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 |
|---|---|---|---|---|---|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
2,336,764
shares
|
$164 Million
0.39% of portfolio
|
Q3 2025
Added 2.96%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
2,286,227
shares
|
$161 Million
1.61% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
2,226,266
shares
|
$156 Million
0.74% of portfolio
|
Q3 2025
Reduced 11.57%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
2,197,977
shares
|
$154 Million
1.67% of portfolio
|
Q3 2025
Reduced 11.35%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
2,136,435
shares
|
$150 Million
0.75% of portfolio
|
Q4 2024
Added 2.25%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
2,075,754
shares
|
$146 Million
2.25% of portfolio
|
Q3 2025
Added 2.85%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
1,972,537
shares
|
$139 Million
0.04% of portfolio
|
Q3 2025
Added 13.31%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
1,891,740
shares
|
$133 Million
0.17% of portfolio
|
Q3 2025
Added 1.07%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
1,880,415
shares
|
$132 Million
2.09% of portfolio
|
Q3 2025
Added 0.77%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Nov 07, 2025 Q3 2025 |
1,871,231
shares
|
$131 Million
2.58% of portfolio
|
Q3 2025
Added 2.88%
|
|
|
Jb Capital LLC
|
Oct 20, 2025 Q3 2025 |
1,802,627
shares
|
$127 Million
5.81% of portfolio
|
Q3 2025
Reduced 18.57%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
1,739,034
shares
|
$122 Million
1.4% of portfolio
|
Q3 2025
Reduced 3.75%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
1,666,015
shares
|
$117 Million
0.08% of portfolio
|
Q3 2025
Added 35.35%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Oct 31, 2025 Q3 2025 |
1,371,472
shares
|
$96.4 Million
1.49% of portfolio
|
Q3 2025
Added 28.66%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Oct 28, 2025 Q3 2025 |
1,365,418
shares
|
$95.9 Million
2.53% of portfolio
|
Q3 2025
Reduced 2.71%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
1,356,749
shares
|
$95.3 Million
0.68% of portfolio
|
Q3 2025
Reduced 16.62%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Oct 29, 2025 Q3 2025 |
1,351,798
shares
|
$95 Million
1.22% of portfolio
|
Q3 2025
Added 23.75%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
1,340,236
shares
|
$94.2 Million
0.13% of portfolio
|
Q3 2025
Added 35.03%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
1,330,951
shares
|
$93.5 Million
0.51% of portfolio
|
Q3 2025
Added 6.32%
|
|
|
M&T Bank Corp
|
Nov 14, 2025 Q3 2025 |
1,326,086
shares
|
$93.2 Million
0.31% of portfolio
|
Q3 2025
Reduced 6.46%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
1,304,519
shares
|
$91.7 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
1,295,811
shares
|
$91 Million
0.08% of portfolio
|
Q3 2025
Reduced 13.05%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
1,287,820
shares
|
$90.5 Million
1.93% of portfolio
|
Q3 2025
Added 1.48%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
1,252,584
shares
|
$88 Million
0.17% of portfolio
|
Q3 2025
Added 5094.0%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
1,203,114
shares
|
$84.5 Million
0.12% of portfolio
|
Q3 2025
Added 11.32%
|
|