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 |
|---|---|---|---|---|---|
|
Essex Savings Bank
|
Nov 04, 2025 Q3 2025 |
8,633
shares
|
$606,554
0.13% of portfolio
|
Q3 2025
Reduced 0.75%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Nov 04, 2025 Q3 2025 |
8,629
shares
|
$606,273
0.1% of portfolio
|
Q2 2025
Reduced 10.49%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
8,576
shares
|
$602,549
0.02% of portfolio
|
Q3 2023
Added 0.78%
|
|
|
Keystone Wealth Services, LLC
|
Oct 22, 2025 Q3 2025 |
8,549
shares
|
$600,652
0.14% of portfolio
|
Q3 2025
Added 27.83%
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
Nov 14, 2025 Q3 2025 |
8,495
shares
|
$596,858
0.07% of portfolio
|
Q3 2025
Reduced 0.71%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Oct 27, 2025 Q3 2025 |
8,494
shares
|
$596,788
0.32% of portfolio
|
Q3 2025
Added 15.31%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
8,487
shares
|
$596,296
0.24% of portfolio
|
Q3 2025
Reduced 11.84%
|
|
|
Pointe Capital Management LLC
|
Nov 24, 2025 Q3 2025 |
8,455
shares
|
$594,048
0.29% of portfolio
|
Q3 2025
Added 20.91%
|
|
|
Milestone Asset Management Group, LLC
Avon, CT |
Oct 22, 2025 Q3 2025 |
8,389
shares
|
$589,411
0.36% of portfolio
|
Q2 2025
Added 0.77%
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
8,373
shares
|
$588,286
0.03% of portfolio
|
Q3 2025
Reduced 0.91%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
8,327
shares
|
$585,055
0.25% of portfolio
|
Q2 2024
Reduced 3.31%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Oct 10, 2025 Q3 2025 |
8,313
shares
|
$584,071
0.13% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Innova Wealth Partners
|
Dec 02, 2025 Q3 2025 |
8,295
shares
|
$582,806
0.34% of portfolio
|
Q3 2025
Added 158.01%
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Oct 27, 2025 Q3 2025 |
8,294
shares
|
$582,736
0.29% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
American Trust
Lexington, KY |
Nov 17, 2025 Q3 2025 |
8,286
shares
|
$582,174
0.05% of portfolio
|
Q3 2025
Added 2.51%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Nov 14, 2025 Q3 2025 |
8,263
shares
|
$580,558
0.47% of portfolio
|
Q3 2025
Added 15.16%
|
|
|
Lion Street Advisors, LLC
|
Nov 07, 2025 Q3 2025 |
8,244
shares
|
$579,223
0.18% of portfolio
|
Q3 2025
Reduced 48.51%
|
|
|
First Citizens Asset Management, Inc.
Raleigh, NC |
Nov 04, 2025 Q3 2025 |
8,231
shares
|
$578,310
0.2% of portfolio
|
Q3 2025
New holding
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
8,185
shares
|
$575,078
0.03% of portfolio
|
Q3 2025
Reduced 51.55%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
8,176
shares
|
$574,445
0.17% of portfolio
|
Q3 2025
Added 5.63%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
8,073
shares
|
$567,208
0.06% of portfolio
|
Q3 2025
Reduced 2.66%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
8,028
shares
|
$564,047
0.01% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
7,966
shares
|
$559,691
0.24% of portfolio
|
Q2 2025
Added 2.19%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
7,937
shares
|
$557,653
0.04% of portfolio
|
Q3 2025
Added 42.01%
|
|
|
Bcs Wealth Management
|
Oct 22, 2025 Q3 2025 |
7,927
shares
|
$556,951
0.13% of portfolio
|
Q3 2025
Reduced 13.28%
|
|