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 1,285 institutions that hold shares in the stock, with a total of 348 Million shares, which have been reported (via 13F filing form) to have a value of $24.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
128,248
shares
|
$9.01 Million
0.04% of portfolio
|
Q3 2025
Reduced 2.5%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Dec 17, 2025 Q3 2025 |
127,981
shares
|
$8.99 Million
0.67% of portfolio
|
Q3 2025
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
126,487
shares
|
$8.89 Million
0.15% of portfolio
|
Q3 2025
Added 12.09%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
125,784
shares
|
$8.84 Million
1.26% of portfolio
|
Q3 2025
Added 15.9%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
125,691
shares
|
$8.83 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.22%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 23, 2026 Q4 2025 |
124,182
shares
|
$8.73 Million
0.11% of portfolio
|
Q4 2025
Reduced 7.86%
|
|
|
Spire Wealth Management
|
Jan 14, 2026 Q4 2025 |
123,689
shares
|
$8.69 Million
0.31% of portfolio
|
Q4 2025
Added 0.47%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
123,589
shares
|
$8.68 Million
1.12% of portfolio
|
Q4 2024
Added 7.86%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
123,503
shares
|
$8.68 Million
0.31% of portfolio
|
Q4 2025
Added 5.69%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Jan 06, 2026 Q4 2025 |
123,455
shares
|
$8.67 Million
1.23% of portfolio
|
Q4 2025
Reduced 26.48%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Oct 22, 2025 Q3 2025 |
122,524
shares
|
$8.61 Million
2.57% of portfolio
|
Q3 2025
Added 1.62%
|
|
|
Apella Capital, LLC
|
Jan 21, 2026 Q4 2025 |
122,155
shares
|
$8.58 Million
0.18% of portfolio
|
Q4 2025
Reduced 7.62%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
122,126
shares
|
$8.58 Million
0.6% of portfolio
|
Q3 2025
Added 5.38%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jan 15, 2026 Q4 2025 |
121,516
shares
|
$8.54 Million
0.3% of portfolio
|
Q4 2025
Added 641.77%
|
|
|
1 St Source Bank
|
Nov 12, 2025 Q3 2025 |
120,929
shares
|
$8.5 Million
0.43% of portfolio
|
Q3 2025
Added 1.45%
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Oct 09, 2025 Q3 2025 |
120,711
shares
|
$8.48 Million
0.01% of portfolio
|
Q3 2025
Reduced 44.85%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
120,247
shares
|
$8.45 Million
0.87% of portfolio
|
Q4 2025
Reduced 6.54%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 18, 2025 Q3 2025 |
120,146
shares
|
$8.44 Million
1.56% of portfolio
|
Q3 2025
Reduced 26.22%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Nov 13, 2025 Q3 2025 |
119,400
shares
|
$8.39 Million
5.46% of portfolio
|
Q3 2025
Reduced 1.66%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
119,211
shares
|
$8.38 Million
0.13% of portfolio
|
Q3 2025
Reduced 5.22%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Jan 16, 2026 Q4 2025 |
118,268
shares
|
$8.31 Million
0.26% of portfolio
|
Q4 2025
Reduced 6.39%
|
|
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
Jan 03, 2024 Q4 2023 |
117,288
shares
|
$8.24 Million
2.23% of portfolio
|
Q4 2023
Reduced 3.93%
|
|
|
Hobbs Wealth Management, LLC
Zionsville, IN |
Nov 05, 2025 Q3 2025 |
116,651
shares
|
$8.2 Million
6.64% of portfolio
|
Q3 2025
Reduced 28.75%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Jan 15, 2026 Q4 2025 |
114,755
shares
|
$8.06 Million
1.44% of portfolio
|
Q4 2025
Added 1.52%
|
|
|
Capital Advantage, Inc.
|
Jan 07, 2026 Q4 2025 |
113,882
shares
|
$8 Million
1.21% of portfolio
|
Q4 2025
Added 0.71%
|
|