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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jan 13, 2026 Q4 2025 |
6,202
shares
|
$435,752
0.03% of portfolio
|
Q4 2025
Added 6.04%
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
6,188
shares
|
$434,768
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
6,178
shares
|
$434,066
0.02% of portfolio
|
Q3 2025
Added 13.78%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
6,170
shares
|
$433,504
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Aaron Wealth Advisors LLC
|
Jan 21, 2026 Q4 2025 |
6,167
shares
|
$433,293
0.02% of portfolio
|
Q4 2025
Added 2.26%
|
|
|
Bordeaux Wealth Advisors LLC
|
Aug 04, 2025 Q2 2025 |
6,057
shares
|
$425,564
0.05% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Jan 15, 2026 Q4 2025 |
6,039
shares
|
$424,300
0.06% of portfolio
|
Q4 2025
New holding
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
6,014
shares
|
$422,543
0.02% of portfolio
|
Q3 2025
Reduced 13.91%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Nov 03, 2025 Q3 2025 |
6,003
shares
|
$421,770
0.14% of portfolio
|
Q3 2025
Reduced 3.92%
|
|
|
Midwest Trust CO
Overland Park, KS |
Nov 06, 2025 Q3 2025 |
5,992
shares
|
$420,997
0.01% of portfolio
|
Q3 2025
Added 38.45%
|
|
|
Cap Partners, LLC
Franklin, TN |
Oct 29, 2025 Q3 2025 |
5,982
shares
|
$420,295
0.23% of portfolio
|
Q3 2025
Reduced 2.95%
|
|
|
Tanglewood Wealth Management, Inc.
|
Oct 30, 2025 Q3 2025 |
5,972
shares
|
$419,592
0.04% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Copia Wealth Management
Bend, OR |
Oct 31, 2025 Q3 2025 |
5,916
shares
|
$415,658
0.3% of portfolio
|
Q3 2025
Reduced 2.18%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Oct 23, 2025 Q3 2025 |
5,878
shares
|
$412,988
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Hilltop National Bank
Casper, WY |
Jan 07, 2026 Q4 2025 |
5,876
shares
|
$412,847
0.1% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
5,774
shares
|
$405,681
0.09% of portfolio
|
Q3 2025
Reduced 1.94%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Oct 31, 2025 Q3 2025 |
5,770
shares
|
$405,400
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
Jan 20, 2026 Q4 2025 |
5,769
shares
|
$405,329
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Citizens Business Bank
Ontario, CA |
Nov 10, 2025 Q3 2025 |
5,756
shares
|
$404,416
0.07% of portfolio
|
Q1 2025
Reduced 25.79%
|
|
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
Jan 20, 2026 Q4 2025 |
5,755
shares
|
$404,346
0.19% of portfolio
|
Q1 2025
Reduced 10.04%
|
|
|
Signature Securities Group Corporation
|
Jan 13, 2026 Q4 2025 |
5,718
shares
|
$401,746
0.14% of portfolio
|
Q4 2025
Reduced 8.28%
|
|
|
Conning Inc.
|
Oct 27, 2025 Q3 2025 |
5,670
shares
|
$398,374
0.01% of portfolio
|
Q3 2025
Reduced 42.91%
|
|