Skip to content
Disclosery

EFA ISHARES TR

Follow

MSCI EAFE ETF (fund)

Filings received so far for Q3 2026: 147 13F filers report a position in EFA shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q3 2026

Filers in the available 13F reports with a share position at 2026-09-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
WoodTrust Financial Corpin group WoodTrust Financial Corp959,374$99.7M12.08%-1,78513F-HRTimelineGroup
Valeo Financial Advisors, LLC601,118$62.5M1.32%-7,68013F-HRTimeline
MassMutual Private Wealth & Trust, FSB568,002$59M1.56%-6,75313F-HRTimeline
ANB BANK407,716$42.4M15.04%+228,44113F-HRTimeline
Coastline Trust Co394,010$40.9M3.82%-18,45013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
COLTON GROOME FINANCIAL ADVISORS, LLC330,827$34.4M8.05%+18,99913F-HRTimeline
Stairway Partners, LLC277,784$28.9M1.36%-83013F-HRTimeline
Prosperity Planning, Inc.260,791$27.1M6.01%+5,43113F-HRTimeline
Heartwood Wealth Advisors LLC183,874$19.1M1.51%-7713F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…166,123$17.3M1.5%-1,91713F-HRTimelineGroup
Avidian Wealth Enterprises, LLC163,409$17M0.47%+2,29613F-HRTimeline
DIVERSIFIED MANAGEMENT INC151,846$15.8M2.75%+3,93313F-HRTimeline
Shulman DeMeo Asset Management LLC143,310$14.9M2.95%-2,57313F-HRTimeline
Farther Finance Advisors, LLC141,145$14.7M0.1%+7,14713F-HRTimeline
LWM ADVISORS INC140,023$14.5M10.98%+22313F-HRTimeline
AVITY INVESTMENT MANAGEMENT INC.139,269$14.5M0.91%-59913F-HRTimeline
RVW Wealth, LLC137,032$14.2M0.91%-1,40713F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC121,442$12.6M0.82%+4,06313F-HRTimeline
Sincerus Advisory, LLC111,088$11.5M7.53%+7,54613F-HRTimeline
Venture Visionary Partners LLC109,483$11.4M0.3%+1,26813F-HRTimeline
Grove Bank & Trust106,828$11.1M1.1%+3,05513F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION95,621$9.93M0.72%-1,15013F-HRTimeline
CENTRAL BANK & TRUST CO89,369$9.28M1.32%+3,21913F-HRTimeline
Financial Enhancement Group LLC89,812$9.26M1.07%-4,12513F-HRTimeline
Prism Advisors, Inc.87,130$8.95M2.25%-2,08113F-HRTimeline
Baron Financial Group, LLC74,156$7.7M3.75%-37813F-HRTimeline
Allen Mooney & Barnes Investment Adviso…73,143$7.6M1.13%-4,04713F-HRTimeline
First Citizens Financial Corp71,838$7.46M3.14%-2,85113F-HRTimeline
LBJ Family Wealth Advisors, Ltd.66,383$6.9M3.52%-50213F-HRTimeline
Pathway Financial Advisors LLC65,022$6.76M0.75%+66613F-HRTimeline
Paragon Capital Management Ltd64,264$6.68M1.23%-113F-HRTimeline
Paladin Partners, LLC62,337$6.48M3.99%+1,68213F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC57,248$5.95M0.07%-49013F-HRTimeline
Apella Capital, LLC50,786$5.24M0.07%+25,47213F-HRTimeline
Leverty Financial Group, LLC46,900$4.87M0.89%-7013F-HRTimeline
Gerald Baker Financial Group LLC43,013$4.47M1.26%-6413F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV39,473$4.1M0.46%+72113F-HRTimeline
