 21, 2025 Q3 2025 |
47,610
shares
|
$3.35 Million
0.42% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
47,232
shares
|
$3.32 Million
0.51% of portfolio
|
Q3 2025
Reduced 46.01%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2025 Q3 2025 |
46,720
shares
|
$3.28 Million
0.09% of portfolio
|
Q3 2025
Added 5.02%
|
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
Nov 04, 2025 Q3 2025 |
46,466
shares
|
$3.26 Million
0.93% of portfolio
|
Q3 2025
Reduced 1.95%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Nov 05, 2025 Q3 2025 |
46,444
shares
|
$3.26 Million
1.25% of portfolio
|
Q3 2025
Reduced 12.25%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
46,434
shares
|
$3.26 Million
0.26% of portfolio
|
Q3 2025
Added 10.04%
|
|
|
Sage Financial Group Inc
|
Nov 13, 2025 Q3 2025 |
46,396
shares
|
$3.26 Million
0.21% of portfolio
|
Q3 2025
Added 13.48%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
46,356
shares
|
$3.26 Million
1.3% of portfolio
|
Q4 2023
Reduced 14.51%
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
46,023
shares
|
$3.23 Million
0.93% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 14, 2025 Q3 2025 |
45,893
shares
|
$3.22 Million
0.12% of portfolio
|
Q3 2025
Added 8.92%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
45,629
shares
|
$3.21 Million
0.44% of portfolio
|
Q3 2025
Reduced 13.18%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
45,575
shares
|
$3.2 Million
0.05% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
Addison Capital CO
|
Nov 03, 2025 Q3 2025 |
45,498
shares
|
$3.2 Million
1.01% of portfolio
|
Q3 2025
Added 28.26%
|
|
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
Oct 15, 2025 Q3 2025 |
45,082
shares
|
$3.17 Million
1.24% of portfolio
|
Q3 2025
Reduced 5.39%
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Feb 13, 2025 Q4 2024 |
44,934
shares
|
$3.16 Million
0.96% of portfolio
|
Q4 2024
Added 1.81%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Oct 20, 2025 Q3 2025 |
44,765
shares
|
$3.15 Million
1.13% of portfolio
|
Q3 2025
Added 1.72%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 21, 2025 Q3 2025 |
44,705
shares
|
$3.14 Million
0.18% of portfolio
|
Q2 2025
Reduced 2.1%
|
|
|
Blalock Williams, LLC
Alexander City, AL |
Oct 27, 2025 Q3 2025 |
44,398
shares
|
$3.12 Million
2.64% of portfolio
|
Q2 2025
Added 52.15%
|
|
|
Ifrah Financial Services, Inc.
|
Oct 22, 2025 Q3 2025 |
44,204
shares
|
$3.11 Million
0.79% of portfolio
|
Q3 2025
Reduced 0.63%
|
|
|
Beam Wealth Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
44,050
shares
|
$3.09 Million
0.91% of portfolio
|
Q3 2025
Added 13.49%
|
|