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 |
|---|---|---|---|---|---|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
9,724
shares
|
$683,208
0.06% of portfolio
|
Q3 2025
Reduced 9.7%
|
|
|
Aurelius Family Office LLC
Bedford, NH |
Jan 08, 2026 Q4 2025 |
9,704
shares
|
$681,803
0.3% of portfolio
|
Q4 2025
Reduced 15.07%
|
|
|
Altfest L J & CO Inc
|
Oct 21, 2025 Q3 2025 |
9,683
shares
|
$680,327
0.09% of portfolio
|
Q3 2025
Reduced 71.58%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
9,622
shares
|
$676,041
0.14% of portfolio
|
Q3 2025
Reduced 1.12%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
9,564
shares
|
$671,966
0.06% of portfolio
|
Q3 2025
Reduced 24.91%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
9,552
shares
|
$671,123
0.17% of portfolio
|
Q4 2024
Reduced 56.74%
|
|
|
Midwest Heritage Bank, Fsb
|
Oct 27, 2025 Q3 2025 |
9,545
shares
|
$670,631
0.25% of portfolio
|
Q3 2025
Added 0.79%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 14, 2025 Q3 2025 |
9,538
shares
|
$670,139
0.01% of portfolio
|
Q3 2025
Added 6.46%
|
|
|
Motive Wealth Advisors
|
Oct 20, 2025 Q3 2025 |
9,437
shares
|
$663,043
0.28% of portfolio
|
Q1 2025
Reduced 7.25%
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
9,402
shares
|
$660,584
0.01% of portfolio
|
Q3 2025
Reduced 1.66%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2025 Q3 2025 |
9,369
shares
|
$658,265
0.18% of portfolio
|
Q3 2025
Reduced 25.02%
|
|
|
Wealthfront Advisers LLC
|
Nov 06, 2025 Q3 2025 |
9,362
shares
|
$657,774
0.0% of portfolio
|
Q3 2025
Added 34.88%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Oct 23, 2025 Q3 2025 |
9,345
shares
|
$656,579
0.21% of portfolio
|
Q3 2025
Added 112.87%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Nov 19, 2025 Q3 2025 |
9,263
shares
|
$650,818
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Nov 06, 2025 Q3 2025 |
9,247
shares
|
$649,694
0.14% of portfolio
|
Q3 2025
Added 34.99%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
9,182
shares
|
$645,127
0.0% of portfolio
|
Q3 2025
Added 15.86%
|
|
|
Flp Wealth Management, LLC
Bentonville, AR |
Oct 15, 2025 Q3 2025 |
9,157
shares
|
$643,370
2.03% of portfolio
|
Q3 2025
Added 17.31%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Oct 10, 2025 Q3 2025 |
9,147
shares
|
$642,668
0.01% of portfolio
|
Q3 2025
Reduced 8.14%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Oct 30, 2025 Q3 2025 |
9,133
shares
|
$641,684
0.23% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
9,110
shares
|
$640,068
0.01% of portfolio
|
Q3 2025
Reduced 2.67%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 03, 2025 Q3 2025 |
8,998
shares
|
$632,199
0.12% of portfolio
|
Q1 2025
Added 29.97%
|
|
|
Fulcrum Equity Management
|
Jan 06, 2026 Q4 2025 |
8,995
shares
|
$631,988
0.62% of portfolio
|
Q4 2025
Reduced 1.81%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Oct 24, 2025 Q3 2025 |
8,982
shares
|
$631,075
0.27% of portfolio
|
Q3 2025
Reduced 2.19%
|
|
|
Smart Wealth LLC
Omaha, NE |
Nov 07, 2025 Q3 2025 |
8,951
shares
|
$628,897
0.23% of portfolio
|
Q3 2025
Added 21.35%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 06, 2025 Q3 2025 |
8,919
shares
|
$626,648
0.08% of portfolio
|
Q4 2024
Reduced 5.93%
|
|