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 |
|---|---|---|---|---|---|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 14, 2025 Q3 2025 |
11,351
shares
|
$797,521
0.03% of portfolio
|
Q3 2025
Reduced 93.09%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Nov 05, 2025 Q3 2025 |
11,338
shares
|
$796,607
0.11% of portfolio
|
Q3 2025
Added 46.92%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
11,303
shares
|
$794,148
0.79% of portfolio
|
Q3 2025
Added 78.65%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jan 12, 2026 Q4 2025 |
11,302
shares
|
$794,078
0.16% of portfolio
|
Q4 2025
New holding
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 14, 2026 Q4 2025 |
11,277
shares
|
$792,322
0.03% of portfolio
|
Q4 2025
Added 0.63%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Nov 24, 2025 Q3 2025 |
11,234
shares
|
$789,300
0.16% of portfolio
|
Q2 2025
Added 2.18%
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
Jan 13, 2026 Q4 2025 |
11,167
shares
|
$784,593
0.21% of portfolio
|
Q4 2025
Added 2.83%
|
|
|
Accurate Wealth Management, LLC
|
Jan 13, 2026 Q4 2025 |
11,149
shares
|
$783,328
0.11% of portfolio
|
Q4 2025
Reduced 0.3%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
10,976
shares
|
$771,173
0.11% of portfolio
|
Q4 2022
Added 25.13%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
10,976
shares
|
$771,173
0.11% of portfolio
|
Q4 2022
New holding
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Oct 23, 2025 Q3 2025 |
10,900
shares
|
$765,834
0.14% of portfolio
|
Q2 2025
Added 65.98%
|
|
|
Foster Group, Inc.
|
Jan 12, 2026 Q4 2025 |
10,814
shares
|
$759,791
0.02% of portfolio
|
Q4 2025
Reduced 0.1%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 12, 2025 Q3 2025 |
10,648
shares
|
$748,128
0.03% of portfolio
|
Q3 2025
Added 9.32%
|
|
|
Verity Wealth Advisors
|
Jan 07, 2026 Q4 2025 |
10,635
shares
|
$747,215
0.47% of portfolio
|
Q4 2025
New holding
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
10,567
shares
|
$742,437
0.1% of portfolio
|
Q3 2025
Added 3.4%
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
10,460
shares
|
$734,919
0.01% of portfolio
|
Q3 2025
Added 0.9%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Jan 20, 2026 Q4 2025 |
10,363
shares
|
$728,104
0.02% of portfolio
|
Q4 2025
Reduced 4.8%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 07, 2026 Q4 2025 |
10,361
shares
|
$727,963
0.06% of portfolio
|
Q4 2025
Reduced 0.35%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 14, 2025 Q3 2025 |
10,328
shares
|
$725,645
0.03% of portfolio
|
Q3 2025
Added 33.14%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Nov 12, 2025 Q3 2025 |
10,252
shares
|
$720,305
0.09% of portfolio
|
Q3 2025
Reduced 6.31%
|
|
|
Waldron Private Wealth LLC
|
Jan 14, 2026 Q4 2025 |
10,176
shares
|
$714,965
0.03% of portfolio
|
Q4 2025
Added 0.07%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
10,131
shares
|
$711,804
0.01% of portfolio
|
Q2 2025
Added 1.94%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
10,108
shares
|
$710,188
0.05% of portfolio
|
Q4 2022
Added 10.3%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jan 07, 2026 Q4 2025 |
10,101
shares
|
$709,696
0.05% of portfolio
|
Q4 2025
Added 1.0%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
10,070
shares
|
$707,518
0.01% of portfolio
|
Q3 2025
Added 11.17%
|
|