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 |
|---|---|---|---|---|---|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 12, 2025 Q3 2025 |
7,530
shares
|
$529,057
0.02% of portfolio
|
Q3 2025
Added 47.65%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
7,500
shares
|
$526,950
0.19% of portfolio
|
Q2 2025
Reduced 7.21%
|
|
|
Palisade Asset Management, LLC
|
Nov 17, 2025 Q3 2025 |
7,482
shares
|
$525,685
0.05% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2025 Q3 2025 |
7,466
shares
|
$524,561
0.01% of portfolio
|
Q3 2025
Reduced 1.32%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
7,369
shares
|
$517,745
0.0% of portfolio
|
Q3 2025
Added 50.97%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
7,345
shares
|
$516,059
0.0% of portfolio
|
Q3 2025
Added 3.67%
|
|
|
Cibc Bancorp Usa Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
7,345
shares
|
$516,059
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Western Financial Corporation
|
Nov 03, 2022 Q3 2022 |
7,293
shares
|
$512,406
0.2% of portfolio
|
Q3 2022
Reduced 14.44%
|
|
|
Tranquility Partners, LLC
|
Oct 30, 2025 Q3 2025 |
7,293
shares
|
$512,406
0.17% of portfolio
|
Q1 2025
Reduced 8.77%
|
|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
7,246
shares
|
$509,103
0.03% of portfolio
|
Q3 2025
Added 1.36%
|
|
|
Prosperity Planning, Inc.
|
Oct 09, 2025 Q3 2025 |
7,186
shares
|
$504,888
0.14% of portfolio
|
Q3 2025
Reduced 10.21%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Dec 29, 2025 Q3 2025 |
7,177
shares
|
$504,256
0.48% of portfolio
|
Q3 2025
Added 2.93%
|
|
|
Michels Family Financial, LLC
Fort Worth, TX |
Nov 10, 2025 Q3 2025 |
7,115
shares
|
$499,899
0.38% of portfolio
|
Q3 2025
Reduced 12.75%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
7,109
shares
|
$499,478
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Ieq Capital, LLC
|
Nov 14, 2025 Q3 2025 |
7,083
shares
|
$497,651
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
7,061
shares
|
$496,105
0.17% of portfolio
|
Q2 2025
Reduced 25.11%
|
|
|
Wambolt & Associates, LLC
|
Aug 12, 2025 Q2 2025 |
7,053
shares
|
$495,543
0.15% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Main Street Investment Advisors LLC
|
Nov 10, 2025 Q3 2025 |
6,938
shares
|
$487,463
0.07% of portfolio
|
Q2 2024
Reduced 12.24%
|
|
|
Gilman Hill Asset Management, LLC
|
Jan 12, 2026 Q4 2025 |
6,904
shares
|
$485,075
0.08% of portfolio
|
Q2 2025
Added 8.66%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 17, 2025 Q3 2025 |
6,897
shares
|
$484,583
0.01% of portfolio
|
Q3 2025
Reduced 0.95%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Oct 30, 2025 Q3 2025 |
6,865
shares
|
$482,334
0.54% of portfolio
|
Q3 2025
Reduced 4.79%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Oct 20, 2025 Q3 2025 |
6,844
shares
|
$480,859
0.15% of portfolio
|
Q2 2025
Reduced 27.37%
|
|
|
Novus Advisors, LLC
Greenville, SC |
Nov 13, 2025 Q3 2025 |
6,804
shares
|
$478,049
1.06% of portfolio
|
Q3 2025
Added 5.08%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Oct 16, 2025 Q3 2025 |
6,799
shares
|
$477,697
0.04% of portfolio
|
Q3 2025
Reduced 11.71%
|
|
|
Massmutual Trust CO Fsb
|
Jan 07, 2026 Q4 2025 |
6,796
shares
|
$477,486
0.01% of portfolio
|
Q4 2025
Added 1.54%
|
|