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 1,276 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 |
|---|---|---|---|---|---|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
102,280
shares
|
$7.19 Million
0.79% of portfolio
|
Q2 2025
Reduced 0.53%
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
Nov 12, 2025 Q3 2025 |
100,993
shares
|
$7.1 Million
3.07% of portfolio
|
Q3 2025
Reduced 16.83%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 20, 2025 Q3 2025 |
100,520
shares
|
$7.06 Million
0.53% of portfolio
|
Q2 2025
Reduced 21.31%
|
|
|
True Vision Mn LLC
Woodbury, MN |
Jan 14, 2026 Q4 2025 |
99,945
shares
|
$7.02 Million
3.63% of portfolio
|
Q4 2025
Reduced 13.25%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Oct 29, 2025 Q3 2025 |
99,795
shares
|
$7.01 Million
2.88% of portfolio
|
Q3 2025
Reduced 4.35%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
98,491
shares
|
$6.92 Million
3.34% of portfolio
|
Q4 2024
Added 11.42%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Oct 30, 2025 Q3 2025 |
98,315
shares
|
$6.91 Million
2.28% of portfolio
|
Q3 2025
Reduced 14.96%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 20, 2026 Q4 2025 |
98,030
shares
|
$6.89 Million
0.08% of portfolio
|
Q4 2025
Added 18.83%
|
|
|
North Rock Partners, LLC
|
Nov 13, 2025 Q3 2025 |
97,949
shares
|
$6.88 Million
0.13% of portfolio
|
Q2 2025
Added 1.4%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
97,410
shares
|
$6.84 Million
0.13% of portfolio
|
Q3 2025
Reduced 9.8%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
97,380
shares
|
$6.84 Million
0.28% of portfolio
|
Q3 2025
New holding
|
|
|
Seneca Financial Advisors LLC
Rochester, NY |
Oct 23, 2025 Q3 2025 |
97,326
shares
|
$6.84 Million
2.16% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Oct 29, 2025 Q3 2025 |
96,600
shares
|
$6.79 Million
1.49% of portfolio
|
Q3 2025
Added 36.49%
|
|
|
Stage Harbor Financial, LLC
Needham, MA |
Nov 03, 2025 Q3 2025 |
94,717
shares
|
$6.65 Million
4.7% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Nov 06, 2025 Q3 2025 |
94,303
shares
|
$6.63 Million
2.28% of portfolio
|
Q3 2025
Added 3.34%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 13, 2025 Q3 2025 |
94,137
shares
|
$6.61 Million
0.35% of portfolio
|
Q1 2025
Reduced 3.08%
|
|
|
Montecito Bank & Trust
|
Jan 08, 2026 Q4 2025 |
94,039
shares
|
$6.61 Million
1.07% of portfolio
|
Q4 2025
Added 1.13%
|
|
|
Maryland State Retirement & Pension System
|
Oct 28, 2025 Q3 2025 |
91,800
shares
|
$6.45 Million
0.14% of portfolio
|
Q3 2025
Added 33.67%
|
|
|
Polaris Investment Advisors, LLC
Framingham, MA |
Jan 15, 2026 Q4 2025 |
91,514
shares
|
$6.43 Million
4.72% of portfolio
|
Q4 2025
New holding
|
|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
89,710
shares
|
$6.3 Million
0.3% of portfolio
|
Q3 2025
Reduced 4.58%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Oct 30, 2025 Q3 2025 |
89,442
shares
|
$6.28 Million
1.39% of portfolio
|
Q3 2025
Reduced 1.46%
|
|
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
Jan 12, 2026 Q4 2025 |
88,958
shares
|
$6.25 Million
1.68% of portfolio
|
Q4 2025
Reduced 23.37%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
88,729
shares
|
$6.23 Million
0.03% of portfolio
|
Q1 2025
Added 4.21%
|
|
|
Lantz Financial LLC
|
Jan 14, 2026 Q4 2025 |
87,595
shares
|
$6.15 Million
1.42% of portfolio
|
Q4 2025
Reduced 4.44%
|
|
|
Pinnacle Financial Partners Inc
|
Oct 28, 2025 Q3 2025 |
86,787
shares
|
$6.1 Million
0.15% of portfolio
|
Q3 2025
Reduced 1.41%
|
|