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 |
|---|---|---|---|---|---|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
10,976
shares
|
$771,173
0.11% of portfolio
|
Q4 2022
Added 25.13%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
10,976
shares
|
$771,173
0.11% of portfolio
|
Q4 2022
New holding
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Oct 23, 2025 Q3 2025 |
10,900
shares
|
$765,834
0.14% of portfolio
|
Q2 2025
Added 65.98%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
10,885
shares
|
$764,780
0.04% of portfolio
|
Q3 2025
Reduced 29.47%
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
Oct 31, 2025 Q3 2025 |
10,860
shares
|
$763,023
0.22% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Foster Group, Inc.
|
Jan 12, 2026 Q4 2025 |
10,814
shares
|
$759,791
0.02% of portfolio
|
Q4 2025
Reduced 0.1%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 12, 2025 Q3 2025 |
10,648
shares
|
$748,128
0.03% of portfolio
|
Q3 2025
Added 9.32%
|
|
|
Verity Wealth Advisors
|
Jan 07, 2026 Q4 2025 |
10,635
shares
|
$747,215
0.47% of portfolio
|
Q4 2025
New holding
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
10,567
shares
|
$742,437
0.1% of portfolio
|
Q3 2025
Added 3.4%
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
10,460
shares
|
$734,919
0.01% of portfolio
|
Q3 2025
Added 0.9%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 07, 2026 Q4 2025 |
10,361
shares
|
$727,963
0.06% of portfolio
|
Q4 2025
Reduced 0.35%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 14, 2025 Q3 2025 |
10,328
shares
|
$725,645
0.03% of portfolio
|
Q3 2025
Added 33.14%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Nov 12, 2025 Q3 2025 |
10,252
shares
|
$720,305
0.09% of portfolio
|
Q3 2025
Reduced 6.31%
|
|
|
Waldron Private Wealth LLC
|
Oct 29, 2025 Q3 2025 |
10,169
shares
|
$714,473
0.03% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
10,131
shares
|
$711,804
0.01% of portfolio
|
Q2 2025
Added 1.94%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
10,108
shares
|
$710,188
0.05% of portfolio
|
Q4 2022
Added 10.3%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jan 07, 2026 Q4 2025 |
10,101
shares
|
$709,696
0.05% of portfolio
|
Q4 2025
Added 1.0%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
10,070
shares
|
$707,518
0.01% of portfolio
|
Q3 2025
Added 11.17%
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
10,070
shares
|
$707,518
0.09% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
9,871
shares
|
$693,536
0.19% of portfolio
|
Q3 2025
Added 7.69%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
9,869
shares
|
$693,395
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Gate Pass Capital, LLC
Independence, OH |
Oct 29, 2025 Q3 2025 |
9,864
shares
|
$693,044
0.39% of portfolio
|
Q3 2025
Added 14.27%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Nov 20, 2025 Q3 2025 |
9,845
shares
|
$691,709
0.31% of portfolio
|
Q2 2024
New holding
|
|
|
Townsquare Capital LLC
|
Nov 03, 2025 Q3 2025 |
9,813
shares
|
$689,461
0.11% of portfolio
|
Q3 2025
Reduced 27.63%
|
|
|
Caprock Group, Inc.
|
Nov 06, 2025 Q3 2025 |
9,763
shares
|
$685,948
0.02% of portfolio
|
Q3 2025
Added 0.34%
|
|