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 |
|---|---|---|---|---|---|
|
Baron Silver Stevens Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
3,447
shares
|
$242,186
0.03% of portfolio
|
Q3 2025
Reduced 17.99%
|
|
|
Huntleigh Advisors, Inc.
St. Louis, MO |
Oct 29, 2025 Q3 2025 |
3,440
shares
|
$241,694
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jan 14, 2026 Q4 2025 |
3,438
shares
|
$241,553
0.05% of portfolio
|
Q4 2025
New holding
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Oct 20, 2025 Q3 2025 |
3,405
shares
|
$239,235
0.02% of portfolio
|
Q3 2025
Reduced 1.28%
|
|
|
Total Wealth Planning, LLC
|
Oct 17, 2025 Q3 2025 |
3,401
shares
|
$238,954
0.03% of portfolio
|
Q2 2025
Reduced 27.25%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 12, 2025 Q3 2025 |
3,390
shares
|
$238,181
0.01% of portfolio
|
Q3 2025
Reduced 0.76%
|
|
|
Cfo4 Life Group, LLC
|
Nov 07, 2025 Q3 2025 |
3,352
shares
|
$235,511
0.04% of portfolio
|
Q3 2025
Added 1.73%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 07, 2025 Q3 2025 |
3,325
shares
|
$233,614
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
3,310
shares
|
$232,560
0.0% of portfolio
|
Q3 2025
Added 241.59%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Oct 29, 2025 Q3 2025 |
3,309
shares
|
$232,490
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 21, 2025 Q3 2025 |
3,284
shares
|
$230,733
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Frontier Asset Management, LLC
Sheridan, WY |
Oct 29, 2025 Q3 2025 |
3,277
shares
|
$230,242
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
American National Bank
|
Jan 20, 2026 Q4 2025 |
3,262
shares
|
$229,188
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Davidson Trust CO
|
Oct 20, 2025 Q3 2025 |
3,256
shares
|
$228,766
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Nov 14, 2025 Q3 2025 |
3,253
shares
|
$228,555
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Nov 13, 2025 Q3 2025 |
3,238
shares
|
$227,501
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Sense Advisors, Inc.
|
Nov 14, 2025 Q3 2025 |
3,223
shares
|
$226,447
0.05% of portfolio
|
Q3 2025
Reduced 2.39%
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Nov 07, 2025 Q3 2025 |
3,217
shares
|
$226,026
0.15% of portfolio
|
Q3 2025
Reduced 40.03%
|
|
|
Stone Point Wealth LLC
|
Oct 22, 2025 Q3 2025 |
3,213
shares
|
$225,745
0.06% of portfolio
|
Q3 2025
Reduced 1.62%
|
|
|
Real Talk Capital, LLC
Franklin, TN |
Nov 13, 2025 Q3 2025 |
3,199
shares
|
$224,761
0.24% of portfolio
|
Q3 2025
New holding
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Nov 03, 2025 Q3 2025 |
3,176
shares
|
$223,145
0.06% of portfolio
|
Q3 2025
Reduced 52.55%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 20, 2025 Q3 2025 |
3,168
shares
|
$222,583
0.03% of portfolio
|
Q2 2025
Reduced 11.48%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 13, 2025 Q3 2025 |
3,151
shares
|
$221,389
0.02% of portfolio
|
Q3 2025
Reduced 1.28%
|
|
|
Clarity Financial LLC
|
Oct 10, 2025 Q3 2025 |
3,145
shares
|
$220,967
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Oak Family Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
3,145
shares
|
$220,967
0.06% of portfolio
|
Q3 2025
New holding
|
|