Public ownership evidence

iShares MSCI EAFE Growth ETF (EFG) Ownership Disclosures

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

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

iShares MSCI EAFE Growth ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Cornerstone Financial Management LLC
Report period
2026-06-30
Available
2026-08-29
Reported shares
23,001
Value (USD)
$2,861,757
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0002110329-26-000015
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read EFG fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read EFG fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

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

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No records are available for this view.

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

Recent institutional filing receipts

See the complete 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.

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Cornerstone Financial Management LLC2026-06-302026-08-2923,001$2,861,757None
Cornerstone Financial Management LLC2026-03-312026-08-2921,870$2,435,631None
Cornerstone Financial Management LLC2025-12-312026-08-2921,046$2,397,529None
B. Riley Wealth Advisors, Inc.2025-03-312026-08-29138,266$13,826,598None
Corient Private Wealth LP2026-06-302026-08-28116,161$14,452,854None
Redwood Investment Management, LLC2024-12-312026-08-2822,004$2,131,000None
Redwood Investment Management, LLC2025-03-312026-08-2823,105$2,311,000None
TUCKER ASSET MANAGEMENT LLC2026-06-302026-08-28359$44,667None
TUCKER ASSET MANAGEMENT LLC2026-03-312026-08-28359$39,982None
AFFINITY WEALTH LLC2025-06-302026-08-2737$4,144None
AFFINITY WEALTH LLC2025-03-312026-08-2737$3,700None
AFFINITY WEALTH LLC2024-12-312026-08-2737$3,583None
Legacy Edge Advisors, LLC2025-09-302026-08-273,519$400,705None
HORAN Wealth, LLC2026-06-302026-08-2710,015$1,246,124None
Redwood Investment Management, LLC2025-06-302026-08-2716,070$1,800,000None
Redwood Investment Management, LLC2025-09-302026-08-2718,077$2,059,000None
Redwood Investment Management, LLC2025-12-312026-08-273,359$383,000None
Advus Financial Partners, LLC2026-06-302026-08-2624,469$3,044,478None
Advus Financial Partners, LLC2026-03-312026-08-2622,974$2,558,585None
Advus Financial Partners, LLC2025-12-312026-08-2625,271$2,878,843None
Advus Financial Partners, LLC2025-09-302026-08-2631,384$3,573,970None
Advus Financial Partners, LLC2025-06-302026-08-2636,700$4,110,361None
Advus Financial Partners, LLC2025-03-312026-08-2642,043$4,204,265None
Advus Financial Partners, LLC2024-12-312026-08-2644,281$4,287,695None
Advus Financial Partners, LLC2024-09-302026-08-2639,141$4,213,532None
Advus Financial Partners, LLC2024-06-302026-08-2636,146$3,697,739None
Advus Financial Partners, LLC2024-03-312026-08-2636,273$3,764,725None
Advus Financial Partners, LLC2023-12-312026-08-2636,098$3,496,093None
Advus Financial Partners, LLC2023-09-302026-08-2637,892$3,270,108None
Advus Financial Partners, LLC2023-06-302026-08-2641,789$3,987,120None
Advus Financial Partners, LLC2023-03-312026-08-2639,508$3,701,115None
Advus Financial Partners, LLC2022-12-312026-08-2630,942$2,591,707None
Advus Financial Partners, LLC2022-09-302026-08-2625,675$1,862,985None
Advus Financial Partners, LLC2022-06-302026-08-2620,418$1,643,452None
Advus Financial Partners, LLC2022-03-312026-08-2611,051$1,063,880None
MLG Wealth Management DBA Pine Grove Financial Group2025-12-312026-08-267,515$856,109None
Bernard Wealth Management Corp.2026-06-302026-08-22120$14,931None
Kings Path Partners LLC2026-03-312026-08-22520$57,912None
Rehmann Capital Advisory Group2026-06-302026-08-2113,492$1,678,674None
GILL CAPITAL PARTNERS, LLC2026-06-302026-08-21128$15,926None
Kingsview Wealth Management, LLC2026-06-302026-08-2018,816$2,341,139None
RESOLUTE WEALTH ADVISOR, INC.2026-06-302026-08-202,006$223,409None
RESOLUTE WEALTH ADVISOR, INC.2026-06-302026-08-2042,362$4,717,856None
Archer Investment Corp2026-06-302026-08-20178$22,147None
STOCK YARDS BANK & TRUST CO2026-06-302026-08-203,992$496,686None
STOCK YARDS BANK & TRUST CO2026-06-302026-08-2034,192$4,254,156None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-20154,012$19,162,197None
Beacon Pointe Advisors, LLC2026-06-302026-08-19592,307$73,694,778None
Copia Wealth Management2026-06-302026-08-197,051$877,285None
Leo H. Evart, Inc.2026-06-302026-08-19543$67,589None

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.

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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.

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