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 1,280 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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 26, 2026 Q4 2025 |
10,318
shares
|
$724,942
0.03% of portfolio
|
Q4 2025
Added 45.14%
|
|
|
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
|
Jan 26, 2026 Q4 2025 |
10,131
shares
|
$711,804
0.02% 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%
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
10,070
shares
|
$707,518
0.09% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
9,871
shares
|
$693,536
0.19% of portfolio
|
Q3 2025
Added 7.69%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
9,869
shares
|
$693,395
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Gate Pass Capital, LLC
Independence, OH |
Oct 29, 2025 Q3 2025 |
9,864
shares
|
$693,044
0.39% of portfolio
|
Q3 2025
Added 14.27%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Nov 20, 2025 Q3 2025 |
9,845
shares
|
$691,709
0.31% of portfolio
|
Q2 2024
New holding
|
|
|
Townsquare Capital LLC
|
Nov 03, 2025 Q3 2025 |
9,813
shares
|
$689,461
0.11% of portfolio
|
Q3 2025
Reduced 27.63%
|
|
|
Caprock Group, Inc.
|
Nov 06, 2025 Q3 2025 |
9,763
shares
|
$685,948
0.02% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Altfest L J & CO Inc
|
Jan 22, 2026 Q4 2025 |
9,744
shares
|
$684,613
0.09% of portfolio
|
Q4 2025
Added 0.63%
|
|
|
Aurelius Family Office LLC
Bedford, NH |
Jan 08, 2026 Q4 2025 |
9,704
shares
|
$681,803
0.3% of portfolio
|
Q4 2025
Reduced 15.07%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
9,622
shares
|
$676,041
0.14% of portfolio
|
Q3 2025
Reduced 1.12%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
9,564
shares
|
$671,966
0.06% of portfolio
|
Q3 2025
Reduced 24.91%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
9,552
shares
|
$671,123
0.17% of portfolio
|
Q4 2024
Reduced 56.74%
|
|
|
Midwest Heritage Bank, Fsb
|
Oct 27, 2025 Q3 2025 |
9,545
shares
|
$670,631
0.25% of portfolio
|
Q3 2025
Added 0.79%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 14, 2025 Q3 2025 |
9,538
shares
|
$670,139
0.01% of portfolio
|
Q3 2025
Added 6.46%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 23, 2026 Q4 2025 |
9,438
shares
|
$663,113
0.34% of portfolio
|
Q4 2025
Added 11.11%
|
|
|
Motive Wealth Advisors
|
Jan 15, 2026 Q4 2025 |
9,437
shares
|
$663,043
0.29% of portfolio
|
Q1 2025
Reduced 7.25%
|
|