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iShares Core MSCI EAFE ETF (IEFA) Institutional Ownership

iShares Core MSCI EAFE ETF logo
$100.95 +1.07 (+1.07%)
As of 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for iShares Core MSCI EAFE ETF (BATS:IEFA)

Number of
Institutional Buyers
(last 12 months)
1665
Total
Institutional Inflows
(last 12 months)
$16.58B
Number of
Institutional Sellers
(last 12 months)
949
Total
Institutional Outflows
(last 12 months)
$11.39B
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IEFA Institutional Buying and Selling by Quarter

iShares Core MSCI EAFE ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/3/2026 Anchor Capital Advisors LLC4,218$407K0.0%-9.8%0.000%
9/2/2026 MLG Wealth Management DBA Pine Grove Financial Group14,859$1.44M0.1%+16.1%0.001%
9/2/2026 Range Advisory LLC14,225$1.37M0.2%+55.0%0.001%
9/1/2026 Planning Project LLC914,240$91.61M18.3%N/A0.053%
8/27/2026 Corient Private Wealth LP3,377,165$326.17M0.4%+0.9%0.197%
8/26/2026 HORAN Wealth LLC3,430$331K0.0%-16.8%0.000%
8/24/2026 Strategic Financial Services Inc.10,131$978K0.0%+2.9%0.001%
8/23/2026 Tanager Wealth Management LLP114,019$11.01M1.0%-2.2%0.007%
8/23/2026 Ameritas Advisory Services LLC40,722$3.93M0.1%-41.5%0.002%
8/23/2026 Guardian Wealth Advisors LLC NC15,918$1.54M0.1%+4.4%0.001%
8/23/2026 Trevian Wealth Management LLC24,205$2.34M1.0%+4.7%0.001%
8/23/2026 Wedmont Private Capital1,188,881$115.58M3.1%+2.6%0.070%
8/23/2026 Kintra Wealth LLC527,521$53.39M2.8%+14.6%0.031%
8/23/2026 Passaic Partners LLC2,378,304$229.70M16.9%+16.8%0.139%
8/23/2026 Aspire Capital Advisors LLC2,822$273K0.1%-18.3%0.000%
8/23/2026 Endeavor Private Wealth Inc.21,867$2.11M0.5%-11.0%0.001%
8/23/2026 POM Investment Strategies LLC3,017$291K0.3%+4.5%0.000%
8/23/2026 Widmann Financial Services Inc.118,732$11.47M6.2%+3.7%0.007%
8/23/2026 Sovereign Investment Advisors LLC326,439$31.53M5.9%+1.6%0.019%
8/23/2026 SFG Wealth Management LLC.3,469$335K0.1%+26.1%0.000%
8/23/2026 Insight Inv LLC1,883$182K0.1%-27.1%0.000%
8/23/2026 Operose Advisors LLC50,876$4.91M1.0%+61.0%0.003%
8/23/2026 HB Wealth Management LLC221,946$21.44M0.1%+2.4%0.013%
8/23/2026 UNC Management Company Inc.2,037,480$196.78M9.5%+38.5%0.119%
8/23/2026 Nilsine Partners LLC30,911$2.99M0.2%+3.5%0.002%
8/23/2026 Asset Allocation Strategies LLC51,519$4.98M0.7%-46.9%0.003%
8/23/2026 Fortitude Advisory Group L.L.C.9,965$962K0.4%+43.6%0.001%
8/23/2026 Angeles Wealth Management LLC13,497$1.30M0.1%+12.1%0.001%
8/23/2026 Highland Financial Advisors LLC20,291$1.96M0.4%+3.0%0.001%
8/23/2026 Kaydan Wealth Management Inc.59,590$5.76M1.8%+2.0%0.003%
8/22/2026 Advisory Solutions Group LLC29,193$2.82M0.9%N/A0.002%
8/22/2026 Schuylkill Financial LLC70,482$6.81M6.2%N/A0.004%
8/22/2026 Compass Financial Management LLC889$86K0.0%N/A0.000%
8/22/2026 NBH Bank48,985$4.73M2.0%N/A0.003%
8/22/2026 Gainline Financial Partners LLC9,362$904K0.8%N/A0.001%
8/22/2026 William John Sempolinski8,660$836K0.3%N/A0.001%
8/22/2026 MW Advisory LLC15,793$1.53M0.6%N/A0.001%
8/22/2026 Maloon Powers Pitre Higgins & Dennehy LLC3,200$309K0.1%N/A0.000%
8/22/2026 Markowski Investments936$90K0.0%N/A0.000%
8/22/2026 SeedSafe Financial LLC2,549$246K0.2%N/A0.000%
Trump's New Dollar (Ad)

