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 |
|---|---|---|---|---|---|
|
Breakwater Capital Group
Paramus, NJ |
Nov 05, 2025 Q3 2025 |
28,868
shares
|
$2.03 Million
0.29% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
Nov 14, 2025 Q3 2025 |
28,749
shares
|
$2.02 Million
1.63% of portfolio
|
Q3 2025
Added 26.48%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
28,542
shares
|
$2.01 Million
0.61% of portfolio
|
Q3 2023
Reduced 48.02%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
28,425
shares
|
$2 Million
0.94% of portfolio
|
Q2 2023
Reduced 48.42%
|
|
|
Weil Company, Inc.
|
Nov 06, 2025 Q3 2025 |
28,371
shares
|
$1.99 Million
0.56% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
28,285
shares
|
$1.99 Million
0.08% of portfolio
|
Q3 2025
Added 42.44%
|
|
|
Concorde Asset Management, LLC
|
Nov 14, 2025 Q3 2025 |
28,226
shares
|
$1.98 Million
0.86% of portfolio
|
Q3 2025
Added 1.57%
|
|
|
Fsc Wealth Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
28,171
shares
|
$1.98 Million
1.12% of portfolio
|
Q3 2025
Added 19.6%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
28,023
shares
|
$1.97 Million
0.02% of portfolio
|
Q3 2025
Reduced 8.73%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Nov 18, 2025 Q3 2025 |
27,972
shares
|
$1.97 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Oct 17, 2025 Q3 2025 |
27,967
shares
|
$1.96 Million
1.64% of portfolio
|
Q3 2025
Reduced 0.27%
|
|
|
Windward Private Wealth Management Inc.
|
Nov 05, 2025 Q3 2025 |
27,445
shares
|
$1.93 Million
0.65% of portfolio
|
Q4 2024
Reduced 4.64%
|
|
|
Transcend Capital Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
26,961
shares
|
$1.89 Million
0.13% of portfolio
|
Q3 2025
Reduced 18.67%
|
|
|
Stegner Investment Associates Inc.
|
Nov 06, 2025 Q3 2025 |
26,955
shares
|
$1.89 Million
1.0% of portfolio
|
Q3 2025
Reduced 4.91%
|
|
|
Ritholtz Wealth Management
|
Oct 28, 2025 Q3 2025 |
26,903
shares
|
$1.89 Million
0.04% of portfolio
|
Q3 2025
Reduced 3.97%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
26,611
shares
|
$1.87 Million
0.01% of portfolio
|
Q3 2025
Reduced 9.67%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
26,559
shares
|
$1.87 Million
0.51% of portfolio
|
Q3 2025
Added 39.12%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Nov 14, 2025 Q3 2025 |
26,288
shares
|
$1.85 Million
1.47% of portfolio
|
Q3 2025
Added 63.26%
|
|
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
Mar 10, 2025 Q4 2024 |
26,218
shares
|
$1.84 Million
1.79% of portfolio
|
Q4 2024
New holding
|
|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
Nov 12, 2025 Q3 2025 |
26,110
shares
|
$1.83 Million
0.42% of portfolio
|
Q3 2025
Reduced 2.52%
|
|
|
Univest Financial Corp
|
Oct 30, 2025 Q3 2025 |
25,940
shares
|
$1.82 Million
0.1% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Horan Securities, Inc.
|
Aug 06, 2025 Q2 2025 |
25,891
shares
|
$1.82 Million
0.58% of portfolio
|
Q2 2025
Added 5.26%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
25,866
shares
|
$1.82 Million
0.01% of portfolio
|
Q3 2025
Reduced 7.05%
|
|
|
Aspire Private Capital, LLC
|
Nov 19, 2025 Q3 2025 |
25,815
shares
|
$1.81 Million
0.41% of portfolio
|
Q3 2025
Reduced 12.03%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
25,533
shares
|
$1.79 Million
0.19% of portfolio
|
Q3 2025
Added 1.76%
|
|