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 |
|---|---|---|---|---|---|
|
Vontobel Holding Ltd.
|
Oct 15, 2025 Q3 2025 |
4,000
shares
|
$281,040
0.0% of portfolio
|
Q3 2025
Reduced 80.19%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 14, 2025 Q3 2025 |
3,985
shares
|
$279,986
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Oct 20, 2025 Q3 2025 |
3,959
shares
|
$278,159
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Professional Financial Advisors, LLC
|
Jan 15, 2026 Q4 2025 |
3,942
shares
|
$276,964
0.06% of portfolio
|
Q4 2025
Added 0.82%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
3,939
shares
|
$276,754
0.02% of portfolio
|
Q2 2025
Reduced 1.45%
|
|
|
Versant Capital Management, Inc
|
Jan 08, 2026 Q4 2025 |
3,905
shares
|
$274,365
0.04% of portfolio
|
Q1 2024
Reduced 0.91%
|
|
|
Angeles Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
3,858
shares
|
$271,063
0.02% of portfolio
|
Q1 2025
Reduced 8.32%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Oct 23, 2025 Q3 2025 |
3,826
shares
|
$268,814
0.06% of portfolio
|
Q2 2025
Added 5.95%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Oct 27, 2025 Q3 2025 |
3,812
shares
|
$267,831
0.01% of portfolio
|
Q3 2025
Added 1.36%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
3,786
shares
|
$266,004
0.02% of portfolio
|
Q3 2023
Reduced 16.0%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Nov 13, 2025 Q3 2025 |
3,773
shares
|
$265,090
0.03% of portfolio
|
Q2 2025
Added 11.0%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Nov 10, 2025 Q3 2025 |
3,762
shares
|
$264,318
0.03% of portfolio
|
Q3 2025
Reduced 23.3%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
3,722
shares
|
$261,507
0.01% of portfolio
|
Q1 2024
Reduced 28.66%
|
|
|
Team Hewins, LLC
Redwood City, CA |
Nov 12, 2025 Q3 2025 |
3,665
shares
|
$257,502
0.08% of portfolio
|
Q1 2025
Reduced 20.24%
|
|
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
Nov 03, 2025 Q3 2025 |
3,657
shares
|
$256,940
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Aurdan Capital Management, LLC
Wayne, PA |
Jan 09, 2026 Q4 2025 |
3,647
shares
|
$256,238
0.08% of portfolio
|
Q2 2025
Added 4.11%
|
|
|
Global View Capital Management LLC
Waukesha, WI |
Jan 14, 2026 Q4 2025 |
3,631
shares
|
$255,114
0.05% of portfolio
|
Q4 2025
New holding
|
|
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
Nov 04, 2025 Q3 2025 |
3,612
shares
|
$253,779
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jan 08, 2026 Q4 2025 |
3,605
shares
|
$253,287
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Urban Financial Advisory Corp
Chicago, IL |
Nov 21, 2025 Q3 2025 |
3,586
shares
|
$251,952
0.11% of portfolio
|
Q2 2025
Added 2.19%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
3,565
shares
|
$250,476
0.01% of portfolio
|
Q2 2025
Added 2.95%
|
|
|
Radnor Capital Management, LLC
|
Oct 21, 2025 Q3 2025 |
3,561
shares
|
$250,195
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Marco Investment Management LLC
|
Nov 04, 2025 Q3 2025 |
3,500
shares
|
$245,910
0.02% of portfolio
|
Q1 2025
Reduced 35.39%
|
|
|
Squarepoint Ops LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
3,480
shares
|
$244,504
0.0% of portfolio
|
Q3 2025
Reduced 82.44%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 13, 2025 Q3 2025 |
3,451
shares
|
$242,467
0.01% of portfolio
|
Q3 2025
New holding
|
|