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 |
|---|---|---|---|---|---|
|
Ransom Advisory, LTD
Providence, RI |
Jan 06, 2026 Q4 2025 |
561
shares
|
$39,415
0.02% of portfolio
|
Q4 2025
New holding
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
551
shares
|
$38,713
0.0% of portfolio
|
Q3 2025
Added 257.79%
|
|
|
Jnba Financial Advisors
|
Oct 28, 2025 Q3 2025 |
550
shares
|
$38,643
0.0% of portfolio
|
Q1 2025
Reduced 31.42%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
548
shares
|
$38,502
0.01% of portfolio
|
Q4 2023
Reduced 9.42%
|
|
|
Breakwater Investment Management
Seattle, WA |
Oct 02, 2025 Q3 2025 |
528
shares
|
$37,097
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Tripletail Wealth Management, LLC
Orlando, FL |
Oct 17, 2025 Q3 2025 |
508
shares
|
$35,692
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Ogorek Anthony Joseph
|
Nov 04, 2025 Q3 2025 |
500
shares
|
$35,130
0.01% of portfolio
|
Q2 2025
Added 2.04%
|
|
|
Rogco, LP
Claremore, OK |
Oct 30, 2025 Q3 2025 |
499
shares
|
$35,059
0.01% of portfolio
|
Q3 2024
Reduced 22.87%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
499
shares
|
$35,059
0.02% of portfolio
|
Q2 2025
Added 58.92%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Nov 07, 2025 Q3 2025 |
496
shares
|
$34,848
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
493
shares
|
$34,638
0.0% of portfolio
|
Q3 2021
Reduced 27.5%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 15, 2026 Q4 2025 |
481
shares
|
$33,795
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
472
shares
|
$33,162
0.01% of portfolio
|
Q4 2023
Added 0.21%
|
|
|
Guerra Advisors Inc
Miami, FL |
Nov 04, 2025 Q3 2025 |
470
shares
|
$33,022
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
456
shares
|
$32,038
0.01% of portfolio
|
Q2 2025
Added 2.24%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
449
shares
|
$31,546
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 12, 2026 Q4 2025 |
437
shares
|
$30,703
0.01% of portfolio
|
Q4 2025
Reduced 11.9%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
429
shares
|
$30,141
0.0% of portfolio
|
Q1 2024
Reduced 97.29%
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
428
shares
|
$30,071
0.0% of portfolio
|
Q3 2025
Added 32.1%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Oct 31, 2025 Q3 2025 |
419
shares
|
$29,438
0.01% of portfolio
|
Q3 2025
Reduced 3.9%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 16, 2025 Q3 2025 |
409
shares
|
$28,736
0.02% of portfolio
|
Q2 2025
Reduced 2.85%
|
|
|
Legacy Bridge, LLC
|
Nov 12, 2025 Q3 2025 |
400
shares
|
$28,104
0.01% of portfolio
|
Q2 2025
Reduced 23.81%
|
|
|
Cva Family Office, LLC
|
Jan 12, 2026 Q4 2025 |
392
shares
|
$27,541
0.0% of portfolio
|
Q4 2025
Added 2.08%
|
|
|
Atwood & Palmer Inc
|
Oct 15, 2025 Q3 2025 |
392
shares
|
$27,541
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 10, 2025 Q3 2025 |
363
shares
|
$25,504
0.01% of portfolio
|
Q1 2024
Added 85.2%
|
|