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 |
|---|---|---|---|---|---|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
65,513
shares
|
$4.6 Million
0.46% of portfolio
|
Q3 2025
Reduced 15.94%
|
|
|
Northwest Wealth Management, LLC
|
Jan 14, 2026 Q4 2025 |
65,465
shares
|
$4.6 Million
0.75% of portfolio
|
Q4 2025
Reduced 4.59%
|
|
|
Northwest Capital Management Inc
|
Oct 20, 2025 Q3 2025 |
64,239
shares
|
$4.51 Million
4.86% of portfolio
|
Q3 2025
Reduced 30.46%
|
|
|
Mma Asset Management LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
63,939
shares
|
$4.49 Million
1.49% of portfolio
|
Q3 2025
Reduced 16.77%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
63,711
shares
|
$4.48 Million
0.17% of portfolio
|
Q3 2025
Reduced 8.79%
|
|
|
Yukon Wealth Management, Inc.
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
63,635
shares
|
$4.47 Million
1.41% of portfolio
|
Q3 2025
Reduced 4.16%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Nov 03, 2025 Q3 2025 |
63,345
shares
|
$4.45 Million
1.8% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Jan 13, 2026 Q4 2025 |
63,220
shares
|
$4.44 Million
0.91% of portfolio
|
Q4 2025
Added 427.58%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 07, 2026 Q4 2025 |
62,582
shares
|
$4.4 Million
2.82% of portfolio
|
Q4 2025
Added 0.54%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jan 21, 2026 Q4 2025 |
62,405
shares
|
$4.38 Million
0.14% of portfolio
|
Q4 2025
Added 12.88%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 27, 2025 Q3 2025 |
62,371
shares
|
$4.38 Million
1.41% of portfolio
|
Q3 2025
Reduced 12.47%
|
|
|
Telos Capital Management, Inc.
|
Nov 04, 2025 Q3 2025 |
61,989
shares
|
$4.36 Million
0.42% of portfolio
|
Q3 2025
Added 0.68%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
61,477
shares
|
$4.32 Million
0.69% of portfolio
|
Q1 2023
Added 21.57%
|
|
|
Market Street Wealth Management Advisors LLC
|
Jan 22, 2026 Q4 2025 |
61,238
shares
|
$4.3 Million
0.74% of portfolio
|
Q4 2025
Reduced 1.2%
|
|
|
Ffg Retirement Advisors LLC
Centennial, CO |
Jan 12, 2026 Q4 2025 |
60,779
shares
|
$4.27 Million
2.69% of portfolio
|
Q4 2025
Reduced 26.68%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
60,446
shares
|
$4.25 Million
0.1% of portfolio
|
Q3 2022
Added 18.84%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
60,345
shares
|
$4.24 Million
0.66% of portfolio
|
Q3 2025
Added 3880.54%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
60,203
shares
|
$4.23 Million
0.1% of portfolio
|
Q4 2023
Reduced 0.32%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 06, 2025 Q3 2025 |
59,644
shares
|
$4.19 Million
0.01% of portfolio
|
Q3 2025
Added 4.42%
|
|
|
Theory Financial LLC
Fort Collins, CO |
Oct 28, 2025 Q3 2025 |
58,677
shares
|
$4.12 Million
1.57% of portfolio
|
Q3 2025
Reduced 22.21%
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Nov 12, 2025 Q3 2025 |
58,329
shares
|
$4.1 Million
0.77% of portfolio
|
Q3 2025
New holding
|
|
|
Integrity Advisory Solutions, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
58,329
shares
|
$4.1 Million
0.63% of portfolio
|
Q3 2025
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
57,756
shares
|
$4.06 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.8%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Nov 07, 2025 Q3 2025 |
57,690
shares
|
$4.05 Million
1.49% of portfolio
|
Q3 2025
Reduced 33.84%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
57,406
shares
|
$4.03 Million
0.14% of portfolio
|
Q3 2025
Reduced 19.86%
|
|