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 |
|---|---|---|---|---|---|
|
Tranquility Partners, LLC
|
Oct 30, 2025 Q3 2025 |
7,293
shares
|
$512,406
0.17% of portfolio
|
Q1 2025
Reduced 8.77%
|
|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
7,246
shares
|
$509,103
0.03% of portfolio
|
Q3 2025
Added 1.36%
|
|
|
Prosperity Planning, Inc.
|
Oct 09, 2025 Q3 2025 |
7,186
shares
|
$504,888
0.14% of portfolio
|
Q3 2025
Reduced 10.21%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Dec 29, 2025 Q3 2025 |
7,177
shares
|
$504,256
0.48% of portfolio
|
Q3 2025
Added 2.93%
|
|
|
Michels Family Financial, LLC
Fort Worth, TX |
Nov 10, 2025 Q3 2025 |
7,115
shares
|
$499,899
0.38% of portfolio
|
Q3 2025
Reduced 12.75%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
7,109
shares
|
$499,478
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Ieq Capital, LLC
|
Nov 14, 2025 Q3 2025 |
7,083
shares
|
$497,651
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
7,061
shares
|
$496,105
0.17% of portfolio
|
Q2 2025
Reduced 25.11%
|
|
|
Wambolt & Associates, LLC
|
Aug 12, 2025 Q2 2025 |
7,053
shares
|
$495,543
0.15% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Main Street Investment Advisors LLC
|
Nov 10, 2025 Q3 2025 |
6,938
shares
|
$487,463
0.07% of portfolio
|
Q2 2024
Reduced 12.24%
|
|
|
Gilman Hill Asset Management, LLC
|
Oct 15, 2025 Q3 2025 |
6,904
shares
|
$485,075
0.08% of portfolio
|
Q2 2025
Added 8.66%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 17, 2025 Q3 2025 |
6,897
shares
|
$484,583
0.01% of portfolio
|
Q3 2025
Reduced 0.95%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Oct 30, 2025 Q3 2025 |
6,865
shares
|
$482,334
0.54% of portfolio
|
Q3 2025
Reduced 4.79%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Oct 20, 2025 Q3 2025 |
6,844
shares
|
$480,859
0.15% of portfolio
|
Q2 2025
Reduced 27.37%
|
|
|
Novus Advisors, LLC
Greenville, SC |
Nov 13, 2025 Q3 2025 |
6,804
shares
|
$478,049
1.06% of portfolio
|
Q3 2025
Added 5.08%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Oct 16, 2025 Q3 2025 |
6,799
shares
|
$477,697
0.04% of portfolio
|
Q3 2025
Reduced 11.71%
|
|
|
Dgs Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
6,794
shares
|
$477,346
0.09% of portfolio
|
Q4 2024
Reduced 5.49%
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
Nov 06, 2025 Q3 2025 |
6,768
shares
|
$475,519
0.19% of portfolio
|
Q3 2025
Reduced 7.49%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2025 Q3 2025 |
6,759
shares
|
$474,887
0.13% of portfolio
|
Q3 2025
Added 3.46%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
6,758
shares
|
$474,817
0.03% of portfolio
|
Q3 2025
Reduced 0.75%
|
|
|
Massmutual Trust CO Fsb
|
Oct 22, 2025 Q3 2025 |
6,693
shares
|
$470,250
0.01% of portfolio
|
Q3 2025
Reduced 7.64%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
6,686
shares
|
$469,758
0.31% of portfolio
|
Q2 2025
Added 2.15%
|
|
|
Pb Mares Wealth Management LLC
|
Oct 27, 2025 Q3 2025 |
6,670
shares
|
$468,634
0.07% of portfolio
|
Q3 2025
Reduced 0.68%
|
|
|
Well Done, LLC
|
Oct 27, 2025 Q3 2025 |
6,455
shares
|
$453,528
0.08% of portfolio
|
Q3 2025
Added 3.69%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Oct 27, 2025 Q3 2025 |
6,423
shares
|
$451,279
0.21% of portfolio
|
Q3 2025
Reduced 1.26%
|
|