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 |
|---|---|---|---|---|---|
|
Cfo4 Life Group, LLC
|
Nov 07, 2025 Q3 2025 |
3,352
shares
|
$235,511
0.04% of portfolio
|
Q3 2025
Added 1.73%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 23, 2025 Q3 2025 |
3,344
shares
|
$234,949
0.03% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 07, 2025 Q3 2025 |
3,325
shares
|
$233,614
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
3,310
shares
|
$232,560
0.0% of portfolio
|
Q3 2025
Added 241.59%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Oct 29, 2025 Q3 2025 |
3,309
shares
|
$232,490
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 21, 2025 Q3 2025 |
3,284
shares
|
$230,733
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Frontier Asset Management, LLC
Sheridan, WY |
Oct 29, 2025 Q3 2025 |
3,277
shares
|
$230,242
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
American National Bank
|
Oct 21, 2025 Q3 2025 |
3,262
shares
|
$229,188
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Davidson Trust CO
|
Oct 20, 2025 Q3 2025 |
3,256
shares
|
$228,766
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Nov 14, 2025 Q3 2025 |
3,253
shares
|
$228,555
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Nov 13, 2025 Q3 2025 |
3,238
shares
|
$227,501
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Sense Advisors, Inc.
|
Nov 14, 2025 Q3 2025 |
3,223
shares
|
$226,447
0.05% of portfolio
|
Q3 2025
Reduced 2.39%
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Nov 07, 2025 Q3 2025 |
3,217
shares
|
$226,026
0.15% of portfolio
|
Q3 2025
Reduced 40.03%
|
|
|
Stone Point Wealth LLC
|
Oct 22, 2025 Q3 2025 |
3,213
shares
|
$225,745
0.06% of portfolio
|
Q3 2025
Reduced 1.62%
|
|
|
Real Talk Capital, LLC
Franklin, TN |
Nov 13, 2025 Q3 2025 |
3,199
shares
|
$224,761
0.24% of portfolio
|
Q3 2025
New holding
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Nov 03, 2025 Q3 2025 |
3,176
shares
|
$223,145
0.06% of portfolio
|
Q3 2025
Reduced 52.55%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 20, 2025 Q3 2025 |
3,168
shares
|
$222,583
0.03% of portfolio
|
Q2 2025
Reduced 11.48%
|
|
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
Oct 29, 2025 Q3 2025 |
3,162
shares
|
$222,162
0.25% of portfolio
|
Q3 2025
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 13, 2025 Q3 2025 |
3,151
shares
|
$221,389
0.02% of portfolio
|
Q3 2025
Reduced 1.28%
|
|
|
Clarity Financial LLC
|
Oct 10, 2025 Q3 2025 |
3,145
shares
|
$220,967
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Oak Family Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
3,145
shares
|
$220,967
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Paces Ferry Wealth Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
3,132
shares
|
$220,054
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Madison Wealth Partners, Inc
|
Nov 12, 2025 Q3 2025 |
3,129
shares
|
$219,843
0.05% of portfolio
|
Q3 2025
Reduced 7.32%
|
|
|
Adviser Investments LLC
|
Nov 10, 2025 Q3 2025 |
3,123
shares
|
$219,421
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
3,119
shares
|
$219,140
0.0% of portfolio
|
Q3 2025
Reduced 0.32%
|
|