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 |
|---|---|---|---|---|---|
|
Synovus Financial Corp
Columbus, GA |
Nov 07, 2025 Q3 2025 |
5,421
shares
|
$380,879
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Intelligence Driven Advisers, LLC
|
Nov 10, 2025 Q3 2025 |
5,414
shares
|
$380,387
0.05% of portfolio
|
Q1 2024
Reduced 3.48%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Nov 07, 2025 Q3 2025 |
5,352
shares
|
$376,031
0.06% of portfolio
|
Q3 2025
Reduced 25.89%
|
|
|
Investment Advisory Group, LLC
|
Nov 03, 2025 Q3 2025 |
5,332
shares
|
$374,626
0.1% of portfolio
|
Q3 2025
Reduced 0.93%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Oct 01, 2025 Q3 2025 |
5,330
shares
|
$374,485
0.08% of portfolio
|
Q3 2025
Reduced 3.13%
|
|
|
Facet Wealth, Inc.
|
Oct 30, 2025 Q3 2025 |
5,294
shares
|
$371,956
0.01% of portfolio
|
Q3 2025
Added 11.83%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
5,285
shares
|
$371,324
0.0% of portfolio
|
Q3 2021
Reduced 4.76%
|
|
|
Rhs Financial, LLC
|
Oct 22, 2025 Q3 2025 |
5,277
shares
|
$370,762
0.19% of portfolio
|
Q2 2025
Reduced 55.61%
|
|
|
Crescent Grove Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
5,262
shares
|
$369,708
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2025 Q3 2025 |
5,220
shares
|
$366,757
0.03% of portfolio
|
Q2 2025
Added 0.89%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2025 Q3 2025 |
5,199
shares
|
$365,281
0.02% of portfolio
|
Q2 2024
Reduced 0.99%
|
|
|
Institute For Wealth Management, Llc.
|
Oct 17, 2025 Q3 2025 |
5,191
shares
|
$364,719
0.04% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Index Fund Advisors, Inc.
|
Oct 22, 2025 Q3 2025 |
5,153
shares
|
$362,049
0.02% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 14, 2025 Q3 2025 |
5,146
shares
|
$361,557
0.1% of portfolio
|
Q3 2025
Reduced 76.89%
|
|
|
Trilogy Capital Inc.
|
Oct 24, 2025 Q3 2025 |
5,128
shares
|
$360,293
0.02% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
Baker Tilly Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
5,120
shares
|
$359,731
0.08% of portfolio
|
Q3 2025
Added 47.89%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2025 Q3 2025 |
5,094
shares
|
$357,904
0.0% of portfolio
|
Q3 2025
Reduced 48.8%
|
|
|
Lockerman Financial Group, Inc.
|
Oct 16, 2025 Q3 2025 |
5,067
shares
|
$356,007
0.47% of portfolio
|
Q3 2025
Reduced 13.41%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
5,039
shares
|
$354,040
0.03% of portfolio
|
Q2 2025
Added 39.47%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
5,013
shares
|
$352,213
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Integral Investment Advisors, Inc.
|
Oct 22, 2025 Q3 2025 |
5,000
shares
|
$351,300
0.09% of portfolio
|
Q1 2025
Reduced 28.57%
|
|
|
Great Oak Capital Partners, LLC
South Easton, MA |
Oct 17, 2025 Q3 2025 |
4,995
shares
|
$350,948
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
Nov 06, 2025 Q3 2025 |
4,961
shares
|
$348,559
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Nov 10, 2025 Q3 2025 |
4,959
shares
|
$348,419
0.02% of portfolio
|
Q3 2025
Reduced 4.76%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Nov 24, 2025 Q3 2025 |
4,958
shares
|
$348,349
0.06% of portfolio
|
Q1 2025
Reduced 8.03%
|
|