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 |
|---|---|---|---|---|---|
|
Aaron Wealth Advisors LLC
|
Oct 03, 2025 Q3 2025 |
6,031
shares
|
$423,738
0.02% of portfolio
|
Q2 2025
Added 1.77%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
6,014
shares
|
$422,543
0.02% of portfolio
|
Q3 2025
Reduced 13.91%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Nov 03, 2025 Q3 2025 |
6,003
shares
|
$421,770
0.14% of portfolio
|
Q3 2025
Reduced 3.92%
|
|
|
Midwest Trust CO
Overland Park, KS |
Nov 06, 2025 Q3 2025 |
5,992
shares
|
$420,997
0.01% of portfolio
|
Q3 2025
Added 38.45%
|
|
|
Cap Partners, LLC
Franklin, TN |
Oct 29, 2025 Q3 2025 |
5,982
shares
|
$420,295
0.23% of portfolio
|
Q3 2025
Reduced 2.95%
|
|
|
Tanglewood Wealth Management, Inc.
|
Oct 30, 2025 Q3 2025 |
5,972
shares
|
$419,592
0.04% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 15, 2025 Q3 2025 |
5,965
shares
|
$419,100
0.03% of portfolio
|
Q2 2025
Added 2.79%
|
|
|
Copia Wealth Management
Bend, OR |
Oct 31, 2025 Q3 2025 |
5,916
shares
|
$415,658
0.3% of portfolio
|
Q3 2025
Reduced 2.18%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Oct 23, 2025 Q3 2025 |
5,878
shares
|
$412,988
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Hilltop National Bank
Casper, WY |
Jan 07, 2026 Q4 2025 |
5,876
shares
|
$412,847
0.1% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Trust Point Inc.
La Crosse, WI |
Oct 10, 2025 Q3 2025 |
5,849
shares
|
$410,950
0.03% of portfolio
|
Q2 2025
Reduced 4.19%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
5,774
shares
|
$405,681
0.09% of portfolio
|
Q3 2025
Reduced 1.94%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Oct 31, 2025 Q3 2025 |
5,770
shares
|
$405,400
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
Oct 09, 2025 Q3 2025 |
5,769
shares
|
$405,329
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Citizens Business Bank
Ontario, CA |
Nov 10, 2025 Q3 2025 |
5,756
shares
|
$404,416
0.07% of portfolio
|
Q1 2025
Reduced 25.79%
|
|
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
Oct 27, 2025 Q3 2025 |
5,755
shares
|
$404,346
0.19% of portfolio
|
Q1 2025
Reduced 10.04%
|
|
|
Conning Inc.
|
Oct 27, 2025 Q3 2025 |
5,670
shares
|
$398,374
0.01% of portfolio
|
Q3 2025
Reduced 42.91%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Oct 20, 2025 Q3 2025 |
5,660
shares
|
$397,671
0.06% of portfolio
|
Q3 2025
Reduced 0.98%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Nov 04, 2025 Q3 2025 |
5,634
shares
|
$395,844
0.1% of portfolio
|
Q3 2025
Reduced 13.08%
|
|
|
Dopkins Wealth Management, LLC
|
Jan 09, 2026 Q4 2025 |
5,624
shares
|
$395,142
0.17% of portfolio
|
Q4 2025
Reduced 1.51%
|
|
|
Mount Yale Investment Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
5,621
shares
|
$394,931
0.03% of portfolio
|
Q3 2025
Reduced 93.68%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
5,586
shares
|
$392,472
0.03% of portfolio
|
Q3 2025
Reduced 12.62%
|
|
|
Becker Capital Management Inc
|
Nov 12, 2025 Q3 2025 |
5,585
shares
|
$392,402
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Oct 22, 2025 Q3 2025 |
5,585
shares
|
$392,402
0.1% of portfolio
|
Q3 2025
Reduced 0.75%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
5,561
shares
|
$390,715
0.02% of portfolio
|
Q3 2021
New holding
|
|