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 |
|---|---|---|---|---|---|
|
Interchange Capital Partners, LLC
|
Nov 10, 2025 Q3 2025 |
39,179
shares
|
$2.75 Million
0.54% of portfolio
|
Q3 2025
Reduced 20.24%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
38,508
shares
|
$2.71 Million
0.11% of portfolio
|
Q3 2025
Reduced 8.17%
|
|
|
Clearview Wealth Advisors LLC
|
Oct 24, 2025 Q3 2025 |
38,277
shares
|
$2.69 Million
1.73% of portfolio
|
Q3 2025
Added 5.95%
|
|
|
Hrt Financial LP
New York, NY |
Nov 14, 2025 Q3 2025 |
37,969
shares
|
$2.67 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
37,934
shares
|
$2.67 Million
0.44% of portfolio
|
Q3 2025
Reduced 16.26%
|
|
|
Revolve Wealth Partners, LLC
|
Oct 14, 2025 Q3 2025 |
37,523
shares
|
$2.64 Million
0.32% of portfolio
|
Q3 2025
Reduced 0.98%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Nov 06, 2025 Q3 2025 |
37,332
shares
|
$2.62 Million
1.55% of portfolio
|
Q3 2025
Reduced 7.7%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 09, 2025 Q3 2025 |
37,311
shares
|
$2.62 Million
0.23% of portfolio
|
Q3 2025
Reduced 10.0%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
37,058
shares
|
$2.6 Million
0.19% of portfolio
|
Q2 2022
Added 0.52%
|
|
|
Clear Creek Financial Management, LLC
|
Nov 07, 2025 Q3 2025 |
37,049
shares
|
$2.6 Million
0.24% of portfolio
|
Q3 2025
Added 15.74%
|
|
|
Patten Group, Inc.
|
Nov 10, 2025 Q3 2025 |
36,662
shares
|
$2.58 Million
0.5% of portfolio
|
Q3 2025
Added 11.98%
|
|
|
First Heartland Consultants, Inc.
|
Nov 10, 2025 Q3 2025 |
36,450
shares
|
$2.56 Million
0.22% of portfolio
|
Q3 2025
Reduced 19.87%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
36,142
shares
|
$2.54 Million
0.08% of portfolio
|
Q3 2025
Reduced 8.26%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
36,074
shares
|
$2.53 Million
0.07% of portfolio
|
Q3 2025
Reduced 13.3%
|
|
|
Nwam LLC
Mercer Island, WA |
Oct 28, 2025 Q3 2025 |
36,062
shares
|
$2.53 Million
0.18% of portfolio
|
Q3 2025
Reduced 9.81%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 03, 2025 Q3 2025 |
35,956
shares
|
$2.53 Million
1.76% of portfolio
|
Q3 2025
Reduced 18.08%
|
|
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
Jan 16, 2025 Q4 2024 |
35,930
shares
|
$2.52 Million
3.4% of portfolio
|
Q4 2024
Added 1.77%
|
|
|
Vpr Management LLC
Houston, TX |
Nov 14, 2025 Q3 2025 |
35,700
shares
|
$2.51 Million
1.12% of portfolio
|
Q3 2022
Added 38.91%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Oct 06, 2025 Q3 2025 |
35,581
shares
|
$2.5 Million
0.59% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
35,554
shares
|
$2.5 Million
0.16% of portfolio
|
Q3 2025
Added 2.28%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Oct 27, 2025 Q3 2025 |
34,807
shares
|
$2.45 Million
1.42% of portfolio
|
Q3 2025
Reduced 21.34%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
34,515
shares
|
$2.43 Million
0.48% of portfolio
|
Q3 2023
Added 0.49%
|
|
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
Oct 15, 2025 Q3 2025 |
34,431
shares
|
$2.42 Million
1.59% of portfolio
|
Q2 2025
Reduced 4.44%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2025 Q3 2025 |
33,613
shares
|
$2.36 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Aug 13, 2025 Q2 2025 |
33,425
shares
|
$2.35 Million
0.96% of portfolio
|
Q2 2025
Added 139.71%
|
|