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 |
|---|---|---|---|---|---|
|
Western Financial Corp/Ca
San Diego, CA |
Jan 20, 2026 Q4 2025 |
2,917
shares
|
$204,948
0.08% of portfolio
|
Q4 2025
Reduced 36.16%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
2,905
shares
|
$204,105
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Shearwater Capital LLC
|
Jan 13, 2026 Q4 2025 |
2,898
shares
|
$203,613
0.12% of portfolio
|
Q4 2025
New holding
|
|
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
Jan 14, 2026 Q4 2025 |
2,890
shares
|
$203,051
0.23% of portfolio
|
Q4 2025
Reduced 8.6%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
Nov 14, 2025 Q3 2025 |
2,889
shares
|
$202,981
0.63% of portfolio
|
Q3 2025
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Nov 04, 2025 Q3 2025 |
2,877
shares
|
$202,138
0.06% of portfolio
|
Q3 2025
Added 6.71%
|
|
|
Stewardship Advisors, LLC
|
Jan 15, 2026 Q4 2025 |
2,872
shares
|
$201,786
0.05% of portfolio
|
Q4 2025
Reduced 23.31%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2026 Q4 2025 |
2,858
shares
|
$200,803
0.01% of portfolio
|
Q4 2025
Reduced 28.96%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
2,774
shares
|
$194,901
0.03% of portfolio
|
Q3 2025
Reduced 8.27%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2026 Q4 2025 |
2,772
shares
|
$194,760
0.01% of portfolio
|
Q4 2025
Added 30.94%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
2,693
shares
|
$189,210
0.0% of portfolio
|
Q3 2025
Reduced 59.15%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
2,625
shares
|
$184,432
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Wells Financial Advisors Inc
|
Oct 20, 2025 Q3 2025 |
2,585
shares
|
$181,622
0.24% of portfolio
|
Q3 2025
Added 2.58%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 02, 2026 Q4 2025 |
2,576
shares
|
$180,989
0.04% of portfolio
|
Q3 2025
Reduced 2.42%
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Oct 29, 2025 Q3 2025 |
2,520
shares
|
$177,055
0.08% of portfolio
|
Q2 2025
Reduced 13.85%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 07, 2026 Q4 2025 |
2,517
shares
|
$176,844
0.01% of portfolio
|
Q4 2025
Reduced 3.34%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Jan 14, 2026 Q4 2025 |
2,495
shares
|
$175,298
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Balentine LLC
Atlanta, GA |
Nov 07, 2025 Q3 2025 |
2,462
shares
|
$172,980
0.01% of portfolio
|
Q1 2024
Reduced 91.83%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
2,414
shares
|
$169,607
0.02% of portfolio
|
Q3 2024
Reduced 16.64%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
2,392
shares
|
$168,061
0.05% of portfolio
|
Q2 2024
Reduced 35.32%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
2,362
shares
|
$165,954
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 29, 2025 Q3 2025 |
2,342
shares
|
$164,548
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
S.A. Mason LLC
|
Oct 14, 2025 Q3 2025 |
2,291
shares
|
$160,965
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Team Financial Group, LLC
Temecula, CA |
Jan 13, 2026 Q4 2025 |
2,285
shares
|
$160,544
0.07% of portfolio
|
Q4 2025
Reduced 1.8%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
2,257
shares
|
$158,576
0.01% of portfolio
|
Q3 2024
Reduced 4.65%
|
|