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 |
|---|---|---|---|---|---|
|
Edgestream Partners, L.P.
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
4,916
shares
|
$345,398
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
Nov 13, 2025 Q3 2025 |
4,892
shares
|
$343,711
0.18% of portfolio
|
Q3 2025
Added 6.79%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Oct 29, 2025 Q3 2025 |
4,873
shares
|
$342,376
0.04% of portfolio
|
Q3 2025
Added 21.79%
|
|
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
Oct 24, 2025 Q3 2025 |
4,822
shares
|
$338,793
0.22% of portfolio
|
Q3 2025
Added 42.03%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Oct 27, 2025 Q3 2025 |
4,772
shares
|
$335,280
0.08% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Nov 12, 2025 Q3 2025 |
4,761
shares
|
$334,507
0.26% of portfolio
|
Q3 2025
Reduced 1.18%
|
|
|
Wedmont Private Capital
|
Oct 08, 2025 Q3 2025 |
4,739
shares
|
$332,962
0.01% of portfolio
|
Q3 2025
Reduced 31.76%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
4,670
shares
|
$328,114
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Oct 07, 2025 Q3 2025 |
4,659
shares
|
$327,341
0.03% of portfolio
|
Q3 2025
Added 3.1%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Oct 27, 2025 Q3 2025 |
4,649
shares
|
$326,638
0.1% of portfolio
|
Q3 2025
Reduced 21.03%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
4,622
shares
|
$324,741
0.01% of portfolio
|
Q3 2025
Added 2.87%
|
|
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
Oct 14, 2025 Q3 2025 |
4,614
shares
|
$324,179
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Legacy Wealth Asset Management, LLC
|
Oct 14, 2025 Q3 2025 |
4,593
shares
|
$322,704
0.09% of portfolio
|
Q1 2025
Reduced 81.89%
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Oct 22, 2025 Q3 2025 |
4,591
shares
|
$322,563
0.27% of portfolio
|
Q3 2025
Added 1.28%
|
|
|
Cambridge Financial Group, LLC
Tucson, AZ |
Oct 03, 2025 Q3 2025 |
4,589
shares
|
$322,423
0.1% of portfolio
|
Q4 2024
Added 10.21%
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Oct 21, 2025 Q3 2025 |
4,569
shares
|
$321,017
0.13% of portfolio
|
Q3 2025
Reduced 11.14%
|
|
|
Northstar Asset Management Inc
Boston, MA |
Oct 30, 2025 Q3 2025 |
4,564
shares
|
$320,666
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 14, 2025 Q3 2025 |
4,537
shares
|
$318,769
0.11% of portfolio
|
Q2 2025
Added 2.18%
|
|
|
Fiscal Wisdom Wealth Management, LLC
Canton, CT |
Nov 07, 2025 Q3 2025 |
4,521
shares
|
$317,645
0.29% of portfolio
|
Q3 2025
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 21, 2025 Q3 2025 |
4,505
shares
|
$316,521
0.11% of portfolio
|
Q3 2025
Reduced 16.03%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Nov 13, 2025 Q3 2025 |
4,428
shares
|
$311,111
0.01% of portfolio
|
Q3 2025
Reduced 5.02%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Nov 14, 2025 Q3 2025 |
4,387
shares
|
$308,230
0.08% of portfolio
|
Q2 2025
Reduced 9.97%
|
|
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
4,358
shares
|
$306,193
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Novem Group
Rochester, NY |
Nov 10, 2025 Q3 2025 |
4,322
shares
|
$303,663
0.03% of portfolio
|
Q3 2025
Reduced 0.48%
|
|
|
Unionview, LLC
Seattle, WA |
Feb 03, 2025 Q4 2024 |
4,312
shares
|
$302,961
0.17% of portfolio
|
Q4 2024
Added 0.77%
|
|