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 |
|---|---|---|---|---|---|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
5,551
shares
|
$390,013
0.03% of portfolio
|
Q3 2025
Added 9.55%
|
|
|
Kovack Advisors, Inc.
|
Nov 07, 2025 Q3 2025 |
5,546
shares
|
$389,661
0.04% of portfolio
|
Q3 2025
Reduced 13.68%
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
5,524
shares
|
$388,116
0.02% of portfolio
|
Q3 2025
Added 4.42%
|
|
|
Americana Partners, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
5,524
shares
|
$388,116
0.01% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
5,518
shares
|
$387,694
0.01% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Nov 07, 2025 Q3 2025 |
5,515
shares
|
$387,483
0.02% of portfolio
|
Q3 2025
Reduced 7.47%
|
|
|
Marino, Stram & Associates LLC
|
Nov 03, 2025 Q3 2025 |
5,494
shares
|
$386,008
0.07% of portfolio
|
Q2 2025
Added 8.66%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 09, 2026 Q4 2025 |
5,488
shares
|
$385,586
0.09% of portfolio
|
Q4 2025
Added 15.0%
|
|
|
Life Line Wealth Management LLC
Beverly Hills, CA |
Nov 12, 2025 Q3 2025 |
5,432
shares
|
$381,652
0.11% of portfolio
|
Q3 2025
Added 10.05%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 07, 2025 Q3 2025 |
5,421
shares
|
$380,879
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Intelligence Driven Advisers, LLC
|
Nov 10, 2025 Q3 2025 |
5,414
shares
|
$380,387
0.05% of portfolio
|
Q1 2024
Reduced 3.48%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Nov 07, 2025 Q3 2025 |
5,352
shares
|
$376,031
0.06% of portfolio
|
Q3 2025
Reduced 25.89%
|
|
|
Investment Advisory Group, LLC
|
Nov 03, 2025 Q3 2025 |
5,332
shares
|
$374,626
0.1% of portfolio
|
Q3 2025
Reduced 0.93%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Oct 01, 2025 Q3 2025 |
5,330
shares
|
$374,485
0.08% of portfolio
|
Q3 2025
Reduced 3.13%
|
|
|
Facet Wealth, Inc.
|
Oct 30, 2025 Q3 2025 |
5,294
shares
|
$371,956
0.01% of portfolio
|
Q3 2025
Added 11.83%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
5,285
shares
|
$371,324
0.0% of portfolio
|
Q3 2021
Reduced 4.76%
|
|
|
Rhs Financial, LLC
|
Oct 22, 2025 Q3 2025 |
5,277
shares
|
$370,762
0.19% of portfolio
|
Q2 2025
Reduced 55.61%
|
|
|
Crescent Grove Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
5,262
shares
|
$369,708
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2025 Q3 2025 |
5,220
shares
|
$366,757
0.03% of portfolio
|
Q2 2025
Added 0.89%
|
|
|
Shotwell Rutter Baer Inc
Lansing, MI |
Jan 12, 2026 Q4 2025 |
5,220
shares
|
$366,757
0.23% of portfolio
|
Q4 2025
Reduced 4.4%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2025 Q3 2025 |
5,199
shares
|
$365,281
0.02% of portfolio
|
Q2 2024
Reduced 0.99%
|
|
|
Institute For Wealth Management, Llc.
|
Oct 17, 2025 Q3 2025 |
5,191
shares
|
$364,719
0.04% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Index Fund Advisors, Inc.
|
Oct 22, 2025 Q3 2025 |
5,153
shares
|
$362,049
0.02% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 14, 2025 Q3 2025 |
5,146
shares
|
$361,557
0.1% of portfolio
|
Q3 2025
Reduced 76.89%
|
|
|
Trilogy Capital Inc.
|
Oct 24, 2025 Q3 2025 |
5,128
shares
|
$360,293
0.02% of portfolio
|
Q3 2025
Reduced 0.06%
|
|