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 |
|---|---|---|---|---|---|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Nov 03, 2025 Q3 2025 |
8,885
shares
|
$624,260
0.03% of portfolio
|
Q3 2025
Added 1.75%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 25, 2025 Q3 2025 |
8,871
shares
|
$623,276
0.34% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Innova Wealth Partners
|
Jan 07, 2026 Q4 2025 |
8,865
shares
|
$622,854
0.31% of portfolio
|
Q4 2025
Added 6.87%
|
|
|
Osborne Partners Capital Management, LLC
|
Oct 30, 2025 Q3 2025 |
8,800
shares
|
$618,288
0.03% of portfolio
|
Q2 2024
Reduced 14.56%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 31, 2025 Q3 2025 |
8,775
shares
|
$616,531
0.03% of portfolio
|
Q2 2025
Reduced 2.27%
|
|
|
Bam Wealth Management, LLC
Lakewood, CO |
Oct 31, 2025 Q3 2025 |
8,674
shares
|
$609,435
0.46% of portfolio
|
Q3 2025
New holding
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Nov 12, 2025 Q3 2025 |
8,666
shares
|
$608,873
0.0% of portfolio
|
Q1 2025
Added 60.36%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
8,635
shares
|
$606,695
0.09% of portfolio
|
Q3 2025
Added 42.68%
|
|
|
Essex Savings Bank
|
Nov 04, 2025 Q3 2025 |
8,633
shares
|
$606,554
0.13% of portfolio
|
Q3 2025
Reduced 0.75%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Nov 04, 2025 Q3 2025 |
8,629
shares
|
$606,273
0.1% of portfolio
|
Q2 2025
Reduced 10.49%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
8,576
shares
|
$602,549
0.02% of portfolio
|
Q3 2023
Added 0.78%
|
|
|
Keystone Wealth Services, LLC
|
Oct 22, 2025 Q3 2025 |
8,549
shares
|
$600,652
0.14% of portfolio
|
Q3 2025
Added 27.83%
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
Nov 14, 2025 Q3 2025 |
8,495
shares
|
$596,858
0.07% of portfolio
|
Q3 2025
Reduced 0.71%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Oct 27, 2025 Q3 2025 |
8,494
shares
|
$596,788
0.32% of portfolio
|
Q3 2025
Added 15.31%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
8,487
shares
|
$596,296
0.24% of portfolio
|
Q3 2025
Reduced 11.84%
|
|
|
Pointe Capital Management LLC
|
Nov 24, 2025 Q3 2025 |
8,455
shares
|
$594,048
0.29% of portfolio
|
Q3 2025
Added 20.91%
|
|
|
Milestone Asset Management Group, LLC
Avon, CT |
Oct 22, 2025 Q3 2025 |
8,389
shares
|
$589,411
0.36% of portfolio
|
Q2 2025
Added 0.77%
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
8,373
shares
|
$588,286
0.03% of portfolio
|
Q3 2025
Reduced 0.91%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
8,327
shares
|
$585,055
0.25% of portfolio
|
Q2 2024
Reduced 3.31%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Oct 10, 2025 Q3 2025 |
8,313
shares
|
$584,071
0.13% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Oct 27, 2025 Q3 2025 |
8,294
shares
|
$582,736
0.29% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
American Trust
Lexington, KY |
Nov 17, 2025 Q3 2025 |
8,286
shares
|
$582,174
0.05% of portfolio
|
Q3 2025
Added 2.51%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Nov 14, 2025 Q3 2025 |
8,263
shares
|
$580,558
0.47% of portfolio
|
Q3 2025
Added 15.16%
|
|
|
Lion Street Advisors, LLC
|
Nov 07, 2025 Q3 2025 |
8,244
shares
|
$579,223
0.18% of portfolio
|
Q3 2025
Reduced 48.51%
|
|
|
First Citizens Asset Management, Inc.
Raleigh, NC |
Nov 04, 2025 Q3 2025 |
8,231
shares
|
$578,310
0.2% of portfolio
|
Q3 2025
New holding
|
|