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 |
|---|---|---|---|---|---|
|
My Legacy Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
77,161
shares
|
$5.42 Million
1.82% of portfolio
|
Q2 2025
Added 36.25%
|
|
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
Jan 15, 2026 Q4 2025 |
76,767
shares
|
$5.39 Million
3.76% of portfolio
|
Q4 2025
Added 0.49%
|
|
|
Symmetry Partners, LLC
|
Jan 27, 2026 Q4 2025 |
76,589
shares
|
$5.38 Million
0.37% of portfolio
|
Q4 2025
Reduced 42.94%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Oct 28, 2025 Q3 2025 |
76,325
shares
|
$5.36 Million
3.78% of portfolio
|
Q3 2025
Added 54.46%
|
|
|
Maryland Capital Advisors Inc.
|
Jan 20, 2026 Q4 2025 |
75,742
shares
|
$5.32 Million
1.9% of portfolio
|
Q4 2025
Reduced 1.63%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Jan 27, 2026 Q4 2025 |
75,589
shares
|
$5.31 Million
3.69% of portfolio
|
Q4 2025
Reduced 2.29%
|
|
|
180 Wealth Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
75,368
shares
|
$5.3 Million
0.64% of portfolio
|
Q4 2025
Reduced 3.26%
|
|
|
Geneos Wealth Management Inc.
|
Jan 28, 2026 Q4 2025 |
75,309
shares
|
$5.29 Million
0.14% of portfolio
|
Q4 2025
Added 8.04%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
74,699
shares
|
$5.25 Million
0.04% of portfolio
|
Q3 2025
Added 4.28%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 10, 2025 Q3 2025 |
74,418
shares
|
$5.23 Million
0.38% of portfolio
|
Q3 2025
Reduced 8.53%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
72,310
shares
|
$5.08 Million
0.28% of portfolio
|
Q4 2023
Reduced 7.41%
|
|
|
Riverwater Partners LLC
|
Oct 31, 2025 Q3 2025 |
72,288
shares
|
$5.08 Million
2.38% of portfolio
|
Q1 2025
Reduced 18.38%
|
|
|
Centerline Wealth Advisors, LLC
Louisville, KY |
Jan 08, 2026 Q4 2025 |
72,164
shares
|
$5.07 Million
1.87% of portfolio
|
Q4 2025
Added 30.83%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Nov 05, 2025 Q3 2025 |
71,511
shares
|
$5.02 Million
0.65% of portfolio
|
Q3 2025
Reduced 8.33%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Jan 14, 2026 Q4 2025 |
71,302
shares
|
$5.01 Million
3.42% of portfolio
|
Q4 2025
Reduced 10.41%
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
Nov 14, 2025 Q3 2025 |
70,153
shares
|
$4.93 Million
2.62% of portfolio
|
Q3 2025
Reduced 2.07%
|
|
|
Zhang Financial LLC
|
Nov 10, 2025 Q3 2025 |
69,961
shares
|
$4.92 Million
0.2% of portfolio
|
Q3 2025
Reduced 1.09%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 22, 2026 Q4 2025 |
69,764
shares
|
$4.9 Million
0.16% of portfolio
|
Q4 2025
Reduced 15.58%
|
|
|
Cranbrook Wealth Management, LLC
|
Jan 28, 2026 Q4 2025 |
68,662
shares
|
$4.82 Million
0.95% of portfolio
|
Q4 2025
Added 1.61%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 03, 2025 Q3 2025 |
68,662
shares
|
$4.82 Million
0.55% of portfolio
|
Q3 2025
Reduced 3.3%
|
|
|
Efficient Advisors, LLC
|
Jan 21, 2026 Q4 2025 |
67,824
shares
|
$4.77 Million
0.28% of portfolio
|
Q4 2025
Reduced 4.81%
|
|
|
Harbor Group, Inc.
|
Jan 12, 2026 Q4 2025 |
67,391
shares
|
$4.73 Million
0.75% of portfolio
|
Q4 2025
Reduced 1.34%
|
|
|
Collective Family Office LLC
|
Jan 06, 2026 Q4 2025 |
66,814
shares
|
$4.69 Million
1.09% of portfolio
|
Q4 2025
Reduced 5.79%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Nov 14, 2025 Q3 2025 |
66,535
shares
|
$4.67 Million
0.49% of portfolio
|
Q3 2025
Added 13.46%
|
|
|
Napatree Capital LLC
Westerly, RI |
May 02, 2025 Q1 2025 |
66,007
shares
|
$4.64 Million
2.19% of portfolio
|
Q1 2025
Reduced 37.17%
|
|