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iShares MSCI EAFE ETF (EFA) Institutional Ownership

iShares MSCI EAFE ETF logo
$108.64 -0.05 (-0.05%)
As of 08/14/2026 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for iShares MSCI EAFE ETF (NYSEARCA:EFA)

Current
Institutional Ownership
Percentage
79.80%
Number of
Institutional Buyers
(last 12 months)
1290
Total
Institutional Inflows
(last 12 months)
$7.32B
Number of
Institutional Sellers
(last 12 months)
886
Total
Institutional Outflows
(last 12 months)
$2.97B
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EFA Institutional Buying and Selling by Quarter

iShares MSCI EAFE ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/15/2026 First Bancorp Inc ME 36,712$3.81M1.5%N/A0.005%
8/12/2026 Compass Financial Management LLC3,995$416K0.1%N/A0.001%
8/12/2026 C M Bidwell & Associates Ltd.14,343$1.39M0.6%N/A0.002%
8/7/2026 Trust Co. of Vermont1,990$109K0.0%N/A0.000%
8/7/2026 Trust Co. of Vermont2,972$306K0.0%N/A0.000%
8/7/2026 Trust Co. of Vermont23,106$2.40M0.1%N/A0.003%
8/6/2026 Clearstead Trust LLC2,579$268K0.0%N/A0.000%
8/5/2026USA Financial Formulas1,332$129K0.0%-99.8%0.000%
8/3/2026 Beacon Bank & Trust7,442$773K0.1%-5.2%0.001%
7/10/2026 Insight Wealth Strategies LLC13,883$1.43M0.1%+0.9%0.002%
7/10/2026 Leverty Financial Group LLC46,970$4.88M0.9%-0.9%0.006%
7/10/2026 JFS Wealth Advisors LLC51,347$5.33M0.3%+1.6%0.007%
7/10/2026 Magnolia Capital Management Ltd.4,915$511K0.4%-2.4%0.001%
7/10/2026 Diversified Management Inc.147,913$15.37M3.3%-0.1%0.020%
7/10/2026 City Holding Co.70,747$7.35M0.8%-13.5%0.010%
7/10/2026 Charles Schwab Trust Co6,526$678K0.0%+12.8%0.001%
7/10/2026 Prosperity Planning Inc.255,360$26.53M6.1%+2.3%0.034%
7/10/2026 Affiance Financial LLC15,267$1.59M0.2%+2.0%0.002%
7/10/2026 A&I Financial Services LLC400,128$41.57M18.1%N/A0.054%
7/10/2026 William Howard & Co Financial Advisors Inc29,595$3.07M2.4%-3.0%0.004%
7/10/2026 Redhawk Wealth Advisors Inc.3,934$409K0.0%-96.3%0.001%
7/10/2026 Bay Colony Advisory Group Inc d b a Bay Colony Advisors3,133$325K0.0%+13.7%0.000%
7/10/2026 Sterling Investment Advisors LLC ADV42,336$4.40M2.0%+0.8%0.006%
7/10/2026 Fulton Bank N.A.104,671$10.87M0.3%+0.6%0.014%
7/10/2026 Wealthcare Advisory Partners LLC63,743$6.62M0.1%-48.0%0.009%
7/9/2026 Financial Management Professionals Inc.4,033$419K0.0%-7.4%0.001%
7/9/2026 Tenzing Financial LLC2,511$265K0.2%N/A0.000%
7/9/2026 CPA Asset Management Group LLC3,875$403K0.1%-3.2%0.001%
7/9/2026 LWM Advisors Inc.139,800$14.52M10.8%-0.6%0.019%
7/9/2026 Baron Financial Group LLC74,534$7.74M3.7%-0.3%0.010%
7/9/2026 Contravisory Investment Management Inc.6,018$625K0.1%-28.5%0.001%
7/9/2026 Atlas Brown Inc.27,103$2.82M0.8%+1.1%0.004%
7/9/2026 World Equity Group Inc.7,076$735K0.2%+2.8%0.001%
7/9/2026 Focus Financial Network Inc.17,213$1.79M0.1%-35.4%0.002%
7/9/2026 Fluent Financial LLC460,833$47.87M17.1%+97.9%0.062%
7/9/2026 Wealthcare Capital Management LLC2,583$268K0.0%-5.5%0.000%
7/9/2026 Pettinga Financial Advisors LLC37,930$3.94M0.6%+3.3%0.005%
7/9/2026 Corepath Wealth Partners LLC119,686$12.37M7.7%+1.7%0.016%
7/9/2026 Great Waters Wealth Management19,476$2.02M0.2%+0.7%0.003%
7/9/2026 Exchange Bank7,941$825K0.5%-3.5%0.001%
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7/9/2026 GoalVest Advisory LLC1,792$186K0.0%N/A0.000%
7/9/2026 Sax Wealth Advisors LLC85,699$8.32M0.3%+14.8%0.012%
7/9/2026 Chemistry Wealth Management LLC7,743$804K0.1%-1.2%0.001%
7/9/2026 Avity Investment Management Inc.139,868$14.53M0.9%-1.4%0.019%
