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 |
|---|---|---|---|---|---|
|
Argent Advisors, Inc.
Monroe, LA |
Nov 03, 2025 Q3 2025 |
7,913
shares
|
$555,967
0.17% of portfolio
|
Q3 2025
Reduced 8.34%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 12, 2025 Q3 2025 |
7,907
shares
|
$555,545
0.06% of portfolio
|
Q3 2025
Reduced 81.88%
|
|
|
Rmb Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
7,906
shares
|
$555,475
0.01% of portfolio
|
Q3 2025
Added 1.67%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
7,880
shares
|
$553,648
0.19% of portfolio
|
Q3 2025
Added 123.48%
|
|
|
Empirical Asset Management, LLC
|
Nov 10, 2025 Q3 2025 |
7,879
shares
|
$553,578
0.15% of portfolio
|
Q3 2025
Reduced 17.59%
|
|
|
Harbour Capital Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
7,859
shares
|
$552,173
0.12% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Garrett Investment Advisors LLC
|
Oct 09, 2025 Q3 2025 |
7,836
shares
|
$550,557
0.05% of portfolio
|
Q3 2025
Reduced 2.15%
|
|
|
Claris Advisors, LLC
|
Oct 06, 2025 Q3 2025 |
7,766
shares
|
$545,639
0.19% of portfolio
|
Q2 2025
Added 2.18%
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
7,720
shares
|
$542,407
0.03% of portfolio
|
Q2 2024
Reduced 7.14%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Nov 05, 2025 Q3 2025 |
7,714
shares
|
$541,985
0.05% of portfolio
|
Q3 2025
Reduced 74.37%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Oct 24, 2025 Q3 2025 |
7,698
shares
|
$540,861
0.19% of portfolio
|
Q3 2025
Added 11.32%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
7,648
shares
|
$537,348
0.03% of portfolio
|
Q3 2024
Reduced 1.99%
|
|
|
Montis Financial, LLC
|
Oct 28, 2025 Q3 2025 |
7,621
shares
|
$535,451
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Nov 06, 2025 Q3 2025 |
7,611
shares
|
$534,748
0.06% of portfolio
|
Q2 2024
Reduced 3.55%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
7,558
shares
|
$531,025
0.04% of portfolio
|
Q4 2023
Added 32.36%
|
|
|
Balance Wealth, LLC
Delaware, OH |
Oct 20, 2025 Q3 2025 |
7,548
shares
|
$530,322
0.13% of portfolio
|
Q3 2025
Reduced 1.65%
|
|
|
Lauterbach Financial Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
7,547
shares
|
$530,252
0.27% of portfolio
|
Q3 2025
Reduced 4.04%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 12, 2025 Q3 2025 |
7,530
shares
|
$529,057
0.02% of portfolio
|
Q3 2025
Added 47.65%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
7,500
shares
|
$526,950
0.19% of portfolio
|
Q2 2025
Reduced 7.21%
|
|
|
Palisade Asset Management, LLC
|
Nov 17, 2025 Q3 2025 |
7,482
shares
|
$525,685
0.05% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2025 Q3 2025 |
7,466
shares
|
$524,561
0.01% of portfolio
|
Q3 2025
Reduced 1.32%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
7,369
shares
|
$517,745
0.0% of portfolio
|
Q3 2025
Added 50.97%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
7,345
shares
|
$516,059
0.0% of portfolio
|
Q3 2025
Added 3.67%
|
|
|
Cibc Bancorp Usa Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
7,345
shares
|
$516,059
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Western Financial Corporation
|
Nov 03, 2022 Q3 2022 |
7,293
shares
|
$512,406
0.2% of portfolio
|
Q3 2022
Reduced 14.44%
|
|