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 |
|---|---|---|---|---|---|
|
Indiana Trust & Investment Management CO
|
Oct 17, 2025 Q3 2025 |
982
shares
|
$68,995
0.02% of portfolio
|
Q1 2025
Reduced 2.87%
|
|
|
Financial Gravity Asset Management, Inc.
|
Nov 14, 2025 Q3 2025 |
972
shares
|
$68,292
0.01% of portfolio
|
Q3 2025
Reduced 40.26%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
954
shares
|
$67,028
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
945
shares
|
$66,395
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Trust CO Of Vermont
|
Jan 16, 2026 Q4 2025 |
944
shares
|
$66,325
0.0% of portfolio
|
Q4 2025
Added 97.08%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 04, 2025 Q3 2025 |
932
shares
|
$65,482
0.0% of portfolio
|
Q3 2025
Reduced 77.67%
|
|
|
Atlantic Private Wealth, LLC
|
Nov 03, 2025 Q3 2025 |
923
shares
|
$64,849
0.04% of portfolio
|
Q1 2023
New holding
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 16, 2026 Q4 2025 |
891
shares
|
$62,601
0.01% of portfolio
|
Q4 2025
Added 12.64%
|
|
|
Barclays PLC
London, X0 |
Nov 12, 2025 Q3 2025 |
890
shares
|
$62,531
0.0% of portfolio
|
Q2 2025
Reduced 65.97%
|
|
|
Ballast Advisors LLC
|
Nov 12, 2025 Q3 2025 |
838
shares
|
$58,877
0.02% of portfolio
|
Q2 2023
Reduced 52.03%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
830
shares
|
$58,315
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Toth Financial Advisory Corp
|
Jan 20, 2026 Q4 2025 |
814
shares
|
$57,191
0.01% of portfolio
|
Q4 2025
Added 166.01%
|
|
|
Dorato Capital Management
Denver, CO |
Jan 16, 2026 Q4 2025 |
792
shares
|
$55,645
0.04% of portfolio
|
Q4 2025
New holding
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
791
shares
|
$55,575
0.02% of portfolio
|
Q2 2025
Added 8.65%
|
|
|
Powell Investment Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
790
shares
|
$55,505
0.02% of portfolio
|
Q2 2025
Added 2.2%
|
|
|
Tompkins Financial Corp
|
Jan 08, 2026 Q4 2025 |
783
shares
|
$55,013
0.0% of portfolio
|
Q4 2025
Added 20.46%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
754
shares
|
$52,976
0.0% of portfolio
|
Q1 2025
Added 4.87%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
729
shares
|
$51,219
0.05% of portfolio
|
Q3 2025
Added 23.35%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Jan 06, 2026 Q3 2025 |
714
shares
|
$50,165
0.01% of portfolio
|
Q2 2025
Reduced 41.71%
|
|
|
Measured Wealth Private Client Group, LLC
|
Nov 14, 2025 Q3 2025 |
675
shares
|
$47,425
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 15, 2026 Q4 2025 |
642
shares
|
$45,106
0.01% of portfolio
|
Q2 2025
Reduced 35.67%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
630
shares
|
$44,263
0.02% of portfolio
|
Q1 2022
Reduced 37.62%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Oct 30, 2025 Q3 2025 |
616
shares
|
$43,280
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Collier Financial
Denver, CO |
Nov 05, 2025 Q3 2025 |
570
shares
|
$40,048
0.03% of portfolio
|
Q3 2025
Reduced 37.5%
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
562
shares
|
$39,486
0.0% of portfolio
|
Q3 2025
Reduced 9.65%
|
|