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 |
|---|---|---|---|---|---|
|
Neumann Capital Management, LLC
|
Jan 14, 2026 Q4 2025 |
29,785
shares
|
$2.09 Million
0.62% of portfolio
|
Q3 2023
Added 7.2%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 08, 2026 Q4 2025 |
29,597
shares
|
$2.08 Million
0.29% of portfolio
|
Q4 2025
Added 2.53%
|
|
|
Briggs Advisory Group, Inc.
|
Oct 27, 2023 Q3 2023 |
29,507
shares
|
$2.07 Million
0.83% of portfolio
|
Q4 2022
Reduced 1.74%
|
|
|
Ball & CO Wealth Management Inc.
Franklin, TN |
Oct 24, 2025 Q3 2025 |
29,387
shares
|
$2.06 Million
1.33% of portfolio
|
Q3 2025
New holding
|
|
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
Jan 06, 2026 Q4 2025 |
28,759
shares
|
$2.02 Million
1.38% of portfolio
|
Q4 2025
Added 0.03%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
28,542
shares
|
$2.01 Million
0.61% of portfolio
|
Q3 2023
Reduced 48.02%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
28,425
shares
|
$2 Million
0.94% of portfolio
|
Q2 2023
Reduced 48.42%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
28,285
shares
|
$1.99 Million
0.08% of portfolio
|
Q3 2025
Added 42.44%
|
|
|
Concorde Asset Management, LLC
|
Nov 14, 2025 Q3 2025 |
28,226
shares
|
$1.98 Million
0.86% of portfolio
|
Q3 2025
Added 1.57%
|
|
|
Fsc Wealth Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
28,171
shares
|
$1.98 Million
1.12% of portfolio
|
Q3 2025
Added 19.6%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Nov 18, 2025 Q3 2025 |
27,972
shares
|
$1.97 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Oct 17, 2025 Q3 2025 |
27,967
shares
|
$1.96 Million
1.64% of portfolio
|
Q3 2025
Reduced 0.27%
|
|
|
Emergent Wealth Advisors, LLC
Williamsville, NY |
Jan 13, 2026 Q4 2025 |
27,653
shares
|
$1.94 Million
1.11% of portfolio
|
Q4 2025
Reduced 6.54%
|
|
|
Windward Private Wealth Management Inc.
|
Nov 05, 2025 Q3 2025 |
27,445
shares
|
$1.93 Million
0.65% of portfolio
|
Q4 2024
Reduced 4.64%
|
|
|
Weil Company, Inc.
|
Jan 14, 2026 Q4 2025 |
27,377
shares
|
$1.92 Million
0.54% of portfolio
|
Q4 2025
Reduced 3.5%
|
|
|
Transcend Capital Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
26,961
shares
|
$1.89 Million
0.13% of portfolio
|
Q3 2025
Reduced 18.67%
|
|
|
Stegner Investment Associates Inc.
|
Nov 06, 2025 Q3 2025 |
26,955
shares
|
$1.89 Million
1.0% of portfolio
|
Q3 2025
Reduced 4.91%
|
|
|
Ritholtz Wealth Management
|
Oct 28, 2025 Q3 2025 |
26,903
shares
|
$1.89 Million
0.04% of portfolio
|
Q3 2025
Reduced 3.97%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 07, 2026 Q4 2025 |
26,643
shares
|
$1.87 Million
0.35% of portfolio
|
Q4 2025
Reduced 11.66%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
26,611
shares
|
$1.87 Million
0.01% of portfolio
|
Q3 2025
Reduced 9.67%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
26,559
shares
|
$1.87 Million
0.51% of portfolio
|
Q3 2025
Added 39.12%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Nov 14, 2025 Q3 2025 |
26,288
shares
|
$1.85 Million
1.47% of portfolio
|
Q3 2025
Added 63.26%
|
|
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
Mar 10, 2025 Q4 2024 |
26,218
shares
|
$1.84 Million
1.79% of portfolio
|
Q4 2024
New holding
|
|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
Nov 12, 2025 Q3 2025 |
26,110
shares
|
$1.83 Million
0.42% of portfolio
|
Q3 2025
Reduced 2.52%
|
|
|
Univest Financial Corp
|
Oct 30, 2025 Q3 2025 |
25,940
shares
|
$1.82 Million
0.1% of portfolio
|
Q3 2025
Reduced 0.19%
|
|