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 |
|---|---|---|---|---|---|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
452,011
shares
|
$31.8 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.57%
|
|
|
West Wealth Group, LLC
|
Oct 27, 2025 Q3 2025 |
428,476
shares
|
$30.1 Million
7.38% of portfolio
|
Q3 2025
Reduced 7.93%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
Nov 13, 2025 Q3 2025 |
422,080
shares
|
$29.7 Million
5.55% of portfolio
|
Q3 2025
Added 9.91%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
421,286
shares
|
$29.6 Million
1.0% of portfolio
|
Q3 2025
Reduced 18.74%
|
|
|
Allspring Global Investments Holdings, LLC
|
Oct 20, 2025 Q3 2025 |
420,985
shares
|
$29.6 Million
0.05% of portfolio
|
Q3 2025
Reduced 2.79%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
417,120
shares
|
$29.3 Million
0.43% of portfolio
|
Q3 2025
Added 10.81%
|
|
|
Ma Private Wealth
|
Nov 05, 2025 Q3 2025 |
401,577
shares
|
$28.2 Million
4.75% of portfolio
|
Q3 2025
Added 1.95%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
394,499
shares
|
$27.7 Million
1.33% of portfolio
|
Q3 2025
Reduced 3.03%
|
|
|
Affinity Capital Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
393,619
shares
|
$27.7 Million
4.19% of portfolio
|
Q3 2025
Added 8.96%
|
|
|
Cardinal Strategic Wealth Guidance
|
Oct 22, 2025 Q3 2025 |
391,736
shares
|
$27.5 Million
7.28% of portfolio
|
Q3 2025
Reduced -0.0%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
380,580
shares
|
$26.7 Million
0.23% of portfolio
|
Q3 2025
Reduced 17.28%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
378,482
shares
|
$26.6 Million
0.86% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Covenant Partners, LLC
|
Oct 24, 2025 Q3 2025 |
377,860
shares
|
$26.5 Million
7.42% of portfolio
|
Q3 2025
Added 0.72%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Nov 14, 2025 Q3 2025 |
375,388
shares
|
$26.4 Million
5.8% of portfolio
|
Q3 2025
Reduced 14.5%
|
|
|
Horst & Graben Wealth Management LLC
|
Oct 15, 2025 Q3 2025 |
369,213
shares
|
$25.9 Million
4.37% of portfolio
|
Q3 2025
Reduced 15.14%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Oct 21, 2025 Q3 2025 |
369,146
shares
|
$25.9 Million
3.53% of portfolio
|
Q3 2025
Added 5.0%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
365,189
shares
|
$25.7 Million
0.56% of portfolio
|
Q2 2025
Reduced 33.37%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
364,758
shares
|
$25.6 Million
0.52% of portfolio
|
Q3 2025
Added 14.31%
|
|
|
Valence8 Us LP
Cambridge, MA |
Nov 07, 2025 Q3 2025 |
353,875
shares
|
$24.9 Million
8.23% of portfolio
|
Q3 2025
Added 10.99%
|
|
|
Keystone Financial Services
|
Nov 13, 2025 Q3 2025 |
351,052
shares
|
$24.7 Million
7.95% of portfolio
|
Q3 2025
Added 1.92%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
334,044
shares
|
$23.5 Million
1.42% of portfolio
|
Q3 2025
Added 4.35%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
333,834
shares
|
$23.5 Million
0.22% of portfolio
|
Q3 2025
Reduced 22.97%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
326,535
shares
|
$22.9 Million
0.82% of portfolio
|
Q3 2025
Reduced 24.06%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 30, 2025 Q3 2025 |
326,171
shares
|
$22.9 Million
15.85% of portfolio
|
Q3 2025
Reduced 2.67%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
325,495
shares
|
$22.9 Million
0.01% of portfolio
|
Q3 2025
Added 5.91%
|
|