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 |
|---|---|---|---|---|---|
|
Sentinus, LLC
Oak Brook, IL |
Nov 14, 2025 Q3 2025 |
256,857
shares
|
$18 Million
4.19% of portfolio
|
Q3 2025
Added 3.18%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Oct 31, 2025 Q3 2025 |
256,390
shares
|
$18 Million
1.13% of portfolio
|
Q3 2025
Reduced 9.45%
|
|
|
Cypress Wealth Services, LLC
|
Oct 15, 2025 Q3 2025 |
253,484
shares
|
$17.8 Million
3.1% of portfolio
|
Q3 2025
Reduced 13.91%
|
|
|
Plancorp, LLC
|
Oct 15, 2025 Q3 2025 |
252,487
shares
|
$17.7 Million
0.55% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Oct 29, 2025 Q3 2025 |
252,169
shares
|
$17.7 Million
1.03% of portfolio
|
Q3 2025
Added 9.8%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
252,143
shares
|
$17.7 Million
0.16% of portfolio
|
Q1 2025
Reduced 14.58%
|
|
|
Long Run Wealth Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
248,682
shares
|
$17.5 Million
3.69% of portfolio
|
Q3 2025
Added 3.26%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
245,460
shares
|
$17.2 Million
0.43% of portfolio
|
Q3 2025
Added 143.87%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
245,236
shares
|
$17.2 Million
2.09% of portfolio
|
Q3 2025
Reduced 19.81%
|
|
|
Accredited Investors Inc.
|
Oct 30, 2025 Q3 2025 |
242,948
shares
|
$17.1 Million
0.92% of portfolio
|
Q3 2025
Reduced 1.72%
|
|
|
Financial Life Advisors
|
Nov 03, 2025 Q3 2025 |
239,111
shares
|
$16.8 Million
5.31% of portfolio
|
Q3 2025
Added 3.63%
|
|
|
Fiducient Advisors LLC
|
Oct 30, 2025 Q3 2025 |
238,902
shares
|
$16.8 Million
1.92% of portfolio
|
Q2 2025
New holding
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 06, 2025 Q3 2025 |
238,225
shares
|
$16.7 Million
0.14% of portfolio
|
Q3 2025
Added 3.9%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
238,137
shares
|
$16.7 Million
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Wakefield Asset Management Lllp
Englewood, CO |
Nov 13, 2025 Q3 2025 |
237,725
shares
|
$16.7 Million
4.87% of portfolio
|
Q3 2025
Reduced 9.99%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
236,772
shares
|
$16.6 Million
0.5% of portfolio
|
Q3 2025
Reduced 25.55%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
235,179
shares
|
$16.5 Million
0.18% of portfolio
|
Q3 2025
Reduced 30.03%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Nov 13, 2025 Q3 2025 |
234,655
shares
|
$16.5 Million
2.21% of portfolio
|
Q3 2025
Added 40.51%
|
|
|
One Advisory Partners, LLC
|
Nov 05, 2025 Q3 2025 |
233,765
shares
|
$16.4 Million
5.86% of portfolio
|
Q3 2025
Reduced 12.28%
|
|
|
Cullen Capital Management, LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
231,632
shares
|
$16.3 Million
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
229,934
shares
|
$16.2 Million
1.63% of portfolio
|
Q1 2025
Reduced 26.91%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
227,309
shares
|
$16 Million
0.38% of portfolio
|
Q2 2025
Added 43.99%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
225,350
shares
|
$15.8 Million
0.09% of portfolio
|
Q3 2025
Reduced 12.78%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Oct 30, 2025 Q3 2025 |
223,069
shares
|
$15.7 Million
1.95% of portfolio
|
Q3 2025
Reduced 8.45%
|
|
|
High Mark Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
222,241
shares
|
$15.6 Million
6.96% of portfolio
|
Q3 2025
Reduced 4.43%
|
|