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 |
|---|---|---|---|---|---|
|
Northeast Financial Consultants Inc
Westport, CT |
May 16, 2025 Q1 2025 |
58,631
shares
|
$5.36 Million
0.22% of portfolio
|
Q1 2025
Added 7.92%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
57,490
shares
|
$5.26 Million
0.12% of portfolio
|
Q1 2025
Reduced 3.06%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
57,397
shares
|
$5.25 Million
0.09% of portfolio
|
Q1 2025
Reduced 4.59%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
57,382
shares
|
$5.25 Million
0.88% of portfolio
|
Q4 2022
Added 0.59%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
May 13, 2025 Q1 2025 |
57,203
shares
|
$5.23 Million
0.08% of portfolio
|
Q1 2025
Added 13.64%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
May 15, 2025 Q1 2025 |
57,185
shares
|
$5.23 Million
0.71% of portfolio
|
Q1 2025
Reduced 28.89%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
57,030
shares
|
$5.22 Million
0.04% of portfolio
|
Q1 2025
Added 66.4%
|
|
|
Summit Financial Strategies, Inc.
|
Jul 17, 2025 Q2 2025 |
56,507
shares
|
$5.17 Million
0.51% of portfolio
|
Q2 2025
Reduced 2.82%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Apr 30, 2025 Q1 2025 |
56,421
shares
|
$5.16 Million
0.5% of portfolio
|
Q1 2025
Added 68.14%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
56,162
shares
|
$5.14 Million
0.76% of portfolio
|
Q4 2024
Reduced 2.58%
|
|
|
Aspiriant, LLC
|
Apr 21, 2025 Q1 2025 |
55,770
shares
|
$5.1 Million
0.16% of portfolio
|
Q1 2025
Added 1.69%
|
|
|
Yousif Capital Management, LLC
|
Apr 14, 2025 Q1 2025 |
55,725
shares
|
$5.1 Million
0.06% of portfolio
|
Q1 2025
Reduced 65.27%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
55,708
shares
|
$5.1 Million
0.23% of portfolio
|
Q2 2025
Added 15.45%
|
|
|
First Citizens Bank & Trust CO
|
Apr 14, 2025 Q1 2025 |
55,647
shares
|
$5.09 Million
0.08% of portfolio
|
Q1 2025
Reduced 42.58%
|
|
|
Scotia Capital Inc.
|
May 09, 2025 Q1 2025 |
55,197
shares
|
$5.05 Million
0.03% of portfolio
|
Q1 2025
Reduced 19.55%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
54,995
shares
|
$5.03 Million
0.0% of portfolio
|
Q1 2025
Reduced 84.29%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
May 08, 2025 Q1 2025 |
54,910
shares
|
$5.02 Million
0.72% of portfolio
|
Q1 2025
Reduced 4.59%
|
|
|
Panagora Asset Management Inc
Boston, MA |
May 15, 2025 Q1 2025 |
54,872
shares
|
$5.02 Million
0.02% of portfolio
|
Q1 2025
Reduced 22.84%
|
|
|
Providence First Trust CO
|
May 12, 2025 Q1 2025 |
54,525
shares
|
$4.99 Million
1.84% of portfolio
|
Q1 2025
Reduced 1.2%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
54,455
shares
|
$4.98 Million
0.2% of portfolio
|
Q4 2024
Added 3.84%
|
|
|
First Foundation Advisors
Irvine, CA |
May 07, 2025 Q1 2025 |
54,403
shares
|
$4.98 Million
0.19% of portfolio
|
Q1 2025
Reduced 1.61%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
54,310
shares
|
$4.97 Million
2.73% of portfolio
|
Q3 2024
Reduced 3.8%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
54,186
shares
|
$4.96 Million
0.06% of portfolio
|
Q2 2025
Added 108.78%
|
|
|
Rovin Capital
|
Apr 25, 2025 Q1 2025 |
54,163
shares
|
$4.95 Million
1.42% of portfolio
|
Q1 2025
Added 59.58%
|
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Apr 28, 2025 Q1 2025 |
53,540
shares
|
$4.9 Million
0.53% of portfolio
|
Q1 2025
Reduced 5.17%
|