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 1,280 institutions that hold shares in the stock, with a total of 350 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 |
|---|---|---|---|---|---|
|
Ball & CO Wealth Management Inc.
Franklin, TN |
Jan 23, 2026 Q4 2025 |
146,628
shares
|
$10.3 Million
6.74% of portfolio
|
Q4 2025
Added 398.96%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 20, 2026 Q4 2025 |
145,539
shares
|
$10.2 Million
0.91% of portfolio
|
Q4 2025
Reduced 14.19%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
145,266
shares
|
$10.2 Million
3.96% of portfolio
|
Q1 2024
Reduced 10.55%
|
|
|
Forthright Family Wealth Advisory LLC
Houston, TX |
Nov 04, 2025 Q3 2025 |
145,161
shares
|
$10.2 Million
7.02% of portfolio
|
Q3 2025
Reduced 8.75%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Jan 26, 2026 Q4 2025 |
144,065
shares
|
$10.1 Million
3.26% of portfolio
|
Q3 2025
Added 6.33%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 07, 2025 Q3 2025 |
143,896
shares
|
$10.1 Million
0.62% of portfolio
|
Q3 2025
Reduced 3.44%
|
|
|
Certus Wealth Management, LLC
Redwood City, CA |
Nov 07, 2025 Q3 2025 |
143,330
shares
|
$10.1 Million
6.26% of portfolio
|
Q3 2025
Reduced 9.64%
|
|
|
Csm Advisors, LLC
Pittsburgh, PA |
Nov 14, 2025 Q3 2025 |
143,271
shares
|
$10.1 Million
0.27% of portfolio
|
Q3 2025
Added 13.27%
|
|
|
Mc Lean Asset Management Corp
|
Jan 15, 2026 Q4 2025 |
141,977
shares
|
$9.98 Million
1.87% of portfolio
|
Q4 2025
Reduced 1.42%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 10, 2025 Q3 2025 |
140,905
shares
|
$9.9 Million
0.2% of portfolio
|
Q3 2025
Added 5.18%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Oct 27, 2025 Q3 2025 |
140,824
shares
|
$9.89 Million
2.7% of portfolio
|
Q3 2025
Added 10.78%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
140,348
shares
|
$9.86 Million
0.05% of portfolio
|
Q3 2025
Added 240.36%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
140,022
shares
|
$9.84 Million
2.88% of portfolio
|
Q3 2024
Reduced 2.49%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
139,592
shares
|
$9.81 Million
0.28% of portfolio
|
Q3 2025
Reduced 10.75%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 14, 2026 Q4 2025 |
138,772
shares
|
$9.75 Million
0.2% of portfolio
|
Q4 2025
Added 6.31%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Oct 14, 2025 Q3 2025 |
138,621
shares
|
$9.74 Million
3.53% of portfolio
|
Q3 2025
Added 65.68%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
137,208
shares
|
$9.64 Million
0.27% of portfolio
|
Q4 2023
New holding
|
|
|
M1 Capital Management LLC
Bloomfield Hills, MI |
Nov 12, 2025 Q3 2025 |
135,974
shares
|
$9.55 Million
3.98% of portfolio
|
Q3 2025
Added 3.77%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
134,783
shares
|
$9.47 Million
0.13% of portfolio
|
Q3 2025
Reduced 10.77%
|
|
|
Symmetry Partners, LLC
|
Oct 15, 2025 Q3 2025 |
134,230
shares
|
$9.43 Million
1.0% of portfolio
|
Q3 2025
Added 30.41%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
134,056
shares
|
$9.42 Million
0.82% of portfolio
|
Q3 2022
Added 4.79%
|
|
|
Staley Capital Advisers Inc
|
Nov 12, 2025 Q3 2025 |
133,353
shares
|
$9.37 Million
0.38% of portfolio
|
Q2 2025
Added 5.67%
|
|
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
Nov 14, 2025 Q3 2025 |
132,512
shares
|
$9.31 Million
0.02% of portfolio
|
Q3 2025
Reduced 87.36%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jan 12, 2026 Q4 2025 |
131,090
shares
|
$9.21 Million
2.88% of portfolio
|
Q4 2025
Added 0.13%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2025 Q3 2025 |
129,427
shares
|
$9.09 Million
0.33% of portfolio
|
Q3 2025
Added 40.32%
|
|