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 |
|---|---|---|---|---|---|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 13, 2025 Q3 2025 |
188,622
shares
|
$13.3 Million
0.88% of portfolio
|
Q3 2025
Reduced 12.69%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
184,753
shares
|
$13 Million
1.49% of portfolio
|
Q3 2025
Reduced 13.38%
|
|
|
Baker Avenue Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
183,504
shares
|
$12.9 Million
0.25% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
182,255
shares
|
$12.8 Million
0.19% of portfolio
|
Q3 2025
Reduced 8.6%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
179,518
shares
|
$12.6 Million
0.29% of portfolio
|
Q3 2025
Reduced 6.15%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
177,559
shares
|
$12.5 Million
0.1% of portfolio
|
Q3 2025
Reduced 4.74%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
175,658
shares
|
$12.3 Million
0.42% of portfolio
|
Q3 2025
Added 1.89%
|
|
|
Rtd Financial Advisors, Inc.
|
Oct 14, 2025 Q3 2025 |
173,002
shares
|
$12.2 Million
1.41% of portfolio
|
Q3 2025
Added 1.6%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2025 Q3 2025 |
171,504
shares
|
$12 Million
0.8% of portfolio
|
Q3 2025
Added 4.36%
|
|
|
Integrated Capital Management, LLC
Bloomfield, MI |
Nov 12, 2025 Q3 2025 |
171,378
shares
|
$12 Million
5.59% of portfolio
|
Q3 2025
New holding
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Oct 31, 2025 Q3 2025 |
169,608
shares
|
$11.9 Million
1.03% of portfolio
|
Q3 2025
Reduced 8.16%
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
169,584
shares
|
$11.9 Million
3.31% of portfolio
|
Q3 2025
Reduced 16.57%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
169,517
shares
|
$11.9 Million
0.03% of portfolio
|
Q3 2025
Added 2.76%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 12, 2025 Q3 2025 |
169,118
shares
|
$11.9 Million
1.37% of portfolio
|
Q3 2025
Added 6.9%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
166,132
shares
|
$11.7 Million
0.02% of portfolio
|
Q3 2025
Reduced 18.54%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
162,915
shares
|
$11.4 Million
1.37% of portfolio
|
Q3 2024
Added 24.79%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
160,051
shares
|
$11.2 Million
0.31% of portfolio
|
Q3 2025
Reduced 18.59%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
157,345
shares
|
$11.1 Million
0.02% of portfolio
|
Q3 2025
Reduced 20.63%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Oct 30, 2025 Q3 2025 |
156,276
shares
|
$11 Million
0.39% of portfolio
|
Q3 2025
Reduced 6.68%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
154,590
shares
|
$10.9 Million
0.0% of portfolio
|
Q3 2025
Added 14.31%
|
|
|
Van Hulzen Asset Management, LLC
|
Nov 13, 2025 Q3 2025 |
151,776
shares
|
$10.7 Million
0.81% of portfolio
|
Q3 2025
Added 3.39%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
149,973
shares
|
$10.5 Million
0.23% of portfolio
|
Q3 2025
Added 16.85%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
146,745
shares
|
$10.3 Million
0.63% of portfolio
|
Q3 2025
Reduced 53.69%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
145,266
shares
|
$10.2 Million
3.96% of portfolio
|
Q1 2024
Reduced 10.55%
|
|
|
Forthright Family Wealth Advisory LLC
Houston, TX |
Nov 04, 2025 Q3 2025 |
145,161
shares
|
$10.2 Million
7.02% of portfolio
|
Q3 2025
Reduced 8.75%
|
|