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iShares Core MSCI EAFE ETF (IEFA) Institutional Ownership

iShares Core MSCI EAFE ETF logo
$96.34 +0.58 (+0.61%)
As of 07/24/2026 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
1777
Total
Institutional Inflows
(last 12 months)
$20.27B
Number of
Institutional Sellers
(last 12 months)
1057
Total
Institutional Outflows
(last 12 months)
$12.81B
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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
7/12/2026 First Community Trust NA1,354$131K0.1%+38.2%0.000%
7/10/2026 Lee Kelleher & Klein Wealth Management23,917$2.31M1.2%+13.9%0.001%
7/10/2026 Regent Peak Wealth Advisors LLC322,722$31.17M5.6%+1.5%0.019%
7/10/2026 Abound Wealth Management112,102$10.83M2.1%+0.1%0.007%
7/10/2026 Northside Capital Management LLC169,665$16.39M1.3%+0.8%0.010%
7/10/2026 Envision Financial LLC23,331$2.25M1.0%-12.5%0.001%
7/10/2026 Investors Research Corp1,098$106K0.0%-12.7%0.000%
7/10/2026 Annex Advisory Services LLC2,083$201K0.0%N/A0.000%
7/10/2026 Heck Capital Advisors LLC404,874$39.10M2.3%-2.7%0.024%
7/10/2026 Leverty Financial Group LLC633,643$61.20M11.9%+3.3%0.037%
7/10/2026 FORM Wealth Advisors LLC1,125,655$108.72M12.0%-15.8%0.066%
7/10/2026 JFS Wealth Advisors LLC342,642$33.09M1.6%-0.5%0.020%
7/10/2026 Canvas Wealth Advisors LLC48,375$4.67M0.7%-1.9%0.003%
7/10/2026 Fiduciary Financial Group LLC3,098$299K0.0%N/A0.000%
7/10/2026 Diversified Management Inc.6,756$652K0.1%+5.6%0.000%
7/10/2026 Clarus Wealth Advisors44,870$4.32M1.7%+3.1%0.003%
7/10/2026 City Holding Co.11,413$1.10M0.1%+54.0%0.001%
7/10/2026 Orrstown Financial Services Inc.59,194$5.72M0.8%+3.8%0.003%
7/10/2026 Camelot Technology Advisors Inc.105,665$10.21M6.9%-2.9%0.006%
7/10/2026 Charles Schwab Trust Co60,248$5.82M0.3%-2.3%0.004%
7/10/2026 KWB Wealth12,643$1.22M0.1%+8.3%0.001%
7/10/2026 Prosperity Planning Inc.2,074$200K0.0%-7.0%0.000%
7/10/2026 Affiance Financial LLC404,972$39.11M5.6%+6.3%0.024%
7/10/2026 Highland Financial Advisors LLC20,291$1.96M0.4%+3.0%0.001%
7/10/2026 FC Advisory LLC5,029$486K0.1%+13.7%0.000%
7/10/2026 KMG Fiduciary Partners LLC2,890$279K0.0%-96.1%0.000%
7/10/2026 William Howard & Co Financial Advisors Inc56,013$5.41M4.2%+0.5%0.003%
7/10/2026 Bay Colony Advisory Group Inc d b a Bay Colony Advisors28,497$2.75M0.3%+2.5%0.002%
7/10/2026 Sterling Investment Advisors LLC ADV412,090$39.80M17.9%+2.0%0.024%
7/10/2026 Alliance Private Wealth LLC61,515$5.94M2.1%-14.2%0.004%
7/10/2026 Fulton Bank N.A.110,329$10.66M0.3%+0.5%0.006%
7/10/2026 Wealthcare Advisory Partners LLC37,505$3.62M0.1%-70.7%0.002%
7/10/2026 Warner Financial Inc.24,438$2.36M0.7%+0.7%0.001%
7/9/2026 Kraft Davis & Associates LLC3,535$340K0.1%-5.4%0.000%
7/9/2026 Kopp Family Office LLC270$26K0.0%N/A0.000%
7/9/2026 Financial Management Professionals Inc.5,315$513K0.0%+10.0%0.000%
7/9/2026 Shrier Wealth Management LLC194,011$18.74M6.3%+4.5%0.011%
7/9/2026 Revolve Wealth Partners LLC532,594$51.44M5.3%+1.9%0.031%
7/9/2026 Asset Advisory Group Inc.31,741$3.07M1.3%+1.1%0.002%
7/9/2026 Centurion Wealth Management LLC6,512$629K0.2%-2.8%0.000%
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7/9/2026 LWM Advisors Inc.13,362$1.29M1.0%+38.4%0.001%
7/9/2026 Veery Capital LLC143,750$13.88M3.7%-2.5%0.008%
7/9/2026 Sapient Capital LLC60,114$5.81M0.1%+6.4%0.004%
7/9/2026 World Equity Group Inc.2,398$232K0.1%-6.9%0.000%
7/9/2026 Focus Financial Network Inc.15,899$1.54M0.0%-1.5%0.001%
7/9/2026 Allied Private Wealth LLC1,943$187K0.1%N/A0.000%
7/9/2026 Kastel Capital Advisors LLC3,783$342K0.2%+3.6%0.000%
7/9/2026 TOWER TRUST & INVESTMENT Co17,890$1.73M1.0%-2.6%0.001%
7/9/2026 GoalVest Advisory LLC168,361$16.26M3.0%+11.5%0.010%
7/9/2026 Aletheian Wealth Advisors LLC36,347$3.51M1.5%-1.8%0.002%
7/9/2026 Everhart Financial Group Inc.22,101$2.14M0.1%-0.9%0.001%
7/9/2026 Sax Wealth Advisors LLC45,907$4.16M0.2%+71.4%0.003%
7/9/2026 Everpar Advisors LLC2,434$235K0.1%-29.3%0.000%
