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 |
|---|---|---|---|---|---|
|
Mma Asset Management LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
63,939
shares
|
$4.49 Million
1.49% of portfolio
|
Q3 2025
Reduced 16.77%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
63,711
shares
|
$4.48 Million
0.17% of portfolio
|
Q3 2025
Reduced 8.79%
|
|
|
Yukon Wealth Management, Inc.
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
63,635
shares
|
$4.47 Million
1.41% of portfolio
|
Q3 2025
Reduced 4.16%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Nov 03, 2025 Q3 2025 |
63,345
shares
|
$4.45 Million
1.8% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 27, 2025 Q3 2025 |
62,371
shares
|
$4.38 Million
1.41% of portfolio
|
Q3 2025
Reduced 12.47%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Oct 08, 2025 Q3 2025 |
62,248
shares
|
$4.37 Million
2.77% of portfolio
|
Q3 2025
Reduced 3.42%
|
|
|
Telos Capital Management, Inc.
|
Nov 04, 2025 Q3 2025 |
61,989
shares
|
$4.36 Million
0.42% of portfolio
|
Q3 2025
Added 0.68%
|
|
|
Market Street Wealth Management Advisors LLC
|
Oct 14, 2025 Q3 2025 |
61,980
shares
|
$4.35 Million
0.73% of portfolio
|
Q3 2025
Reduced 0.8%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
61,477
shares
|
$4.32 Million
0.69% of portfolio
|
Q1 2023
Added 21.57%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
60,446
shares
|
$4.25 Million
0.1% of portfolio
|
Q3 2022
Added 18.84%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
60,345
shares
|
$4.24 Million
0.66% of portfolio
|
Q3 2025
Added 3880.54%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
60,203
shares
|
$4.23 Million
0.1% of portfolio
|
Q4 2023
Reduced 0.32%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Nov 04, 2025 Q3 2025 |
60,119
shares
|
$4.22 Million
1.81% of portfolio
|
Q3 2025
Reduced 5.46%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 06, 2025 Q3 2025 |
59,644
shares
|
$4.19 Million
0.01% of portfolio
|
Q3 2025
Added 4.42%
|
|
|
Theory Financial LLC
Fort Collins, CO |
Oct 28, 2025 Q3 2025 |
58,677
shares
|
$4.12 Million
1.57% of portfolio
|
Q3 2025
Reduced 22.21%
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Nov 12, 2025 Q3 2025 |
58,329
shares
|
$4.1 Million
0.77% of portfolio
|
Q3 2025
New holding
|
|
|
Integrity Advisory Solutions, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
58,329
shares
|
$4.1 Million
0.63% of portfolio
|
Q3 2025
New holding
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Oct 09, 2025 Q3 2025 |
58,013
shares
|
$4.08 Million
0.9% of portfolio
|
Q3 2025
Reduced 13.66%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
57,756
shares
|
$4.06 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.8%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Nov 07, 2025 Q3 2025 |
57,690
shares
|
$4.05 Million
1.49% of portfolio
|
Q3 2025
Reduced 33.84%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
57,406
shares
|
$4.03 Million
0.14% of portfolio
|
Q3 2025
Reduced 19.86%
|
|
|
Foundation Wealth Management, LLC
Clayton, MO |
Oct 28, 2025 Q3 2025 |
57,215
shares
|
$4.02 Million
2.48% of portfolio
|
Q3 2025
Reduced 3.71%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
56,785
shares
|
$3.99 Million
0.43% of portfolio
|
Q3 2022
Reduced 84.65%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
56,034
shares
|
$3.94 Million
0.04% of portfolio
|
Q3 2025
Reduced 10.74%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Nov 10, 2025 Q3 2025 |
55,908
shares
|
$3.93 Million
0.08% of portfolio
|
Q3 2025
Reduced 8.11%
|
|