EFV · Insider trading · 13F holders · Congress trades
iShares MSCI EAFE Value ETF (EFV)
Who is buying and selling EFV: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 372
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 1
EFV at a glance
- No open-market insider purchases or sales of EFV were filed in the last 90 days.
- 372 13F filers hold EFV among their 50 largest positions, worth $10.6B combined. The biggest bets by portfolio weight are Integrated Capital Management, Inc. (15.8%), Bruce G. Allen Investments, LLC (14.8%) and Ball & Co Wealth Management Inc. (14.0%). In their latest 13Fs, 2 managers opened a new position and 65 added to one.
- Members of Congress have disclosed 1 EFV trade since 2020, 1 purchase and 0 sales in the past year; the latest was K. Michael Conaway (R-TX), buying $15K–50K on Jun 9, 2020.
- EFV last closed at $79.33 on Oct 30, 2026.
EFV insider trading
No open-market insider purchases or sales of EFV were filed in the last 90 days.
Who owns EFV? Hedge funds and superinvestors
372 13F filers hold EFV among their 50 largest positions, worth $10.6B combined. The biggest bets by portfolio weight are Integrated Capital Management, Inc. (15.8%), Bruce G. Allen Investments, LLC (14.8%) and Ball & Co Wealth Management Inc. (14.0%). In their latest 13Fs, 2 managers opened a new position and 65 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Envestnet Asset Management IncWealth manager | 0.6% | $2.5B | 32,274,634 | -45.9% shares | Q2 2026 |
| US Bancorp \de\Bank & trust | 1.2% | $1.1B | 14,137,778 | +1.2% shares | Q2 2026 |
| Jones Financial Companies LllpBroker-dealer | 0.2% | $574.2M | 7,542,634 | +1.4% shares | Q2 2026 |
| Dynasty Wealth Management, LLCInstitutional asset manager | 2.7% | $359.7M | 4,699,261 | +33.4% shares | Q2 2026 |
| Park Avenue Securities LLCWealth manager | 1.7% | $270.3M | 3,415,148 | -1.4% shares | Q3 2026 |
| Auto-Owners Insurance CoInsurance company | 7.4% | $235.3M | 2,973,500 | -25.0% shares | Q3 2026 |
| RiverFront Investment Group, LLCAsset manager | 3.0% | $227.3M | 2,969,235 | +5.9% shares | Q2 2026 |
| Cwm, LLCWealth manager | 0.6% | $225.3M | 3,030,442 | -44.9% shares | Q1 2026 |
| Signature Estate & Investment Advisors LLCWealth manager | 3.9% | $222.2M | 2,807,690 | +28.6% shares | Q3 2026 |
| Mml Investors Services, LLCWealth manager | 0.4% | $200.2M | 2,615,105 | -33.6% shares | Q2 2026 |
| Hamilton Capital, LLCWealth manager | 10.6% | $188.4M | 2,380,631 | +0.4% shares | Q3 2026 |
| OpenArc Corporate Advisory, LLCWealth manager | 2.0% | $180.8M | 2,284,127 | +4.9% shares | Q3 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth ManagementWealth manager | 2.5% | $178.9M | 2,260,904 | +5.9% shares | Q3 2026 |
| Sagespring Wealth Partners, LLCWealth manager | 2.6% | $173.3M | 2,189,293 | +5.2% shares | Q3 2026 |
| Tiaa-Cref Individual & Institutional Services, LLCWealth manager | 0.6% | $166.3M | 2,172,399 | -3.8% shares | Q2 2026 |
| Hackensack Meridian Health, Inc.Investment manager | 10.9% | $160.8M | 2,101,000 | +146.3% shares | Q2 2026 |
| Envestnet Portfolio Solutions, Inc.Wealth manager | 0.7% | $136.6M | 1,783,999 | -58.0% shares | Q2 2026 |
| Composition Wealth, LLCWealth manager | 1.5% | $131.6M | 1,718,610 | -16.9% shares | Q2 2026 |
| Savant Capital, LLCWealth manager | 0.3% | $118.3M | 1,522,673 | +26.5% shares | Q2 2026 |
| Merit Financial Group, LLCWealth manager | 0.7% | $116.7M | 1,524,185 | -35.7% shares | Q2 2026 |
| Alesco Advisors, LLC, An ESL CoInstitutional asset manager | 2.3% | $98.3M | 1,283,914 | -1.0% shares | Q2 2026 |
| Modera Wealth Management, LLCWealth manager | 1.0% | $96.9M | 1,224,902 | -4.6% shares | Q3 2026 |
| Aspiriant, LLCWealth manager | 2.0% | $82.7M | 1,045,588 | -1.5% shares | Q3 2026 |
| Sanctuary Advisors, LLCWealth manager | 0.4% | $79.7M | 1,040,740 | -40.9% shares | Q2 2026 |
| OneDigital Investment Advisors LLCInstitutional asset manager | 0.7% | $77.8M | 1,016,945 | -47.1% shares | Q2 2026 |
| Foundations Investment Advisors, LLCWealth manager | 0.7% | $70.9M | 925,724 | -52.8% shares | Q2 2026 |
| Financial Synergies Wealth Advisors, Inc.Wealth manager | 5.7% | $69.9M | 883,585 | +0.7% shares | Q3 2026 |
| Pacific Life Fund Advisors LLCMutual fund manager | 7.2% | $65.3M | 852,714 | +85.1% shares | Q2 2026 |
| Brave Asset Management IncAsset manager | 13.4% | $62.8M | 820,429 | +11.2% shares | Q2 2026 |
| Cary Street Partners Financial LLCInvestment manager | 1.3% | $60.9M | 814,245 | +11.4% shares | Q2 2026 |
The 30 largest of 372 positions, by value. Each manager counts with its latest 13F (Q3 2026: 169, Q2 2026: 196, Q1 2026: 7). Screen EFV in the grand portfolio →
EFV stock trades by members of Congress
Members of Congress have disclosed 1 EFV trade since 2020, 1 purchase and 0 sales in the past year; the latest was K. Michael Conaway (R-TX), buying $15K–50K on Jun 9, 2020.
| Filed | Member | Trade | Amount | Traded | Since |
|---|---|---|---|---|---|
| Jul 10, 2020 | K. Michael ConawayR-TX · House | Buy | $15K–50K | Jun 9, 2020 | +84.8% |
EFV questions and answers
Are insiders buying EFV stock?
No open-market insider purchases or sales of EFV were filed in the last 90 days.
Which hedge funds own EFV?
372 13F filers hold EFV among their 50 largest positions, worth $10.6B combined. The biggest bets by portfolio weight are Integrated Capital Management, Inc. (15.8%), Bruce G. Allen Investments, LLC (14.8%) and Ball & Co Wealth Management Inc. (14.0%). In their latest 13Fs, 2 managers opened a new position and 65 added to one.
Has Congress traded EFV?
Members of Congress have disclosed 1 EFV trade since 2020, 1 purchase and 0 sales in the past year; the latest was K. Michael Conaway (R-TX), buying $15K–50K on Jun 9, 2020.
Who is the largest holder of EFV?
Among 13F filers, Envestnet Asset Management Inc reports the largest EFV position, $2.5B (32,274,634 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Integrated Capital Management, Inc.'s: 15.8% of its portfolio.
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