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 |
|---|---|---|---|---|---|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
428
shares
|
$30,071
0.0% of portfolio
|
Q3 2025
Added 32.1%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Oct 31, 2025 Q3 2025 |
419
shares
|
$29,438
0.01% of portfolio
|
Q3 2025
Reduced 3.9%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 16, 2025 Q3 2025 |
409
shares
|
$28,736
0.02% of portfolio
|
Q2 2025
Reduced 2.85%
|
|
|
Legacy Bridge, LLC
|
Nov 12, 2025 Q3 2025 |
400
shares
|
$28,104
0.01% of portfolio
|
Q2 2025
Reduced 23.81%
|
|
|
Atwood & Palmer Inc
|
Oct 15, 2025 Q3 2025 |
392
shares
|
$27,541
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cva Family Office, LLC
|
Oct 30, 2025 Q3 2025 |
384
shares
|
$26,979
0.0% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 10, 2025 Q3 2025 |
363
shares
|
$25,504
0.01% of portfolio
|
Q1 2024
Added 85.2%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 07, 2025 Q3 2025 |
355
shares
|
$24,942
0.05% of portfolio
|
Q3 2025
Reduced 95.41%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2025 Q3 2025 |
351
shares
|
$24,661
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
330
shares
|
$23,185
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Chesapeake Asset Management LLC
New York, NY |
Oct 17, 2025 Q3 2025 |
325
shares
|
$22,834
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Integrity Financial Corp
|
Nov 06, 2025 Q3 2025 |
322
shares
|
$22,623
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
322
shares
|
$22,623
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
First Community Trust Na
|
Oct 07, 2025 Q3 2025 |
318
shares
|
$22,342
0.02% of portfolio
|
Q3 2025
Added 622.73%
|
|
|
Investors Research Corp
|
Oct 02, 2025 Q3 2025 |
318
shares
|
$22,342
0.0% of portfolio
|
Q3 2025
Added 174.14%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
312
shares
|
$21,921
0.0% of portfolio
|
Q3 2025
Added 9.86%
|
|
|
Toth Financial Advisory Corp
|
Oct 09, 2025 Q3 2025 |
306
shares
|
$21,499
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
302
shares
|
$21,218
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Optimum Investment Advisors
|
Oct 20, 2025 Q3 2025 |
301
shares
|
$21,148
0.01% of portfolio
|
Q3 2020
New holding
|
|
|
Hurley Capital, LLC
New York, NY |
Nov 10, 2025 Q3 2025 |
299
shares
|
$21,007
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Oct 23, 2025 Q3 2025 |
295
shares
|
$20,726
0.01% of portfolio
|
Q3 2025
Added 96.67%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
293
shares
|
$20,586
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Oct 17, 2025 Q3 2025 |
289
shares
|
$20,305
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Oct 31, 2025 Q3 2025 |
287
shares
|
$20,164
0.02% of portfolio
|
Q2 2025
Added 124.22%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Oct 24, 2025 Q3 2025 |
280
shares
|
$19,672
0.01% of portfolio
|
Q2 2023
New holding
|
|