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 2,314 institutions that hold shares in the stock, with a total of 578 Million shares, which have been reported (via 13F filing form) to have a value of $52.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
115,777
shares
|
$10.6 Million
2.8% of portfolio
|
Q1 2025
Reduced 1.27%
|
|
|
Canton Hathaway, LLC
|
Apr 22, 2025 Q1 2025 |
115,649
shares
|
$10.6 Million
1.91% of portfolio
|
Q1 2022
Reduced 10.93%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
115,243
shares
|
$10.5 Million
0.16% of portfolio
|
Q3 2024
Added 1.47%
|
|
|
Laird Norton Trust Company, LLC
|
May 15, 2025 Q1 2025 |
114,828
shares
|
$10.5 Million
1.51% of portfolio
|
Q4 2024
Reduced 8.3%
|
|
|
Gray Private Wealth, LLC
Canton, MA |
Jul 21, 2025 Q2 2025 |
114,781
shares
|
$10.5 Million
5.52% of portfolio
|
Q2 2025
Added 2.9%
|
|
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
Jul 24, 2025 Q2 2025 |
114,745
shares
|
$10.5 Million
7.4% of portfolio
|
Q2 2025
Added 6.56%
|
|
|
Crestwood Advisors Group LLC
|
May 05, 2025 Q1 2025 |
114,471
shares
|
$10.5 Million
0.18% of portfolio
|
Q1 2025
Reduced 17.01%
|
|
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
Jul 08, 2025 Q2 2025 |
112,831
shares
|
$10.3 Million
8.58% of portfolio
|
Q2 2025
Added 1.37%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
112,572
shares
|
$10.3 Million
4.97% of portfolio
|
Q2 2024
Reduced 2.54%
|
|
|
Aua Capital Management, LLC
Camp Hill, PA |
Jul 10, 2025 Q2 2025 |
112,516
shares
|
$10.3 Million
6.05% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Emerson Wealth, LLC
|
Aug 03, 2022 Q2 2022 |
112,194
shares
|
$10.3 Million
0.83% of portfolio
|
Q2 2022
Added 1.35%
|
|
|
Cim Investment Management Inc
Pittsburgh, PA |
Jun 02, 2025 Q1 2025 |
111,818
shares
|
$10.2 Million
2.13% of portfolio
|
Q1 2025
Added 99.43%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jul 09, 2025 Q2 2025 |
111,643
shares
|
$10.2 Million
4.65% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
United Community Bank
Greenville, SC |
May 02, 2025 Q1 2025 |
111,107
shares
|
$10.2 Million
3.38% of portfolio
|
Q1 2025
Reduced 7.99%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
110,392
shares
|
$10.1 Million
0.11% of portfolio
|
Q1 2025
Reduced 42.88%
|
|
|
Front Barnett Associates LLC
Chicago, IL |
Nov 13, 2023 Q3 2023 |
110,357
shares
|
$10.1 Million
0.91% of portfolio
|
Q3 2023
Reduced 3.52%
|
|
|
Hoge Financial Services, LLC
Canonsburg, PA |
Apr 18, 2025 Q1 2025 |
110,195
shares
|
$10.1 Million
6.3% of portfolio
|
Q1 2025
Added 3.16%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Jul 02, 2025 Q2 2025 |
110,168
shares
|
$10.1 Million
0.88% of portfolio
|
Q2 2025
Added 2.93%
|
|
|
Metropolitan Life Insurance CO
New York, NY |
May 14, 2025 Q1 2025 |
109,892
shares
|
$10.1 Million
4.15% of portfolio
|
Q3 2024
Added 2.64%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
109,156
shares
|
$9.99 Million
1.28% of portfolio
|
Q1 2025
New holding
|
|
|
Sage Financial Management Group, Inc.
|
Jul 21, 2025 Q2 2025 |
108,709
shares
|
$9.94 Million
3.36% of portfolio
|
Q2 2025
Added 13.35%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
108,691
shares
|
$9.94 Million
2.16% of portfolio
|
Q2 2024
Reduced 3.82%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
108,656
shares
|
$9.94 Million
0.83% of portfolio
|
Q1 2025
Reduced 3.43%
|
|
|
St. Louis Trust CO
|
May 05, 2025 Q1 2025 |
108,505
shares
|
$9.93 Million
1.29% of portfolio
|
Q1 2025
Reduced 0.82%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
May 12, 2025 Q1 2025 |
108,430
shares
|
$9.92 Million
7.42% of portfolio
|
Q1 2025
Reduced 3.52%
|