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 2,373 institutions that hold shares in the stock, with a total of 603 Million shares, which have been reported (via 13F filing form) to have a value of $56.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gould Asset Management LLC
Claremont, CA |
Aug 04, 2025 Q2 2025 |
50,150
shares
|
$4.66 Million
0.88% of portfolio
|
Q2 2025
Added 5.57%
|
|
|
Jain Global LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
50,000
shares
|
$4.65 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
49,740
shares
|
$4.63 Million
0.04% of portfolio
|
Q2 2025
Reduced 1.5%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
49,656
shares
|
$4.62 Million
0.2% of portfolio
|
Q2 2025
Reduced 8.81%
|
|
|
Shorepoint Capital Partners LLC
Norwood, MA |
May 13, 2025 Q1 2025 |
49,443
shares
|
$4.6 Million
0.97% of portfolio
|
Q1 2025
Reduced 3.88%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
49,282
shares
|
$4.58 Million
0.13% of portfolio
|
Q2 2025
Reduced 2.23%
|
|
|
Texas Bank & Trust CO
Longview, TX |
Aug 05, 2025 Q2 2025 |
49,276
shares
|
$4.58 Million
1.75% of portfolio
|
Q2 2025
Reduced 1.26%
|
|
|
Choate Investment Advisors
Boston, MA |
Aug 12, 2025 Q2 2025 |
49,239
shares
|
$4.58 Million
0.1% of portfolio
|
Q2 2025
Reduced 5.26%
|
|
|
Gryphon Financial Partners LLC
|
Aug 07, 2025 Q2 2025 |
49,195
shares
|
$4.57 Million
0.58% of portfolio
|
Q2 2025
Added 5.94%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Jul 31, 2025 Q2 2025 |
49,155
shares
|
$4.57 Million
2.24% of portfolio
|
Q2 2025
Reduced 2.36%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
48,959
shares
|
$4.55 Million
0.31% of portfolio
|
Q4 2023
Added 8.39%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
48,902
shares
|
$4.55 Million
0.89% of portfolio
|
Q2 2022
Reduced 30.28%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
48,678
shares
|
$4.53 Million
1.54% of portfolio
|
Q2 2025
Added 6.96%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
48,513
shares
|
$4.51 Million
0.28% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Genus Capital Management Inc.
Vancouver, A1 |
Aug 05, 2025 Q2 2025 |
48,460
shares
|
$4.51 Million
0.55% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jul 09, 2025 Q2 2025 |
48,112
shares
|
$4.47 Million
0.35% of portfolio
|
Q2 2025
Reduced 4.23%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
48,106
shares
|
$4.47 Million
0.27% of portfolio
|
Q2 2025
Reduced 1.4%
|
|
|
Investment Partners, Ltd.
|
Aug 08, 2025 Q2 2025 |
47,812
shares
|
$4.45 Million
1.65% of portfolio
|
Q1 2025
Reduced 2.33%
|
|
|
Sigma Investment Counselors Inc
|
Jul 29, 2025 Q2 2025 |
47,367
shares
|
$4.4 Million
0.24% of portfolio
|
Q2 2025
Added 13.94%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
47,112
shares
|
$4.38 Million
0.82% of portfolio
|
Q2 2023
Added 2.2%
|
|
|
Paloma Partners Management CO
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
47,101
shares
|
$4.38 Million
1.03% of portfolio
|
Q2 2025
New holding
|
|
|
Leverty Financial Group, LLC
|
Jul 17, 2025 Q2 2025 |
46,973
shares
|
$4.37 Million
1.59% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Sterling Investment Advisors LLC
|
Jul 10, 2025 Q2 2025 |
46,967
shares
|
$4.37 Million
1.93% of portfolio
|
Q2 2025
Added 10.9%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
46,740
shares
|
$4.35 Million
0.04% of portfolio
|
Q2 2025
Added 521.63%
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
Aug 13, 2025 Q2 2025 |
46,547
shares
|
$4.33 Million
0.16% of portfolio
|
Q2 2025
Reduced 6.02%
|