7/9/2026 Windsor Capital Management LLC17,689$1.84M0.5%-1.5%0.002%
7/9/2026 Lexington Hill Partners LLC22,604$2.35M1.1%-8.4%0.003%
7/9/2026 Valeo Financial Advisors LLC608,798$63.24M1.3%-0.1%0.082%
7/8/2026 Rockland Trust Co.35,265$3.66M0.1%-1.2%0.005%
7/8/2026 Beacon Bank & Trust7,442$773K0.1%-5.2%0.001%
7/8/2026 Thurston Springer Miller Herd & Titak Inc.1,086$113K0.0%+37.5%0.000%
7/8/2026 Colorado Capital Management Inc.5,452$566K0.2%-6.0%0.001%
7/8/2026 Shulman DeMeo Asset Management LLC145,883$15.15M2.8%+0.6%0.020%
7/8/2026 Trust Point Inc.15,907$1.65M0.1%-2.0%0.002%
7/8/2026 First Heartland Consultants Inc.29,997$3.12M0.2%-10.3%0.004%
7/8/2026 Green Ridge Wealth Planning LLC3,848$400K0.2%-57.1%0.001%
7/8/2026 Community Trust & Investment Co.5,601$582K0.0%+3.9%0.001%
7/8/2026 OFS Enterprise LLC129,400$13.44M3.4%+0.9%0.017%
7/8/2026 Cooper Financial Group3,492$363K0.0%+7.2%0.000%
7/8/2026 Ryan Investment Management Inc.529,994$55.06M24.9%+41.8%0.071%
7/8/2026 Factor Wealth Management LTD15,955$1.66M0.3%-12.0%0.002%
7/8/2026 Praetorian Wealth Management Inc.3,947$410K0.1%+6.7%0.001%
7/8/2026 RVW Wealth LLC138,439$14.38M0.9%-2.6%0.019%
7/8/2026 NerdWallet Wealth Partners LLC13,676$1.42M0.5%+2.4%0.002%
7/8/2026 Apella Capital LLC25,314$2.64M0.0%-0.4%0.003%
7/8/2026 Clark Asset Management LLC6,265$651K0.1%+5.2%0.001%
7/8/2026 Evanson Financial LLC34,677$3.60M0.2%N/A0.005%
7/8/2026 Eclectic Associates Inc. ADV38,752$4.03M0.5%+2.2%0.005%
7/8/2026 Thrive Wealth Management LLC44,506$4.62M0.6%+6.4%0.006%
7/8/2026 Chapin Davis Inc.4,917$511K0.1%-61.9%0.001%
7/7/2026 First Citizens Financial Corp74,689$7.76M3.2%-2.5%0.010%
7/7/2026 David J Yvars Group11,069$1.15M0.5%-2.3%0.001%
7/7/2026 Balefire LLC41,478$4.31M0.7%-6.0%0.006%
7/7/2026 Dynamic Advisor Solutions LLC51,634$5.36M0.2%+37.6%0.007%
7/7/2026 Graves Light Lenhart Wealth Inc.34,866$3.62M0.3%-0.9%0.005%
7/7/2026 GAMMA Investing LLC5,155$536K0.0%+13.0%0.001%
7/7/2026 Avior Wealth Management LLC92,906$9.65M0.3%-1.7%0.012%
7/7/2026 Greenfield Savings Bank36,265$3.77M1.4%+1.3%0.005%
7/7/2026 Harbor Investment Advisory LLC76,734$7.97M0.6%-1.5%0.010%
7/7/2026 Central Pacific Bank Trust Division37,507$3.90M0.4%+30.0%0.005%
7/7/2026 Canandaigua National Bank & Trust Co.168,040$17.46M1.5%N/A0.023%
7/7/2026 Sandy Cove Advisors LLC14,668$1.52M0.4%+11.0%0.002%
7/7/2026 Financial Enhancement Group LLC93,937$9.76M1.2%-1.8%0.013%
7/7/2026 Flower City Capital56,815$5.90M2.6%-1.3%0.008%
7/7/2026 Grove Bank & Trust103,773$10.78M1.1%+2.6%0.014%
7/7/2026 CoreCap Advisors LLC1,699$176K0.0%+14.2%0.000%
7/7/2026 Pacific Excel Wealth Advisors Inc.58,846$6.11M2.4%N/A0.008%
7/7/2026 Boston Standard Wealth Management LLC2,392$247K0.0%+6.9%0.000%
7/7/2026 St. Clair Advisors LLC2,650$275K0.1%-57.7%0.000%
7/7/2026 City Center Advisors LLC16,722$1.74M1.4%-13.3%0.002%
7/7/2026 First Financial Corp IN25,099$2.61M0.9%+3.4%0.003%
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7/7/2026 Hiley Hunt Wealth Management19,965$2.07M0.8%-7.9%0.003%
7/6/2026 Bangor Savings Bank6,214$646K0.0%+3.9%0.001%
7/6/2026 Sincerus Advisory LLC103,542$10.76M7.3%+1.8%0.014%
7/6/2026 Private Client Services LLC14,983$1.56M0.4%+3.0%0.002%
7/6/2026 Boltwood Capital Management31,827$3.31M0.8%-0.7%0.004%
7/2/2026 Gladwyn Financial Advisors Inc.9,824$1.02M0.6%+3.3%0.001%
7/2/2026 MassMutual Private Wealth & Trust FSB574,755$59.71M1.5%-5.3%0.077%
7/2/2026 Cedar Mountain Advisors LLC64,770$6.73M1.2%+1.7%0.009%
7/2/2026 Collective Family Office LLC8,011$832K0.2%-2.7%0.001%
7/2/2026 Hilltop National Bank185,481$19.27M4.1%+1.3%0.025%


