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 |
|---|---|---|---|---|---|
|
Measured Wealth Private Client Group, LLC
|
Nov 14, 2025 Q3 2025 |
675
shares
|
$47,425
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Tompkins Financial Corp
|
Oct 08, 2025 Q3 2025 |
650
shares
|
$45,669
0.0% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 14, 2025 Q3 2025 |
642
shares
|
$45,106
0.01% of portfolio
|
Q2 2025
Reduced 35.67%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
630
shares
|
$44,263
0.02% of portfolio
|
Q1 2022
Reduced 37.62%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Oct 30, 2025 Q3 2025 |
616
shares
|
$43,280
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Collier Financial
Denver, CO |
Nov 05, 2025 Q3 2025 |
570
shares
|
$40,048
0.03% of portfolio
|
Q3 2025
Reduced 37.5%
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
562
shares
|
$39,486
0.0% of portfolio
|
Q3 2025
Reduced 9.65%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
551
shares
|
$38,713
0.0% of portfolio
|
Q3 2025
Added 257.79%
|
|
|
Jnba Financial Advisors
|
Oct 28, 2025 Q3 2025 |
550
shares
|
$38,643
0.0% of portfolio
|
Q1 2025
Reduced 31.42%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
548
shares
|
$38,502
0.01% of portfolio
|
Q4 2023
Reduced 9.42%
|
|
|
Breakwater Investment Management
Seattle, WA |
Oct 02, 2025 Q3 2025 |
528
shares
|
$37,097
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Tripletail Wealth Management, LLC
Orlando, FL |
Oct 17, 2025 Q3 2025 |
508
shares
|
$35,692
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Crewe Advisors LLC
|
Nov 13, 2025 Q3 2025 |
505
shares
|
$35,481
0.0% of portfolio
|
Q3 2025
Added 12.47%
|
|
|
Ogorek Anthony Joseph
|
Nov 04, 2025 Q3 2025 |
500
shares
|
$35,130
0.01% of portfolio
|
Q2 2025
Added 2.04%
|
|
|
Rogco, LP
Claremore, OK |
Oct 30, 2025 Q3 2025 |
499
shares
|
$35,059
0.01% of portfolio
|
Q3 2024
Reduced 22.87%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
499
shares
|
$35,059
0.02% of portfolio
|
Q2 2025
Added 58.92%
|
|
|
Abound Wealth Management
Franklin, TN |
Oct 10, 2025 Q3 2025 |
496
shares
|
$34,848
0.01% of portfolio
|
Q3 2025
Added 25.89%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Nov 07, 2025 Q3 2025 |
496
shares
|
$34,848
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
493
shares
|
$34,638
0.0% of portfolio
|
Q3 2021
Reduced 27.5%
|
|
|
Trust CO Of Vermont
|
Oct 14, 2025 Q3 2025 |
479
shares
|
$33,654
0.0% of portfolio
|
Q1 2025
Added 59.67%
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
472
shares
|
$33,162
0.01% of portfolio
|
Q4 2023
Added 0.21%
|
|
|
Guerra Advisors Inc
Miami, FL |
Nov 04, 2025 Q3 2025 |
470
shares
|
$33,022
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
456
shares
|
$32,038
0.01% of portfolio
|
Q2 2025
Added 2.24%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
449
shares
|
$31,546
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
429
shares
|
$30,141
0.0% of portfolio
|
Q1 2024
Reduced 97.29%
|
|