Explore more topics
Public ownership evidence

iShares MSCI EAFE Value ETF (EFV) Ownership Disclosures

Read EFV insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-11-07T14:03:26.246Z

Jump to a section

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

Show the table · 0 rows, 6 columns

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

Show the table · 50 rows, 6 columns

Scroll sideways to compare all columns. Select a heading to sort.

Cornerstone Financial Management LLC2026-06-302026-08-2936,079$2,761,884None
Cornerstone Financial Management LLC2026-03-312026-08-2934,373$2,555,656None
Cornerstone Financial Management LLC2025-12-312026-08-2932,507$2,321,347None
B. Riley Wealth Advisors, Inc.2025-03-312026-08-29198,463$11,697,454None
Corient Private Wealth LP2026-06-302026-08-28226,909$17,369,896None
Redwood Investment Management, LLC2024-12-312026-08-2845,084$2,366,000None
Redwood Investment Management, LLC2025-03-312026-08-2847,744$2,814,000None
TUCKER ASSET MANAGEMENT LLC2026-06-302026-08-281,590$121,744None
TUCKER ASSET MANAGEMENT LLC2026-03-312026-08-281,244$92,492None
AFFINITY WEALTH LLC2025-06-302026-08-2726$1,650None
AFFINITY WEALTH LLC2025-03-312026-08-2726$1,532None
AFFINITY WEALTH LLC2024-12-312026-08-2726$1,364None
Legacy Edge Advisors, LLC2025-09-302026-08-278,289$562,243None
HORAN Wealth, LLC2026-06-302026-08-2728,505$2,182,094None
Redwood Investment Management, LLC2025-06-302026-08-2758,642$3,723,000None
Redwood Investment Management, LLC2025-09-302026-08-2766,535$4,513,000None
Redwood Investment Management, LLC2025-12-312026-08-2757,496$4,106,000None
Advus Financial Partners, LLC2026-06-302026-08-2695,545$7,313,991None
Advus Financial Partners, LLC2026-03-312026-08-26104,074$7,737,894None
Advus Financial Partners, LLC2025-12-312026-08-26101,524$7,249,821None
Advus Financial Partners, LLC2025-09-302026-08-26104,153$7,064,689None
Advus Financial Partners, LLC2025-06-302026-08-2693,151$5,913,217None
Advus Financial Partners, LLC2025-03-312026-08-2683,877$4,943,738None
Advus Financial Partners, LLC2024-12-312026-08-2687,178$4,574,254None
Advus Financial Partners, LLC2024-09-302026-08-2683,956$4,830,012None
Advus Financial Partners, LLC2024-06-302026-08-2688,592$4,698,942None
Advus Financial Partners, LLC2024-03-312026-08-2694,785$5,156,316None
Advus Financial Partners, LLC2023-12-312026-08-2691,916$4,788,809None
Advus Financial Partners, LLC2023-09-302026-08-2689,042$4,356,808None
Advus Financial Partners, LLC2023-06-302026-08-2675,271$3,683,746None
Advus Financial Partners, LLC2023-03-312026-08-2676,165$3,696,295None
Advus Financial Partners, LLC2022-12-312026-08-2681,019$3,717,159None
Advus Financial Partners, LLC2022-09-302026-08-2679,336$3,056,800None
Advus Financial Partners, LLC2022-06-302026-08-2672,830$3,160,804None
Advus Financial Partners, LLC2022-03-312026-08-2649,417$2,483,698None
Advus Financial Partners, LLC2021-09-302026-08-2628,785$1,450,476None
MLG Wealth Management DBA Pine Grove Financial Group2025-12-312026-08-26249,967$17,850,179None
TOBIAS FINANCIAL ADVISORS, INC.2026-06-302026-08-2618,326$1,402,865None
Layline Advisors, LLC2026-06-302026-08-2124,964$1,910,983None
Rehmann Capital Advisory Group2026-06-302026-08-213,249$248,710None
GILL CAPITAL PARTNERS, LLC2026-06-302026-08-21148$11,329None
Vermillion & White Wealth Management Group, LLC2026-06-302026-08-208,826$675,611None
Kingsview Wealth Management, LLC2026-06-302026-08-2039,293$3,007,910None
RESOLUTE WEALTH ADVISOR, INC.2026-06-302026-08-204,820$358,367None
RESOLUTE WEALTH ADVISOR, INC.2026-06-302026-08-20101,975$7,581,842None
Archer Investment Corp2026-06-302026-08-20222$16,994None
STOCK YARDS BANK & TRUST CO2026-06-302026-08-207,712$590,353None
STOCK YARDS BANK & TRUST CO2026-06-302026-08-2074,188$5,679,131None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-20832,940$63,761,560None
Beacon Pointe Advisors, LLC2026-06-302026-08-191,070,367$81,936,572None

90-day public filing window, up to 50 source positions.

Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗B. Riley Wealth Advisors, Inc. ↗Corient Private Wealth LP ↗Redwood Investment Management, LLC ↗Redwood Investment Management, LLC ↗TUCKER ASSET MANAGEMENT LLC ↗TUCKER ASSET MANAGEMENT LLC ↗AFFINITY WEALTH LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

Show the table · 0 rows, 5 columns

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.