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 |
|---|---|---|---|---|---|
|
Momentum Advisors, LLC
|
Feb 14, 2023 Q4 2022 |
20,558
shares
|
$1.91 Million
1.4% of portfolio
|
Q4 2022
Added 10.8%
|
|
|
Davidson Trust CO
|
Jul 28, 2025 Q2 2025 |
20,433
shares
|
$1.9 Million
0.86% of portfolio
|
Q4 2023
Added 25.33%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Jul 31, 2025 Q2 2025 |
20,433
shares
|
$1.9 Million
0.07% of portfolio
|
Q2 2025
Reduced 2.08%
|
|
|
United Bank
Vienna, VA |
Jul 18, 2025 Q2 2025 |
20,383
shares
|
$1.9 Million
0.22% of portfolio
|
Q1 2025
Reduced 35.88%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
20,350
shares
|
$1.89 Million
0.18% of portfolio
|
Q4 2023
Added 45.48%
|
|
|
Seven Post Investment Office LP
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
20,289
shares
|
$1.89 Million
0.68% of portfolio
|
Q4 2024
Reduced 8.91%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
20,276
shares
|
$1.89 Million
0.04% of portfolio
|
Q2 2025
Added 1.68%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
20,259
shares
|
$1.88 Million
1.0% of portfolio
|
Q2 2024
Added 0.03%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Jul 11, 2025 Q2 2025 |
20,258
shares
|
$1.88 Million
0.24% of portfolio
|
Q2 2025
Added 1.5%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
May 13, 2025 Q1 2025 |
20,176
shares
|
$1.88 Million
0.33% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Trail Ridge Investment Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
20,172
shares
|
$1.88 Million
0.91% of portfolio
|
Q2 2025
New holding
|
|
|
Abacus Planning Group, Inc.
|
Jul 21, 2025 Q2 2025 |
20,089
shares
|
$1.87 Million
0.3% of portfolio
|
Q2 2025
New holding
|
|
|
Veracity Capital LLC
|
Jul 09, 2025 Q2 2025 |
20,089
shares
|
$1.87 Million
0.63% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Hubbell Strickland Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
20,053
shares
|
$1.86 Million
0.83% of portfolio
|
Q2 2025
Added 1.99%
|
|
|
Twele Capital Management, Inc.
|
Jul 07, 2025 Q2 2025 |
20,012
shares
|
$1.86 Million
0.36% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jul 10, 2025 Q2 2025 |
19,851
shares
|
$1.85 Million
0.55% of portfolio
|
Q2 2025
Added 27.98%
|
|
|
Moreno Evelyn V
Boston, MA |
Feb 09, 2024 Q4 2023 |
19,790
shares
|
$1.84 Million
0.72% of portfolio
|
Q4 2023
Reduced 76.27%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
19,780
shares
|
$1.84 Million
0.3% of portfolio
|
Q3 2023
Reduced 0.45%
|
|
|
Windsor Capital Management, LLC
|
Jul 11, 2025 Q2 2025 |
19,733
shares
|
$1.83 Million
0.52% of portfolio
|
Q2 2025
Reduced 10.86%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
19,604
shares
|
$1.82 Million
0.31% of portfolio
|
Q2 2024
Reduced 0.56%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Aug 11, 2025 Q2 2025 |
19,461
shares
|
$1.81 Million
0.12% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Curated Wealth Partners LLC
|
Jul 28, 2025 Q2 2025 |
19,435
shares
|
$1.81 Million
0.21% of portfolio
|
Q1 2025
Reduced 2.04%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
19,420
shares
|
$1.81 Million
0.18% of portfolio
|
Q2 2025
Reduced 4.44%
|
|
|
Lee Danner & Bass Inc
|
Jul 31, 2025 Q2 2025 |
19,357
shares
|
$1.8 Million
0.14% of portfolio
|
Q2 2025
Added 2.52%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Aug 13, 2025 Q2 2025 |
19,350
shares
|
$1.8 Million
0.23% of portfolio
|
Q2 2025
Added 1.74%
|