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 |
|---|---|---|---|---|---|
|
Virtus Family Office LLC
El Paso, TX |
Nov 05, 2025 Q3 2025 |
25,399
shares
|
$1.78 Million
1.77% of portfolio
|
Q3 2025
Added 96.25%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Nov 04, 2025 Q3 2025 |
25,394
shares
|
$1.78 Million
0.7% of portfolio
|
Q3 2025
Reduced 22.46%
|
|
|
Beacon Financial Advisory LLC
|
Oct 29, 2025 Q3 2025 |
25,377
shares
|
$1.78 Million
0.46% of portfolio
|
Q3 2025
Reduced 8.81%
|
|
|
Absolute Capital Management, LLC
|
Nov 03, 2025 Q3 2025 |
25,251
shares
|
$1.77 Million
0.76% of portfolio
|
Q3 2025
Added 63.9%
|
|
|
Keybank National Association
|
Nov 04, 2025 Q3 2025 |
25,243
shares
|
$1.77 Million
0.01% of portfolio
|
Q3 2025
Reduced 7.29%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
25,124
shares
|
$1.77 Million
1.68% of portfolio
|
Q3 2022
Reduced 16.97%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
25,093
shares
|
$1.76 Million
0.01% of portfolio
|
Q3 2025
Added 18.06%
|
|
|
Fortress Wealth Management, Inc.
|
Oct 15, 2025 Q3 2025 |
24,842
shares
|
$1.75 Million
0.9% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
Nov 14, 2025 Q3 2025 |
24,717
shares
|
$1.74 Million
0.98% of portfolio
|
Q3 2025
Reduced 27.16%
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
24,508
shares
|
$1.72 Million
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Horan Wealth, LLC
Cincinnati, OH |
Nov 05, 2025 Q3 2025 |
24,436
shares
|
$1.72 Million
0.26% of portfolio
|
Q3 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
24,350
shares
|
$1.71 Million
0.09% of portfolio
|
Q3 2025
Added 7.92%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
24,289
shares
|
$1.71 Million
0.02% of portfolio
|
Q3 2025
Reduced 4.82%
|
|
|
Keel Point, LLC
Huntsville, AL |
Dec 16, 2025 Q3 2025 |
24,239
shares
|
$1.7 Million
0.1% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Mc Adam, LLC
|
Oct 29, 2025 Q3 2025 |
24,210
shares
|
$1.7 Million
0.08% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Oct 14, 2025 Q3 2025 |
24,114
shares
|
$1.69 Million
1.11% of portfolio
|
Q3 2025
Reduced 16.83%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
23,982
shares
|
$1.68 Million
0.41% of portfolio
|
Q3 2024
Added 37.92%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Oct 29, 2025 Q3 2025 |
23,830
shares
|
$1.67 Million
1.54% of portfolio
|
Q3 2025
Added 0.57%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Nov 14, 2025 Q3 2025 |
23,811
shares
|
$1.67 Million
0.01% of portfolio
|
Q3 2025
Reduced 35.46%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
23,608
shares
|
$1.66 Million
0.04% of portfolio
|
Q3 2025
Added 0.58%
|
|
|
Aprio Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
23,584
shares
|
$1.66 Million
0.18% of portfolio
|
Q3 2025
Reduced 3.38%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
23,086
shares
|
$1.62 Million
0.41% of portfolio
|
Q2 2025
Added 65.59%
|
|
|
My Personal Cfo, LLC
|
Oct 20, 2025 Q3 2025 |
22,972
shares
|
$1.61 Million
0.62% of portfolio
|
Q3 2025
New holding
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Oct 20, 2025 Q3 2025 |
22,972
shares
|
$1.61 Million
0.6% of portfolio
|
Q3 2025
Reduced 1.86%
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
22,925
shares
|
$1.61 Million
0.02% of portfolio
|
Q3 2025
Added 4.53%
|
|