EFA Institutional Ownership - Frequently Asked Questions

During the previous two years, 2,286 institutional investors and hedge funds held shares of iShares MSCI EAFE ETF. The most heavily invested institutionals were Bank of America Corp DE ($3.85B), Goldman Sachs Group Inc. ($3.81B), Morgan Stanley ($3.04B), JPMorgan Chase & Co. ($2.07B), Northern Trust Corp ($2.05B), Northwestern Mutual Investment Management Company LLC ($1.51B), and TD Asset Management Inc ($816.28M).Learn more on iShares MSCI EAFE ETF's institutional investors.

79.80% of iShares MSCI EAFE ETF's stock is owned by institutional investors. Learn more on EFA's institutional investor holdings.

Of the 1,957 institutional investors that purchased iShares MSCI EAFE ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Northwestern Mutual Wealth Management Co. ($9.20M), Goldman Sachs Group Inc. ($7.81M), Mackenzie Financial Corp ($6.01M), Bessemer Group Inc. ($5.58M), Capital International Investors ($5.30M), Causeway Capital Management LLC ($4.95M), and Morgan Stanley ($4.24M).

Institutional investors have bought a total of 76,753,062 shares in the last 24 months. This purchase volume represents approximately $7.31B in transactions.

Of the 870 institutional investors that sold iShares MSCI EAFE ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Laurel Wealth Advisors LLC ($3.25M), CIBC Asset Management Inc ($1.93M), SG Americas Securities LLC ($1.73M), Bank of Nova Scotia ($1.62M), WCM Investment Management LLC ($1.43M), Hsbc Holdings PLC ($1.39M), and State Board of Administration of Florida Retirement System ($1.28M).

Institutional investors have sold a total of 31,239,069 shares in the last 24 months. This volume of shares sold represents approximately $2.97B in transactions.



Institutional ownership data for NYSEARCA:EFA is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/15/2026. New 13F filings are added each quarter as they're published.
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