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 |
|---|---|---|---|---|---|
|
Occidental Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
3,168
shares
|
$294,592
0.04% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
3,166
shares
|
$294,406
0.06% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Aug 14, 2025 Q2 2025 |
3,165
shares
|
$294,313
0.23% of portfolio
|
Q4 2023
New holding
|
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Jul 17, 2025 Q2 2025 |
3,163
shares
|
$294,127
0.02% of portfolio
|
Q2 2025
Added 12.36%
|
|
|
Harding Loevner LP
Bridgewater, NJ |
Aug 14, 2025 Q2 2025 |
3,158
shares
|
$293,662
0.0% of portfolio
|
Q2 2025
Reduced 83.03%
|
|
|
Pack Private Wealth, LLC
Wayzata, MN |
Aug 13, 2025 Q2 2025 |
3,149
shares
|
$292,825
0.15% of portfolio
|
Q4 2022
Reduced 21.35%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
3,147
shares
|
$292,639
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
3,122
shares
|
$290,314
0.09% of portfolio
|
Q1 2023
Added 0.45%
|
|
|
Means Investment Co., Inc.
|
Jul 25, 2025 Q2 2025 |
3,121
shares
|
$290,221
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Sar Wealth Management Group, LLC
Atlanta, GA |
Jul 08, 2025 Q2 2025 |
3,119
shares
|
$290,035
0.17% of portfolio
|
Q2 2025
Added 1.76%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
3,114
shares
|
$289,570
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Aug 06, 2025 Q2 2025 |
3,108
shares
|
$289,012
0.06% of portfolio
|
Q2 2025
Added 2.41%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
3,102
shares
|
$288,454
0.08% of portfolio
|
Q2 2025
Added 0.81%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Aug 11, 2025 Q2 2025 |
3,097
shares
|
$287,990
0.05% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jul 21, 2025 Q2 2025 |
3,095
shares
|
$287,804
0.11% of portfolio
|
Q4 2024
Reduced 3.82%
|
|
|
Augustine Asset Management Inc
|
Jul 16, 2025 Q2 2025 |
3,073
shares
|
$285,758
0.08% of portfolio
|
Q2 2025
Reduced 12.25%
|
|
|
J.P. Marvel Investment Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
3,069
shares
|
$285,386
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Yoffe Investment Management, LLC
Lemoyne, PA |
Jul 29, 2025 Q2 2025 |
3,068
shares
|
$285,293
0.38% of portfolio
|
Q4 2024
Reduced 57.93%
|
|
|
Fc Advisory LLC
|
Aug 14, 2025 Q2 2025 |
3,048
shares
|
$283,433
0.09% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
Sargent Investment Group, LLC
|
Aug 14, 2025 Q2 2025 |
3,045
shares
|
$283,154
0.04% of portfolio
|
Q4 2024
Reduced 9.51%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Aug 12, 2025 Q2 2025 |
3,031
shares
|
$281,852
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Townsquare Capital LLC
|
Aug 13, 2025 Q2 2025 |
3,006
shares
|
$279,527
0.03% of portfolio
|
Q2 2025
Reduced 95.0%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Aug 04, 2025 Q2 2025 |
3,003
shares
|
$279,248
0.37% of portfolio
|
Q2 2025
Reduced 5.71%
|
|
|
Octavia Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
3,001
shares
|
$279,062
0.03% of portfolio
|
Q2 2025
Reduced 3.29%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Jul 07, 2025 Q2 2025 |
2,999
shares
|
$278,877
0.08% of portfolio
|
Q1 2024
Reduced 3.91%
|