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 |
|---|---|---|---|---|---|
|
Maryland Capital Advisors Inc.
|
Oct 17, 2025 Q3 2025 |
76,995
shares
|
$5.41 Million
1.95% of portfolio
|
Q3 2025
Reduced 4.34%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Oct 23, 2025 Q3 2025 |
76,538
shares
|
$5.38 Million
0.42% of portfolio
|
Q3 2025
Reduced 1.56%
|
|
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
Nov 10, 2025 Q3 2025 |
76,394
shares
|
$5.37 Million
3.8% of portfolio
|
Q3 2025
Reduced 10.32%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Oct 28, 2025 Q3 2025 |
76,325
shares
|
$5.36 Million
3.78% of portfolio
|
Q3 2025
Added 54.46%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Oct 21, 2025 Q3 2025 |
75,521
shares
|
$5.31 Million
1.13% of portfolio
|
Q3 2025
Added 7.63%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
74,699
shares
|
$5.25 Million
0.04% of portfolio
|
Q3 2025
Added 4.28%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Oct 24, 2025 Q3 2025 |
74,472
shares
|
$5.23 Million
1.15% of portfolio
|
Q3 2025
Added 7.28%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 10, 2025 Q3 2025 |
74,418
shares
|
$5.23 Million
0.38% of portfolio
|
Q3 2025
Reduced 8.53%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
72,310
shares
|
$5.08 Million
0.28% of portfolio
|
Q4 2023
Reduced 7.41%
|
|
|
Riverwater Partners LLC
|
Oct 31, 2025 Q3 2025 |
72,288
shares
|
$5.08 Million
2.38% of portfolio
|
Q1 2025
Reduced 18.38%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Nov 05, 2025 Q3 2025 |
71,511
shares
|
$5.02 Million
0.65% of portfolio
|
Q3 2025
Reduced 8.33%
|
|
|
Efficient Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
71,249
shares
|
$5.01 Million
0.27% of portfolio
|
Q3 2025
Reduced 12.07%
|
|
|
Collective Family Office LLC
|
Oct 06, 2025 Q3 2025 |
70,922
shares
|
$4.98 Million
1.17% of portfolio
|
Q2 2025
Reduced 0.62%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Oct 17, 2025 Q3 2025 |
70,564
shares
|
$4.96 Million
2.84% of portfolio
|
Q3 2025
Added 6.55%
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
Nov 14, 2025 Q3 2025 |
70,153
shares
|
$4.93 Million
2.62% of portfolio
|
Q3 2025
Reduced 2.07%
|
|
|
Zhang Financial LLC
|
Nov 10, 2025 Q3 2025 |
69,961
shares
|
$4.92 Million
0.2% of portfolio
|
Q3 2025
Reduced 1.09%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
69,705
shares
|
$4.9 Million
0.13% of portfolio
|
Q3 2025
Added 1.61%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 03, 2025 Q3 2025 |
68,662
shares
|
$4.82 Million
0.55% of portfolio
|
Q3 2025
Reduced 3.3%
|
|
|
Northwest Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
68,611
shares
|
$4.82 Million
0.78% of portfolio
|
Q3 2025
Reduced 4.78%
|
|
|
Harbor Group, Inc.
|
Oct 14, 2025 Q3 2025 |
68,308
shares
|
$4.8 Million
0.77% of portfolio
|
Q2 2025
Added 0.98%
|
|
|
Cranbrook Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
67,571
shares
|
$4.75 Million
0.93% of portfolio
|
Q3 2025
Reduced 2.36%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Nov 14, 2025 Q3 2025 |
66,535
shares
|
$4.67 Million
0.49% of portfolio
|
Q3 2025
Added 13.46%
|
|
|
Napatree Capital LLC
Westerly, RI |
May 02, 2025 Q1 2025 |
66,007
shares
|
$4.64 Million
2.19% of portfolio
|
Q1 2025
Reduced 37.17%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
65,513
shares
|
$4.6 Million
0.46% of portfolio
|
Q3 2025
Reduced 15.94%
|
|
|
Northwest Capital Management Inc
|
Oct 20, 2025 Q3 2025 |
64,239
shares
|
$4.51 Million
4.86% of portfolio
|
Q3 2025
Reduced 30.46%
|
|