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iShares MSCI EAFE ETF (EFA) Institutional Ownership

iShares MSCI EAFE ETF logo
$102.04 +1.34 (+1.33%)
As of 04:10 PM Eastern
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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)
1492
Total
Institutional Inflows
(last 12 months)
$10.31B
Number of
Institutional Sellers
(last 12 months)
1106
Total
Institutional Outflows
(last 12 months)
$4.40B
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EFA Institutional Buying and Selling by Quarter

iShares MSCI EAFE ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/5/2026Beaumont Financial Advisors LLC10,195$990K0.1%-18.5%0.001%
5/5/2026Midwest Professional Planners LTD.98,593$9.58M2.3%+58.0%0.013%
5/5/2026Geneos Wealth Management Inc.245,840$23.88M0.6%+16.3%0.033%
5/5/2026Northstar Financial Companies Inc.2,319$225K0.2%-38.3%0.000%
5/5/2026Ethos Financial Group LLC185,393$17.45M1.3%+7.0%0.025%
5/5/2026SouthState Bank Corp32,269$3.13M0.1%+10.0%0.004%
5/5/2026Sanctuary Advisors LLC683,769$66.41M0.4%+7.2%0.093%
5/5/2026Conservest Capital Advisors Inc.5,337$518K0.0%-11.7%0.001%
5/5/2026Members Trust Co13,801$1.34M0.0%-1.2%0.002%
5/5/20261ST Source Bank501,245$48.69M2.5%+7.8%0.068%
5/5/2026Roberts Glore & Co. Inc. IL5,590$543K0.1%-4.9%0.001%
5/5/2026Nwam LLC36,278$3.52M0.2%-2.3%0.005%
5/5/2026Maryland State Retirement & Pension System74,874$7.27M0.1%-26.9%0.010%
5/4/2026Calamos Wealth Management LLC181,127$17.59M0.6%+9.5%0.025%
5/4/2026AMG National Trust Bank757,575$73.58M1.6%+7.8%0.103%
5/4/2026Retirement Planning Group LLC23,262$2.26M0.1%-11.7%0.003%
5/4/2026Sterling Group Wealth Management LLC136,729$13.28M6.3%+4.1%0.019%
5/4/2026Legacy Capital Group California Inc.15,104$1.47M0.6%-16.7%0.002%
5/4/2026Empirical Financial Services LLC d.b.a. Empirical Wealth Management24,411$2.37M0.0%+1.9%0.003%
5/4/2026Bryn Mawr Trust Advisors LLC159,967$15.54M0.8%+118.6%0.022%
5/4/2026Bleakley Financial Group LLC239,853$23.30M0.4%+2.7%0.033%
5/4/2026NWF Advisory Services Inc.42,037$4.08M0.5%+10.0%0.006%
5/4/2026Principal Financial Group Inc.546,266$53.06M0.0%-1.4%0.074%
5/4/2026Bedel Financial Consulting Inc.26,857$2.61M0.3%+0.8%0.004%
5/4/2026Chicago Partners Investment Group LLC90,673$9.25M0.2%+5.9%0.012%
5/4/2026J. Safra Sarasin Holding AG32,840$3.17M0.1%-1.0%0.004%
5/4/2026Hibernia Wealth Partners LLC3,033$295K0.1%-5.5%0.000%
5/4/2026Lifeworks Advisors LLC7,212$701K0.1%+29.6%0.001%
5/4/2026Procyon Advisors LLC97,970$9.52M0.1%-2.0%0.013%
5/2/2026 Citizens Business Bank101,440$9.85M1.6%-2.9%0.014%
5/2/2026 Navigate Wealth Management LLC4,338$441K0.3%N/A0.001%
5/2/2026 Global Assets Advisory LLC34,277$3.33M0.8%N/A0.005%
5/2/2026 International Assets Investment Management LLC10,615$1.05M0.0%+97.6%0.001%
5/2/2026 Diversify Wealth Management LLC5,547$554K0.0%N/A0.001%
5/2/2026 Valmark Advisers Inc.319,388$31.02M0.4%-61.1%0.043%
5/2/2026 Pittenger & Anderson Inc.301,296$29.27M1.2%+6.9%0.041%
5/2/2026 Carnegie Investment Counsel32,900$3.20M0.1%+22.1%0.004%
5/1/2026 Welch & Forbes LLC26,572$2.58M0.0%-2.2%0.004%
5/1/2026 Ferguson Wellman Capital Management Inc.52,653$5.11M0.1%N/A0.007%
5/1/2026 Citizens Financial Group Inc. RI473,456$45.99M0.6%+1.3%0.064%
5/1/2026 Midwest Trust Co219,048$21.28M0.3%+0.2%0.030%
5/1/2026 Fifth Third Bancorp3,734,895$362.77M0.7%+214.8%0.506%
5/1/2026 Rossmore Private Capital18,686$1.82M0.2%+2.0%0.003%
5/1/2026 Summit Financial Strategies Inc.48,891$4.75M0.4%-8.5%0.007%
5/1/2026 Oakwell Private Wealth Management LLC18,748$1.82M0.3%+1.4%0.003%
