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 1,270 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 |
|---|---|---|---|---|---|
|
Warner Financial, Inc
Bethesda, MD |
Oct 20, 2025 Q3 2025 |
44,765
shares
|
$3.15 Million
1.13% of portfolio
|
Q3 2025
Added 1.72%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Jan 16, 2026 Q4 2025 |
44,727
shares
|
$3.14 Million
0.86% of portfolio
|
Q4 2025
Reduced 12.3%
|
|
|
Blalock Williams, LLC
Alexander City, AL |
Oct 27, 2025 Q3 2025 |
44,398
shares
|
$3.12 Million
2.64% of portfolio
|
Q2 2025
Added 52.15%
|
|
|
Ifrah Financial Services, Inc.
|
Oct 22, 2025 Q3 2025 |
44,204
shares
|
$3.11 Million
0.79% of portfolio
|
Q3 2025
Reduced 0.63%
|
|
|
Beam Wealth Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
44,050
shares
|
$3.09 Million
0.91% of portfolio
|
Q3 2025
Added 13.49%
|
|
|
Flagship Harbor Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
44,010
shares
|
$3.09 Million
0.14% of portfolio
|
Q2 2024
Reduced 58.88%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
43,985
shares
|
$3.09 Million
0.07% of portfolio
|
Q3 2025
Added 7.14%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
43,727
shares
|
$3.07 Million
0.11% of portfolio
|
Q3 2022
Added 184.0%
|
|
|
Beirne Wealth Consulting Services, LLC
|
Nov 07, 2025 Q3 2025 |
43,652
shares
|
$3.07 Million
0.71% of portfolio
|
Q3 2025
Added 0.55%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
42,456
shares
|
$2.98 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Scs Capital Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
42,372
shares
|
$2.98 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.04%
|
|
|
Summit Financial Strategies, Inc.
|
Oct 22, 2025 Q3 2025 |
42,259
shares
|
$2.97 Million
0.27% of portfolio
|
Q3 2025
Reduced 5.16%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Nov 17, 2025 Q3 2025 |
42,259
shares
|
$2.97 Million
0.87% of portfolio
|
Q3 2025
Added 5.86%
|
|
|
Dentgroup LLC
|
Oct 03, 2025 Q3 2025 |
42,194
shares
|
$2.96 Million
2.01% of portfolio
|
Q3 2025
Added 2.66%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
41,914
shares
|
$2.94 Million
0.2% of portfolio
|
Q3 2022
Added 12.54%
|
|
|
Commonwealth Retirement Investments LLC
Richmond, VA |
Nov 04, 2025 Q3 2025 |
41,529
shares
|
$2.92 Million
0.96% of portfolio
|
Q3 2025
Reduced 20.97%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Oct 20, 2025 Q3 2025 |
41,351
shares
|
$2.91 Million
1.57% of portfolio
|
Q2 2025
Reduced 6.21%
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2025 Q3 2025 |
40,873
shares
|
$2.87 Million
0.23% of portfolio
|
Q3 2025
Reduced 1.03%
|
|
|
Ironwood Investment Counsel, LLC
|
Nov 05, 2025 Q3 2025 |
40,825
shares
|
$2.87 Million
0.42% of portfolio
|
Q3 2025
Reduced 3.95%
|
|
|
Ridgeline Wealth, LLC
Mesa, AZ |
Jan 08, 2026 Q4 2025 |
40,683
shares
|
$2.86 Million
2.01% of portfolio
|
Q4 2025
Reduced 1.57%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
40,429
shares
|
$2.84 Million
0.73% of portfolio
|
Q3 2022
Reduced 1.87%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
40,249
shares
|
$2.83 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.73%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
40,205
shares
|
$2.82 Million
0.12% of portfolio
|
Q3 2025
Added 32.62%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Oct 31, 2025 Q3 2025 |
40,205
shares
|
$2.82 Million
0.43% of portfolio
|
Q3 2025
Added 32.62%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 13, 2026 Q4 2025 |
40,036
shares
|
$2.81 Million
0.31% of portfolio
|
Q4 2025
Added 950.26%
|
|