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 |
|---|---|---|---|---|---|
|
Astoria Portfolio Advisors Llc.
|
Oct 09, 2025 Q3 2025 |
3,056
shares
|
$214,714
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Oder Investment Management, LLC
Woodland Hills, CA |
Nov 10, 2025 Q3 2025 |
3,035
shares
|
$213,239
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Washington Trust CO
|
Nov 12, 2025 Q3 2025 |
3,031
shares
|
$212,958
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Oct 23, 2025 Q3 2025 |
3,005
shares
|
$211,131
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Friday Financial
Dubuque, IA |
Oct 07, 2025 Q3 2025 |
3,004
shares
|
$211,061
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
North Star Asset Management Inc
|
Nov 10, 2025 Q3 2025 |
3,000
shares
|
$210,780
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Eclectic Associates Inc
|
Oct 09, 2025 Q3 2025 |
2,992
shares
|
$210,217
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Flc Capital Advisors
|
Oct 17, 2025 Q3 2025 |
2,984
shares
|
$209,655
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Regions Financial Corp
|
Nov 19, 2025 Q3 2025 |
2,968
shares
|
$208,531
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
2,931
shares
|
$205,932
0.0% of portfolio
|
Q2 2025
Added 2.02%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
2,924
shares
|
$205,440
0.0% of portfolio
|
Q4 2023
Added 1.81%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
Nov 14, 2025 Q3 2025 |
2,889
shares
|
$202,981
0.63% of portfolio
|
Q3 2025
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Nov 04, 2025 Q3 2025 |
2,877
shares
|
$202,138
0.06% of portfolio
|
Q3 2025
Added 6.71%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
2,774
shares
|
$194,901
0.03% of portfolio
|
Q3 2025
Reduced 8.27%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
2,693
shares
|
$189,210
0.0% of portfolio
|
Q3 2025
Reduced 59.15%
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
2,650
shares
|
$186,189
0.02% of portfolio
|
Q3 2025
Reduced 28.82%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
2,625
shares
|
$184,432
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Oct 27, 2025 Q3 2025 |
2,604
shares
|
$182,957
0.01% of portfolio
|
Q3 2025
Reduced 10.55%
|
|
|
Wells Financial Advisors Inc
|
Oct 20, 2025 Q3 2025 |
2,585
shares
|
$181,622
0.24% of portfolio
|
Q3 2025
Added 2.58%
|
|
|
Rosenberg Matthew Hamilton
|
Nov 10, 2025 Q3 2025 |
2,576
shares
|
$180,989
0.04% of portfolio
|
Q3 2025
Reduced 2.42%
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Oct 29, 2025 Q3 2025 |
2,520
shares
|
$177,055
0.08% of portfolio
|
Q2 2025
Reduced 13.85%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Oct 28, 2025 Q3 2025 |
2,495
shares
|
$175,298
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Balentine LLC
Atlanta, GA |
Nov 07, 2025 Q3 2025 |
2,462
shares
|
$172,980
0.01% of portfolio
|
Q1 2024
Reduced 91.83%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
2,414
shares
|
$169,607
0.02% of portfolio
|
Q3 2024
Reduced 16.64%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
2,392
shares
|
$168,061
0.05% of portfolio
|
Q2 2024
Reduced 35.32%
|
|