Porter Stansberry says President Trump has signed an executive order initiating what he calls a full U.S. dollar reset - and most Americans don't know it's happening. The last time America underwent a monetary shift like this, under Nixon in the 1970s, it minted an average of 1,300 new millionaires a day for over half a century. Stansberry has released a new documentary naming the assets he believes are positioned to surge as a result.tc pixel

Watch the free briefing and see the three steps to prepare today
8/22/2026 Old Mission Investment Co LLC16,060$1.55M0.3%N/A0.001%
8/22/2026 Highland Investment Advisors LLC23,391$2.26M1.0%N/A0.001%
8/22/2026 Timbuktu Capital Management LLC955$92K0.1%N/A0.000%
8/22/2026 Strive Financial Group LLC161,444$15.59M6.8%+90.7%0.009%
8/22/2026 Cassilly Financial Group LLC173,748$16.78M12.3%+5.5%0.010%
8/22/2026 Aureum Wealth Management LLC136,811$13.21M8.2%+3.9%0.008%
8/22/2026 Elevation Wealth Management LLC5,992$579K0.4%-4.6%0.000%
8/22/2026 Plan A Wealth LLC4,171$403K0.2%-18.9%0.000%
8/22/2026 BAM Wealth Management LLC16,795$1.62M1.0%+36.3%0.001%
8/22/2026 Mann Financial Group Inc.245,062$23.67M19.8%+0.5%0.014%
8/22/2026 Cornerstone Advisors Asset Management LLC30,957$2.99M0.4%+1.3%0.002%
8/22/2026 K2 Financial Inc.11,872$1.17M0.8%-2.3%0.001%
8/22/2026 Retirement Wealth Solutions LLC16,836$1.63M0.9%+3.4%0.001%
8/22/2026 Legacy Wealth Managment LLC ID15,160$1.46M0.6%+1,287.0%0.001%
8/22/2026 Rik Saylor Financial Inc.2,826$273K0.2%N/A0.000%
8/22/2026 Rogco LP239,379$23.12M7.2%+1.1%0.014%
8/22/2026 TD Waterhouse Canada Inc.58,481$5.65M0.0%-0.7%0.003%
8/22/2026 United Community Bank6,508$629K0.2%+75.9%0.000%
8/22/2026 Concurrent Investment Advisors LLC932,380$90.05M0.8%+31.7%0.055%
8/22/2026 NEOS Investment Management LLC1,825,722$176.33M0.7%+11.6%0.107%
8/21/2026 Montz Harcus Wealth Management LLC142,895$13.80M4.5%+7.6%0.008%
8/21/2026 High Net Worth Advisory Group LLC53,214$5.14M1.1%+0.3%0.003%
8/21/2026 KFG Wealth Management LLC2,423$234K0.0%+4.9%0.000%
8/21/2026 Beacon Capital Management LLC16,000$1.55M0.2%+35.0%0.001%
8/21/2026 Greenspring Advisors LLC113,465$10.96M0.6%-0.5%0.007%
8/21/2026 Waycross Investment Management Co21,467$2.07M1.2%N/A0.001%
8/21/2026 Rodgers & Associates LTD93,059$8.99M0.7%-3.3%0.005%
8/21/2026 Continuum Advisory LLC113,726$10.98M0.9%+4.0%0.007%
8/21/2026 Orion Capital Management LLC471$45K0.0%-39.3%0.000%
8/21/2026 Ewing Morris & Co. Investment Partners Ltd.51,992$5.02M2.6%N/A0.003%
8/21/2026 Thrive Wealth Management LLC5,127$495K0.1%-8.0%0.000%
8/21/2026 Coppell Advisory Solutions LLC1,482$143K0.0%N/A0.000%
8/21/2026 Live Oak Private Wealth LLC8,943$864K0.1%+14.2%0.001%
8/21/2026 Emergent Wealth Advisors LLC122,017$11.78M6.2%+8.8%0.007%
8/21/2026 Firestone Capital Management26,864$2.60M0.5%-0.7%0.002%
8/21/2026 SkyOak Wealth LLC204,042$19.71M3.2%+6.4%0.012%
8/21/2026 Beacon Financial Advisory LLC12,378$1.20M0.2%+6.7%0.001%
8/21/2026 Tsfg LLC30,396$2.94M0.4%+19.4%0.002%
8/21/2026 KFA Private Wealth Group LLC6,723$649K0.2%+21.8%0.000%
8/21/2026 Symphony Financial Ltd. Co.119,393$11.52M1.3%+8.4%0.007%
8/21/2026 Secure Asset Management LLC4,018$388K0.1%-2.8%0.000%
8/21/2026 Clarus Wealth Advisors44,870$4.32M1.6%+3.1%0.003%
8/21/2026 Chesapeake Wealth Management2,653$256K0.1%+5.4%0.000%
8/21/2026 Independence Bank of Kentucky33,744$3.26M0.4%+6.1%0.002%
8/21/2026 Murphy Middleton Hinkle & Parker Inc.2,119$205K0.1%N/A0.000%
8/21/2026 Investors Research Corp1,098$106K0.0%-12.7%0.000%
8/21/2026 Triumph Capital Management1,475$142K0.0%-25.4%0.000%
8/21/2026 Legacy Financial Advisors Inc.50,428$4.87M0.6%-2.9%0.003%
8/20/2026 Clifford Swan Investment Counsel LLC4,972$480K0.0%+81.1%0.000%
8/20/2026 Rehmann Capital Advisory Group1,027,001$99.25M4.1%+2.6%0.060%
Trump's New Dollar (Ad)

