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 |
|---|---|---|---|---|---|
|
Org Wealth Partners, LLC
Dallas, TX |
Jan 14, 2026 Q4 2025 |
7,632
shares
|
$536,224
0.2% of portfolio
|
Q4 2025
Reduced 0.86%
|
|
|
Montis Financial, LLC
|
Oct 28, 2025 Q3 2025 |
7,621
shares
|
$535,451
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Nov 06, 2025 Q3 2025 |
7,611
shares
|
$534,748
0.06% of portfolio
|
Q2 2024
Reduced 3.55%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
7,558
shares
|
$531,025
0.04% of portfolio
|
Q4 2023
Added 32.36%
|
|
|
Balance Wealth, LLC
Delaware, OH |
Oct 20, 2025 Q3 2025 |
7,548
shares
|
$530,322
0.13% of portfolio
|
Q3 2025
Reduced 1.65%
|
|
|
Lauterbach Financial Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
7,547
shares
|
$530,252
0.27% of portfolio
|
Q3 2025
Reduced 4.04%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 12, 2025 Q3 2025 |
7,530
shares
|
$529,057
0.02% of portfolio
|
Q3 2025
Added 47.65%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
7,500
shares
|
$526,950
0.19% of portfolio
|
Q2 2025
Reduced 7.21%
|
|
|
Palisade Asset Management, LLC
|
Nov 17, 2025 Q3 2025 |
7,482
shares
|
$525,685
0.05% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2025 Q3 2025 |
7,466
shares
|
$524,561
0.01% of portfolio
|
Q3 2025
Reduced 1.32%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
7,369
shares
|
$517,745
0.0% of portfolio
|
Q3 2025
Added 50.97%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
7,345
shares
|
$516,059
0.0% of portfolio
|
Q3 2025
Added 3.67%
|
|
|
Cibc Bancorp Usa Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
7,345
shares
|
$516,059
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Western Financial Corporation
|
Nov 03, 2022 Q3 2022 |
7,293
shares
|
$512,406
0.2% of portfolio
|
Q3 2022
Reduced 14.44%
|
|
|
Tranquility Partners, LLC
|
Oct 30, 2025 Q3 2025 |
7,293
shares
|
$512,406
0.17% of portfolio
|
Q1 2025
Reduced 8.77%
|
|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
7,246
shares
|
$509,103
0.03% of portfolio
|
Q3 2025
Added 1.36%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Dec 29, 2025 Q3 2025 |
7,177
shares
|
$504,256
0.48% of portfolio
|
Q3 2025
Added 2.93%
|
|
|
Michels Family Financial, LLC
Fort Worth, TX |
Nov 10, 2025 Q3 2025 |
7,115
shares
|
$499,899
0.38% of portfolio
|
Q3 2025
Reduced 12.75%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
7,109
shares
|
$499,478
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Ieq Capital, LLC
|
Nov 14, 2025 Q3 2025 |
7,083
shares
|
$497,651
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
7,061
shares
|
$496,105
0.17% of portfolio
|
Q2 2025
Reduced 25.11%
|
|
|
Wambolt & Associates, LLC
|
Aug 12, 2025 Q2 2025 |
7,053
shares
|
$495,543
0.15% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Main Street Investment Advisors LLC
|
Nov 10, 2025 Q3 2025 |
6,938
shares
|
$487,463
0.07% of portfolio
|
Q2 2024
Reduced 12.24%
|
|
|
Gilman Hill Asset Management, LLC
|
Jan 12, 2026 Q4 2025 |
6,904
shares
|
$485,075
0.08% of portfolio
|
Q2 2025
Added 8.66%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 17, 2025 Q3 2025 |
6,897
shares
|
$484,583
0.01% of portfolio
|
Q3 2025
Reduced 0.95%
|
|