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 1,253 institutions that hold shares in the stock, with a total of 351 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 |
|---|---|---|---|---|---|
|
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 |
Oct 01, 2025 Q3 2025 |
35
shares
|
$2,459
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
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
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
23
shares
|
$1,615
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
22
shares
|
$1,545
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Nov 10, 2025 Q3 2025 |
22
shares
|
$1,545
0.0% of portfolio
|
Q2 2025
Added 4.76%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Oct 16, 2025 Q3 2025 |
21
shares
|
$1,475
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
20
shares
|
$1,405
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fairway Wealth LLC
Independence, OH |
Oct 30, 2025 Q3 2025 |
18
shares
|
$1,264
0.0% of portfolio
|
Q3 2025
Added 80.0%
|
|
|
Wolff Wiese Magana LLC
|
Oct 28, 2025 Q3 2025 |
15
shares
|
$1,053
0.0% of portfolio
|
Q1 2025
Reduced 77.27%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
10
shares
|
$702
0.0% of portfolio
|
Q2 2025
Added 11.11%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2025 Q3 2025 |
8
shares
|
$562
0.0% of portfolio
|
Q2 2024
Reduced 91.4%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Nov 10, 2025 Q3 2025 |
7
shares
|
$491
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
6
shares
|
$421
0.0% of portfolio
|
Q2 2021
Reduced 99.75%
|
|
|
Bfsg, LLC
|
Oct 28, 2025 Q3 2025 |
4
shares
|
$281
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Oct 27, 2025 Q3 2025 |
4
shares
|
$281
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Goodman Advisory Group, LLC
|
Nov 12, 2025 Q3 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 23, 2025 Q3 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|