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 |
|---|---|---|---|---|---|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
273
shares
|
$19,180
0.0% of portfolio
|
Q3 2025
Added 37.88%
|
|
|
Eastern Bank
|
Oct 27, 2025 Q3 2025 |
272
shares
|
$19,110
0.0% of portfolio
|
Q3 2025
Reduced 10.53%
|
|
|
Kerr Financial Planning Corp
Fresno, CA |
Nov 25, 2025 Q3 2025 |
256
shares
|
$17,986
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
254
shares
|
$17,846
0.0% of portfolio
|
Q4 2023
Reduced 75.24%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
247
shares
|
$17,354
0.0% of portfolio
|
Q3 2025
Added 2.49%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 03, 2025 Q3 2025 |
245
shares
|
$17,213
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
242
shares
|
$17,002
0.0% of portfolio
|
Q3 2025
Reduced 45.98%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
241
shares
|
$16,932
0.0% of portfolio
|
Q1 2023
Reduced 23.73%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
217
shares
|
$15,246
0.0% of portfolio
|
Q3 2025
Added 261.67%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 03, 2025 Q3 2025 |
206
shares
|
$14,473
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Lowe Brockenbrough & CO Inc
|
Nov 05, 2025 Q3 2025 |
204
shares
|
$14,333
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
201
shares
|
$14,122
0.0% of portfolio
|
Q2 2025
Reduced 14.1%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
199
shares
|
$13,981
0.0% of portfolio
|
Q2 2024
Added 2.58%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Nov 14, 2025 Q3 2025 |
197
shares
|
$13,841
0.01% of portfolio
|
Q3 2025
Added 25.48%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
195
shares
|
$13,700
0.0% of portfolio
|
Q2 2025
Reduced 78.33%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Nov 06, 2025 Q3 2025 |
190
shares
|
$13,349
0.01% of portfolio
|
Q2 2025
Reduced 72.06%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
183
shares
|
$12,857
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
180
shares
|
$12,646
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Paladin Advisory Group, LLC
|
Nov 05, 2025 Q3 2025 |
178
shares
|
$12,506
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
Oct 31, 2025 Q3 2025 |
178
shares
|
$12,506
0.01% of portfolio
|
Q4 2024
Reduced 9.64%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Nov 12, 2025 Q3 2025 |
174
shares
|
$12,225
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Nov 04, 2025 Q3 2025 |
159
shares
|
$11,171
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Nov 18, 2025 Q3 2025 |
159
shares
|
$11,171
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
140
shares
|
$9,836
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
139
shares
|
$9,766
0.0% of portfolio
|
Q3 2025
Added 36.27%
|
|