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 |
|---|---|---|---|---|---|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
8,185
shares
|
$575,078
0.03% of portfolio
|
Q3 2025
Reduced 51.55%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
8,176
shares
|
$574,445
0.17% of portfolio
|
Q3 2025
Added 5.63%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
8,073
shares
|
$567,208
0.06% of portfolio
|
Q3 2025
Reduced 2.66%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
8,028
shares
|
$564,047
0.01% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
7,966
shares
|
$559,691
0.24% of portfolio
|
Q2 2025
Added 2.19%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
7,937
shares
|
$557,653
0.04% of portfolio
|
Q3 2025
Added 42.01%
|
|
|
Bcs Wealth Management
|
Oct 22, 2025 Q3 2025 |
7,927
shares
|
$556,951
0.13% of portfolio
|
Q3 2025
Reduced 13.28%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Nov 03, 2025 Q3 2025 |
7,913
shares
|
$555,967
0.17% of portfolio
|
Q3 2025
Reduced 8.34%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 12, 2025 Q3 2025 |
7,907
shares
|
$555,545
0.06% of portfolio
|
Q3 2025
Reduced 81.88%
|
|
|
Rmb Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
7,906
shares
|
$555,475
0.01% of portfolio
|
Q3 2025
Added 1.67%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
7,880
shares
|
$553,648
0.19% of portfolio
|
Q3 2025
Added 123.48%
|
|
|
Empirical Asset Management, LLC
|
Nov 10, 2025 Q3 2025 |
7,879
shares
|
$553,578
0.15% of portfolio
|
Q3 2025
Reduced 17.59%
|
|
|
Harbour Capital Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
7,859
shares
|
$552,173
0.13% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Garrett Investment Advisors LLC
|
Jan 05, 2026 Q4 2025 |
7,844
shares
|
$551,119
0.05% of portfolio
|
Q4 2025
Added 0.1%
|
|
|
Claris Advisors, LLC
|
Oct 06, 2025 Q3 2025 |
7,766
shares
|
$545,639
0.19% of portfolio
|
Q2 2025
Added 2.18%
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
7,720
shares
|
$542,407
0.03% of portfolio
|
Q2 2024
Reduced 7.14%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Nov 05, 2025 Q3 2025 |
7,714
shares
|
$541,985
0.05% of portfolio
|
Q3 2025
Reduced 74.37%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Oct 24, 2025 Q3 2025 |
7,698
shares
|
$540,861
0.19% of portfolio
|
Q3 2025
Added 11.32%
|
|
|
Friday Financial
Dubuque, IA |
Jan 09, 2026 Q4 2025 |
7,651
shares
|
$537,559
0.19% of portfolio
|
Q4 2025
Added 154.69%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
7,648
shares
|
$537,348
0.03% of portfolio
|
Q3 2024
Reduced 1.99%
|
|
|
Montis Financial, LLC
|
Oct 28, 2025 Q3 2025 |
7,621
shares
|
$535,451
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Nov 06, 2025 Q3 2025 |
7,611
shares
|
$534,748
0.06% of portfolio
|
Q2 2024
Reduced 3.55%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
7,558
shares
|
$531,025
0.04% of portfolio
|
Q4 2023
Added 32.36%
|
|
|
Balance Wealth, LLC
Delaware, OH |
Oct 20, 2025 Q3 2025 |
7,548
shares
|
$530,322
0.13% of portfolio
|
Q3 2025
Reduced 1.65%
|
|
|
Lauterbach Financial Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
7,547
shares
|
$530,252
0.27% of portfolio
|
Q3 2025
Reduced 4.04%
|
|