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 $51.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
May 15, 2025 Q1 2025 |
65,126
shares
|
$5.82 Million
3.28% of portfolio
|
Q1 2025
Added 136.93%
|
|
|
Moller Financial Services
|
Jul 10, 2025 Q2 2025 |
64,663
shares
|
$5.78 Million
1.28% of portfolio
|
Q2 2025
Added 3.32%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
May 12, 2025 Q1 2025 |
64,567
shares
|
$5.77 Million
2.07% of portfolio
|
Q1 2025
Added 2.89%
|
|
|
Atlantic Union Bankshares Corp
|
May 05, 2025 Q1 2025 |
64,547
shares
|
$5.77 Million
0.34% of portfolio
|
Q1 2025
Reduced 3.47%
|
|
|
Connecticut Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
63,573
shares
|
$5.68 Million
0.27% of portfolio
|
Q1 2025
Reduced 1.44%
|
|
|
Van Leeuwen & Company, LLC
Princeton, NJ |
May 10, 2024 Q1 2024 |
63,024
shares
|
$5.63 Million
2.57% of portfolio
|
Q1 2024
Added 1.4%
|
|
|
Parisi Gray Wealth Management
|
Jul 08, 2025 Q2 2025 |
63,003
shares
|
$5.63 Million
1.65% of portfolio
|
Q2 2025
Reduced 0.62%
|
|
|
Callan Family Office, LLC
Radnor, PA |
May 12, 2025 Q1 2025 |
62,985
shares
|
$5.63 Million
0.39% of portfolio
|
Q1 2025
Reduced 3.38%
|
|
|
Fi3 Financial Advisors, LLC
|
May 09, 2025 Q1 2025 |
62,638
shares
|
$5.59 Million
2.09% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
62,285
shares
|
$5.56 Million
0.41% of portfolio
|
Q1 2025
Reduced 2.0%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jul 18, 2025 Q2 2025 |
61,211
shares
|
$5.47 Million
0.76% of portfolio
|
Q2 2025
Reduced 10.0%
|
|
|
Rmr Wealth Builders
|
Jul 08, 2025 Q2 2025 |
61,008
shares
|
$5.45 Million
0.5% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Nuveen, LLC
Charlotte, NC |
May 12, 2025 Q1 2025 |
60,913
shares
|
$5.44 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
60,524
shares
|
$5.41 Million
0.57% of portfolio
|
Q2 2025
Added 0.83%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
60,123
shares
|
$5.37 Million
0.05% of portfolio
|
Q1 2025
Added 108.42%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
59,854
shares
|
$5.35 Million
0.09% of portfolio
|
Q1 2025
Reduced 9.48%
|
|
|
Executive Wealth Group LLC
Kirkland, WA |
Apr 11, 2024 Q1 2024 |
59,745
shares
|
$5.34 Million
0.96% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
59,678
shares
|
$5.33 Million
0.13% of portfolio
|
Q1 2025
Added 0.88%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
59,411
shares
|
$5.31 Million
1.67% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Macroview Investment Management LLC
|
Jul 22, 2025 Q2 2025 |
59,259
shares
|
$5.29 Million
4.44% of portfolio
|
Q2 2025
Added 2.74%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
58,833
shares
|
$5.25 Million
1.27% of portfolio
|
Q2 2025
Reduced 2.88%
|
|
|
Flower City Capital
|
Jul 16, 2025 Q2 2025 |
58,817
shares
|
$5.25 Million
3.11% of portfolio
|
Q2 2025
Reduced 1.36%
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
58,693
shares
|
$5.24 Million
0.27% of portfolio
|
Q1 2025
Added 8.22%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
May 16, 2025 Q1 2025 |
58,631
shares
|
$5.24 Million
0.22% of portfolio
|
Q1 2025
Added 7.92%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
57,490
shares
|
$5.14 Million
0.12% of portfolio
|
Q1 2025
Reduced 3.06%
|