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 1,282 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 |
|---|---|---|---|---|---|
|
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
|
Jan 27, 2026 Q4 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
|
Jan 28, 2026 Q4 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
|
|
|
Paces Ferry Wealth Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
3,132
shares
|
$220,054
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Madison Wealth Partners, Inc
|
Nov 12, 2025 Q3 2025 |
3,129
shares
|
$219,843
0.05% of portfolio
|
Q3 2025
Reduced 7.32%
|
|
|
Adviser Investments LLC
|
Nov 10, 2025 Q3 2025 |
3,123
shares
|
$219,421
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
3,119
shares
|
$219,140
0.0% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
True Wealth Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
3,109
shares
|
$218,438
0.07% of portfolio
|
Q4 2025
Added 0.88%
|
|
|
Optimist Retirement Group LLC
Bellevue, WA |
Nov 17, 2025 Q3 2025 |
3,105
shares
|
$218,157
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Oct 24, 2025 Q3 2025 |
3,095
shares
|
$217,454
0.08% of portfolio
|
Q3 2025
Reduced 34.84%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 06, 2026 Q4 2025 |
3,090
shares
|
$217,103
0.01% of portfolio
|
Q4 2025
Reduced 4.95%
|
|
|
Financial Services Advisory Inc
|
Nov 04, 2025 Q3 2025 |
3,080
shares
|
$216,400
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
Nov 12, 2025 Q3 2025 |
3,066
shares
|
$215,417
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jan 14, 2026 Q4 2025 |
3,062
shares
|
$215,136
0.03% of portfolio
|
Q4 2025
Reduced 8.43%
|
|
|
Astoria Portfolio Advisors Llc.
|
Oct 09, 2025 Q3 2025 |
3,056
shares
|
$214,714
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Oder Investment Management, LLC
Woodland Hills, CA |
Nov 10, 2025 Q3 2025 |
3,035
shares
|
$213,239
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Washington Trust CO
|
Nov 12, 2025 Q3 2025 |
3,031
shares
|
$212,958
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Fulton Bank, N.A.
|
Jan 08, 2026 Q4 2025 |
3,023
shares
|
$212,395
0.02% of portfolio
|
Q4 2025
New holding
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Oct 23, 2025 Q3 2025 |
3,005
shares
|
$211,131
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
North Star Asset Management Inc
|
Nov 10, 2025 Q3 2025 |
3,000
shares
|
$210,780
0.01% of portfolio
|
Q3 2025
New holding
|
|