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 |
|---|---|---|---|---|---|
|
Stewardship Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
3,745
shares
|
$263,123
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
3,722
shares
|
$261,507
0.01% of portfolio
|
Q1 2024
Reduced 28.66%
|
|
|
Team Hewins, LLC
Redwood City, CA |
Nov 12, 2025 Q3 2025 |
3,665
shares
|
$257,502
0.08% of portfolio
|
Q1 2025
Reduced 20.24%
|
|
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
Nov 03, 2025 Q3 2025 |
3,657
shares
|
$256,940
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Aurdan Capital Management, LLC
Wayne, PA |
Nov 05, 2025 Q3 2025 |
3,647
shares
|
$256,238
0.08% of portfolio
|
Q2 2025
Added 4.11%
|
|
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
Nov 04, 2025 Q3 2025 |
3,612
shares
|
$253,779
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Mkt Advisors LLC
Escondido, CA |
Oct 17, 2025 Q3 2025 |
3,605
shares
|
$253,287
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Urban Financial Advisory Corp
Chicago, IL |
Nov 21, 2025 Q3 2025 |
3,586
shares
|
$251,952
0.11% of portfolio
|
Q2 2025
Added 2.19%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
3,565
shares
|
$250,476
0.01% of portfolio
|
Q2 2025
Added 2.95%
|
|
|
Radnor Capital Management, LLC
|
Oct 21, 2025 Q3 2025 |
3,561
shares
|
$250,195
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Marco Investment Management LLC
|
Nov 04, 2025 Q3 2025 |
3,500
shares
|
$245,910
0.02% of portfolio
|
Q1 2025
Reduced 35.39%
|
|
|
Squarepoint Ops LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
3,480
shares
|
$244,504
0.0% of portfolio
|
Q3 2025
Reduced 82.44%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 13, 2025 Q3 2025 |
3,451
shares
|
$242,467
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
3,447
shares
|
$242,186
0.03% of portfolio
|
Q3 2025
Reduced 17.99%
|
|
|
Huntleigh Advisors, Inc.
St. Louis, MO |
Oct 29, 2025 Q3 2025 |
3,440
shares
|
$241,694
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Oct 20, 2025 Q3 2025 |
3,405
shares
|
$239,235
0.02% of portfolio
|
Q3 2025
Reduced 1.28%
|
|
|
Total Wealth Planning, LLC
|
Oct 17, 2025 Q3 2025 |
3,401
shares
|
$238,954
0.03% of portfolio
|
Q2 2025
Reduced 27.25%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 12, 2025 Q3 2025 |
3,390
shares
|
$238,181
0.01% of portfolio
|
Q3 2025
Reduced 0.76%
|
|
|
Cfo4 Life Group, LLC
|
Nov 07, 2025 Q3 2025 |
3,352
shares
|
$235,511
0.04% of portfolio
|
Q3 2025
Added 1.73%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 23, 2025 Q3 2025 |
3,344
shares
|
$234,949
0.03% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 07, 2025 Q3 2025 |
3,325
shares
|
$233,614
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
3,310
shares
|
$232,560
0.0% of portfolio
|
Q3 2025
Added 241.59%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Oct 29, 2025 Q3 2025 |
3,309
shares
|
$232,490
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 21, 2025 Q3 2025 |
3,284
shares
|
$230,733
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Frontier Asset Management, LLC
Sheridan, WY |
Oct 29, 2025 Q3 2025 |
3,277
shares
|
$230,242
0.08% of portfolio
|
Q2 2025
New holding
|
|