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 |
|---|---|---|---|---|---|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
16,580
shares
|
$1.16 Million
0.03% of portfolio
|
Q3 2025
Added 43.36%
|
|
|
Old National Bancorp
|
Oct 14, 2025 Q3 2025 |
16,523
shares
|
$1.16 Million
0.02% of portfolio
|
Q3 2025
Added 57.63%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Oct 17, 2025 Q3 2025 |
16,513
shares
|
$1.16 Million
0.28% of portfolio
|
Q3 2025
Added 1.42%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
16,406
shares
|
$1.15 Million
0.63% of portfolio
|
Q3 2025
Reduced 7.69%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
16,400
shares
|
$1.15 Million
0.14% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Jan 22, 2026 Q4 2025 |
16,168
shares
|
$1.14 Million
0.24% of portfolio
|
Q4 2025
Added 0.06%
|
|
|
First Citizens Financial Corp
|
Jan 06, 2026 Q4 2025 |
16,132
shares
|
$1.13 Million
0.57% of portfolio
|
Q4 2025
Added 1.93%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
16,062
shares
|
$1.13 Million
1.0% of portfolio
|
Q3 2025
Added 7.25%
|
|
|
Napa Wealth Management
Napa, CA |
Nov 12, 2025 Q3 2025 |
16,006
shares
|
$1.12 Million
0.51% of portfolio
|
Q3 2025
New holding
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
15,958
shares
|
$1.12 Million
0.02% of portfolio
|
Q2 2025
Reduced 4.52%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
15,777
shares
|
$1.11 Million
0.06% of portfolio
|
Q3 2025
Added 33.34%
|
|
|
Financial Management Professionals, Inc.
|
Oct 15, 2025 Q3 2025 |
15,609
shares
|
$1.1 Million
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 10, 2025 Q3 2025 |
15,546
shares
|
$1.09 Million
0.02% of portfolio
|
Q2 2025
Added 27.49%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2026 Q4 2025 |
15,361
shares
|
$1.08 Million
0.06% of portfolio
|
Q4 2025
Reduced 36.92%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Nov 12, 2025 Q3 2025 |
15,353
shares
|
$1.08 Million
0.19% of portfolio
|
Q3 2025
Added 6.74%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
15,330
shares
|
$1.08 Million
0.04% of portfolio
|
Q4 2024
Added 5.64%
|
|
|
Fiduciary Advisors, Inc.
St. Louis, MO |
Oct 14, 2025 Q3 2025 |
15,286
shares
|
$1.07 Million
0.84% of portfolio
|
Q3 2025
Reduced 10.05%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Oct 31, 2025 Q3 2025 |
15,273
shares
|
$1.07 Million
0.33% of portfolio
|
Q2 2025
Reduced 11.58%
|
|
|
Madden Advisory Services, Inc.
|
Oct 24, 2025 Q3 2025 |
15,251
shares
|
$1.07 Million
0.4% of portfolio
|
Q3 2025
Added 12.48%
|
|
|
Sierra Capital LLC
|
Nov 14, 2025 Q3 2025 |
15,250
shares
|
$1.07 Million
0.11% of portfolio
|
Q1 2023
New holding
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Jan 12, 2026 Q4 2025 |
15,244
shares
|
$1.07 Million
0.3% of portfolio
|
Q4 2025
Reduced 79.53%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Nov 10, 2025 Q3 2025 |
15,193
shares
|
$1.07 Million
0.18% of portfolio
|
Q3 2025
Added 52.11%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
15,169
shares
|
$1.07 Million
0.0% of portfolio
|
Q3 2025
Added 32.4%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
15,116
shares
|
$1.06 Million
0.02% of portfolio
|
Q3 2025
Reduced 4.2%
|
|
|
Goldstein Munger & Associates
San Ramon, CA |
Nov 07, 2022 Q3 2022 |
15,088
shares
|
$1.06 Million
0.19% of portfolio
|
Q3 2020
Added 15.77%
|
|