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 |
|---|---|---|---|---|---|
|
Midwest Heritage Bank, Fsb
|
Oct 27, 2025 Q3 2025 |
9,545
shares
|
$670,631
0.25% of portfolio
|
Q3 2025
Added 0.79%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 14, 2025 Q3 2025 |
9,538
shares
|
$670,139
0.01% of portfolio
|
Q3 2025
Added 6.46%
|
|
|
Motive Wealth Advisors
|
Oct 20, 2025 Q3 2025 |
9,437
shares
|
$663,043
0.28% of portfolio
|
Q1 2025
Reduced 7.25%
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
9,402
shares
|
$660,584
0.01% of portfolio
|
Q3 2025
Reduced 1.66%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2025 Q3 2025 |
9,369
shares
|
$658,265
0.18% of portfolio
|
Q3 2025
Reduced 25.02%
|
|
|
Wealthfront Advisers LLC
|
Nov 06, 2025 Q3 2025 |
9,362
shares
|
$657,774
0.0% of portfolio
|
Q3 2025
Added 34.88%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Oct 23, 2025 Q3 2025 |
9,345
shares
|
$656,579
0.21% of portfolio
|
Q3 2025
Added 112.87%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Nov 19, 2025 Q3 2025 |
9,263
shares
|
$650,818
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Nov 06, 2025 Q3 2025 |
9,247
shares
|
$649,694
0.14% of portfolio
|
Q3 2025
Added 34.99%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
9,182
shares
|
$645,127
0.0% of portfolio
|
Q3 2025
Added 15.86%
|
|
|
Flp Wealth Management, LLC
Bentonville, AR |
Oct 15, 2025 Q3 2025 |
9,157
shares
|
$643,370
2.03% of portfolio
|
Q3 2025
Added 17.31%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Oct 10, 2025 Q3 2025 |
9,147
shares
|
$642,668
0.01% of portfolio
|
Q3 2025
Reduced 8.14%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Oct 30, 2025 Q3 2025 |
9,133
shares
|
$641,684
0.23% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
9,110
shares
|
$640,068
0.01% of portfolio
|
Q3 2025
Reduced 2.67%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 03, 2025 Q3 2025 |
8,998
shares
|
$632,199
0.12% of portfolio
|
Q1 2025
Added 29.97%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Oct 24, 2025 Q3 2025 |
8,982
shares
|
$631,075
0.27% of portfolio
|
Q3 2025
Reduced 2.19%
|
|
|
Smart Wealth LLC
Omaha, NE |
Nov 07, 2025 Q3 2025 |
8,951
shares
|
$628,897
0.23% of portfolio
|
Q3 2025
Added 21.35%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 06, 2025 Q3 2025 |
8,919
shares
|
$626,648
0.08% of portfolio
|
Q4 2024
Reduced 5.93%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Nov 03, 2025 Q3 2025 |
8,885
shares
|
$624,260
0.03% of portfolio
|
Q3 2025
Added 1.75%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 25, 2025 Q3 2025 |
8,871
shares
|
$623,276
0.34% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Osborne Partners Capital Management, LLC
|
Oct 30, 2025 Q3 2025 |
8,800
shares
|
$618,288
0.03% of portfolio
|
Q2 2024
Reduced 14.56%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 31, 2025 Q3 2025 |
8,775
shares
|
$616,531
0.03% of portfolio
|
Q2 2025
Reduced 2.27%
|
|
|
Bam Wealth Management, LLC
Lakewood, CO |
Oct 31, 2025 Q3 2025 |
8,674
shares
|
$609,435
0.46% of portfolio
|
Q3 2025
New holding
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Nov 12, 2025 Q3 2025 |
8,666
shares
|
$608,873
0.0% of portfolio
|
Q1 2025
Added 60.36%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
8,635
shares
|
$606,695
0.09% of portfolio
|
Q3 2025
Added 42.68%
|
|