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 |
|---|---|---|---|---|---|
|
Archetype Wealth Partners
Houston, TX |
May 14, 2025 Q1 2025 |
3,988
shares
|
$356,208
0.05% of portfolio
|
Q1 2025
Reduced 3.95%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
3,972
shares
|
$354,779
0.02% of portfolio
|
Q2 2025
Added 361.32%
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
3,951
shares
|
$352,903
0.05% of portfolio
|
Q1 2025
Reduced 1.32%
|
|
|
Sageworth Trust CO
|
Jul 21, 2025 Q2 2025 |
3,949
shares
|
$352,724
0.02% of portfolio
|
Q1 2025
Reduced 87.8%
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Apr 17, 2025 Q1 2025 |
3,948
shares
|
$352,635
0.06% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
|
Valley Financial Group, Inc.
Ambler, PA |
May 14, 2025 Q1 2025 |
3,946
shares
|
$352,456
0.21% of portfolio
|
Q1 2024
Reduced 31.12%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
3,938
shares
|
$351,742
0.03% of portfolio
|
Q2 2025
Reduced 1.62%
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Apr 22, 2025 Q1 2025 |
3,937
shares
|
$351,652
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Asset Allocation & Management Company, LLC
|
Jul 16, 2025 Q2 2025 |
3,930
shares
|
$351,027
0.16% of portfolio
|
Q2 2025
Reduced 86.42%
|
|
|
Carrera Capital Advisors
Troy, MI |
May 07, 2025 Q1 2025 |
3,929
shares
|
$350,938
0.07% of portfolio
|
Q1 2025
Reduced 11.43%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Jul 11, 2025 Q2 2025 |
3,926
shares
|
$350,670
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Ipswich Investment Management Co., Inc.
|
Jul 16, 2025 Q2 2025 |
3,925
shares
|
$350,581
0.09% of portfolio
|
Q1 2025
Reduced 13.24%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
May 07, 2025 Q1 2025 |
3,921
shares
|
$350,223
0.03% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Vahanian & Associates Financial Planning Inc.
|
Jan 24, 2024 Q4 2023 |
3,900
shares
|
$348,348
1.2% of portfolio
|
Q4 2023
Reduced 33.9%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Apr 16, 2025 Q1 2025 |
3,891
shares
|
$347,544
0.16% of portfolio
|
Q4 2024
Added 42.95%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Apr 28, 2025 Q1 2025 |
3,887
shares
|
$347,186
0.03% of portfolio
|
Q1 2025
Reduced 6.16%
|
|
|
Sentinus, LLC
Oak Brook, IL |
May 15, 2025 Q1 2025 |
3,887
shares
|
$347,186
0.1% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Financial Management Network Inc
|
Jul 09, 2025 Q2 2025 |
3,877
shares
|
$346,293
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Leo Wealth, LLC
Hurst, TX |
May 02, 2025 Q1 2025 |
3,872
shares
|
$345,847
0.05% of portfolio
|
Q1 2025
Reduced 52.4%
|
|
|
Ahl Investment Management, Inc.
|
Jul 10, 2025 Q2 2025 |
3,869
shares
|
$345,579
0.23% of portfolio
|
Q4 2024
Reduced 1.05%
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
3,863
shares
|
$345,043
0.01% of portfolio
|
Q1 2025
Added 0.55%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
3,863
shares
|
$345,043
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Bull Street Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
3,853
shares
|
$344,149
0.15% of portfolio
|
Q2 2021
Reduced 2.87%
|
|
|
Redw Wealth LLC
|
Apr 29, 2025 Q1 2025 |
3,852
shares
|
$344,060
0.12% of portfolio
|
Q1 2025
Reduced 4.04%
|
|
|
Shore Haven Wealth Partners, LLC
|
May 06, 2025 Q1 2025 |
3,826
shares
|
$341,738
0.16% of portfolio
|
Q1 2025
Reduced 10.38%
|