5/1/2026 WealthShield Partners LLC12,322$1.20M0.1%-3.3%0.002%
5/1/2026 Darwin Wealth Management LLC133,679$12.98M4.0%-15.1%0.018%
5/1/2026 Simplicity Wealth LLC7,780$756K0.0%+139.8%0.001%
5/1/2026 Conning Inc.108,490$10.54M0.4%-12.4%0.015%
5/1/2026 Sequoia Financial Advisors LLC83,435$8.10M0.0%-1.3%0.011%
5/1/2026 Independence Bank of Kentucky128,670$12.50M1.6%+5.1%0.017%
5/1/2026 Fulcrum Capital LLC2,203$214K0.0%-31.6%0.000%
5/1/2026 Beirne Wealth Consulting Services LLC25,945$2.52M0.7%+38.9%0.004%
5/1/2026 Cedar Mountain Advisors LLC63,682$6.19M1.2%+1.2%0.009%
5/1/2026 Manning & Napier Advisors LLC542$51K0.0%N/A0.000%
4/30/2026 Hsbc Holdings PLC583,389$55.70M0.0%-3.3%0.079%
4/30/2026 Summit Securities Group LLC600$58K0.0%-93.9%0.000%
4/30/2026 Accredited Investors Inc.572,146$55.57M3.0%-5.7%0.078%
4/30/2026 Roman Butler Fullerton & Co.15,256$1.56M0.4%-15.1%0.002%
4/30/2026 Texas Bank & Trust Co47,542$4.62M1.7%+4.0%0.006%
4/30/2026 Sonata Capital Group Inc.9,105$884K0.3%+31.0%0.001%
4/30/2026 Millstone Evans Group LLC860$84K0.1%-18.9%0.000%
4/30/2026 First Horizon Corp608,166$59.07M2.5%+3.3%0.082%
4/30/2026 Mosaic Family Wealth Partners LLC44,104$4.28M0.4%+1.0%0.006%
4/30/2026 Ibex Wealth Advisors52,955$5.14M0.5%+2.6%0.007%
4/30/2026 Stronghold Wealth Management L.L.C.2,427$236K0.4%-6.1%0.000%
4/30/2026 Kestra Advisory Services LLC367,781$35.72M0.1%+44.6%0.050%
4/30/2026 Money Concepts Capital Corp3,362$327K0.0%-73.0%0.000%
4/30/2026 Personal CFO Solutions LLC7,062$686K0.1%-18.2%0.001%
4/30/2026 CFS Investment Advisory Services LLC52,087$5.43M0.4%-2.9%0.007%
4/30/2026 Cahaba Wealth Management Inc.14,310$1.39M0.1%-4.2%0.002%
4/30/2026 First Interstate Bank42,130$4.09M0.2%+51.7%0.006%
4/30/2026 Efficient Advisors LLC23,165$2.25M0.2%-9.9%0.003%
4/30/2026 Farmers & Merchants Trust Co of Chambersburg PA22,700$2.21M0.6%+30.7%0.003%
4/30/2026 Frank Rimerman Advisors LLC19,194$1.86M0.1%-1.4%0.003%
4/29/2026 Lmcg Investments LLC277,345$26.94M1.6%+44.3%0.038%
4/29/2026 Penobscot Investment Management Company Inc.48,702$4.73M0.4%+5.3%0.007%
4/29/2026 Rockwood Wealth Management LLC7,594$738K0.1%+1.6%0.001%
4/29/2026 Financial Life Advisors2,715$264K0.1%-6.5%0.000%
4/29/2026 Arbor Trust Wealth Advisors LLC109,552$10.64M4.7%+2.4%0.015%
4/29/2026 American Wealth Advisors LLC5,473$532K0.6%+8.3%0.001%
4/29/2026 Saxon Interests Inc.9,053$879K0.3%-21.8%0.001%
4/29/2026 Childress Capital Advisors LLC24,662$2.40M0.4%-5.3%0.003%
4/29/2026 Flatrock Wealth Partners LLC10,239$994K0.4%N/A0.001%
4/29/2026 Montag A & Associates Inc.11,126$1.08M0.1%+30.9%0.002%
4/29/2026 Orin Green Financial LLC97,021$9.42M3.9%-0.9%0.013%
4/29/2026 Bank of Stockton5,510$535K0.2%-11.0%0.001%
4/29/2026 Resonant Capital Advisors LLC21,767$2.11M0.1%-1.4%0.003%
4/29/2026 Signet Private Wealth LLC26,871$2.61M2.5%+9.0%0.004%
4/29/2026 ORBA Wealth Advisors L.L.C.7,998$777K0.9%-4.0%0.001%
4/29/2026 Integrated Advisors Network LLC23,039$2.24M0.1%-75.9%0.003%
4/29/2026 Interactive Financial Advisors Inc.3,603$350K0.2%-4.8%0.000%
4/29/2026 Kiley Juergens Wealth Management LLC8,945$869K0.2%N/A0.001%
4/29/2026 Dumont & Blake Investment Advisors LLC42,662$4.14M1.0%-5.2%0.006%
4/29/2026 Beacon Bank & Trust7,849$762K0.2%-17.6%0.001%
4/28/2026 Arbor Investment Advisors LLC287,731$27.95M3.6%-0.7%0.039%
4/28/2026 Westfuller Advisors LLC4,246$412K0.2%+55.0%0.001%
4/28/2026 Appleton Partners Inc. MA30,339$2.95M0.2%-0.5%0.004%
4/28/2026 Whittier Trust Co. of Nevada Inc.146,409$14.42M0.3%-0.3%0.020%
4/28/2026 Whittier Trust Co.164,072$16.16M0.2%-0.4%0.022%


