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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Motive Wealth Advisors
|
Jan 15, 2026 Q4 2025 |
9,437
shares
|
$663,043
0.29% of portfolio
|
Q1 2025
Reduced 7.25%
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
9,402
shares
|
$660,584
0.01% of portfolio
|
Q3 2025
Reduced 1.66%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2025 Q3 2025 |
9,369
shares
|
$658,265
0.18% of portfolio
|
Q3 2025
Reduced 25.02%
|
|
|
Wealthfront Advisers LLC
|
Nov 06, 2025 Q3 2025 |
9,362
shares
|
$657,774
0.0% of portfolio
|
Q3 2025
Added 34.88%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Oct 23, 2025 Q3 2025 |
9,345
shares
|
$656,579
0.21% of portfolio
|
Q3 2025
Added 112.87%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Nov 19, 2025 Q3 2025 |
9,263
shares
|
$650,818
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Nov 06, 2025 Q3 2025 |
9,247
shares
|
$649,694
0.14% of portfolio
|
Q3 2025
Added 34.99%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
9,182
shares
|
$645,127
0.0% of portfolio
|
Q3 2025
Added 15.86%
|
|