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 |
|---|---|---|---|---|---|
|
Dopkins Wealth Management, LLC
|
Jan 09, 2026 Q4 2025 |
5,624
shares
|
$395,142
0.17% of portfolio
|
Q4 2025
Reduced 1.51%
|
|
|
Mount Yale Investment Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
5,621
shares
|
$394,931
0.03% of portfolio
|
Q3 2025
Reduced 93.68%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
5,586
shares
|
$392,472
0.03% of portfolio
|
Q3 2025
Reduced 12.62%
|
|
|
Becker Capital Management Inc
|
Nov 12, 2025 Q3 2025 |
5,585
shares
|
$392,402
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Oct 22, 2025 Q3 2025 |
5,585
shares
|
$392,402
0.1% of portfolio
|
Q3 2025
Reduced 0.75%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
5,561
shares
|
$390,715
0.02% of portfolio
|
Q3 2021
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
5,551
shares
|
$390,013
0.03% of portfolio
|
Q3 2025
Added 9.55%
|
|
|
Kovack Advisors, Inc.
|
Nov 07, 2025 Q3 2025 |
5,546
shares
|
$389,661
0.04% of portfolio
|
Q3 2025
Reduced 13.68%
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
5,524
shares
|
$388,116
0.02% of portfolio
|
Q3 2025
Added 4.42%
|
|
|
Americana Partners, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
5,524
shares
|
$388,116
0.01% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
5,518
shares
|
$387,694
0.01% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Nov 07, 2025 Q3 2025 |
5,515
shares
|
$387,483
0.02% of portfolio
|
Q3 2025
Reduced 7.47%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 09, 2026 Q4 2025 |
5,488
shares
|
$385,586
0.09% of portfolio
|
Q4 2025
Added 15.0%
|
|
|
Marino, Stram & Associates LLC
|
Jan 16, 2026 Q4 2025 |
5,432
shares
|
$381,652
0.07% of portfolio
|
Q4 2025
Reduced 1.13%
|
|
|
Life Line Wealth Management LLC
Beverly Hills, CA |
Nov 12, 2025 Q3 2025 |
5,432
shares
|
$381,652
0.11% of portfolio
|
Q3 2025
Added 10.05%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 07, 2025 Q3 2025 |
5,421
shares
|
$380,879
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Intelligence Driven Advisers, LLC
|
Nov 10, 2025 Q3 2025 |
5,414
shares
|
$380,387
0.05% of portfolio
|
Q1 2024
Reduced 3.48%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Nov 07, 2025 Q3 2025 |
5,352
shares
|
$376,031
0.06% of portfolio
|
Q3 2025
Reduced 25.89%
|
|
|
Investment Advisory Group, LLC
|
Nov 03, 2025 Q3 2025 |
5,332
shares
|
$374,626
0.1% of portfolio
|
Q3 2025
Reduced 0.93%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Oct 01, 2025 Q3 2025 |
5,330
shares
|
$374,485
0.08% of portfolio
|
Q3 2025
Reduced 3.13%
|
|
|
Facet Wealth, Inc.
|
Oct 30, 2025 Q3 2025 |
5,294
shares
|
$371,956
0.01% of portfolio
|
Q3 2025
Added 11.83%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
5,285
shares
|
$371,324
0.0% of portfolio
|
Q3 2021
Reduced 4.76%
|
|
|
Crescent Grove Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
5,262
shares
|
$369,708
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jan 14, 2026 Q4 2025 |
5,245
shares
|
$368,513
0.08% of portfolio
|
Q4 2025
Reduced 36.91%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2025 Q3 2025 |
5,220
shares
|
$366,757
0.03% of portfolio
|
Q2 2025
Added 0.89%
|
|