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 |
|---|---|---|---|---|---|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Oct 07, 2025 Q3 2025 |
4,659
shares
|
$327,341
0.03% of portfolio
|
Q3 2025
Added 3.1%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Oct 27, 2025 Q3 2025 |
4,649
shares
|
$326,638
0.1% of portfolio
|
Q3 2025
Reduced 21.03%
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Jan 16, 2026 Q4 2025 |
4,643
shares
|
$326,217
0.34% of portfolio
|
Q4 2025
Added 1.13%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 08, 2026 Q4 2025 |
4,640
shares
|
$326,006
0.12% of portfolio
|
Q4 2025
Added 2.27%
|
|
|
Curated Wealth Partners LLC
|
Jan 12, 2026 Q4 2025 |
4,639
shares
|
$325,936
0.04% of portfolio
|
Q4 2025
New holding
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
4,622
shares
|
$324,741
0.01% of portfolio
|
Q3 2025
Added 2.87%
|
|
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
Jan 15, 2026 Q4 2025 |
4,614
shares
|
$324,179
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Cambridge Financial Group, LLC
Tucson, AZ |
Jan 09, 2026 Q4 2025 |
4,589
shares
|
$322,423
0.09% of portfolio
|
Q4 2024
Added 10.21%
|
|
|
Northstar Asset Management Inc
Boston, MA |
Oct 30, 2025 Q3 2025 |
4,564
shares
|
$320,666
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Fiscal Wisdom Wealth Management, LLC
Canton, CT |
Nov 07, 2025 Q3 2025 |
4,521
shares
|
$317,645
0.29% of portfolio
|
Q3 2025
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 21, 2025 Q3 2025 |
4,505
shares
|
$316,521
0.11% of portfolio
|
Q3 2025
Reduced 16.03%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Nov 13, 2025 Q3 2025 |
4,428
shares
|
$311,111
0.01% of portfolio
|
Q3 2025
Reduced 5.02%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Nov 14, 2025 Q3 2025 |
4,387
shares
|
$308,230
0.08% of portfolio
|
Q2 2025
Reduced 9.97%
|
|
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
4,358
shares
|
$306,193
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Novem Group
Rochester, NY |
Nov 10, 2025 Q3 2025 |
4,322
shares
|
$303,663
0.03% of portfolio
|
Q3 2025
Reduced 0.48%
|
|
|
Unionview, LLC
Seattle, WA |
Feb 03, 2025 Q4 2024 |
4,312
shares
|
$302,961
0.17% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 21, 2025 Q3 2025 |
4,278
shares
|
$300,572
0.05% of portfolio
|
Q3 2025
Reduced 3.5%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
4,239
shares
|
$297,832
0.01% of portfolio
|
Q3 2025
Added 4.02%
|
|
|
Veracity Capital LLC
|
Oct 07, 2025 Q3 2025 |
4,220
shares
|
$296,497
0.09% of portfolio
|
Q3 2025
Reduced 28.3%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
4,135
shares
|
$290,525
0.14% of portfolio
|
Q2 2024
Reduced 12.04%
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Oct 29, 2025 Q3 2025 |
4,133
shares
|
$290,384
0.06% of portfolio
|
Q3 2025
Reduced 3.91%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 28, 2025 Q3 2025 |
4,114
shares
|
$289,049
0.05% of portfolio
|
Q2 2024
Added 1000.0%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Nov 13, 2025 Q3 2025 |
4,086
shares
|
$287,082
0.0% of portfolio
|
Q3 2025
Added 6.35%
|
|
|
Lvw Advisors, LLC
|
Jan 14, 2026 Q4 2025 |
4,086
shares
|
$287,082
0.03% of portfolio
|
Q3 2025
Reduced 81.51%
|
|
|
True Private Wealth Advisors
|
Nov 14, 2025 Q3 2025 |
4,064
shares
|
$285,536
0.03% of portfolio
|
Q3 2025
Added 2.96%
|
|