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 |
|---|---|---|---|---|---|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Oct 30, 2025 Q3 2025 |
6,865
shares
|
$482,334
0.54% of portfolio
|
Q3 2025
Reduced 4.79%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Oct 20, 2025 Q3 2025 |
6,844
shares
|
$480,859
0.15% of portfolio
|
Q2 2025
Reduced 27.37%
|
|
|
Prosperity Planning, Inc.
|
Jan 14, 2026 Q4 2025 |
6,820
shares
|
$479,173
0.13% of portfolio
|
Q4 2025
Reduced 5.09%
|
|
|
Novus Advisors, LLC
Greenville, SC |
Nov 13, 2025 Q3 2025 |
6,804
shares
|
$478,049
1.06% of portfolio
|
Q3 2025
Added 5.08%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Oct 16, 2025 Q3 2025 |
6,799
shares
|
$477,697
0.04% of portfolio
|
Q3 2025
Reduced 11.71%
|
|
|
Massmutual Trust CO Fsb
|
Jan 07, 2026 Q4 2025 |
6,796
shares
|
$477,486
0.01% of portfolio
|
Q4 2025
Added 1.54%
|
|
|
Dgs Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
6,794
shares
|
$477,346
0.09% of portfolio
|
Q4 2024
Reduced 5.49%
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
Nov 06, 2025 Q3 2025 |
6,768
shares
|
$475,519
0.19% of portfolio
|
Q3 2025
Reduced 7.49%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 08, 2026 Q4 2025 |
6,732
shares
|
$472,990
0.13% of portfolio
|
Q4 2025
Reduced 0.4%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
6,686
shares
|
$469,758
0.31% of portfolio
|
Q2 2025
Added 2.15%
|
|
|
Pb Mares Wealth Management LLC
|
Oct 27, 2025 Q3 2025 |
6,670
shares
|
$468,634
0.07% of portfolio
|
Q3 2025
Reduced 0.68%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jan 08, 2026 Q4 2025 |
6,663
shares
|
$468,142
0.12% of portfolio
|
Q4 2025
Added 30.14%
|
|
|
Well Done, LLC
|
Jan 13, 2026 Q4 2025 |
6,605
shares
|
$464,067
0.07% of portfolio
|
Q4 2025
Added 2.32%
|
|
|
Spinnaker Investment Group, LLC
|
Jan 12, 2026 Q4 2025 |
6,575
shares
|
$461,959
0.09% of portfolio
|
Q4 2025
Added 2.69%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Oct 27, 2025 Q3 2025 |
6,423
shares
|
$451,279
0.21% of portfolio
|
Q3 2025
Reduced 1.26%
|
|
|
Switch Point Financial Planning, LLC
Lehi, UT |
Nov 13, 2025 Q3 2025 |
6,415
shares
|
$450,717
0.32% of portfolio
|
Q2 2025
New holding
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
6,394
shares
|
$449,242
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
Oct 29, 2025 Q3 2025 |
6,337
shares
|
$445,237
0.1% of portfolio
|
Q3 2025
Reduced 19.42%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Oct 31, 2025 Q3 2025 |
6,324
shares
|
$444,324
0.02% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Essex Private Wealth Management, LLC
Topsfield, MA |
Oct 24, 2024 Q3 2024 |
6,291
shares
|
$442,005
0.96% of portfolio
|
Q2 2024
Added 1.63%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Nov 14, 2025 Q3 2025 |
6,283
shares
|
$441,443
0.07% of portfolio
|
Q3 2025
Reduced 2.89%
|
|
|
Advisor Net Financial, Inc
|
Jan 20, 2026 Q4 2025 |
6,279
shares
|
$441,162
0.03% of portfolio
|
Q4 2025
Reduced 7.09%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
6,232
shares
|
$437,860
0.02% of portfolio
|
Q3 2025
Added 1.17%
|
|
|
Forvis Wealth Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
6,220
shares
|
$437,017
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
6,205
shares
|
$435,963
0.01% of portfolio
|
Q2 2025
Reduced 37.69%
|
|