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 |
|---|---|---|---|---|---|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Jan 21, 2026 Q4 2025 |
18,665
shares
|
$1.31 Million
0.87% of portfolio
|
Q4 2025
Reduced 11.16%
|
|
|
Powerhouse Assets LLC
Lincoln, MA |
Jan 15, 2026 Q4 2025 |
18,598
shares
|
$1.31 Million
1.17% of portfolio
|
Q4 2025
New holding
|
|
|
Transcend Capital Advisors, LLC
|
Jan 23, 2026 Q4 2025 |
18,548
shares
|
$1.3 Million
0.1% of portfolio
|
Q4 2025
Reduced 31.2%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
18,444
shares
|
$1.3 Million
0.0% of portfolio
|
Q3 2025
Added 6.1%
|
|
|
Country Club Bank
|
Oct 07, 2025 Q3 2025 |
18,258
shares
|
$1.28 Million
0.08% of portfolio
|
Q2 2025
Reduced 2.44%
|
|
|
Westside Investment Management, Inc.
|
Jan 23, 2026 Q4 2025 |
18,198
shares
|
$1.28 Million
0.21% of portfolio
|
Q4 2025
Reduced 2.76%
|
|
|
Falcon Wealth Planning
|
Oct 10, 2025 Q3 2025 |
18,121
shares
|
$1.27 Million
0.12% of portfolio
|
Q3 2025
Reduced 14.58%
|
|
|
Mycio Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
18,025
shares
|
$1.27 Million
0.28% of portfolio
|
Q2 2025
Added 2.2%
|
|
|
Kassira Wealth Management LLC
Knoxville, TN |
Nov 07, 2025 Q3 2025 |
17,992
shares
|
$1.26 Million
1.18% of portfolio
|
Q3 2025
New holding
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Nov 10, 2025 Q3 2025 |
17,980
shares
|
$1.26 Million
0.05% of portfolio
|
Q3 2025
Reduced 35.49%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 13, 2025 Q3 2025 |
17,894
shares
|
$1.26 Million
0.04% of portfolio
|
Q3 2025
Reduced 4.67%
|
|
|
Cooper Financial Group
|
Jan 07, 2026 Q4 2025 |
17,704
shares
|
$1.24 Million
0.14% of portfolio
|
Q4 2025
Reduced 8.37%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
17,436
shares
|
$1.23 Million
0.1% of portfolio
|
Q2 2025
Added 1.34%
|
|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Oct 21, 2025 Q3 2025 |
17,292
shares
|
$1.21 Million
0.82% of portfolio
|
Q3 2025
Added 2.59%
|
|
|
Intrua Financial, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
17,269
shares
|
$1.21 Million
0.14% of portfolio
|
Q3 2025
Reduced 25.48%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
17,232
shares
|
$1.21 Million
0.11% of portfolio
|
Q3 2025
Reduced 12.58%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
17,229
shares
|
$1.21 Million
0.62% of portfolio
|
Q3 2025
Reduced 19.07%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
17,129
shares
|
$1.2 Million
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
17,069
shares
|
$1.2 Million
0.02% of portfolio
|
Q3 2025
Reduced 10.03%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Nov 06, 2025 Q3 2025 |
17,021
shares
|
$1.2 Million
0.31% of portfolio
|
Q3 2025
Reduced 2.88%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jan 16, 2026 Q4 2025 |
16,941
shares
|
$1.19 Million
0.73% of portfolio
|
Q4 2025
Reduced 21.59%
|
|
|
Blue Zone Wealth Advisors, LLC
|
Jan 20, 2026 Q4 2025 |
16,937
shares
|
$1.19 Million
0.25% of portfolio
|
Q4 2025
Added 10.13%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Jan 21, 2026 Q4 2025 |
16,864
shares
|
$1.18 Million
0.16% of portfolio
|
Q4 2025
Added 48.74%
|
|
|
Ascension Capital Advisors, Inc.
Houston, TX |
Nov 07, 2025 Q3 2025 |
16,815
shares
|
$1.18 Million
0.55% of portfolio
|
Q1 2024
Reduced 41.7%
|
|
|
Evanson Asset Management, LLC
|
Jan 12, 2026 Q4 2025 |
16,684
shares
|
$1.17 Million
0.07% of portfolio
|
Q4 2025
Added 6.66%
|
|