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 |
|---|---|---|---|---|---|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
2,043
shares
|
$143,541
0.01% of portfolio
|
Q2 2025
Reduced 1.35%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 08, 2026 Q4 2025 |
1,838
shares
|
$129,137
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Tsfg, LLC
|
Nov 04, 2025 Q3 2025 |
1,741
shares
|
$122,322
0.02% of portfolio
|
Q3 2025
Added 9.02%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
1,627
shares
|
$114,313
0.02% of portfolio
|
Q4 2024
Reduced 4.01%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
1,588
shares
|
$111,572
0.02% of portfolio
|
Q3 2025
Added 22.72%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
1,478
shares
|
$103,844
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
1,478
shares
|
$103,844
0.01% of portfolio
|
Q1 2024
Reduced 6.81%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
1,452
shares
|
$102,017
0.02% of portfolio
|
Q4 2024
Added 4.99%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
1,452
shares
|
$102,017
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
1,448
shares
|
$101,736
0.05% of portfolio
|
Q2 2022
Reduced 95.7%
|
|
|
Oakworth Capital, Inc.
|
Nov 04, 2025 Q3 2025 |
1,394
shares
|
$97,942
0.01% of portfolio
|
Q3 2025
Added 268.78%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
1,364
shares
|
$95,834
0.03% of portfolio
|
Q3 2025
Reduced 53.59%
|
|
|
Navigoe, LLC
Redondo Beach, CA |
Oct 10, 2025 Q3 2025 |
1,348
shares
|
$94,710
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
1,333
shares
|
$93,656
0.01% of portfolio
|
Q4 2025
Added 19.77%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
1,322
shares
|
$92,883
0.05% of portfolio
|
Q3 2024
Added 4.26%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Nov 03, 2025 Q3 2025 |
1,302
shares
|
$91,478
0.02% of portfolio
|
Q3 2025
Reduced 6.8%
|
|
|
Rice Partnership, LLC
|
Nov 10, 2025 Q3 2025 |
1,246
shares
|
$87,543
0.01% of portfolio
|
Q3 2025
Added 33.4%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
1,231
shares
|
$86,490
0.01% of portfolio
|
Q3 2025
Added 8.17%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Nov 12, 2025 Q3 2025 |
1,203
shares
|
$84,522
0.01% of portfolio
|
Q3 2025
Added 2.56%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
1,115
shares
|
$78,339
0.0% of portfolio
|
Q3 2025
Reduced 80.65%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
1,095
shares
|
$76,934
0.01% of portfolio
|
Q2 2025
Reduced 44.84%
|
|
|
Princeton Global Asset Management LLC
|
Jan 20, 2026 Q4 2025 |
1,089
shares
|
$76,513
0.01% of portfolio
|
Q3 2024
Added 9.12%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
1,041
shares
|
$73,140
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
1,000
shares
|
$70,260
0.0% of portfolio
|
Q2 2025
Added 82.15%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
990
shares
|
$69,557
0.03% of portfolio
|
Q4 2021
New holding
|
|