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 1,252 institutions that hold shares in the stock, with a total of 351 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 |
|---|---|---|---|---|---|
|
Strategic Investment Advisors
Farmington Hills, MI |
Dec 17, 2025 Q3 2025 |
127,981
shares
|
$8.99 Million
0.67% of portfolio
|
Q3 2025
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
126,487
shares
|
$8.89 Million
0.15% of portfolio
|
Q3 2025
Added 12.09%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Oct 21, 2025 Q3 2025 |
126,335
shares
|
$8.88 Million
0.27% of portfolio
|
Q3 2025
Reduced 16.95%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
125,784
shares
|
$8.84 Million
1.26% of portfolio
|
Q3 2025
Added 15.9%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
125,691
shares
|
$8.83 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.22%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
123,589
shares
|
$8.68 Million
1.12% of portfolio
|
Q4 2024
Added 7.86%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
123,109
shares
|
$8.65 Million
0.3% of portfolio
|
Q3 2025
Added 0.57%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Oct 22, 2025 Q3 2025 |
122,524
shares
|
$8.61 Million
2.57% of portfolio
|
Q3 2025
Added 1.62%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
122,126
shares
|
$8.58 Million
0.6% of portfolio
|
Q3 2025
Added 5.38%
|
|
|
1 St Source Bank
|
Nov 12, 2025 Q3 2025 |
120,929
shares
|
$8.5 Million
0.43% of portfolio
|
Q3 2025
Added 1.45%
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Oct 09, 2025 Q3 2025 |
120,711
shares
|
$8.48 Million
0.01% of portfolio
|
Q3 2025
Reduced 44.85%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 18, 2025 Q3 2025 |
120,146
shares
|
$8.44 Million
1.56% of portfolio
|
Q3 2025
Reduced 26.22%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Nov 13, 2025 Q3 2025 |
119,400
shares
|
$8.39 Million
5.46% of portfolio
|
Q3 2025
Reduced 1.66%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
119,211
shares
|
$8.38 Million
0.13% of portfolio
|
Q3 2025
Reduced 5.22%
|
|
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
Jan 03, 2024 Q4 2023 |
117,288
shares
|
$8.24 Million
2.23% of portfolio
|
Q4 2023
Reduced 3.93%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
117,090
shares
|
$8.23 Million
0.72% of portfolio
|
Q3 2025
Added 1.41%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
116,851
shares
|
$8.21 Million
0.3% of portfolio
|
Q3 2025
Reduced 6.21%
|
|
|
Hobbs Wealth Management, LLC
Zionsville, IN |
Nov 05, 2025 Q3 2025 |
116,651
shares
|
$8.2 Million
6.64% of portfolio
|
Q3 2025
Reduced 28.75%
|
|
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
Oct 21, 2025 Q3 2025 |
116,084
shares
|
$8.16 Million
2.34% of portfolio
|
Q3 2025
Added 7.28%
|
|
|
True Vision Mn LLC
Woodbury, MN |
Oct 27, 2025 Q3 2025 |
115,212
shares
|
$8.09 Million
4.07% of portfolio
|
Q3 2025
Reduced 15.86%
|
|
|
Capital Advantage, Inc.
|
Oct 22, 2025 Q3 2025 |
113,079
shares
|
$7.94 Million
1.28% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Oct 15, 2025 Q3 2025 |
113,036
shares
|
$7.94 Million
1.39% of portfolio
|
Q2 2025
Added 1.46%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Nov 04, 2025 Q3 2025 |
112,698
shares
|
$7.92 Million
2.87% of portfolio
|
Q3 2025
Reduced 3.22%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Nov 13, 2025 Q3 2025 |
112,112
shares
|
$7.88 Million
1.18% of portfolio
|
Q3 2025
Added 50.51%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
111,714
shares
|
$7.85 Million
0.5% of portfolio
|
Q3 2025
Added 1.89%
|
|