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 |
|---|---|---|---|---|---|
|
Kassira Wealth Management LLC
Knoxville, TN |
Nov 07, 2025 Q3 2025 |
17,992
shares
|
$1.26 Million
1.18% of portfolio
|
Q3 2025
New holding
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Nov 10, 2025 Q3 2025 |
17,980
shares
|
$1.26 Million
0.05% of portfolio
|
Q3 2025
Reduced 35.49%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 13, 2025 Q3 2025 |
17,894
shares
|
$1.26 Million
0.04% of portfolio
|
Q3 2025
Reduced 4.67%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
17,436
shares
|
$1.23 Million
0.1% of portfolio
|
Q2 2025
Added 1.34%
|
|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Oct 21, 2025 Q3 2025 |
17,292
shares
|
$1.21 Million
0.82% of portfolio
|
Q3 2025
Added 2.59%
|
|
|
Intrua Financial, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
17,269
shares
|
$1.21 Million
0.14% of portfolio
|
Q3 2025
Reduced 25.48%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
17,232
shares
|
$1.21 Million
0.11% of portfolio
|
Q3 2025
Reduced 12.58%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
17,229
shares
|
$1.21 Million
0.62% of portfolio
|
Q3 2025
Reduced 19.07%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
17,129
shares
|
$1.2 Million
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Inves Trust
Oklahoma City, OK |
Oct 02, 2025 Q3 2025 |
17,115
shares
|
$1.2 Million
0.43% of portfolio
|
Q3 2025
Added 0.74%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
17,069
shares
|
$1.2 Million
0.02% of portfolio
|
Q3 2025
Reduced 10.03%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Nov 06, 2025 Q3 2025 |
17,021
shares
|
$1.2 Million
0.31% of portfolio
|
Q3 2025
Reduced 2.88%
|
|
|
Ascension Capital Advisors, Inc.
Houston, TX |
Nov 07, 2025 Q3 2025 |
16,815
shares
|
$1.18 Million
0.55% of portfolio
|
Q1 2024
Reduced 41.7%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Oct 15, 2025 Q3 2025 |
16,800
shares
|
$1.18 Million
0.83% of portfolio
|
Q3 2025
Added 98.53%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
16,580
shares
|
$1.16 Million
0.03% of portfolio
|
Q3 2025
Added 43.36%
|
|
|
Old National Bancorp
|
Oct 14, 2025 Q3 2025 |
16,523
shares
|
$1.16 Million
0.02% of portfolio
|
Q3 2025
Added 57.63%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Oct 17, 2025 Q3 2025 |
16,513
shares
|
$1.16 Million
0.28% of portfolio
|
Q3 2025
Added 1.42%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
16,406
shares
|
$1.15 Million
0.63% of portfolio
|
Q3 2025
Reduced 7.69%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
16,400
shares
|
$1.15 Million
0.14% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Oct 21, 2025 Q3 2025 |
16,382
shares
|
$1.15 Million
0.04% of portfolio
|
Q3 2025
Added 114.37%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Oct 27, 2025 Q3 2025 |
16,158
shares
|
$1.14 Million
0.25% of portfolio
|
Q3 2025
Reduced 1.94%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
16,062
shares
|
$1.13 Million
1.0% of portfolio
|
Q3 2025
Added 7.25%
|
|
|
Napa Wealth Management
Napa, CA |
Nov 12, 2025 Q3 2025 |
16,006
shares
|
$1.12 Million
0.51% of portfolio
|
Q3 2025
New holding
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
15,958
shares
|
$1.12 Million
0.02% of portfolio
|
Q2 2025
Reduced 4.52%
|
|
|
First Citizens Financial Corp
|
Oct 03, 2025 Q3 2025 |
15,827
shares
|
$1.11 Million
0.54% of portfolio
|
Q3 2025
Added 8.53%
|
|