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 |
|---|---|---|---|---|---|
|
Switch Point Financial Planning, LLC
Lehi, UT |
Nov 13, 2025 Q3 2025 |
6,415
shares
|
$450,717
0.32% of portfolio
|
Q2 2025
New holding
|
|
|
Spinnaker Investment Group, LLC
|
Oct 10, 2025 Q3 2025 |
6,403
shares
|
$449,874
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
6,394
shares
|
$449,242
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
Oct 29, 2025 Q3 2025 |
6,337
shares
|
$445,237
0.1% of portfolio
|
Q3 2025
Reduced 19.42%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Oct 31, 2025 Q3 2025 |
6,324
shares
|
$444,324
0.02% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Essex Private Wealth Management, LLC
Topsfield, MA |
Oct 24, 2024 Q3 2024 |
6,291
shares
|
$442,005
0.96% of portfolio
|
Q2 2024
Added 1.63%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Nov 14, 2025 Q3 2025 |
6,283
shares
|
$441,443
0.07% of portfolio
|
Q3 2025
Reduced 2.89%
|
|
|
Signature Securities Group Corporation
|
Nov 10, 2025 Q3 2025 |
6,234
shares
|
$438,000
0.13% of portfolio
|
Q3 2025
Reduced 33.64%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
6,232
shares
|
$437,860
0.02% of portfolio
|
Q3 2025
Added 1.17%
|
|
|
Forvis Wealth Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
6,220
shares
|
$437,017
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
6,205
shares
|
$435,963
0.01% of portfolio
|
Q2 2025
Reduced 37.69%
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
6,188
shares
|
$434,768
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
6,178
shares
|
$434,066
0.02% of portfolio
|
Q3 2025
Added 13.78%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
6,170
shares
|
$433,504
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bordeaux Wealth Advisors LLC
|
Aug 04, 2025 Q2 2025 |
6,057
shares
|
$425,564
0.05% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Oct 28, 2025 Q3 2025 |
6,043
shares
|
$424,581
0.13% of portfolio
|
Q3 2025
Added 87.09%
|
|
|
Aaron Wealth Advisors LLC
|
Oct 03, 2025 Q3 2025 |
6,031
shares
|
$423,738
0.02% of portfolio
|
Q2 2025
Added 1.77%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
6,014
shares
|
$422,543
0.02% of portfolio
|
Q3 2025
Reduced 13.91%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Nov 03, 2025 Q3 2025 |
6,003
shares
|
$421,770
0.14% of portfolio
|
Q3 2025
Reduced 3.92%
|
|
|
Midwest Trust CO
Overland Park, KS |
Nov 06, 2025 Q3 2025 |
5,992
shares
|
$420,997
0.01% of portfolio
|
Q3 2025
Added 38.45%
|
|
|
Cap Partners, LLC
Franklin, TN |
Oct 29, 2025 Q3 2025 |
5,982
shares
|
$420,295
0.23% of portfolio
|
Q3 2025
Reduced 2.95%
|
|
|
Tanglewood Wealth Management, Inc.
|
Oct 30, 2025 Q3 2025 |
5,972
shares
|
$419,592
0.04% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 15, 2025 Q3 2025 |
5,965
shares
|
$419,100
0.03% of portfolio
|
Q2 2025
Added 2.79%
|
|
|
Copia Wealth Management
Bend, OR |
Oct 31, 2025 Q3 2025 |
5,916
shares
|
$415,658
0.3% of portfolio
|
Q3 2025
Reduced 2.18%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Oct 23, 2025 Q3 2025 |
5,878
shares
|
$412,988
0.21% of portfolio
|
Q2 2025
New holding
|
|