7/9/2026 Adamsbrown Wealth Consultants LLC3,341$323K0.1%-3.1%0.000%
7/9/2026 Hennion & Walsh Asset Management Inc.5,971$577K0.0%+29.8%0.000%
7/9/2026 West Financial Advisors LLC290,065$28.01M4.3%+1.4%0.017%
7/9/2026 Lexington Hill Partners LLC23,779$2.30M1.1%+0.9%0.001%
7/9/2026 Strategic Point Investment Advisors LLC235,578$22.75M3.0%+1.6%0.014%
7/9/2026 Affinity Capital Advisors LLC77,415$7.61M0.9%-2.2%0.005%
7/9/2026 Valeo Financial Advisors LLC1,170,864$113.08M2.3%+3.3%0.068%
7/9/2026 TL Private Wealth13,926$1.35M0.5%+0.9%0.001%
7/8/2026 Beacon Bank & Trust360,832$34.85M6.7%-1.5%0.021%
7/8/2026 Thurston Springer Miller Herd & Titak Inc.20,346$1.97M0.7%+3.9%0.001%
7/8/2026 Thayer Financial L.L.C.6,154$594K0.5%+14.4%0.000%
7/8/2026 Sprinkle Financial Consultants LLC6,137$593K0.2%+2.9%0.000%
7/8/2026 Trust Point Inc.50,641$4.89M0.4%+2.4%0.003%
7/8/2026 First Heartland Consultants Inc.5,295$511K0.0%+9.4%0.000%
7/8/2026 Kwmg LLC10,559$1.02M0.1%-4.5%0.001%
7/8/2026 Community Trust & Investment Co.10,880$1.05M0.1%+11.2%0.001%
7/8/2026 OFS Enterprise LLC26,612$2.57M0.7%+4.2%0.002%
7/8/2026 Cooper Financial Group11,484$1.11M0.1%-67.5%0.001%
7/8/2026 Factor Wealth Management LTD2,116$204K0.0%-8.0%0.000%
7/8/2026 Elmwood Wealth Management Inc.76,954$7.43M1.9%+4.4%0.005%
7/8/2026 Elevation Wealth Partners LLC6,395$618K0.2%-5.5%0.000%
7/8/2026 Apella Capital LLC513,616$49.83M0.7%+5.4%0.030%
7/8/2026 Clark Asset Management LLC12,240$1.18M0.1%+7.1%0.001%
7/8/2026 Evanson Financial LLC39,348$3.80M0.2%N/A0.002%
7/8/2026 Eclectic Associates Inc. ADV3,283$317K0.0%+3.4%0.000%
7/8/2026 Shayne & Jacobs LLC11,169$1.08M0.3%+2.2%0.001%
7/8/2026 Thrive Wealth Management LLC5,127$495K0.1%-8.0%0.000%
7/8/2026 Lincoln Capital LLC17,393$1.68M0.3%-0.7%0.001%
7/8/2026 Chapin Davis Inc.6,887$665K0.1%-3.4%0.000%
7/7/2026 Fermata Advisors LLC9,242$893K0.2%+4.5%0.001%
7/7/2026 180 Wealth Advisors LLC29,220$2.82M0.3%-9.5%0.002%
7/7/2026 First Citizens Financial Corp8,126$785K0.3%-5.9%0.000%
7/7/2026 Foster Group Inc.2,687$260K0.0%+6.3%0.000%
7/7/2026 JGP Wealth Management LLC35,438$3.42M0.3%+1.5%0.002%
7/7/2026 Quad Cities Investment Group LLC9,122$881K0.3%+1.4%0.001%
7/7/2026 M.E. Allison & CO. Inc.3,608$348K0.2%-2.9%0.000%
7/7/2026 Balefire LLC32,252$3.12M0.5%+13.2%0.002%
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7/7/2026 Dynamic Advisor Solutions LLC386,991$37.38M1.1%+8.8%0.023%
7/7/2026 Graves Light Lenhart Wealth Inc.1,013,378$97.87M9.1%+5.8%0.059%
7/7/2026 GAMMA Investing LLC20,360$1.97M0.1%+14.9%0.001%
7/7/2026 Avior Wealth Management LLC47,820$4.62M0.1%-3.8%0.003%
7/7/2026 Value Investment Professionals LLC11,579$1.12M1.0%+6.4%0.001%
7/7/2026 Harbor Investment Advisory LLC93,457$9.03M0.6%+0.4%0.005%
7/7/2026 Central Pacific Bank Trust Division108,123$10.44M1.1%+75.7%0.006%
7/7/2026 Canandaigua National Bank & Trust Co.16,104$1.56M0.1%N/A0.001%
7/7/2026 Sandy Cove Advisors LLC87,703$8.47M2.1%+8.4%0.005%
7/7/2026 Arlington Trust Co LLC2,931$283K0.0%+95.1%0.000%


IEFA Institutional Ownership - Frequently Asked Questions

During the previous two years, 2,563 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 2,334 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 ($12.84M), Truist Financial Corp ($10.31M), Bank of Montreal Can ($9.24M), and Jones Financial Companies Lllp ($8.65M).

Institutional investors have bought a total of 231,146,700 shares in the last 24 months. This purchase volume represents approximately $20.27B in transactions.

Of the 1,048 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. ($35.21M), 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), TIAA Trust National Association ($4.81M), and Bank of Montreal Can ($4.61M).

Institutional investors have sold a total of 144,594,898 shares in the last 24 months. This volume of shares sold represents approximately $12.81B in transactions.



This page (BATS:IEFA) was last updated on 7/25/2026 by MarketBeat.com Staff.
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