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 |
|---|---|---|---|---|---|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
23,086
shares
|
$1.62 Million
0.41% of portfolio
|
Q2 2025
Added 65.59%
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
22,925
shares
|
$1.61 Million
0.02% of portfolio
|
Q3 2025
Added 4.53%
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
22,904
shares
|
$1.61 Million
0.62% of portfolio
|
Q1 2024
Added 5.55%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
22,865
shares
|
$1.61 Million
0.05% of portfolio
|
Q3 2025
Reduced 24.45%
|
|
|
Evoke Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
22,797
shares
|
$1.6 Million
0.03% of portfolio
|
Q3 2025
Added 183.65%
|
|
|
Fedenia Advisers LLC
Madison, WI |
Nov 04, 2025 Q3 2025 |
22,676
shares
|
$1.59 Million
0.61% of portfolio
|
Q3 2025
Added 7.68%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
22,669
shares
|
$1.59 Million
0.75% of portfolio
|
Q3 2024
Added 132.0%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 13, 2026 Q4 2025 |
22,379
shares
|
$1.57 Million
0.02% of portfolio
|
Q4 2025
Reduced 20.14%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
22,312
shares
|
$1.57 Million
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jan 12, 2026 Q4 2025 |
22,203
shares
|
$1.56 Million
1.07% of portfolio
|
Q4 2025
Reduced 7.92%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
21,943
shares
|
$1.54 Million
0.03% of portfolio
|
Q3 2025
Reduced 4.55%
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Nov 14, 2025 Q3 2025 |
21,919
shares
|
$1.54 Million
0.0% of portfolio
|
Q3 2025
Added 2068.05%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
21,879
shares
|
$1.54 Million
0.17% of portfolio
|
Q3 2025
Reduced 4.93%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 12, 2025 Q3 2025 |
21,829
shares
|
$1.53 Million
0.1% of portfolio
|
Q3 2025
Added 133.99%
|
|
|
Swp Financial LLC
San Diego, CA |
Jan 16, 2026 Q4 2025 |
21,822
shares
|
$1.53 Million
0.78% of portfolio
|
Q4 2025
Added 7.66%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 12, 2025 Q3 2025 |
21,802
shares
|
$1.53 Million
0.37% of portfolio
|
Q3 2025
Added 2.65%
|
|
|
Rda Financial Network
|
Jan 06, 2026 Q4 2025 |
21,715
shares
|
$1.53 Million
0.38% of portfolio
|
Q4 2025
Added 1.43%
|
|
|
Independence Bank Of Kentucky
|
Jan 20, 2026 Q4 2025 |
21,579
shares
|
$1.52 Million
0.19% of portfolio
|
Q4 2025
Added 3.07%
|
|
|
Lex Aurum Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
21,474
shares
|
$1.51 Million
0.23% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
Inves Trust
Oklahoma City, OK |
Jan 14, 2026 Q4 2025 |
21,459
shares
|
$1.51 Million
0.59% of portfolio
|
Q4 2025
Added 25.38%
|
|
|
Campion Asset Management
|
Nov 14, 2025 Q3 2025 |
21,449
shares
|
$1.51 Million
1.03% of portfolio
|
Q3 2025
Reduced 1.81%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
21,399
shares
|
$1.5 Million
0.01% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Jan 15, 2026 Q4 2025 |
21,229
shares
|
$1.49 Million
0.55% of portfolio
|
Q4 2025
Reduced 7.59%
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Oct 09, 2025 Q3 2025 |
21,175
shares
|
$1.49 Million
0.71% of portfolio
|
Q3 2025
Added 26.42%
|
|
|
Ggm Financials LLC
Columbus, OH |
Nov 10, 2025 Q3 2025 |
21,099
shares
|
$1.48 Million
0.72% of portfolio
|
Q3 2025
Added 0.91%
|
|