EFA Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of EFA shares?

During the previous two years, 2,322 institutional investors and hedge funds held shares of iShares MSCI EAFE ETF. The most heavily invested institutionals were Bank of America Corp DE ($3.86B), 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 Jane Street Group LLC ($1.05B).Learn more on iShares MSCI EAFE ETF's institutional investors.

What percentage of iShares MSCI EAFE ETF's stock is owned by institutional investors?

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

Which institutional investors have been buying iShares MSCI EAFE ETF's stock?

Of the 1,997 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), JPMorgan Chase & Co. ($6.62M), Mackenzie Financial Corp ($6.01M), Capital International Investors ($5.30M), Causeway Capital Management LLC ($4.95M), and Natixis Advisors LLC ($4.66M).

How much institutional buying is happening at iShares MSCI EAFE ETF?

Institutional investors have bought a total of 112,268,955 shares in the last 24 months. This purchase volume represents approximately $10.31B in transactions.

Which of iShares MSCI EAFE ETF's major shareholders have been selling company stock?

Of the 1,096 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), SG Americas Securities LLC ($2.90M), Jones Financial Companies Lllp ($2.67M), CIBC Asset Management Inc ($1.93M), Corient Private Wealth LLC ($1.86M), Bank of Nova Scotia ($1.63M), and JPMorgan Chase & Co. ($1.59M).

How much institutional selling is happening at iShares MSCI EAFE ETF?

Institutional investors have sold a total of 48,644,821 shares in the last 24 months. This volume of shares sold represents approximately $4.40B in transactions.


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This page (NYSEARCA:EFA) was last updated on 5/5/2026 by MarketBeat.com Staff.
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