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 |
|---|---|---|---|---|---|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
15,777
shares
|
$1.11 Million
0.06% of portfolio
|
Q3 2025
Added 33.34%
|
|
|
Evanson Asset Management, LLC
|
Oct 14, 2025 Q3 2025 |
15,642
shares
|
$1.1 Million
0.07% of portfolio
|
Q2 2025
Added 62.06%
|
|
|
Financial Management Professionals, Inc.
|
Oct 15, 2025 Q3 2025 |
15,609
shares
|
$1.1 Million
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 10, 2025 Q3 2025 |
15,546
shares
|
$1.09 Million
0.02% of portfolio
|
Q2 2025
Added 27.49%
|
|
|
Blue Zone Wealth Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
15,379
shares
|
$1.08 Million
0.23% of portfolio
|
Q3 2025
New holding
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Nov 12, 2025 Q3 2025 |
15,353
shares
|
$1.08 Million
0.19% of portfolio
|
Q3 2025
Added 6.74%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
15,330
shares
|
$1.08 Million
0.04% of portfolio
|
Q4 2024
Added 5.64%
|
|
|
Fiduciary Advisors, Inc.
St. Louis, MO |
Oct 14, 2025 Q3 2025 |
15,286
shares
|
$1.07 Million
0.84% of portfolio
|
Q3 2025
Reduced 10.05%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Oct 31, 2025 Q3 2025 |
15,273
shares
|
$1.07 Million
0.33% of portfolio
|
Q2 2025
Reduced 11.58%
|
|
|
Madden Advisory Services, Inc.
|
Oct 24, 2025 Q3 2025 |
15,251
shares
|
$1.07 Million
0.4% of portfolio
|
Q3 2025
Added 12.48%
|
|
|
Sierra Capital LLC
|
Nov 14, 2025 Q3 2025 |
15,250
shares
|
$1.07 Million
0.11% of portfolio
|
Q1 2023
New holding
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Nov 10, 2025 Q3 2025 |
15,193
shares
|
$1.07 Million
0.18% of portfolio
|
Q3 2025
Added 52.11%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
15,169
shares
|
$1.07 Million
0.0% of portfolio
|
Q3 2025
Added 32.4%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
15,116
shares
|
$1.06 Million
0.02% of portfolio
|
Q3 2025
Reduced 4.2%
|
|
|
Goldstein Munger & Associates
San Ramon, CA |
Nov 07, 2022 Q3 2022 |
15,088
shares
|
$1.06 Million
0.19% of portfolio
|
Q3 2020
Added 15.77%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
14,976
shares
|
$1.05 Million
0.09% of portfolio
|
Q3 2025
Added 627.34%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
14,974
shares
|
$1.05 Million
0.08% of portfolio
|
Q1 2025
Reduced 9.81%
|
|
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
Nov 07, 2025 Q3 2025 |
14,907
shares
|
$1.05 Million
0.91% of portfolio
|
Q3 2025
Reduced 1.55%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2025 Q3 2025 |
14,824
shares
|
$1.04 Million
0.04% of portfolio
|
Q3 2025
Reduced 14.75%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Nov 26, 2025 Q3 2025 |
14,814
shares
|
$1.04 Million
0.53% of portfolio
|
Q3 2025
Added 3.19%
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
14,395
shares
|
$1.01 Million
0.16% of portfolio
|
Q3 2024
Added 37.37%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 24, 2025 Q3 2025 |
14,359
shares
|
$1.01 Million
0.01% of portfolio
|
Q3 2025
Reduced 6.0%
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Oct 27, 2025 Q3 2025 |
14,359
shares
|
$1.01 Million
0.41% of portfolio
|
Q3 2025
Added 1.02%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
14,284
shares
|
$1 Million
0.05% of portfolio
|
Q3 2022
New holding
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Oct 07, 2025 Q3 2025 |
14,184
shares
|
$996,567
0.45% of portfolio
|
Q3 2025
Reduced 2.94%
|
|