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 |
|---|---|---|---|---|---|
|
Oakworth Capital, Inc.
|
Nov 04, 2025 Q3 2025 |
1,394
shares
|
$97,942
0.01% of portfolio
|
Q3 2025
Added 268.78%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
1,364
shares
|
$95,834
0.03% of portfolio
|
Q3 2025
Reduced 53.59%
|
|
|
Navigoe, LLC
Redondo Beach, CA |
Oct 10, 2025 Q3 2025 |
1,348
shares
|
$94,710
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
1,322
shares
|
$92,883
0.05% of portfolio
|
Q3 2024
Added 4.26%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Nov 03, 2025 Q3 2025 |
1,302
shares
|
$91,478
0.02% of portfolio
|
Q3 2025
Reduced 6.8%
|
|
|
Rice Partnership, LLC
|
Nov 10, 2025 Q3 2025 |
1,246
shares
|
$87,543
0.01% of portfolio
|
Q3 2025
Added 33.4%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
1,231
shares
|
$86,490
0.01% of portfolio
|
Q3 2025
Added 8.17%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Nov 12, 2025 Q3 2025 |
1,203
shares
|
$84,522
0.01% of portfolio
|
Q3 2025
Added 2.56%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
1,115
shares
|
$78,339
0.0% of portfolio
|
Q3 2025
Reduced 80.65%
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
1,113
shares
|
$78,199
0.0% of portfolio
|
Q2 2025
Added 7.74%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
1,095
shares
|
$76,934
0.01% of portfolio
|
Q2 2025
Reduced 44.84%
|
|
|
Princeton Global Asset Management LLC
|
Oct 09, 2025 Q3 2025 |
1,089
shares
|
$76,513
0.01% of portfolio
|
Q3 2024
Added 9.12%
|
|
|
Family Legacy Financial Solutions, LLC
Cary, NC |
Oct 07, 2025 Q3 2025 |
1,058
shares
|
$74,335
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
1,041
shares
|
$73,140
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
1,000
shares
|
$70,260
0.0% of portfolio
|
Q2 2025
Added 82.15%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
990
shares
|
$69,557
0.03% of portfolio
|
Q4 2021
New holding
|
|
|
Indiana Trust & Investment Management CO
|
Oct 17, 2025 Q3 2025 |
982
shares
|
$68,995
0.02% of portfolio
|
Q1 2025
Reduced 2.87%
|
|
|
Financial Gravity Asset Management, Inc.
|
Nov 14, 2025 Q3 2025 |
972
shares
|
$68,292
0.01% of portfolio
|
Q3 2025
Reduced 40.26%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
954
shares
|
$67,028
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
945
shares
|
$66,395
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 04, 2025 Q3 2025 |
932
shares
|
$65,482
0.0% of portfolio
|
Q3 2025
Reduced 77.67%
|
|
|
Atlantic Private Wealth, LLC
|
Nov 03, 2025 Q3 2025 |
923
shares
|
$64,849
0.04% of portfolio
|
Q1 2023
New holding
|
|
|
Barclays PLC
London, X0 |
Nov 12, 2025 Q3 2025 |
890
shares
|
$62,531
0.0% of portfolio
|
Q2 2025
Reduced 65.97%
|
|
|
Ballast Advisors LLC
|
Nov 12, 2025 Q3 2025 |
838
shares
|
$58,877
0.02% of portfolio
|
Q2 2023
Reduced 52.03%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
830
shares
|
$58,315
0.02% of portfolio
|
Q1 2025
New holding
|
|