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 |
|---|---|---|---|---|---|
|
Hilltop National Bank
Casper, WY |
Oct 08, 2025 Q3 2025 |
5,876
shares
|
$412,847
0.1% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Trust Point Inc.
La Crosse, WI |
Oct 10, 2025 Q3 2025 |
5,849
shares
|
$410,950
0.03% of portfolio
|
Q2 2025
Reduced 4.19%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
5,774
shares
|
$405,681
0.09% of portfolio
|
Q3 2025
Reduced 1.94%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Oct 31, 2025 Q3 2025 |
5,770
shares
|
$405,400
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
Oct 09, 2025 Q3 2025 |
5,769
shares
|
$405,329
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Citizens Business Bank
Ontario, CA |
Nov 10, 2025 Q3 2025 |
5,756
shares
|
$404,416
0.07% of portfolio
|
Q1 2025
Reduced 25.79%
|
|
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
Oct 27, 2025 Q3 2025 |
5,755
shares
|
$404,346
0.19% of portfolio
|
Q1 2025
Reduced 10.04%
|
|
|
Dopkins Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
5,710
shares
|
$401,184
0.17% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
Conning Inc.
|
Oct 27, 2025 Q3 2025 |
5,670
shares
|
$398,374
0.01% of portfolio
|
Q3 2025
Reduced 42.91%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Oct 20, 2025 Q3 2025 |
5,660
shares
|
$397,671
0.06% of portfolio
|
Q3 2025
Reduced 0.98%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Nov 04, 2025 Q3 2025 |
5,634
shares
|
$395,844
0.1% of portfolio
|
Q3 2025
Reduced 13.08%
|
|
|
Mount Yale Investment Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
5,621
shares
|
$394,931
0.03% of portfolio
|
Q3 2025
Reduced 93.68%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
5,586
shares
|
$392,472
0.03% of portfolio
|
Q3 2025
Reduced 12.62%
|
|
|
Becker Capital Management Inc
|
Nov 12, 2025 Q3 2025 |
5,585
shares
|
$392,402
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Oct 22, 2025 Q3 2025 |
5,585
shares
|
$392,402
0.1% of portfolio
|
Q3 2025
Reduced 0.75%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
5,561
shares
|
$390,715
0.02% of portfolio
|
Q3 2021
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
5,551
shares
|
$390,013
0.03% of portfolio
|
Q3 2025
Added 9.55%
|
|
|
Kovack Advisors, Inc.
|
Nov 07, 2025 Q3 2025 |
5,546
shares
|
$389,661
0.04% of portfolio
|
Q3 2025
Reduced 13.68%
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
5,524
shares
|
$388,116
0.02% of portfolio
|
Q3 2025
Added 4.42%
|
|
|
Americana Partners, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
5,524
shares
|
$388,116
0.01% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
5,518
shares
|
$387,694
0.01% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Nov 07, 2025 Q3 2025 |
5,515
shares
|
$387,483
0.02% of portfolio
|
Q3 2025
Reduced 7.47%
|
|
|
Marino, Stram & Associates LLC
|
Nov 03, 2025 Q3 2025 |
5,494
shares
|
$386,008
0.07% of portfolio
|
Q2 2025
Added 8.66%
|
|
|
Shotwell Rutter Baer Inc
Lansing, MI |
Oct 09, 2025 Q3 2025 |
5,460
shares
|
$383,619
0.24% of portfolio
|
Q3 2025
Reduced 8.34%
|
|
|
Life Line Wealth Management LLC
Beverly Hills, CA |
Nov 12, 2025 Q3 2025 |
5,432
shares
|
$381,652
0.11% of portfolio
|
Q3 2025
Added 10.05%
|
|