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 |
|---|---|---|---|---|---|
|
Sagace Wealth Management LLC
St. Petersburg, FL |
Oct 15, 2025 Q3 2025 |
33,359
shares
|
$2.34 Million
1.54% of portfolio
|
Q3 2025
Added 29.22%
|
|
|
Navellier & Associates Inc
Reno, NV |
Nov 06, 2025 Q3 2025 |
33,333
shares
|
$2.34 Million
0.25% of portfolio
|
Q3 2023
New holding
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
33,313
shares
|
$2.34 Million
0.0% of portfolio
|
Q3 2025
Added 2.26%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Oct 20, 2025 Q3 2025 |
32,971
shares
|
$2.32 Million
1.15% of portfolio
|
Q3 2025
Reduced 2.9%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
32,923
shares
|
$2.31 Million
0.05% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
32,569
shares
|
$2.29 Million
0.03% of portfolio
|
Q3 2025
Reduced 22.11%
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
Nov 12, 2025 Q3 2025 |
32,536
shares
|
$2.29 Million
0.11% of portfolio
|
Q2 2025
Added 1.78%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Oct 23, 2025 Q3 2025 |
32,525
shares
|
$2.29 Million
1.53% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
32,191
shares
|
$2.26 Million
0.05% of portfolio
|
Q2 2020
Reduced 89.02%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Oct 23, 2025 Q3 2025 |
32,013
shares
|
$2.25 Million
0.11% of portfolio
|
Q3 2025
Added 12.43%
|
|
|
Tempus Wealth Planning, LLC
|
Nov 05, 2025 Q3 2025 |
31,804
shares
|
$2.23 Million
0.56% of portfolio
|
Q3 2025
Reduced 3.14%
|
|
|
Columbus Macro, LLC
|
Oct 16, 2025 Q3 2025 |
31,588
shares
|
$2.22 Million
0.26% of portfolio
|
Q3 2025
Added 0.72%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Oct 29, 2025 Q3 2025 |
31,143
shares
|
$2.19 Million
1.53% of portfolio
|
Q3 2025
Reduced 30.03%
|
|
|
Seldon Capital LP
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
31,000
shares
|
$2.18 Million
1.05% of portfolio
|
Q2 2022
Reduced 58.11%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 28, 2025 Q3 2025 |
30,991
shares
|
$2.18 Million
0.03% of portfolio
|
Q3 2025
Added 341.28%
|
|
|
A4 Wealth Advisors LLC
Huntersville, NC |
Nov 04, 2025 Q3 2025 |
30,919
shares
|
$2.17 Million
1.77% of portfolio
|
Q3 2025
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
30,673
shares
|
$2.16 Million
0.46% of portfolio
|
Q3 2025
Added 19.36%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
30,304
shares
|
$2.13 Million
0.01% of portfolio
|
Q3 2025
Added 132.57%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
30,247
shares
|
$2.13 Million
0.12% of portfolio
|
Q3 2025
Added 5.86%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
30,187
shares
|
$2.12 Million
0.15% of portfolio
|
Q2 2024
Reduced 3.19%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Oct 17, 2025 Q3 2025 |
30,161
shares
|
$2.12 Million
0.4% of portfolio
|
Q3 2025
Added 15.93%
|
|
|
Neumann Capital Management, LLC
|
Oct 15, 2025 Q3 2025 |
29,785
shares
|
$2.09 Million
0.6% of portfolio
|
Q3 2023
Added 7.2%
|
|
|
Emergent Wealth Advisors, LLC
Williamsville, NY |
Oct 30, 2025 Q3 2025 |
29,587
shares
|
$2.08 Million
1.16% of portfolio
|
Q1 2024
Reduced 3.31%
|
|
|
Briggs Advisory Group, Inc.
|
Oct 27, 2023 Q3 2023 |
29,507
shares
|
$2.07 Million
0.83% of portfolio
|
Q4 2022
Reduced 1.74%
|
|
|
Ball & CO Wealth Management Inc.
Franklin, TN |
Oct 24, 2025 Q3 2025 |
29,387
shares
|
$2.06 Million
1.33% of portfolio
|
Q3 2025
New holding
|
|