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 |
|---|---|---|---|---|---|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Nov 10, 2025 Q3 2025 |
55,418
shares
|
$3.89 Million
0.06% of portfolio
|
Q3 2025
Reduced 8.8%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
55,391
shares
|
$3.89 Million
0.24% of portfolio
|
Q4 2023
Added 0.39%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Oct 30, 2025 Q3 2025 |
55,283
shares
|
$3.88 Million
0.12% of portfolio
|
Q3 2025
Added 11.21%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 20, 2025 Q3 2025 |
55,243
shares
|
$3.88 Million
0.2% of portfolio
|
Q3 2025
Reduced 1.45%
|
|
|
Centerline Wealth Advisors, LLC
Louisville, KY |
Oct 15, 2025 Q3 2025 |
55,159
shares
|
$3.88 Million
1.63% of portfolio
|
Q3 2025
New holding
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
54,564
shares
|
$3.83 Million
0.18% of portfolio
|
Q3 2025
Reduced 17.68%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Nov 14, 2025 Q3 2025 |
53,945
shares
|
$3.79 Million
1.17% of portfolio
|
Q3 2025
Reduced 4.12%
|
|
|
Ade, LLC
|
Nov 06, 2025 Q3 2025 |
53,935
shares
|
$3.79 Million
2.08% of portfolio
|
Q3 2025
Reduced 3.43%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
53,779
shares
|
$3.78 Million
0.17% of portfolio
|
Q3 2025
Added 2.54%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
53,646
shares
|
$3.77 Million
0.08% of portfolio
|
Q3 2025
Reduced 50.53%
|
|
|
W Advisors, LLC
Germantown, TN |
Nov 14, 2025 Q3 2025 |
53,455
shares
|
$3.76 Million
1.98% of portfolio
|
Q3 2025
Reduced 9.57%
|
|
|
Amg National Trust Bank
|
Nov 07, 2025 Q3 2025 |
52,217
shares
|
$3.67 Million
0.09% of portfolio
|
Q3 2025
Added 1.29%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Oct 29, 2025 Q3 2025 |
51,848
shares
|
$3.64 Million
1.97% of portfolio
|
Q3 2025
Reduced 20.16%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
51,190
shares
|
$3.6 Million
0.13% of portfolio
|
Q3 2025
Added 20.06%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Nov 06, 2025 Q3 2025 |
51,000
shares
|
$3.58 Million
0.93% of portfolio
|
Q3 2025
Reduced 15.99%
|
|
|
Black Diamond Wealth Management Inc.
|
Nov 12, 2025 Q3 2025 |
50,349
shares
|
$3.54 Million
2.25% of portfolio
|
Q3 2025
Reduced 20.52%
|
|
|
Brown Advisory Inc
|
Nov 14, 2025 Q3 2025 |
50,226
shares
|
$3.53 Million
0.0% of portfolio
|
Q3 2025
Added 5.83%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
50,066
shares
|
$3.52 Million
0.64% of portfolio
|
Q2 2025
Added 0.73%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Nov 07, 2025 Q3 2025 |
49,516
shares
|
$3.48 Million
0.41% of portfolio
|
Q3 2025
Reduced 19.09%
|
|
|
Bush Investment Group, LLC
Valdosta, GA |
Dec 18, 2025 Q3 2025 |
49,272
shares
|
$3.46 Million
1.98% of portfolio
|
Q3 2025
Reduced 18.49%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Nov 04, 2025 Q3 2025 |
49,139
shares
|
$3.45 Million
0.0% of portfolio
|
Q3 2025
Added 40.89%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
48,929
shares
|
$3.44 Million
0.02% of portfolio
|
Q3 2025
Added 20.76%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Oct 29, 2025 Q3 2025 |
48,816
shares
|
$3.43 Million
2.23% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
48,772
shares
|
$3.43 Million
0.2% of portfolio
|
Q3 2025
Added 0.96%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
48,717
shares
|
$3.42 Million
0.07% of portfolio
|
Q3 2025
Added 24.76%
|
|