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 |
|---|---|---|---|---|---|
|
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
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 29, 2025 Q3 2025 |
65
shares
|
$4,566
0.0% of portfolio
|
Q1 2024
Added 1200.0%
|
|
|
City Holding CO
|
Oct 22, 2025 Q3 2025 |
60
shares
|
$4,215
0.0% of portfolio
|
Q1 2025
Reduced 28.57%
|
|
|
Global Trust Asset Management, LLC
|
Oct 28, 2025 Q3 2025 |
60
shares
|
$4,215
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 07, 2025 Q3 2025 |
60
shares
|
$4,215
0.0% of portfolio
|
Q2 2025
Added 20.0%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
59
shares
|
$4,145
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
59
shares
|
$4,145
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
New Millennium Group LLC
Sandy, UT |
Nov 07, 2025 Q3 2025 |
59
shares
|
$4,145
0.0% of portfolio
|
Q2 2025
Reduced 54.96%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
55
shares
|
$3,864
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
54
shares
|
$3,794
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Chelsea Counsel CO
|
Nov 24, 2025 Q3 2025 |
51
shares
|
$3,583
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Oct 23, 2025 Q3 2025 |
51
shares
|
$3,583
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Morris Financial Concepts, Inc.
|
Oct 21, 2025 Q3 2025 |
50
shares
|
$3,513
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Adirondack Trust CO
|
Jan 08, 2026 Q4 2025 |
49
shares
|
$3,442
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
49
shares
|
$3,442
0.0% of portfolio
|
Q3 2025
Added 226.67%
|
|
|
Hoese & CO LLP
|
Oct 16, 2025 Q3 2025 |
48
shares
|
$3,372
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
47
shares
|
$3,302
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 31, 2025 Q3 2025 |
47
shares
|
$3,302
0.0% of portfolio
|
Q3 2024
Reduced 80.42%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
46
shares
|
$3,231
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
45
shares
|
$3,161
0.0% of portfolio
|
Q1 2024
Reduced 15.09%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
45
shares
|
$3,161
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
44
shares
|
$3,091
0.0% of portfolio
|
Q3 2025
Reduced 58.88%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 04, 2025 Q3 2025 |
44
shares
|
$3,091
0.0% of portfolio
|
Q2 2025
New holding
|
|