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 |
|---|---|---|---|---|---|
|
Fiscal Wisdom Wealth Management, LLC
Canton, CT |
Nov 07, 2025 Q3 2025 |
4,521
shares
|
$317,645
0.29% of portfolio
|
Q3 2025
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 21, 2025 Q3 2025 |
4,505
shares
|
$316,521
0.11% of portfolio
|
Q3 2025
Reduced 16.03%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Nov 13, 2025 Q3 2025 |
4,428
shares
|
$311,111
0.01% of portfolio
|
Q3 2025
Reduced 5.02%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Nov 14, 2025 Q3 2025 |
4,387
shares
|
$308,230
0.08% of portfolio
|
Q2 2025
Reduced 9.97%
|
|
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
4,358
shares
|
$306,193
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Novem Group
Rochester, NY |
Nov 10, 2025 Q3 2025 |
4,322
shares
|
$303,663
0.03% of portfolio
|
Q3 2025
Reduced 0.48%
|
|
|
Unionview, LLC
Seattle, WA |
Feb 03, 2025 Q4 2024 |
4,312
shares
|
$302,961
0.17% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 21, 2025 Q3 2025 |
4,278
shares
|
$300,572
0.05% of portfolio
|
Q3 2025
Reduced 3.5%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
4,258
shares
|
$299,167
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
4,239
shares
|
$297,832
0.01% of portfolio
|
Q3 2025
Added 4.02%
|
|
|
Veracity Capital LLC
|
Oct 07, 2025 Q3 2025 |
4,220
shares
|
$296,497
0.09% of portfolio
|
Q3 2025
Reduced 28.3%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
4,135
shares
|
$290,525
0.14% of portfolio
|
Q2 2024
Reduced 12.04%
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Oct 29, 2025 Q3 2025 |
4,133
shares
|
$290,384
0.06% of portfolio
|
Q3 2025
Reduced 3.91%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 28, 2025 Q3 2025 |
4,114
shares
|
$289,049
0.05% of portfolio
|
Q2 2024
Added 1000.0%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Nov 13, 2025 Q3 2025 |
4,086
shares
|
$287,082
0.0% of portfolio
|
Q3 2025
Added 6.35%
|
|
|
Lvw Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
4,086
shares
|
$287,082
0.03% of portfolio
|
Q3 2025
Reduced 81.51%
|
|
|
True Private Wealth Advisors
|
Nov 14, 2025 Q3 2025 |
4,064
shares
|
$285,536
0.03% of portfolio
|
Q3 2025
Added 2.96%
|
|
|
Fifth Third Securities, Inc.
|
Oct 10, 2025 Q3 2025 |
4,023
shares
|
$282,655
0.02% of portfolio
|
Q3 2025
Reduced 52.2%
|
|
|
Vontobel Holding Ltd.
|
Oct 15, 2025 Q3 2025 |
4,000
shares
|
$281,040
0.0% of portfolio
|
Q3 2025
Reduced 80.19%
|
|
|
Long View Wealth Management
Atlanta, GA |
Oct 14, 2025 Q3 2025 |
3,990
shares
|
$280,337
0.07% of portfolio
|
Q3 2025
Reduced 8.09%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 14, 2025 Q3 2025 |
3,985
shares
|
$279,986
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Oct 20, 2025 Q3 2025 |
3,959
shares
|
$278,159
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
3,939
shares
|
$276,754
0.02% of portfolio
|
Q2 2025
Reduced 1.45%
|
|
|
Professional Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
3,910
shares
|
$274,716
0.06% of portfolio
|
Q3 2025
Added 1.27%
|
|
|
Versant Capital Management, Inc
|
Jan 08, 2026 Q4 2025 |
3,905
shares
|
$274,365
0.04% of portfolio
|
Q1 2024
Reduced 0.91%
|
|