Porter Stansberry says President Trump has signed an executive order initiating what he calls a full U.S. dollar reset - and most Americans don't know it's happening. The last time America underwent a monetary shift like this, under Nixon in the 1970s, it minted an average of 1,300 new millionaires a day for over half a century. Stansberry has released a new documentary naming the assets he believes are positioned to surge as a result.tc pixel

Watch the free briefing and see the three steps to prepare today
8/20/2026 Denver PWM LLC15,693$1.59M0.4%-2.0%0.001%
8/20/2026 Orgel Wealth Management LLC706,882$68.27M1.3%+0.6%0.041%
8/20/2026 Greenleaf Trust2,056,736$198.64M1.9%-3.8%0.120%
8/19/2026 Wellington Management Group LLP2,077,341$200.63M0.0%+115.1%0.121%
8/17/2026 Blue Edge Capital LLC8,513$822K0.1%N/A0.000%
8/17/2026 Blue Edge Capital LLC148,371$12.16M1.5%N/A0.009%
8/15/2026 First Bancorp Inc ME1,714$166K0.1%N/A0.000%
8/14/2026 Conrad N. Hilton Foundation320,986$31.00M0.0%N/A0.019%
8/13/2026 Capital Square LLC4,061$395K0.2%N/A0.000%
8/12/2026 Compass Financial Management LLC889$86K0.0%N/A0.000%


IEFA Institutional Ownership - Frequently Asked Questions

During the previous two years, 2,561 institutional investors and hedge funds held shares of iShares Core MSCI EAFE ETF. The most heavily invested institutionals were Bank of America Corp DE ($18.39B), Morgan Stanley ($9.38B), Jones Financial Companies Lllp ($8.36B), Wells Fargo & Company MN ($7.08B), TIAA Trust National Association ($4.18B), Raymond James Financial Inc. ($3.86B), and LPL Financial LLC ($3.65B).Learn more on iShares Core MSCI EAFE ETF's institutional investors.

Of the 2,329 institutional investors that purchased iShares Core MSCI EAFE ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($44.53M), JPMorgan Chase & Co. ($41.75M), Bank of America Corp DE ($22.28M), Bank of New York Mellon Corp ($10.63M), Truist Financial Corp ($10.31M), Jones Financial Companies Lllp ($8.65M), and Life Planning Partners Inc ($8.32M).

Institutional investors have bought a total of 185,993,245 shares in the last 24 months. This purchase volume represents approximately $16.58B in transactions.

Of the 949 institutional investors that sold iShares Core MSCI EAFE ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Northwestern Mutual Wealth Management Co. ($33.81M), Bank of America Corp DE ($24.67M), M&T Bank Corp ($14.19M), National Bank of Canada FI ($8.26M), Laurel Wealth Advisors LLC ($7.07M), Goldman Sachs Group Inc. ($2.36M), and Aptus Capital Advisors LLC ($2.06M).

Institutional investors have sold a total of 127,483,445 shares in the last 24 months. This volume of shares sold represents approximately $11.39B in transactions.



Institutional ownership data for BATS:IEFA is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/3/2026. New 13F filings are added each quarter as they're published.
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