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 1,259 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 |
|---|---|---|---|---|---|
|
Angeles Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
3,858
shares
|
$271,063
0.02% of portfolio
|
Q1 2025
Reduced 8.32%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Oct 23, 2025 Q3 2025 |
3,826
shares
|
$268,814
0.06% of portfolio
|
Q2 2025
Added 5.95%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Oct 21, 2025 Q3 2025 |
3,812
shares
|
$267,831
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Oct 27, 2025 Q3 2025 |
3,812
shares
|
$267,831
0.01% of portfolio
|
Q3 2025
Added 1.36%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
3,786
shares
|
$266,004
0.02% of portfolio
|
Q3 2023
Reduced 16.0%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Nov 13, 2025 Q3 2025 |
3,773
shares
|
$265,090
0.03% of portfolio
|
Q2 2025
Added 11.0%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Nov 10, 2025 Q3 2025 |
3,762
shares
|
$264,318
0.03% of portfolio
|
Q3 2025
Reduced 23.3%
|
|
|
Stewardship Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
3,745
shares
|
$263,123
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
3,722
shares
|
$261,507
0.01% of portfolio
|
Q1 2024
Reduced 28.66%
|
|
|
Team Hewins, LLC
Redwood City, CA |
Nov 12, 2025 Q3 2025 |
3,665
shares
|
$257,502
0.08% of portfolio
|
Q1 2025
Reduced 20.24%
|
|
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
Nov 03, 2025 Q3 2025 |
3,657
shares
|
$256,940
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Aurdan Capital Management, LLC
Wayne, PA |
Jan 09, 2026 Q4 2025 |
3,647
shares
|
$256,238
0.08% of portfolio
|
Q2 2025
Added 4.11%
|
|
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
Nov 04, 2025 Q3 2025 |
3,612
shares
|
$253,779
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jan 08, 2026 Q4 2025 |
3,605
shares
|
$253,287
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Urban Financial Advisory Corp
Chicago, IL |
Nov 21, 2025 Q3 2025 |
3,586
shares
|
$251,952
0.11% of portfolio
|
Q2 2025
Added 2.19%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
3,565
shares
|
$250,476
0.01% of portfolio
|
Q2 2025
Added 2.95%
|
|
|
Radnor Capital Management, LLC
|
Oct 21, 2025 Q3 2025 |
3,561
shares
|
$250,195
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Marco Investment Management LLC
|
Nov 04, 2025 Q3 2025 |
3,500
shares
|
$245,910
0.02% of portfolio
|
Q1 2025
Reduced 35.39%
|
|
|
Squarepoint Ops LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
3,480
shares
|
$244,504
0.0% of portfolio
|
Q3 2025
Reduced 82.44%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 13, 2025 Q3 2025 |
3,451
shares
|
$242,467
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
3,447
shares
|
$242,186
0.03% of portfolio
|
Q3 2025
Reduced 17.99%
|
|
|
Huntleigh Advisors, Inc.
St. Louis, MO |
Oct 29, 2025 Q3 2025 |
3,440
shares
|
$241,694
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Oct 20, 2025 Q3 2025 |
3,405
shares
|
$239,235
0.02% of portfolio
|
Q3 2025
Reduced 1.28%
|
|
|
Total Wealth Planning, LLC
|
Oct 17, 2025 Q3 2025 |
3,401
shares
|
$238,954
0.03% of portfolio
|
Q2 2025
Reduced 27.25%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 12, 2025 Q3 2025 |
3,390
shares
|
$238,181
0.01% of portfolio
|
Q3 2025
Reduced 0.76%
|
|