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 |
|---|---|---|---|---|---|
|
M Wealth Management, LLC
San Diego, CA |
Oct 21, 2025 Q3 2025 |
4,111
shares
|
$391,613
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Burling Wealth Partners, LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
4,109
shares
|
$391,423
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Octavia Wealth Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
4,107
shares
|
$391,232
0.04% of portfolio
|
Q3 2025
Added 36.85%
|
|
|
American Investment Services, Inc.
|
Nov 13, 2025 Q3 2025 |
4,089
shares
|
$389,518
0.1% of portfolio
|
Q3 2025
Reduced 0.51%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Oct 29, 2025 Q3 2025 |
4,086
shares
|
$389,232
0.07% of portfolio
|
Q3 2025
Reduced 9.44%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Oct 31, 2025 Q3 2025 |
4,075
shares
|
$388,184
0.13% of portfolio
|
Q2 2025
Reduced 1.28%
|
|
|
Wealthstream Advisors, Inc.
|
Nov 06, 2025 Q3 2025 |
4,068
shares
|
$387,517
0.06% of portfolio
|
Q4 2023
Added 1.24%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Oct 10, 2025 Q3 2025 |
4,067
shares
|
$387,422
0.02% of portfolio
|
Q3 2025
Added 3.28%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Oct 29, 2025 Q3 2025 |
4,049
shares
|
$385,707
0.21% of portfolio
|
Q3 2025
Reduced 7.87%
|
|
|
Family Management Corp
New York, NY |
Nov 13, 2025 Q3 2025 |
4,030
shares
|
$383,897
0.06% of portfolio
|
Q1 2025
Reduced 18.72%
|
|
|
S.A. Mason LLC
|
Oct 14, 2025 Q3 2025 |
4,024
shares
|
$383,326
0.17% of portfolio
|
Q4 2024
Reduced 4.73%
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
4,020
shares
|
$382,945
0.05% of portfolio
|
Q2 2025
Added 1.75%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Nov 12, 2025 Q3 2025 |
4,020
shares
|
$382,945
0.01% of portfolio
|
Q3 2025
Added 1.39%
|
|
|
Plimoth Trust CO LLC
|
Oct 17, 2025 Q3 2025 |
4,016
shares
|
$382,564
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Blue Barn Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
4,008
shares
|
$381,802
0.17% of portfolio
|
Q3 2025
Reduced 15.19%
|
|
|
Shelton Capital Management
Denver, CO |
Nov 14, 2025 Q3 2025 |
4,002
shares
|
$381,230
0.01% of portfolio
|
Q2 2025
Reduced 7.55%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Jan 13, 2026 Q4 2025 |
4,002
shares
|
$381,230
0.13% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Nov 13, 2025 Q3 2025 |
4,000
shares
|
$381,040
0.22% of portfolio
|
Q3 2024
Added 5.26%
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Jan 13, 2026 Q4 2025 |
3,988
shares
|
$379,896
0.05% of portfolio
|
Q1 2023
Reduced 39.57%
|
|
|
Archetype Wealth Partners
Houston, TX |
Nov 14, 2025 Q3 2025 |
3,988
shares
|
$379,896
0.05% of portfolio
|
Q1 2025
Reduced 3.95%
|
|
|
Carrera Capital Advisors
Troy, MI |
Nov 04, 2025 Q3 2025 |
3,988
shares
|
$379,896
0.07% of portfolio
|
Q2 2025
Added 1.5%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Nov 03, 2025 Q3 2025 |
3,988
shares
|
$379,896
0.13% of portfolio
|
Q3 2025
Reduced 10.44%
|
|
|
Redw Wealth LLC
|
Oct 31, 2025 Q3 2025 |
3,977
shares
|
$378,849
0.14% of portfolio
|
Q3 2025
Added 3.25%
|
|
|
Sih Partners, Lllp
Wilmington, DE |
Nov 14, 2025 Q3 2025 |
3,975
shares
|
$378,658
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
3,965
shares
|
$377,705
0.09% of portfolio
|
Q1 2025
Reduced 1.27%
|
|