Institutional Ownership Ishares Tr Msci Eafe ETF (EFA)
This table provides information about the institutional ownership of Ishares Tr Msci Eafe ETF (EFA). We have compiled data on the 2,437 institutions that hold shares in the stock, with a total of 610 Million shares, which have been reported (via 13F filing form) to have a value of $58.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Oct 31, 2025 Q3 2025 |
37,893
shares
|
$3.61 Million
0.44% of portfolio
|
Q3 2025
Reduced 3.16%
|
|
|
Warwick Investment Management, Inc.
|
Jan 15, 2026 Q4 2025 |
37,887
shares
|
$3.61 Million
0.56% of portfolio
|
Q4 2025
Reduced 4.24%
|
|
|
Nexus Investment Management Ulc
|
Oct 24, 2025 Q3 2025 |
37,750
shares
|
$3.6 Million
0.52% of portfolio
|
Q3 2025
Added 23.57%
|
|
|
Roman Butler Fullerton & CO
|
Nov 05, 2025 Q3 2025 |
37,253
shares
|
$3.55 Million
1.0% of portfolio
|
Q3 2025
Added 15.39%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Nov 13, 2025 Q3 2025 |
37,234
shares
|
$3.55 Million
0.06% of portfolio
|
Q3 2025
Reduced 0.97%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Nov 06, 2025 Q3 2025 |
36,817
shares
|
$3.51 Million
1.82% of portfolio
|
Q3 2025
Added 2.73%
|
|
|
Palisade Asset Management, LLC
|
Nov 17, 2025 Q3 2025 |
36,781
shares
|
$3.5 Million
0.32% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
36,672
shares
|
$3.49 Million
0.49% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Defined Wealth Management, LLC
|
Jan 14, 2026 Q4 2025 |
36,579
shares
|
$3.48 Million
2.13% of portfolio
|
Q4 2025
Reduced 1.4%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
36,568
shares
|
$3.48 Million
0.07% of portfolio
|
Q3 2025
Added 2.73%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Oct 30, 2025 Q3 2025 |
36,552
shares
|
$3.48 Million
0.66% of portfolio
|
Q3 2025
Reduced 13.92%
|
|
|
Breakthru Advisory Services, LLC
Muskego, WI |
Jan 12, 2026 Q4 2025 |
36,260
shares
|
$3.45 Million
2.23% of portfolio
|
Q3 2025
New holding
|
|
|
Klingenstein Fields & CO LP
|
Nov 14, 2025 Q3 2025 |
36,216
shares
|
$3.45 Million
0.13% of portfolio
|
Q3 2025
Added 732.55%
|
|
|
Ashford Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
36,207
shares
|
$3.45 Million
0.75% of portfolio
|
Q3 2025
Reduced 0.91%
|
|
|
Richwood Investment Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
36,142
shares
|
$3.44 Million
2.64% of portfolio
|
Q3 2025
Added 1.1%
|
|
|
Copia Wealth Management
Bend, OR |
Oct 31, 2025 Q3 2025 |
35,947
shares
|
$3.42 Million
2.49% of portfolio
|
Q3 2025
Added 5.73%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 08, 2026 Q4 2025 |
35,852
shares
|
$3.42 Million
0.12% of portfolio
|
Q4 2025
Added 7.07%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jan 08, 2026 Q4 2025 |
35,507
shares
|
$3.38 Million
0.37% of portfolio
|
Q4 2025
Reduced 0.19%
|
|
|
Mc Lean Asset Management Corp
|
Jan 15, 2026 Q4 2025 |
35,370
shares
|
$3.37 Million
0.63% of portfolio
|
Q4 2025
Reduced 0.58%
|
|
|
Mc Adam, LLC
|
Oct 29, 2025 Q3 2025 |
35,161
shares
|
$3.35 Million
0.16% of portfolio
|
Q3 2025
Added 2.97%
|
|
|
Financial Advisory Service, Inc.
|
Oct 29, 2025 Q3 2025 |
35,065
shares
|
$3.34 Million
0.24% of portfolio
|
Q3 2025
Reduced 1.74%
|
|
|
True Link Financial Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
35,060
shares
|
$3.34 Million
0.21% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Rockland Trust CO
|
Jan 15, 2026 Q4 2025 |
34,939
shares
|
$3.33 Million
0.14% of portfolio
|
Q4 2025
Added 0.25%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 12, 2026 Q4 2025 |
34,668
shares
|
$3.3 Million
0.44% of portfolio
|
Q3 2025
Reduced 0.64%
|
|
|
Evanson Asset Management, LLC
|
Jan 12, 2026 Q4 2025 |
34,637
shares
|
$3.3 Million
0.21% of portfolio
|
Q4 2025
Reduced 0.63%
|
|