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 |
|---|---|---|---|---|---|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
657
shares
|
$61,094
0.01% of portfolio
|
Q2 2023
Reduced 7.98%
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
Aug 12, 2025 Q2 2025 |
625
shares
|
$58,118
0.17% of portfolio
|
Q1 2025
Added 46.71%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
615
shares
|
$57,188
0.06% of portfolio
|
Q3 2021
New holding
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Aug 11, 2025 Q2 2025 |
610
shares
|
$56,723
0.04% of portfolio
|
Q2 2025
Reduced 10.95%
|
|
|
Kentucky Trust CO
Danville, KY |
Jul 15, 2025 Q2 2025 |
600
shares
|
$55,794
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Kennebec Savings Bank
Augusta, ME |
Jul 21, 2025 Q2 2025 |
590
shares
|
$54,864
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
549
shares
|
$51,051
0.01% of portfolio
|
Q3 2022
Reduced 3.35%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jul 07, 2025 Q2 2025 |
546
shares
|
$50,772
0.05% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Ballast Advisors LLC
|
Jul 31, 2025 Q2 2025 |
536
shares
|
$49,842
0.01% of portfolio
|
Q1 2025
Reduced 62.09%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
536
shares
|
$49,842
0.01% of portfolio
|
Q2 2025
Added 1.13%
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
535
shares
|
$49,749
0.04% of portfolio
|
Q2 2025
Reduced 21.9%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
534
shares
|
$49,656
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
524
shares
|
$48,726
0.03% of portfolio
|
Q2 2025
Added 1.75%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
515
shares
|
$47,889
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
510
shares
|
$47,424
0.01% of portfolio
|
Q2 2023
Added 537.5%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
510
shares
|
$47,424
0.0% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
485
shares
|
$45,100
0.02% of portfolio
|
Q4 2024
Added 5.21%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
484
shares
|
$45,007
0.03% of portfolio
|
Q2 2025
Added 1.26%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
476
shares
|
$44,263
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Aug 14, 2025 Q2 2025 |
475
shares
|
$44,170
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Aug 13, 2025 Q2 2025 |
465
shares
|
$43,240
0.02% of portfolio
|
Q2 2025
Added 1.75%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
456
shares
|
$42,403
0.03% of portfolio
|
Q1 2025
Added 4.11%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Aug 12, 2025 Q2 2025 |
454
shares
|
$42,217
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Hoese & CO LLP
|
Jul 29, 2025 Q2 2025 |
450
shares
|
$41,845
0.03% of portfolio
|
Q3 2024
Reduced 36.62%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
438
shares
|
$40,729
0.0% of portfolio
|
Q1 2025
New holding
|