Free Trial
→ Why this tiny stock may move before the SpaceX IPO drops (From Behind the Markets) (Ad)tc pixel Free EFV Stock Alerts

iShares MSCI EAFE Value ETF (EFV) Institutional Ownership

iShares MSCI EAFE Value ETF logo
$78.95 0.00 (0.00%)
As of 06/12/2026 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for iShares MSCI EAFE Value ETF (BATS:EFV)

Number of
Institutional Buyers
(last 12 months)
916
Total
Institutional Inflows
(last 12 months)
$29.53B
Number of
Institutional Sellers
(last 12 months)
603
Total
Institutional Outflows
(last 12 months)
$3.20B
Get EFV Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares MSCI EAFE Value ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

EFV Institutional Buying and Selling by Quarter

iShares MSCI EAFE Value ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/10/2026 FAS Wealth Partners Inc.261,321$19.43M1.2%-3.1%0.064%
6/4/2026 Town Capital LLC15,143$1.13M0.9%-80.2%0.004%
6/3/2026 NewEdge Advisors LLC2,443,575$181.68M0.7%+20.0%0.596%
6/1/2026 Concorde Asset Management LLC27,486$2.04M1.0%-3.5%0.007%
6/1/2026 Dala Group LLC4,280$318K0.3%N/A0.001%
5/29/2026 Asset Dedication LLC12,631$939K0.1%+2.4%0.003%
5/28/2026 Maripau Wealth Management LLC15,500$1.15M0.5%-26.7%0.004%
5/27/2026 Security Financial Services INC.50,411$3.75M0.6%-66.8%0.012%
5/26/2026 Glenmede Trust Co. NA115,836$8.61M0.0%+0.9%0.028%
5/22/2026 Wellington Grp LLC2,478$184K0.1%+399.6%0.001%
5/22/2026 Verus Capital Partners LLC56,496$4.20M0.3%-23.8%0.014%
5/21/2026 J. Derek Lewis & Associates Inc.15,721$1.17M0.3%+2.3%0.004%
5/20/2026 Arete Wealth Advisors LLC315,844$23.50M1.4%-4.3%0.077%
5/19/2026 Western Wealth Management LLC24,308$1.81M0.1%+38.2%0.006%
5/19/2026 Bank of America Corp DE10,342,735$768.98M0.1%+7.7%2.523%
5/19/2026 Centaurus Financial Inc.21,449$1.60M0.1%+1.8%0.005%
5/19/2026 Ashton Thomas Securities LLC80,841$6.01M0.8%N/A0.020%
5/19/2026 Arkadios Wealth Advisors157,669$11.72M0.2%+41.3%0.038%
5/19/2026 Arete Wealth Advisors LLC315,844$23.50M1.7%-4.3%0.077%
5/18/2026 EverSource Wealth Advisors LLC50,580$3.76M0.1%+0.9%0.012%
5/18/2026 Royal Bank of Canada2,699,497$200.71M0.0%-13.5%0.658%
5/16/2026 Excelsior Advisor Network LLC2,760$205K0.1%N/A0.001%
5/16/2026 Quantinno Capital Management LP67,983$5.06M0.0%+64.9%0.017%
5/15/2026 Gateway Wealth Partners LLC199,828$14.86M0.6%+191.7%0.049%
5/15/2026 Valence8 US LP277,964$20.67M7.2%-22.7%0.068%
5/15/2026 Van Diest Capital LLC3,823$284K0.2%-20.2%0.001%
5/15/2026 Bradley Foster & Sargent Inc. CT47,436$3.53M0.1%-15.0%0.012%
5/15/2026 Matrix Private Capital Group LLC1,322$98K0.0%N/A0.000%
5/15/2026 Waverly Advisors LLC505,340$37.57M0.3%+1.0%0.123%
5/15/2026 Wealth Alliance LLC256,430$19.07M1.9%-3.6%0.063%
5/14/2026 GC Wealth Management RIA LLC18,919$1.41M0.1%+5.8%0.005%
5/14/2026 Compound Planning Inc.35,520$2.64M0.1%+60.2%0.009%
5/14/2026 Klingman & Associates LLC3,157$235K0.0%N/A0.001%
5/14/2026 Modern Wealth Management LLC185,208$13.94M0.2%+40.4%0.045%
5/14/2026 Keebeck Wealth Management233,006$17.32M1.9%-2.4%0.057%
5/14/2026 Gibbs Wealth Management14,014$1.04M0.1%N/A0.003%
5/14/2026 American Financial Advisors LLC12,302$915K0.1%-5.3%0.003%
5/14/2026 Sei Investments Co.4,149$308K0.0%N/A0.001%
5/14/2026 Lido Advisors LLC385,060$28.63M0.1%-1.2%0.094%
5/13/2026 Cetera Investment Advisers3,915,091$291.09M0.3%+0.5%0.955%
The REAL Reason Trump is Invading Iran (Ad)

