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 2,373 institutions that hold shares in the stock, with a total of 603 Million shares, which have been reported (via 13F filing form) to have a value of $56.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Axiom Financial Strategies, LLC
New Albany, IN |
Jul 30, 2025 Q2 2025 |
24,422
shares
|
$2.27 Million
1.22% of portfolio
|
Q1 2025
Reduced 1.44%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
24,412
shares
|
$2.27 Million
0.14% of portfolio
|
Q4 2023
Added 26.78%
|
|
|
Cubic Asset Management, LLC
|
Apr 24, 2024 Q1 2024 |
24,372
shares
|
$2.27 Million
0.47% of portfolio
|
Q1 2024
Added 0.06%
|
|
|
Newport Capital Group, LLC
|
Aug 14, 2025 Q2 2025 |
24,342
shares
|
$2.26 Million
1.48% of portfolio
|
Q2 2025
Added 1.4%
|
|
|
Busey Wealth Management
|
Jul 11, 2025 Q2 2025 |
24,083
shares
|
$2.24 Million
0.07% of portfolio
|
Q2 2025
Reduced 10.41%
|
|
|
Shoker Investment Counsel, Inc.
Oxford, OH |
Aug 11, 2025 Q2 2025 |
24,024
shares
|
$2.23 Million
0.68% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Bank Of New Hampshire
|
Jul 09, 2025 Q2 2025 |
23,968
shares
|
$2.23 Million
0.54% of portfolio
|
Q2 2025
Reduced 2.31%
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
23,892
shares
|
$2.22 Million
0.62% of portfolio
|
Q2 2025
Added 5.59%
|
|
|
Resonant Capital Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
23,825
shares
|
$2.22 Million
0.14% of portfolio
|
Q2 2025
Added 8.34%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jul 07, 2025 Q2 2025 |
23,756
shares
|
$2.21 Million
1.52% of portfolio
|
Q2 2025
Reduced 1.95%
|
|
|
Rockland Trust CO
|
Jul 10, 2025 Q2 2025 |
23,749
shares
|
$2.21 Million
0.11% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
Dougherty Wealth Advisers LLC
|
Jul 22, 2025 Q2 2025 |
23,748
shares
|
$2.21 Million
1.42% of portfolio
|
Q4 2023
New holding
|
|
|
Embree Financial Group
Chicago, IL |
Jul 16, 2025 Q2 2025 |
23,682
shares
|
$2.2 Million
0.32% of portfolio
|
Q2 2025
Added 3.8%
|
|
|
Brightwater Advisory LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
23,609
shares
|
$2.2 Million
1.52% of portfolio
|
Q2 2025
Reduced 3.41%
|
|
|
Live Oak Private Wealth LLC
|
Aug 04, 2025 Q2 2025 |
23,598
shares
|
$2.19 Million
0.33% of portfolio
|
Q2 2025
Added 26.02%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Aug 12, 2025 Q2 2025 |
23,412
shares
|
$2.18 Million
0.08% of portfolio
|
Q2 2025
Reduced 8.33%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Aug 06, 2025 Q2 2025 |
23,371
shares
|
$2.17 Million
0.03% of portfolio
|
Q2 2025
Reduced 4.39%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Aug 13, 2025 Q2 2025 |
23,281
shares
|
$2.16 Million
0.0% of portfolio
|
Q2 2025
Added 13.37%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
23,139
shares
|
$2.15 Million
0.04% of portfolio
|
Q2 2025
Added 1.95%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
23,124
shares
|
$2.15 Million
0.07% of portfolio
|
Q2 2025
Added 4.65%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
23,112
shares
|
$2.15 Million
0.03% of portfolio
|
Q2 2025
Added 30.45%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
22,982
shares
|
$2.14 Million
0.07% of portfolio
|
Q2 2025
Added 6.02%
|
|
|
Fairway Wealth LLC
Independence, OH |
Jul 29, 2025 Q2 2025 |
22,942
shares
|
$2.13 Million
0.66% of portfolio
|
Q2 2025
Reduced 11.52%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Aug 07, 2025 Q2 2025 |
22,928
shares
|
$2.13 Million
0.45% of portfolio
|
Q2 2025
Reduced 2.26%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 05, 2025 Q2 2025 |
22,817
shares
|
$2.12 Million
0.29% of portfolio
|
Q2 2025
New holding
|