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 1,259 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 |
|---|---|---|---|---|---|
|
O'Connor Financial Group LLC
Quincy, IL |
Oct 27, 2025 Q3 2025 |
14,359
shares
|
$1.01 Million
0.41% of portfolio
|
Q3 2025
Added 1.02%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
14,284
shares
|
$1 Million
0.05% of portfolio
|
Q3 2022
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
14,086
shares
|
$989,682
0.15% of portfolio
|
Q2 2023
Added 36.89%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 12, 2025 Q3 2025 |
14,075
shares
|
$988,909
0.14% of portfolio
|
Q3 2025
Reduced 11.25%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2025 Q3 2025 |
14,018
shares
|
$984,904
0.03% of portfolio
|
Q3 2025
Reduced 19.08%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
13,964
shares
|
$981,110
0.99% of portfolio
|
Q4 2022
Reduced 1.2%
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
13,923
shares
|
$978,229
0.04% of portfolio
|
Q3 2025
Reduced 0.59%
|
|
|
Gfs Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
13,831
shares
|
$971,766
0.12% of portfolio
|
Q3 2025
Reduced 1.14%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
13,791
shares
|
$968,955
0.01% of portfolio
|
Q3 2025
Reduced 2.62%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
13,621
shares
|
$957,011
3.02% of portfolio
|
Q3 2024
Reduced 5.64%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Oct 31, 2025 Q3 2025 |
13,464
shares
|
$945,980
0.25% of portfolio
|
Q3 2025
Reduced 0.63%
|
|
|
Bridges Investment Management Inc
|
Nov 04, 2025 Q3 2025 |
13,369
shares
|
$939,305
0.01% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
American Financial Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
13,349
shares
|
$937,900
0.12% of portfolio
|
Q3 2025
Reduced 2.25%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Oct 29, 2025 Q3 2025 |
13,338
shares
|
$937,127
0.08% of portfolio
|
Q3 2025
Added 30.71%
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Oct 21, 2025 Q3 2025 |
13,203
shares
|
$927,642
0.48% of portfolio
|
Q3 2025
Reduced 26.85%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 06, 2026 Q4 2025 |
13,146
shares
|
$923,637
0.12% of portfolio
|
Q4 2025
New holding
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
13,118
shares
|
$921,670
0.01% of portfolio
|
Q3 2025
Added 0.75%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 10, 2025 Q3 2025 |
12,986
shares
|
$912,396
0.02% of portfolio
|
Q3 2025
Reduced 3.16%
|
|
|
Stokes Family Office, LLC
|
Nov 14, 2025 Q3 2025 |
12,952
shares
|
$910,007
0.09% of portfolio
|
Q3 2025
Added 31.79%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Jan 08, 2026 Q4 2025 |
12,912
shares
|
$907,197
0.44% of portfolio
|
Q4 2025
Added 0.04%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
12,870
shares
|
$904,246
0.03% of portfolio
|
Q4 2024
Reduced 85.22%
|
|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
12,859
shares
|
$903,473
0.09% of portfolio
|
Q3 2025
Reduced 12.05%
|
|
|
Opinicus Capital, Inc.
Tampa, FL |
Nov 06, 2025 Q3 2025 |
12,856
shares
|
$903,262
0.6% of portfolio
|
Q3 2025
Reduced 1.71%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jan 12, 2026 Q4 2025 |
12,827
shares
|
$901,225
0.42% of portfolio
|
Q4 2025
Reduced 9.57%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Nov 13, 2025 Q3 2025 |
12,798
shares
|
$899,187
0.18% of portfolio
|
Q3 2025
New holding
|
|