For a moment… Forget about Trump’s ties to Israel. Forget about reports of Iran’s nuclear program. Because my research has led me to believe we’re risking World War 3 with Iran for a completely different reason.tc pixel

Click here to find out what it is.
5/13/2026 Wealthspire Retirement LLC3,911$291K0.0%+6.8%0.001%
5/13/2026 Dynamic Wealth Strategies LLC50,247$3.74M2.2%+2.2%0.012%
5/13/2026 Sachem Hill LLC2,833$211K0.0%-31.5%0.001%
5/13/2026 Measured Wealth Private Client Group LLC1,317$98K0.0%+95.1%0.000%
5/13/2026 Signature Equity Partners LLC1,522$113K0.1%+44.3%0.000%
5/13/2026 NewEdge Wealth LLC61,218$4.55M0.1%+35.3%0.015%
5/13/2026 Alesco Advisors LLC An ESL Co1,297,475$96.47M2.5%-3.3%0.316%
5/8/2026 PNC Financial Services Group Inc.3,044,443$226.35M0.1%+2.9%0.743%
5/8/2026 HORAN Wealth LLC26,097$1.86M0.2%N/A0.006%
5/8/2026 Wilkerson Advisory Group LLC19,727$1.47M0.5%-3.6%0.005%
5/8/2026 Glenview Trust Co7,440$553K0.0%+68.4%0.002%
5/8/2026 Cassaday & Co Wealth Management LLC8,275$615K0.0%+10.5%0.002%
5/8/2026 Rice Partnership LLC1,220$91K0.0%+30.6%0.000%
5/8/2026 Johnson Financial Group Inc.123,115$9.15M0.3%-5.6%0.030%
5/7/2026 Cornerstone Advisors Asset Management LLC7,290$542K0.1%-11.8%0.002%
5/7/2026 Meeder Advisory Services Inc.3,733$278K0.0%N/A0.001%
5/7/2026 Wells Financial Advisors INC665$49K0.2%-67.6%0.000%
5/7/2026 Scarborough Advisors LLC23,407$1.74M0.2%N/A0.006%
5/7/2026 Balefire LLC5,696$423K0.1%-49.6%0.001%
5/7/2026 Ironwood Investment Counsel LLC40,708$3.18M0.5%+0.6%0.010%
5/7/2026 Koss Olinger Consulting LLC76,064$5.66M0.5%-10.9%0.019%
5/7/2026 Regimen Wealth LLC19,806$1.47M0.4%-57.9%0.005%
5/7/2026 Vision Retirement LLC21,932$1.63M0.5%-22.7%0.005%
5/7/2026 World Equity Group Inc.17,135$1.27M0.3%+12.4%0.004%
5/7/2026 Crescent Grove Advisors LLC7,312$544K0.1%+39.0%0.002%
5/6/2026 GatePass Capital LLC12,317$916K0.4%-32.8%0.003%
5/6/2026 Quadrant Private Wealth Management LLC116,996$8.70M1.3%+11.8%0.029%
5/6/2026 Bartlett & CO. Wealth Management LLC3,605$275K0.0%+19.1%0.001%
5/6/2026 Zhang Financial LLC71,515$5.32M0.2%+1.8%0.017%
5/6/2026 Simon Quick Advisors LLC3,454$257K0.0%N/A0.001%
5/6/2026 Cornerstone Planning Group LLC74,083$5.71M0.8%+26.9%0.018%
5/6/2026 Modera Wealth Management LLC1,335,086$99.26M1.2%-10.7%0.326%
5/6/2026 Assetmark Inc.124,520$9.26M0.0%-85.0%0.030%
5/6/2026 Main Street Group LTD1,968$146K0.0%N/A0.000%
5/6/2026 Angeles Wealth Management LLC1,579$117K0.0%-59.1%0.000%
5/6/2026 Fiscal Wisdom Wealth Management LLC7,244$539K0.5%+39.7%0.002%
5/6/2026 Bessemer Group Inc.6,018$448K0.0%+15.9%0.001%
5/6/2026 SteelPeak Wealth LLC327,574$24.36M0.7%-10.1%0.080%
5/6/2026 Allspring Global Investments Holdings LLC379,340$28.20M0.0%-9.9%0.093%
5/6/2026 Sofi Wealth LLC956,754$71.14M3.4%-12.1%0.233%
5/6/2026 Independent Financial Group LLC101,267$7.53M0.2%N/A0.025%
5/6/2026 Prosperity Consulting Group LLC579,503$43.09M1.9%+2.0%0.141%
5/5/2026 Quartz Partners LLC19,365$1.44M0.6%-9.7%0.005%
5/5/2026 Lane Brothers & Co. Inc.6,771$503K0.4%-6.5%0.002%
5/5/2026 Wealthfront Advisers LLC11,307$841K0.0%-5.4%0.003%
5/5/2026 D.A. Davidson & CO.60,013$4.46M0.0%+352.5%0.015%
5/5/2026 Marks Group Wealth Management Inc446,464$33.20M3.2%+27.8%0.109%
5/5/2026 Bank of New York Mellon Corp2,481,489$184.50M0.0%+3.7%0.605%
5/5/2026 Theory Financial LLC31,579$2.35M0.8%-41.2%0.008%
5/5/2026 Geneos Wealth Management Inc.76,171$5.66M0.1%+1.1%0.019%
SpaceX will crumble without these 5 companies (Ad)

