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 1,259 institutions that hold shares in the stock, with a total of 350 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 |
|---|---|---|---|---|---|
|
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%
|
|
|
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%
|
|
|
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%
|
|
|
Wedmont Private Capital
|
Jan 08, 2026 Q4 2025 |
4,816
shares
|
$338,372
0.01% of portfolio
|
Q4 2025
Added 1.62%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Nov 12, 2025 Q3 2025 |
4,761
shares
|
$334,507
0.26% of portfolio
|
Q3 2025
Reduced 1.18%
|
|
|
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%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 08, 2026 Q4 2025 |
4,640
shares
|
$326,006
0.12% of portfolio
|
Q4 2025
Added 2.27%
|
|
|
Curated Wealth Partners LLC
|
Jan 12, 2026 Q4 2025 |
4,639
shares
|
$325,936
0.04% of portfolio
|
Q4 2025
New holding
|
|
|
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
|
|
|
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 |
Jan 09, 2026 Q4 2025 |
4,589
shares
|
$322,423
0.09% 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
|
|