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 |
|---|---|---|---|---|---|
|
Adirondack Trust CO
|
Jan 08, 2026 Q4 2025 |
49
shares
|
$3,442
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
49
shares
|
$3,442
0.0% of portfolio
|
Q3 2025
Added 226.67%
|
|
|
Hoese & CO LLP
|
Jan 14, 2026 Q4 2025 |
48
shares
|
$3,372
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
47
shares
|
$3,302
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 31, 2025 Q3 2025 |
47
shares
|
$3,302
0.0% of portfolio
|
Q3 2024
Reduced 80.42%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
46
shares
|
$3,231
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
45
shares
|
$3,161
0.0% of portfolio
|
Q1 2024
Reduced 15.09%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Jan 12, 2026 Q3 2025 |
45
shares
|
$3,161
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
44
shares
|
$3,091
0.0% of portfolio
|
Q3 2025
Reduced 58.88%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 04, 2025 Q3 2025 |
44
shares
|
$3,091
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
42
shares
|
$2,950
0.0% of portfolio
|
Q2 2025
Reduced 88.83%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Oct 09, 2025 Q3 2025 |
42
shares
|
$2,950
0.0% of portfolio
|
Q3 2025
Added 2.44%
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
40
shares
|
$2,810
0.0% of portfolio
|
Q4 2024
Reduced 87.84%
|
|
|
Goal Vest Advisory LLC
|
Jan 05, 2026 Q4 2025 |
38
shares
|
$2,669
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Oct 14, 2025 Q3 2025 |
38
shares
|
$2,669
0.0% of portfolio
|
Q3 2025
Reduced 13.64%
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
37
shares
|
$2,599
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
36
shares
|
$2,529
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 05, 2026 Q4 2025 |
36
shares
|
$2,529
0.0% of portfolio
|
Q4 2025
Added 2.86%
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Nov 12, 2025 Q3 2025 |
35
shares
|
$2,459
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Provident Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
33
shares
|
$2,318
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
31
shares
|
$2,178
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Nov 06, 2025 Q3 2025 |
30
shares
|
$2,107
0.0% of portfolio
|
Q3 2025
Reduced 18.92%
|
|
|
Motco
|
Oct 22, 2025 Q3 2025 |
29
shares
|
$2,037
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Nov 04, 2025 Q3 2025 |
27
shares
|
$1,897
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
23
shares
|
$1,615
0.0% of portfolio
|
Q3 2023
New holding
|
|