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 |
|---|---|---|---|---|---|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Nov 13, 2025 Q3 2025 |
20,442
shares
|
$1.44 Million
0.5% of portfolio
|
Q3 2025
Added 5.67%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
20,380
shares
|
$1.43 Million
0.08% of portfolio
|
Q3 2025
Added 13.35%
|
|
|
Archer Investment Management, LLC
Austin, TX |
Jan 12, 2026 Q4 2025 |
20,283
shares
|
$1.43 Million
0.78% of portfolio
|
Q4 2025
New holding
|
|
|
Swp Financial LLC
San Diego, CA |
Nov 04, 2025 Q3 2025 |
20,270
shares
|
$1.42 Million
0.7% of portfolio
|
Q3 2025
Reduced 74.2%
|
|
|
Arcadia Wealth Management, LLC
Manchester, NH |
Nov 12, 2025 Q3 2025 |
20,164
shares
|
$1.42 Million
0.54% of portfolio
|
Q3 2025
Reduced 7.39%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
19,918
shares
|
$1.4 Million
0.19% of portfolio
|
Q3 2025
Reduced 11.14%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Nov 03, 2025 Q3 2025 |
19,730
shares
|
$1.39 Million
0.45% of portfolio
|
Q3 2025
Reduced 15.8%
|
|
|
Mc Mill Wealth Management
Norfolk, NE |
Nov 07, 2025 Q3 2025 |
19,596
shares
|
$1.38 Million
0.38% of portfolio
|
Q2 2025
Reduced 2.07%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
19,457
shares
|
$1.37 Million
0.01% of portfolio
|
Q3 2023
Added 0.04%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Dec 23, 2025 Q3 2025 |
19,426
shares
|
$1.36 Million
1.4% of portfolio
|
Q3 2025
Reduced 65.17%
|
|
|
New World Advisors LLC
Hingham, MA |
Nov 06, 2025 Q3 2025 |
19,352
shares
|
$1.36 Million
0.24% of portfolio
|
Q3 2025
Added 33.78%
|
|
|
Latitude Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
19,176
shares
|
$1.35 Million
0.72% of portfolio
|
Q3 2025
Reduced 2.97%
|
|
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
Oct 27, 2025 Q3 2025 |
19,062
shares
|
$1.34 Million
0.97% of portfolio
|
Q3 2025
Added 63.01%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Nov 03, 2025 Q3 2025 |
19,050
shares
|
$1.34 Million
0.2% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Oct 27, 2025 Q3 2025 |
19,027
shares
|
$1.34 Million
0.22% of portfolio
|
Q3 2025
Reduced 1.07%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
19,009
shares
|
$1.34 Million
0.09% of portfolio
|
Q3 2025
Reduced 71.75%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 14, 2025 Q3 2025 |
18,938
shares
|
$1.33 Million
0.15% of portfolio
|
Q2 2025
Added 3.38%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Oct 24, 2025 Q3 2025 |
18,919
shares
|
$1.33 Million
0.33% of portfolio
|
Q3 2025
Reduced 1.56%
|
|
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
Jan 05, 2026 Q4 2025 |
18,888
shares
|
$1.33 Million
0.92% of portfolio
|
Q4 2025
Reduced 2.19%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
18,875
shares
|
$1.33 Million
0.02% of portfolio
|
Q2 2024
Reduced 37.06%
|
|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
18,714
shares
|
$1.31 Million
0.2% of portfolio
|
Q3 2025
Reduced 0.85%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Jan 08, 2026 Q4 2025 |
18,701
shares
|
$1.31 Million
0.53% of portfolio
|
Q4 2025
Reduced 10.11%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
18,444
shares
|
$1.3 Million
0.0% of portfolio
|
Q3 2025
Added 6.1%
|
|
|
Country Club Bank
|
Oct 07, 2025 Q3 2025 |
18,258
shares
|
$1.28 Million
0.08% of portfolio
|
Q2 2025
Reduced 2.44%
|
|
|
Falcon Wealth Planning
|
Oct 10, 2025 Q3 2025 |
18,121
shares
|
$1.27 Million
0.12% of portfolio
|
Q3 2025
Reduced 14.58%
|
|