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 |
|---|---|---|---|---|---|
|
Evermay Wealth Management LLC
Arlington, VA |
Nov 04, 2025 Q3 2025 |
159
shares
|
$11,171
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Nov 18, 2025 Q3 2025 |
159
shares
|
$11,171
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
140
shares
|
$9,836
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
139
shares
|
$9,766
0.0% of portfolio
|
Q3 2025
Added 36.27%
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
137
shares
|
$9,625
0.01% of portfolio
|
Q2 2025
Reduced 57.98%
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Oct 21, 2025 Q3 2025 |
136
shares
|
$9,555
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
134
shares
|
$9,414
0.0% of portfolio
|
Q3 2025
Added 0.75%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Nov 14, 2025 Q3 2025 |
133
shares
|
$9,344
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Trust CO
|
Oct 06, 2025 Q3 2025 |
128
shares
|
$8,993
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Sep 25, 2025 Q2 2025 |
124
shares
|
$8,712
0.07% of portfolio
|
Q2 2025
Reduced 99.92%
|
|
|
American Wealth Advisors, LLC
Johns Creek, GA |
Nov 12, 2025 Q3 2025 |
113
shares
|
$7,939
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Nov 05, 2025 Q3 2025 |
104
shares
|
$7,307
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
99
shares
|
$6,955
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Nov 12, 2025 Q3 2025 |
98
shares
|
$6,885
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 06, 2025 Q3 2025 |
97
shares
|
$6,815
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 12, 2025 Q3 2025 |
87
shares
|
$6,112
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Nov 14, 2025 Q3 2025 |
84
shares
|
$5,901
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
80
shares
|
$5,620
0.0% of portfolio
|
Q3 2025
Reduced 33.88%
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 28, 2025 Q3 2025 |
72
shares
|
$5,058
0.0% of portfolio
|
Q1 2023
Reduced 53.85%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
70
shares
|
$4,918
0.0% of portfolio
|
Q4 2022
Added 59.09%
|
|
|
Exchange Traded Concepts, LLC
|
Oct 14, 2025 Q3 2025 |
69
shares
|
$4,847
0.0% of portfolio
|
Q3 2025
Reduced 99.0%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Nov 10, 2025 Q3 2025 |
69
shares
|
$4,847
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Nbt Bank N A
|
Oct 28, 2025 Q3 2025 |
68
shares
|
$4,777
0.0% of portfolio
|
Q3 2025
Reduced 99.2%
|
|
|
Iag Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
67
shares
|
$4,707
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Nov 04, 2025 Q3 2025 |
67
shares
|
$4,707
0.0% of portfolio
|
Q3 2025
New holding
|
|