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 |
|---|---|---|---|---|---|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
12,575
shares
|
$883,519
0.04% of portfolio
|
Q3 2025
Added 3.18%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Jan 09, 2026 Q4 2025 |
12,487
shares
|
$877,336
0.23% of portfolio
|
Q3 2025
Reduced 1.39%
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
12,442
shares
|
$874,174
0.42% of portfolio
|
Q3 2023
Reduced 0.15%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
12,432
shares
|
$873,472
0.05% of portfolio
|
Q3 2025
Added 22.92%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
12,337
shares
|
$866,797
0.06% of portfolio
|
Q3 2025
Reduced 5.61%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Oct 27, 2025 Q3 2025 |
12,200
shares
|
$857,172
0.19% of portfolio
|
Q3 2025
Added 0.63%
|
|
|
Hanlon Investment Management, Inc.
|
Nov 13, 2025 Q3 2025 |
12,004
shares
|
$843,401
0.53% of portfolio
|
Q3 2025
Reduced 12.95%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Oct 14, 2025 Q3 2025 |
11,983
shares
|
$841,925
0.24% of portfolio
|
Q3 2025
Reduced 80.58%
|
|
|
Sound Financial Strategies Group, LLC
|
Oct 23, 2025 Q3 2025 |
11,975
shares
|
$841,363
0.64% of portfolio
|
Q3 2025
Added 1.96%
|
|
|
Blue Capital, Inc.
Omaha, NE |
Nov 14, 2025 Q3 2025 |
11,950
shares
|
$839,607
0.6% of portfolio
|
Q3 2025
New holding
|
|
|
25 LLC
St. Louis, MO |
Oct 16, 2025 Q3 2025 |
11,910
shares
|
$836,796
0.28% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Chilton Investment CO Inc.
Stamford, CT |
Nov 14, 2025 Q3 2025 |
11,900
shares
|
$836,094
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
11,897
shares
|
$835,883
0.08% of portfolio
|
Q3 2024
Reduced 66.5%
|
|
|
Martin Worley Group
Cottonwood Heights, UT |
Aug 12, 2025 Q2 2025 |
11,873
shares
|
$834,196
0.41% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Jan 12, 2026 Q4 2025 |
11,770
shares
|
$826,960
0.64% of portfolio
|
Q4 2025
Reduced 11.02%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Nov 14, 2025 Q3 2025 |
11,767
shares
|
$826,749
0.4% of portfolio
|
Q3 2025
Reduced 1.53%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
11,733
shares
|
$824,360
0.2% of portfolio
|
Q2 2022
Reduced 22.66%
|
|
|
Legacy Wealth Asset Management, LLC
|
Jan 12, 2026 Q4 2025 |
11,625
shares
|
$816,772
0.24% of portfolio
|
Q4 2025
Added 153.1%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 14, 2025 Q3 2025 |
11,351
shares
|
$797,521
0.03% of portfolio
|
Q3 2025
Reduced 93.09%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Nov 05, 2025 Q3 2025 |
11,338
shares
|
$796,607
0.11% of portfolio
|
Q3 2025
Added 46.92%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
11,303
shares
|
$794,148
0.79% of portfolio
|
Q3 2025
Added 78.65%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jan 12, 2026 Q4 2025 |
11,302
shares
|
$794,078
0.16% of portfolio
|
Q4 2025
New holding
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Nov 24, 2025 Q3 2025 |
11,234
shares
|
$789,300
0.16% of portfolio
|
Q2 2025
Added 2.18%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Nov 07, 2025 Q3 2025 |
11,206
shares
|
$787,333
0.03% of portfolio
|
Q3 2025
Reduced 3.6%
|
|
|
Accurate Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
11,183
shares
|
$785,717
0.11% of portfolio
|
Q3 2025
Reduced 2.26%
|
|