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 |
|---|---|---|---|---|---|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
1,168,296
shares
|
$82.1 Million
0.21% of portfolio
|
Q2 2023
Reduced 11.03%
|
|
|
Advocacy Wealth Management Services, LLC
|
Nov 14, 2025 Q3 2025 |
1,137,400
shares
|
$79.9 Million
4.03% of portfolio
|
Q3 2025
Added 1.56%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
1,133,603
shares
|
$79.6 Million
3.12% of portfolio
|
Q3 2025
New holding
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
1,129,576
shares
|
$79.4 Million
0.3% of portfolio
|
Q3 2025
Reduced 10.8%
|
|
|
Aspiriant, LLC
|
Oct 24, 2025 Q3 2025 |
1,117,343
shares
|
$78.5 Million
2.36% of portfolio
|
Q3 2025
Reduced 0.97%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,088,105
shares
|
$76.5 Million
0.04% of portfolio
|
Q3 2024
Added 26.26%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
1,086,522
shares
|
$76.3 Million
0.34% of portfolio
|
Q2 2023
Reduced 45.69%
|
|
|
Sofi Wealth, LLC
|
Oct 22, 2025 Q3 2025 |
1,041,979
shares
|
$73.2 Million
4.91% of portfolio
|
Q3 2025
Added 6.75%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
1,040,572
shares
|
$73.1 Million
0.52% of portfolio
|
Q3 2025
Reduced 3.04%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
950,885
shares
|
$66.8 Million
0.56% of portfolio
|
Q2 2024
Reduced 1.79%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Oct 27, 2025 Q3 2025 |
904,110
shares
|
$63.5 Million
6.21% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
848,070
shares
|
$59.6 Million
0.16% of portfolio
|
Q3 2025
Reduced 8.05%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
815,172
shares
|
$57.3 Million
0.07% of portfolio
|
Q3 2025
Added 2.3%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
790,592
shares
|
$55.5 Million
0.01% of portfolio
|
Q3 2025
Added 5180.82%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 12, 2025 Q3 2025 |
784,344
shares
|
$55.1 Million
0.08% of portfolio
|
Q3 2025
Added 27.35%
|
|
|
First American Trust, Fsb
|
Nov 10, 2025 Q3 2025 |
779,863
shares
|
$54.8 Million
4.01% of portfolio
|
Q3 2025
Added 2.66%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
779,568
shares
|
$54.8 Million
0.11% of portfolio
|
Q3 2023
Added 24.28%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
756,332
shares
|
$53.1 Million
0.63% of portfolio
|
Q3 2025
Reduced 11.0%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
746,309
shares
|
$52.4 Million
2.56% of portfolio
|
Q4 2023
Reduced 17.32%
|
|
|
Bank Of Nova Scotia
|
Nov 14, 2025 Q3 2025 |
745,605
shares
|
$52.4 Million
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Austin Private Wealth, LLC
|
Oct 17, 2025 Q3 2025 |
720,155
shares
|
$50.6 Million
4.13% of portfolio
|
Q3 2025
Reduced 32.44%
|
|
|
Brave Asset Management Inc
|
Oct 21, 2025 Q3 2025 |
696,832
shares
|
$49 Million
11.54% of portfolio
|
Q3 2025
Added 2.62%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
655,863
shares
|
$46.1 Million
0.01% of portfolio
|
Q3 2025
Added 86.47%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 14, 2025 Q3 2025 |
654,123
shares
|
$46 Million
3.23% of portfolio
|
Q3 2025
Reduced 10.7%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
653,856
shares
|
$45.9 Million
2.09% of portfolio
|
Q3 2025
Added 19.15%
|
|