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 |
|---|---|---|---|---|---|
|
Foundation Wealth Management, LLC
Clayton, MO |
Oct 28, 2025 Q3 2025 |
57,215
shares
|
$4.02 Million
2.48% of portfolio
|
Q3 2025
Reduced 3.71%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
56,785
shares
|
$3.99 Million
0.43% of portfolio
|
Q3 2022
Reduced 84.65%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Jan 15, 2026 Q4 2025 |
56,235
shares
|
$3.95 Million
1.73% of portfolio
|
Q4 2025
Reduced 6.46%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 20, 2026 Q4 2025 |
56,048
shares
|
$3.94 Million
0.24% of portfolio
|
Q4 2025
Added 25.37%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
56,034
shares
|
$3.94 Million
0.04% of portfolio
|
Q3 2025
Reduced 10.74%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Nov 10, 2025 Q3 2025 |
55,908
shares
|
$3.93 Million
0.08% of portfolio
|
Q3 2025
Reduced 8.11%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Nov 10, 2025 Q3 2025 |
55,418
shares
|
$3.89 Million
0.06% of portfolio
|
Q3 2025
Reduced 8.8%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
55,391
shares
|
$3.89 Million
0.24% of portfolio
|
Q4 2023
Added 0.39%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
54,564
shares
|
$3.83 Million
0.18% of portfolio
|
Q3 2025
Reduced 17.68%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Nov 14, 2025 Q3 2025 |
53,945
shares
|
$3.79 Million
1.17% of portfolio
|
Q3 2025
Reduced 4.12%
|
|
|
Ade, LLC
|
Nov 06, 2025 Q3 2025 |
53,935
shares
|
$3.79 Million
2.08% of portfolio
|
Q3 2025
Reduced 3.43%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
53,779
shares
|
$3.78 Million
0.17% of portfolio
|
Q3 2025
Added 2.54%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
53,646
shares
|
$3.77 Million
0.08% of portfolio
|
Q3 2025
Reduced 50.53%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Jan 14, 2026 Q4 2025 |
53,623
shares
|
$3.77 Million
0.84% of portfolio
|
Q4 2025
Reduced 7.57%
|
|
|
W Advisors, LLC
Germantown, TN |
Nov 14, 2025 Q3 2025 |
53,455
shares
|
$3.76 Million
1.98% of portfolio
|
Q3 2025
Reduced 9.57%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jan 06, 2026 Q4 2025 |
52,648
shares
|
$3.7 Million
2.14% of portfolio
|
Q4 2025
Reduced 25.39%
|
|
|
Amg National Trust Bank
|
Nov 07, 2025 Q3 2025 |
52,217
shares
|
$3.67 Million
0.09% of portfolio
|
Q3 2025
Added 1.29%
|
|
|
Mc Naughton Wealth Management, LLC
|
Jan 12, 2026 Q4 2025 |
52,065
shares
|
$3.66 Million
1.6% of portfolio
|
Q4 2025
Reduced 35.75%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Oct 29, 2025 Q3 2025 |
51,848
shares
|
$3.64 Million
1.97% of portfolio
|
Q3 2025
Reduced 20.16%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
51,190
shares
|
$3.6 Million
0.13% of portfolio
|
Q3 2025
Added 20.06%
|
|
|
Black Diamond Wealth Management Inc.
|
Nov 12, 2025 Q3 2025 |
50,349
shares
|
$3.54 Million
2.25% of portfolio
|
Q3 2025
Reduced 20.52%
|
|
|
Brown Advisory Inc
|
Nov 14, 2025 Q3 2025 |
50,226
shares
|
$3.53 Million
0.0% of portfolio
|
Q3 2025
Added 5.83%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
50,066
shares
|
$3.52 Million
0.64% of portfolio
|
Q2 2025
Added 0.73%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jan 08, 2026 Q4 2025 |
49,351
shares
|
$3.47 Million
0.41% of portfolio
|
Q4 2025
Reduced 0.33%
|
|
|
Bush Investment Group, LLC
Valdosta, GA |
Dec 18, 2025 Q3 2025 |
49,272
shares
|
$3.46 Million
1.98% of portfolio
|
Q3 2025
Reduced 18.49%
|
|