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 |
|---|---|---|---|---|---|
|
Shore Haven Wealth Partners, LLC
|
Oct 23, 2025 Q3 2025 |
111,449
shares
|
$7.83 Million
3.19% of portfolio
|
Q3 2025
Reduced 33.52%
|
|
|
Custom Index Systems, LLC
New York, NY |
Oct 29, 2025 Q3 2025 |
110,609
shares
|
$7.77 Million
2.23% of portfolio
|
Q3 2025
Added 57.14%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Oct 30, 2025 Q3 2025 |
109,935
shares
|
$7.72 Million
1.44% of portfolio
|
Q3 2025
Added 3.2%
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
109,669
shares
|
$7.71 Million
3.72% of portfolio
|
Q1 2024
Reduced 0.04%
|
|
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
May 15, 2025 Q1 2025 |
108,050
shares
|
$7.59 Million
14.62% of portfolio
|
Q1 2025
Reduced 20.81%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 22, 2025 Q3 2025 |
107,874
shares
|
$7.58 Million
0.55% of portfolio
|
Q3 2025
Reduced 2.21%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 14, 2025 Q3 2025 |
106,831
shares
|
$7.51 Million
2.45% of portfolio
|
Q3 2025
Reduced 17.46%
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Nov 10, 2025 Q3 2025 |
106,598
shares
|
$7.49 Million
3.25% of portfolio
|
Q3 2025
New holding
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2025 Q3 2025 |
106,238
shares
|
$7.46 Million
0.49% of portfolio
|
Q3 2025
Added 0.67%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
105,957
shares
|
$7.44 Million
0.24% of portfolio
|
Q3 2025
Added 2.42%
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
105,432
shares
|
$7.41 Million
0.01% of portfolio
|
Q3 2025
Added 1843.45%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Nov 04, 2025 Q3 2025 |
104,919
shares
|
$7.37 Million
0.23% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Courier Capital LLC
|
Oct 29, 2025 Q3 2025 |
104,780
shares
|
$7.36 Million
0.41% of portfolio
|
Q3 2025
Reduced 1.82%
|
|
|
Ascent Capital Management, LLC
Bend, OR |
Nov 12, 2025 Q3 2025 |
104,592
shares
|
$7.35 Million
5.75% of portfolio
|
Q3 2025
Reduced 3.47%
|
|
|
Lansing Street Advisors
|
Nov 10, 2025 Q3 2025 |
104,539
shares
|
$7.34 Million
2.02% of portfolio
|
Q3 2025
Added 51.36%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
104,506
shares
|
$7.34 Million
0.03% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
104,428
shares
|
$7.34 Million
0.04% of portfolio
|
Q3 2025
Reduced 15.48%
|
|
|
Sol Capital Management CO
|
Oct 28, 2025 Q3 2025 |
103,422
shares
|
$7.27 Million
0.63% of portfolio
|
Q3 2025
Added 26.4%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
103,343
shares
|
$7.26 Million
0.13% of portfolio
|
Q3 2025
Added 5.5%
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
102,940
shares
|
$7.23 Million
0.63% of portfolio
|
Q2 2025
Reduced 2.25%
|
|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
102,565
shares
|
$7.21 Million
0.2% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
102,280
shares
|
$7.19 Million
0.79% of portfolio
|
Q2 2025
Reduced 0.53%
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
Nov 12, 2025 Q3 2025 |
100,993
shares
|
$7.1 Million
3.07% of portfolio
|
Q3 2025
Reduced 16.83%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 20, 2025 Q3 2025 |
100,520
shares
|
$7.06 Million
0.53% of portfolio
|
Q2 2025
Reduced 21.31%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Oct 29, 2025 Q3 2025 |
99,795
shares
|
$7.01 Million
2.88% of portfolio
|
Q3 2025
Reduced 4.35%
|
|