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 |
|---|---|---|---|---|---|
|
True Wealth Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
3,109
shares
|
$218,438
0.07% of portfolio
|
Q4 2025
Added 0.88%
|
|
|
Optimist Retirement Group LLC
Bellevue, WA |
Nov 17, 2025 Q3 2025 |
3,105
shares
|
$218,157
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Oct 24, 2025 Q3 2025 |
3,095
shares
|
$217,454
0.08% of portfolio
|
Q3 2025
Reduced 34.84%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 06, 2026 Q4 2025 |
3,090
shares
|
$217,103
0.01% of portfolio
|
Q4 2025
Reduced 4.95%
|
|
|
Financial Services Advisory Inc
|
Nov 04, 2025 Q3 2025 |
3,080
shares
|
$216,400
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
Nov 12, 2025 Q3 2025 |
3,066
shares
|
$215,417
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Astoria Portfolio Advisors Llc.
|
Oct 09, 2025 Q3 2025 |
3,056
shares
|
$214,714
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Oder Investment Management, LLC
Woodland Hills, CA |
Nov 10, 2025 Q3 2025 |
3,035
shares
|
$213,239
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Washington Trust CO
|
Nov 12, 2025 Q3 2025 |
3,031
shares
|
$212,958
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Fulton Bank, N.A.
|
Jan 08, 2026 Q4 2025 |
3,023
shares
|
$212,395
0.02% of portfolio
|
Q4 2025
New holding
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Oct 23, 2025 Q3 2025 |
3,005
shares
|
$211,131
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
North Star Asset Management Inc
|
Nov 10, 2025 Q3 2025 |
3,000
shares
|
$210,780
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Eclectic Associates Inc
|
Oct 09, 2025 Q3 2025 |
2,992
shares
|
$210,217
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Flc Capital Advisors
|
Oct 17, 2025 Q3 2025 |
2,984
shares
|
$209,655
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Regions Financial Corp
|
Nov 19, 2025 Q3 2025 |
2,968
shares
|
$208,531
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Atlas Brown,Inc.
|
Jan 09, 2026 Q4 2025 |
2,936
shares
|
$206,283
0.06% of portfolio
|
Q4 2025
Reduced 10.02%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
2,931
shares
|
$205,932
0.0% of portfolio
|
Q2 2025
Added 2.02%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
2,924
shares
|
$205,440
0.0% of portfolio
|
Q4 2023
Added 1.81%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
Nov 14, 2025 Q3 2025 |
2,889
shares
|
$202,981
0.63% of portfolio
|
Q3 2025
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Nov 04, 2025 Q3 2025 |
2,877
shares
|
$202,138
0.06% of portfolio
|
Q3 2025
Added 6.71%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
2,774
shares
|
$194,901
0.03% of portfolio
|
Q3 2025
Reduced 8.27%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2026 Q4 2025 |
2,772
shares
|
$194,760
0.01% of portfolio
|
Q4 2025
Added 30.94%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
2,693
shares
|
$189,210
0.0% of portfolio
|
Q3 2025
Reduced 59.15%
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
2,650
shares
|
$186,189
0.02% of portfolio
|
Q3 2025
Reduced 28.82%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
2,625
shares
|
$184,432
0.01% of portfolio
|
Q3 2025
New holding
|
|