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 |
|---|---|---|---|---|---|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2025 Q3 2025 |
351
shares
|
$24,661
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
330
shares
|
$23,185
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Chesapeake Asset Management LLC
New York, NY |
Jan 08, 2026 Q4 2025 |
325
shares
|
$22,834
0.02% of portfolio
|
Q3 2024
Added 884.85%
|
|
|
Integrity Financial Corp
|
Nov 06, 2025 Q3 2025 |
322
shares
|
$22,623
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
322
shares
|
$22,623
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
First Community Trust Na
|
Jan 16, 2026 Q4 2025 |
318
shares
|
$22,342
0.02% of portfolio
|
Q3 2025
Added 622.73%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
312
shares
|
$21,921
0.0% of portfolio
|
Q3 2025
Added 9.86%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
302
shares
|
$21,218
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Optimum Investment Advisors
|
Oct 20, 2025 Q3 2025 |
301
shares
|
$21,148
0.01% of portfolio
|
Q3 2020
New holding
|
|
|
Hurley Capital, LLC
New York, NY |
Nov 10, 2025 Q3 2025 |
299
shares
|
$21,007
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Oct 23, 2025 Q3 2025 |
295
shares
|
$20,726
0.01% of portfolio
|
Q3 2025
Added 96.67%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
293
shares
|
$20,586
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Oct 17, 2025 Q3 2025 |
289
shares
|
$20,305
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Oct 31, 2025 Q3 2025 |
287
shares
|
$20,164
0.02% of portfolio
|
Q2 2025
Added 124.22%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Oct 24, 2025 Q3 2025 |
280
shares
|
$19,672
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 09, 2026 Q4 2025 |
279
shares
|
$19,602
0.0% of portfolio
|
Q4 2025
Added 142.61%
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
273
shares
|
$19,180
0.0% of portfolio
|
Q3 2025
Added 37.88%
|
|
|
Kerr Financial Planning Corp
Fresno, CA |
Nov 25, 2025 Q3 2025 |
256
shares
|
$17,986
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
254
shares
|
$17,846
0.0% of portfolio
|
Q4 2023
Reduced 75.24%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
247
shares
|
$17,354
0.0% of portfolio
|
Q3 2025
Added 2.49%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 03, 2025 Q3 2025 |
245
shares
|
$17,213
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jan 20, 2026 Q4 2025 |
242
shares
|
$17,002
0.0% of portfolio
|
Q3 2025
Reduced 45.98%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
241
shares
|
$16,932
0.0% of portfolio
|
Q1 2023
Reduced 23.73%
|
|
|
Crewe Advisors LLC
|
Jan 16, 2026 Q4 2025 |
235
shares
|
$16,511
0.0% of portfolio
|
Q4 2025
Reduced 53.47%
|
|
|
Eastern Bank
|
Jan 14, 2026 Q4 2025 |
217
shares
|
$15,246
0.0% of portfolio
|
Q4 2025
Reduced 20.22%
|
|