The SpaceX IPO is drawing near, but the real opportunity may lie in 5 lesser-known companies providing the critical infrastructure SpaceX depends on to operate. Goldman Sachs and Morgan Stanley are reportedly already building positions in one of these names. Another is a resource miner that Elon Musk's broader empire - including Tesla - relies on. Lance Ippolito has detailed all five inside his free SpaceX Investing Blackbook.tc pixel

Download the free SpaceX Investing Blackbook before these names go mainstream
5/5/2026 Signet Financial Management LLC39,662$2.95M0.3%-19.6%0.010%
5/5/2026 SouthState Bank Corp18,661$1.39M0.1%+22.4%0.005%
5/5/2026 Luts & Greenleigh Group Inc.15,689$1.17M0.9%+3.9%0.004%
5/5/2026 Opinicus Capital Inc.12,558$934K0.7%-1.9%0.003%
5/5/2026 Sanctuary Advisors LLC1,760,693$130.91M0.7%+1.4%0.429%
5/5/2026 Sigma Planning Corp34,280$2.55M0.1%-4.0%0.008%
5/5/2026 Mosaic Advisors LLC4,128$317K0.4%N/A0.001%
5/5/2026 1ST Source Bank111,787$8.31M0.4%-2.2%0.027%
5/5/2026 Checchi Capital Advisers LLC239,807$17.83M0.9%-11.8%0.058%
5/5/2026 Wealthgarden F.S. LLC19,296$1.44M1.0%-42.4%0.005%


EFV Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,281 institutional investors and hedge funds held shares of iShares MSCI EAFE Value ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($4.10B), Auto Owners Insurance Co ($2.34B), LPL Financial LLC ($1.40B), FMR LLC ($1.09B), US Bancorp DE ($1.01B), JPMorgan Chase & Co. ($949.10M), and Morgan Stanley ($855.91M).Learn more on iShares MSCI EAFE Value ETF's institutional investors.

Of the 1,157 institutional investors that purchased iShares MSCI EAFE Value ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Auto Owners Insurance Co ($326.63M), Envestnet Asset Management Inc. ($27.41M), LPL Financial LLC ($10.52M), JPMorgan Chase & Co. ($8.70M), Park Avenue Securities LLC ($5.53M), CWM LLC ($4.95M), and Flow Traders U.S. LLC ($4.60M).

Institutional investors have bought a total of 420,789,703 shares in the last 24 months. This purchase volume represents approximately $29.53B in transactions.

Of the 603 institutional investors that sold iShares MSCI EAFE Value ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Envestnet Asset Management Inc. ($9.66M), JPMorgan Chase & Co. ($2.52M), Thrivent Financial for Lutherans ($1.58M), Envestnet Portfolio Solutions Inc. ($1.56M), Jones Financial Companies Lllp ($1.56M), Northwestern Mutual Wealth Management Co. ($1.54M), and M&T Bank Corp ($1.46M).

Institutional investors have sold a total of 46,376,376 shares in the last 24 months. This volume of shares sold represents approximately $3.20B in transactions.


Related Companies

This page (BATS:EFV) was last updated on 6/15/2026 by MarketBeat.com Staff.
From Our Partners
Trump's gold order: the announcement they won't put on the front page
On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no deb...
Reagan Gold Group | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Trump Takes Emergency Action - Plus Elon Musk's New Venture
Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Tru...
Altimetry | Sponsoredtc pixel
Is SpaceX really worth 1.78 Trillion?
With SpaceX approaching a near-$2 trillion valuation, most investors are focused on the IPO itself - but analy...
InvestPub | Sponsoredtc pixel
Hey, it's Jon Najarian. The SpaceX IPO is right around the corner. But I discovered Elon may have something BIGGER planned. Check this out before June 9th...
After being invited to the SpaceX launch headquarters in Cape Canaveral from one of Elon's top lobbyists… Hall...
Banyan Hill Publishing | Sponsoredtc pixel
CODE RED: AI Meltdown Imminent?
After correctly predicting the 2008 and 2020 stock market meltdowns, I believe this AI company is about to tri...
Paradigm Press | Sponsoredtc pixel
The roadshow starts Monday. This stock isn't ready.
The SpaceX roadshow kicks off June 8. Goldman Sachs, the lead underwriter, will present the full S-1 to the wo...
Behind the Markets | Sponsoredtc pixel
SpaceX is chump change compared to Elon’s $20T ‘iPhone’
Early Apple investors saw peak gains as high as 7,537% after the iPhone launched. Now, multiple insider source...
StocksToTrade | Sponsoredtc pixel