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 |
|---|---|---|---|---|---|
|
Waller Financial Planning Group, Inc
|
Oct 09, 2025 Q3 2025 |
98,925
shares
|
$6.95 Million
1.54% of portfolio
|
Q3 2025
Reduced 1.28%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
98,491
shares
|
$6.92 Million
3.34% of portfolio
|
Q4 2024
Added 11.42%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Oct 30, 2025 Q3 2025 |
98,315
shares
|
$6.91 Million
2.28% of portfolio
|
Q3 2025
Reduced 14.96%
|
|
|
North Rock Partners, LLC
|
Nov 13, 2025 Q3 2025 |
97,949
shares
|
$6.88 Million
0.13% of portfolio
|
Q2 2025
Added 1.4%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
97,410
shares
|
$6.84 Million
0.13% of portfolio
|
Q3 2025
Reduced 9.8%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
97,380
shares
|
$6.84 Million
0.28% of portfolio
|
Q3 2025
New holding
|
|
|
Seneca Financial Advisors LLC
Rochester, NY |
Oct 23, 2025 Q3 2025 |
97,326
shares
|
$6.84 Million
2.16% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Oct 29, 2025 Q3 2025 |
96,600
shares
|
$6.79 Million
1.49% of portfolio
|
Q3 2025
Added 36.49%
|
|
|
Stage Harbor Financial, LLC
Needham, MA |
Nov 03, 2025 Q3 2025 |
94,717
shares
|
$6.65 Million
4.7% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Nov 06, 2025 Q3 2025 |
94,303
shares
|
$6.63 Million
2.28% of portfolio
|
Q3 2025
Added 3.34%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 13, 2025 Q3 2025 |
94,137
shares
|
$6.61 Million
0.35% of portfolio
|
Q1 2025
Reduced 3.08%
|
|
|
Montecito Bank & Trust
|
Oct 07, 2025 Q3 2025 |
92,984
shares
|
$6.53 Million
0.99% of portfolio
|
Q3 2025
Added 18.96%
|
|
|
Maryland State Retirement & Pension System
|
Oct 28, 2025 Q3 2025 |
91,800
shares
|
$6.45 Million
0.14% of portfolio
|
Q3 2025
Added 33.67%
|
|
|
Lantz Financial LLC
|
Nov 05, 2025 Q3 2025 |
91,668
shares
|
$6.44 Million
1.48% of portfolio
|
Q3 2025
Reduced 7.26%
|
|
|
Firethorn Wealth Partners, LLC
|
Oct 08, 2025 Q3 2025 |
90,717
shares
|
$6.37 Million
2.67% of portfolio
|
Q3 2025
Reduced 8.3%
|
|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
89,710
shares
|
$6.3 Million
0.3% of portfolio
|
Q3 2025
Reduced 4.58%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Oct 30, 2025 Q3 2025 |
89,442
shares
|
$6.28 Million
1.39% of portfolio
|
Q3 2025
Reduced 1.46%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
88,729
shares
|
$6.23 Million
0.03% of portfolio
|
Q1 2025
Added 4.21%
|
|
|
Legacy Financial Group LLC
|
Jul 15, 2025 Q2 2025 |
87,129
shares
|
$6.12 Million
0.94% of portfolio
|
Q2 2025
Added 13.04%
|
|
|
Pinnacle Financial Partners Inc
|
Oct 28, 2025 Q3 2025 |
86,787
shares
|
$6.1 Million
0.15% of portfolio
|
Q3 2025
Reduced 1.41%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Nov 14, 2025 Q3 2025 |
86,686
shares
|
$6.09 Million
1.29% of portfolio
|
Q3 2025
Reduced 3.01%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
86,447
shares
|
$6.07 Million
0.02% of portfolio
|
Q3 2025
Added 120.97%
|
|
|
Landing Point Financial Group, LLC
Avon, OH |
Nov 12, 2025 Q3 2025 |
85,667
shares
|
$6.02 Million
3.45% of portfolio
|
Q3 2025
New holding
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Oct 27, 2025 Q3 2025 |
84,964
shares
|
$5.97 Million
0.8% of portfolio
|
Q3 2025
New holding
|
|
|
Clifford Group, LLC
Wayland, MA |
Nov 14, 2025 Q3 2025 |
84,584
shares
|
$5.94 Million
4.47% of portfolio
|
Q3 2025
Reduced 0.74%
|
|