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 |
|---|---|---|---|---|---|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
13,118
shares
|
$921,670
0.01% of portfolio
|
Q3 2025
Added 0.75%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 10, 2025 Q3 2025 |
12,986
shares
|
$912,396
0.02% of portfolio
|
Q3 2025
Reduced 3.16%
|
|
|
Stokes Family Office, LLC
|
Nov 14, 2025 Q3 2025 |
12,952
shares
|
$910,007
0.09% of portfolio
|
Q3 2025
Added 31.79%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Jan 08, 2026 Q4 2025 |
12,912
shares
|
$907,197
0.44% of portfolio
|
Q4 2025
Added 0.04%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
12,870
shares
|
$904,246
0.03% of portfolio
|
Q4 2024
Reduced 85.22%
|
|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
12,859
shares
|
$903,473
0.09% of portfolio
|
Q3 2025
Reduced 12.05%
|
|
|
Opinicus Capital, Inc.
Tampa, FL |
Nov 06, 2025 Q3 2025 |
12,856
shares
|
$903,262
0.6% of portfolio
|
Q3 2025
Reduced 1.71%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jan 12, 2026 Q4 2025 |
12,827
shares
|
$901,225
0.42% of portfolio
|
Q4 2025
Reduced 9.57%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Nov 13, 2025 Q3 2025 |
12,798
shares
|
$899,187
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Flp Wealth Management, LLC
Bentonville, AR |
Jan 20, 2026 Q4 2025 |
12,711
shares
|
$893,074
2.12% of portfolio
|
Q4 2025
Added 18.33%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
12,575
shares
|
$883,519
0.04% of portfolio
|
Q3 2025
Added 3.18%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Jan 09, 2026 Q4 2025 |
12,487
shares
|
$877,336
0.23% of portfolio
|
Q3 2025
Reduced 1.39%
|
|
|
Northland Securities, Inc.
Minneapolis, MN |
Jan 23, 2026 Q4 2025 |
12,448
shares
|
$874,596
0.85% of portfolio
|
Q4 2025
New holding
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
12,442
shares
|
$874,174
0.42% of portfolio
|
Q3 2023
Reduced 0.15%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
12,432
shares
|
$873,472
0.05% of portfolio
|
Q3 2025
Added 22.92%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
12,337
shares
|
$866,797
0.06% of portfolio
|
Q3 2025
Reduced 5.61%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Oct 27, 2025 Q3 2025 |
12,200
shares
|
$857,172
0.19% of portfolio
|
Q3 2025
Added 0.63%
|
|
|
Fort Washington Investment Advisors Inc
|
Jan 13, 2026 Q4 2025 |
12,122
shares
|
$851,691
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
25 LLC
St. Louis, MO |
Jan 15, 2026 Q4 2025 |
12,056
shares
|
$847,054
0.27% of portfolio
|
Q4 2025
Added 1.23%
|
|
|
Hanlon Investment Management, Inc.
|
Nov 13, 2025 Q3 2025 |
12,004
shares
|
$843,401
0.53% of portfolio
|
Q3 2025
Reduced 12.95%
|
|
|
Sound Financial Strategies Group, LLC
|
Oct 23, 2025 Q3 2025 |
11,975
shares
|
$841,363
0.64% of portfolio
|
Q3 2025
Added 1.96%
|
|
|
Blue Capital, Inc.
Omaha, NE |
Nov 14, 2025 Q3 2025 |
11,950
shares
|
$839,607
0.6% of portfolio
|
Q3 2025
New holding
|
|
|
Chilton Investment CO Inc.
Stamford, CT |
Nov 14, 2025 Q3 2025 |
11,900
shares
|
$836,094
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
11,897
shares
|
$835,883
0.08% of portfolio
|
Q3 2024
Reduced 66.5%
|
|
|
Martin Worley Group
Cottonwood Heights, UT |
Aug 12, 2025 Q2 2025 |
11,873
shares
|
$834,196
0.41% of portfolio
|
Q2 2025
Reduced 0.37%
|
|