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 |
|---|---|---|---|---|---|
|
Bwm Planning, LLC
The Woodlands, TX |
Oct 31, 2025 Q3 2025 |
10,860
shares
|
$763,023
0.22% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Foster Group, Inc.
|
Oct 14, 2025 Q3 2025 |
10,825
shares
|
$760,564
0.02% of portfolio
|
Q3 2025
Reduced 6.03%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 12, 2025 Q3 2025 |
10,648
shares
|
$748,128
0.03% of portfolio
|
Q3 2025
Added 9.32%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
10,567
shares
|
$742,437
0.1% of portfolio
|
Q3 2025
Added 3.4%
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
10,460
shares
|
$734,919
0.01% of portfolio
|
Q3 2025
Added 0.9%
|
|
|
Magnus Financial Group LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
10,397
shares
|
$730,493
0.06% of portfolio
|
Q3 2025
Reduced 19.91%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 14, 2025 Q3 2025 |
10,328
shares
|
$725,645
0.03% of portfolio
|
Q3 2025
Added 33.14%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Nov 12, 2025 Q3 2025 |
10,252
shares
|
$720,305
0.09% of portfolio
|
Q3 2025
Reduced 6.31%
|
|
|
Waldron Private Wealth LLC
|
Oct 29, 2025 Q3 2025 |
10,169
shares
|
$714,473
0.03% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
10,131
shares
|
$711,804
0.01% of portfolio
|
Q2 2025
Added 1.94%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
10,108
shares
|
$710,188
0.05% of portfolio
|
Q4 2022
Added 10.3%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
10,070
shares
|
$707,518
0.01% of portfolio
|
Q3 2025
Added 11.17%
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
10,070
shares
|
$707,518
0.09% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Oct 06, 2025 Q3 2025 |
10,001
shares
|
$702,670
0.05% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
9,871
shares
|
$693,536
0.19% of portfolio
|
Q3 2025
Added 7.69%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
9,869
shares
|
$693,395
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Gate Pass Capital, LLC
Independence, OH |
Oct 29, 2025 Q3 2025 |
9,864
shares
|
$693,044
0.39% of portfolio
|
Q3 2025
Added 14.27%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Nov 20, 2025 Q3 2025 |
9,845
shares
|
$691,709
0.31% of portfolio
|
Q2 2024
New holding
|
|
|
Townsquare Capital LLC
|
Nov 03, 2025 Q3 2025 |
9,813
shares
|
$689,461
0.11% of portfolio
|
Q3 2025
Reduced 27.63%
|
|
|
Caprock Group, Inc.
|
Nov 06, 2025 Q3 2025 |
9,763
shares
|
$685,948
0.02% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
9,724
shares
|
$683,208
0.06% of portfolio
|
Q3 2025
Reduced 9.7%
|
|
|
Altfest L J & CO Inc
|
Oct 21, 2025 Q3 2025 |
9,683
shares
|
$680,327
0.09% of portfolio
|
Q3 2025
Reduced 71.58%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
9,622
shares
|
$676,041
0.14% of portfolio
|
Q3 2025
Reduced 1.12%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
9,564
shares
|
$671,966
0.06% of portfolio
|
Q3 2025
Reduced 24.91%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
9,552
shares
|
$671,123
0.17% of portfolio
|
Q4 2024
Reduced 56.74%
|
|