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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Shotwell Rutter Baer Inc
Lansing, MI |
Jan 12, 2026 Q4 2025 |
5,220
shares
|
$366,757
0.23% of portfolio
|
Q4 2025
Reduced 4.4%
|
|
|
Sage Mountain Advisors LLC
|
Jan 23, 2026 Q4 2025 |
5,199
shares
|
$365,281
0.02% of portfolio
|
Q2 2024
Reduced 0.99%
|
|
|
Institute For Wealth Management, Llc.
|
Oct 17, 2025 Q3 2025 |
5,191
shares
|
$364,719
0.04% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Index Fund Advisors, Inc.
|
Oct 22, 2025 Q3 2025 |
5,153
shares
|
$362,049
0.02% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 14, 2025 Q3 2025 |
5,146
shares
|
$361,557
0.1% of portfolio
|
Q3 2025
Reduced 76.89%
|
|
|
Trilogy Capital Inc.
|
Oct 24, 2025 Q3 2025 |
5,128
shares
|
$360,293
0.02% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Jan 23, 2026 Q4 2025 |
5,107
shares
|
$358,817
0.09% of portfolio
|
Q4 2025
Reduced 8.56%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2025 Q3 2025 |
5,094
shares
|
$357,904
0.0% of portfolio
|
Q3 2025
Reduced 48.8%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
5,039
shares
|
$354,040
0.03% of portfolio
|
Q2 2025
Added 39.47%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
5,013
shares
|
$352,213
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Integral Investment Advisors, Inc.
|
Oct 22, 2025 Q3 2025 |
5,000
shares
|
$351,300
0.09% of portfolio
|
Q1 2025
Reduced 28.57%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jan 21, 2026 Q4 2025 |
4,993
shares
|
$350,808
0.0% of portfolio
|
Q4 2025
Added 17.26%
|
|
|
Investment Advisory Group, LLC
|
Jan 23, 2026 Q4 2025 |
4,970
shares
|
$349,192
0.09% of portfolio
|
Q4 2025
Reduced 6.79%
|
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
Nov 06, 2025 Q3 2025 |
4,961
shares
|
$348,559
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Nov 10, 2025 Q3 2025 |
4,959
shares
|
$348,419
0.02% of portfolio
|
Q3 2025
Reduced 4.76%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Nov 24, 2025 Q3 2025 |
4,958
shares
|
$348,349
0.06% of portfolio
|
Q1 2025
Reduced 8.03%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
4,916
shares
|
$345,398
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
Nov 13, 2025 Q3 2025 |
4,892
shares
|
$343,711
0.18% of portfolio
|
Q3 2025
Added 6.79%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Oct 29, 2025 Q3 2025 |
4,873
shares
|
$342,376
0.04% of portfolio
|
Q3 2025
Added 21.79%
|
|
|
Rhs Financial, LLC
|
Jan 15, 2026 Q4 2025 |
4,867
shares
|
$341,955
0.18% of portfolio
|
Q4 2025
Reduced 7.77%
|
|
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
Oct 24, 2025 Q3 2025 |
4,822
shares
|
$338,793
0.22% of portfolio
|
Q3 2025
Added 42.03%
|
|
|
Wedmont Private Capital
|
Jan 08, 2026 Q4 2025 |
4,816
shares
|
$338,372
0.01% of portfolio
|
Q4 2025
Added 1.62%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Nov 12, 2025 Q3 2025 |
4,761
shares
|
$334,507
0.26% of portfolio
|
Q3 2025
Reduced 1.18%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
4,670
shares
|
$328,114
0.01% of portfolio
|
Q3 2025
New holding
|
|