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 |
|---|---|---|---|---|---|
|
United Bank
Vienna, VA |
Nov 07, 2025 Q3 2025 |
20,383
shares
|
$1.94 Million
0.23% of portfolio
|
Q1 2025
Reduced 35.88%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
20,350
shares
|
$1.94 Million
0.18% of portfolio
|
Q4 2023
Added 45.48%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
20,259
shares
|
$1.93 Million
1.0% of portfolio
|
Q2 2024
Added 0.03%
|
|
|
Brookstone Capital Management
|
Jan 15, 2026 Q4 2025 |
20,231
shares
|
$1.93 Million
0.03% of portfolio
|
Q4 2025
Added 7.78%
|
|
|
Trail Ridge Investment Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
20,172
shares
|
$1.92 Million
0.88% of portfolio
|
Q2 2025
New holding
|
|
|
Kfa Private Wealth Group, LLC
|
Jan 07, 2026 Q4 2025 |
20,155
shares
|
$1.92 Million
0.47% of portfolio
|
Q4 2025
Added 10.11%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
20,107
shares
|
$1.92 Million
0.03% of portfolio
|
Q3 2025
Added 30.61%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2025 Q3 2025 |
19,994
shares
|
$1.9 Million
0.53% of portfolio
|
Q3 2025
Reduced 8.48%
|
|
|
Twele Capital Management, Inc.
|
Jan 09, 2026 Q4 2025 |
19,959
shares
|
$1.9 Million
0.34% of portfolio
|
Q4 2025
Reduced 0.26%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
19,957
shares
|
$1.9 Million
0.06% of portfolio
|
Q3 2025
Added 20.33%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Nov 21, 2025 Q3 2025 |
19,870
shares
|
$1.89 Million
0.28% of portfolio
|
Q2 2025
Reduced 1.52%
|
|
|
Curated Wealth Partners LLC
|
Jan 12, 2026 Q4 2025 |
19,810
shares
|
$1.89 Million
0.23% of portfolio
|
Q4 2025
Added 1.93%
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Oct 09, 2025 Q3 2025 |
19,797
shares
|
$1.89 Million
0.63% of portfolio
|
Q3 2025
Added 122.29%
|
|
|
Moreno Evelyn V
Boston, MA |
Feb 09, 2024 Q4 2023 |
19,790
shares
|
$1.89 Million
0.72% of portfolio
|
Q4 2023
Reduced 76.27%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
19,780
shares
|
$1.88 Million
0.3% of portfolio
|
Q3 2023
Reduced 0.45%
|
|
|
Veracity Capital LLC
|
Oct 07, 2025 Q3 2025 |
19,758
shares
|
$1.88 Million
0.61% of portfolio
|
Q3 2025
Reduced 1.65%
|
|
|
Vera Bank, N.A.
|
Nov 07, 2025 Q3 2025 |
19,684
shares
|
$1.88 Million
0.38% of portfolio
|
Q3 2025
Added 2.61%
|
|
|
Tennessee Valley Asset Management Partners
|
Nov 13, 2025 Q3 2025 |
19,613
shares
|
$1.87 Million
0.26% of portfolio
|
Q3 2025
New holding
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
19,604
shares
|
$1.87 Million
0.31% of portfolio
|
Q2 2024
Reduced 0.56%
|
|
|
Hansen & Associates Financial Group, Inc.
Sacramento, CA |
Nov 14, 2025 Q3 2025 |
19,571
shares
|
$1.86 Million
0.79% of portfolio
|
Q3 2025
Reduced 40.46%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Jan 15, 2026 Q4 2025 |
19,524
shares
|
$1.86 Million
0.21% of portfolio
|
Q4 2025
Added 1.52%
|
|
|
Integrated Investment Consultants, LLC
|
Nov 18, 2025 Q3 2025 |
19,482
shares
|
$1.86 Million
0.28% of portfolio
|
Q3 2025
Added 6.03%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Jan 15, 2026 Q4 2025 |
19,461
shares
|
$1.85 Million
0.12% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Davis R M Inc
Portland, ME |
Nov 12, 2025 Q3 2025 |
19,451
shares
|
$1.85 Million
0.03% of portfolio
|
Q3 2025
Added 13.54%
|
|
|
Abacus Planning Group, Inc.
|
Jan 16, 2026 Q4 2025 |
19,447
shares
|
$1.85 Million
0.27% of portfolio
|
Q4 2025
Reduced 1.69%
|
|