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 |
|---|---|---|---|---|---|
|
Wells Financial Advisors Inc
|
Oct 20, 2025 Q3 2025 |
2,585
shares
|
$181,622
0.24% of portfolio
|
Q3 2025
Added 2.58%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 02, 2026 Q4 2025 |
2,576
shares
|
$180,989
0.04% of portfolio
|
Q3 2025
Reduced 2.42%
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Oct 29, 2025 Q3 2025 |
2,520
shares
|
$177,055
0.08% of portfolio
|
Q2 2025
Reduced 13.85%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 07, 2026 Q4 2025 |
2,517
shares
|
$176,844
0.01% of portfolio
|
Q4 2025
Reduced 3.34%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Oct 28, 2025 Q3 2025 |
2,495
shares
|
$175,298
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Balentine LLC
Atlanta, GA |
Nov 07, 2025 Q3 2025 |
2,462
shares
|
$172,980
0.01% of portfolio
|
Q1 2024
Reduced 91.83%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
2,414
shares
|
$169,607
0.02% of portfolio
|
Q3 2024
Reduced 16.64%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
2,392
shares
|
$168,061
0.05% of portfolio
|
Q2 2024
Reduced 35.32%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
2,362
shares
|
$165,954
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 29, 2025 Q3 2025 |
2,342
shares
|
$164,548
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Team Financial Group, LLC
Temecula, CA |
Oct 06, 2025 Q3 2025 |
2,327
shares
|
$163,495
0.07% of portfolio
|
Q3 2025
Added 13.51%
|
|
|
S.A. Mason LLC
|
Oct 14, 2025 Q3 2025 |
2,291
shares
|
$160,965
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
2,257
shares
|
$158,576
0.01% of portfolio
|
Q3 2024
Reduced 4.65%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
2,212
shares
|
$155,415
0.0% of portfolio
|
Q3 2024
Reduced 10.55%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Oct 20, 2025 Q3 2025 |
2,088
shares
|
$146,702
0.06% of portfolio
|
Q4 2024
Added 653.79%
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
2,043
shares
|
$143,541
0.01% of portfolio
|
Q2 2025
Reduced 1.35%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 08, 2026 Q4 2025 |
1,838
shares
|
$129,137
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Tsfg, LLC
|
Nov 04, 2025 Q3 2025 |
1,741
shares
|
$122,322
0.02% of portfolio
|
Q3 2025
Added 9.02%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
1,627
shares
|
$114,313
0.02% of portfolio
|
Q4 2024
Reduced 4.01%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
1,588
shares
|
$111,572
0.02% of portfolio
|
Q3 2025
Added 22.72%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
1,478
shares
|
$103,844
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
1,478
shares
|
$103,844
0.01% of portfolio
|
Q1 2024
Reduced 6.81%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
1,452
shares
|
$102,017
0.02% of portfolio
|
Q4 2024
Added 4.99%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
1,452
shares
|
$102,017
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
1,448
shares
|
$101,736
0.05% of portfolio
|
Q2 2022
Reduced 95.7%
|
|