Acropolis Investment Management, LLC38,006$3.95M0.16%-32513F-HRTimeline
PFW Advisors LLC37,516$3.9M1.16%-79313F-HRTimeline
Greenfield Savings Bank37,358$3.88M1.47%+1,09313F-HRTimeline
Central Pacific Bank - Trust Division37,255$3.87M0.41%-25213F-HRTimeline
ROCKLAND TRUST CO36,756$3.82M0.15%+1,49113F-HRTimeline
Balefire, LLC35,539$3.69M0.58%-5,93913F-HRTimeline
Graves Light Lenhart Wealth, Inc.33,775$3.51M0.33%-1,09113F-HRTimeline
EASTERN BANK33,332$3.46M0.05%+3,21913F-HRTimeline
CX Institutional32,464$3.37M0.09%+1,45413F-HRTimeline
Canandaigua National Trust Co of Florida32,446$3.37M1.86%13F-HRTimeline
Boltwood Capital Management31,752$3.3M0.74%-7513F-HRTimeline
STEPH & CO29,569$3.07M0.78%+1,15313F-HRTimeline
First Heartland Consultants, Inc.28,469$2.96M0.2%-1,52813F-HRTimeline
Atlas Brown,Inc.26,916$2.8M0.74%-18713F-HRTimeline
Montecito Bank & Trust26,479$2.75M0.42%-8713F-HRTimeline
CONGRESS ASSET MANAGEMENT CO25,955$2.7M0.02%-8513F-HRTimeline
Marquette Asset Management, LLC25,383$2.64M0.35%-2,47913F-HRTimeline
Horizons Wealth Management25,112$2.61M1.65%13F-HRTimeline
Monument Capital Management24,221$2.52M0.52%-8913F-HRTimeline
DAVIDSON TRUST CO21,532$2.24M0.88%+9113F-HRTimeline
Wedmont Private Capital21,573$2.22M0.05%+2,20413F-HRTimeline
Trinity Financial Advisors LLC20,412$2.12M0.55%-20013F-HRTimeline
Hickory Point Bank & Trust20,095$2.09M1.26%+86113F-HRTimeline
HALL LAURIE J TRUSTEE19,779$2.05M0.65%013F-HRTimeline
Bank of New Hampshire19,680$2.04M0.44%-8013F-HRTimeline
Hiley Hunt Wealth Management19,629$2.04M0.79%-33613F-HRTimeline
Great Waters Wealth Management19,367$2.01M0.18%-10913F-HRTimeline
Veracity Capital LLC19,205$2M0.54%-1,80413F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP19,161$1.99M0.14%+4,50113F-HRTimelineGroup
KFA Private Wealth Group, LLC18,915$1.97M0.46%+11513F-HRTimeline
City Center Advisors, LLC17,103$1.78M1.36%+38113F-HRTimeline
Apeiron RIA LLC16,241$1.67M0.38%+93613F-HRTimeline
Factor Wealth Management LTD15,552$1.62M0.25%-40313F-HRTimeline
SAPIENT CAPITAL LLC14,685$1.53M0.02%+86213F-HRTimeline
Sunburst Financial Group, LLC14,533$1.51M0.25%013F-HRTimeline
Emprise Bank14,420$1.5M0.57%013F-HRTimeline
Sound Income Strategies, LLC13,758$1.41M0.06%+1,34613F-HRTimeline
PARK NATIONAL CORP /OH/12,620$1.31M0.04%013F-HRTimeline
Insight Wealth Strategies, LLC12,572$1.31M0.13%-1,31113F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC11,779$1.22M0.18%-6713F-HRTimeline
Cadent Capital Advisors, LLC11,110$1.15M0.25%013F-HRTimeline
David J Yvars Group11,019$1.14M0.53%-5013F-HRTimeline
Bath Savings Trust Co11,012$1.14M0.12%+43813F-HRTimeline
Breakwater Capital Group10,800$1.12M0.13%013F-HRTimeline
Peterson Wealth Advisors, LLC10,796$1.12M0.13%+21613F-HRTimeline
DECISION INVESTMENTS, INC10,099$1.05M0.97%-10013F-HRTimeline
Gladwyn Financial Advisors, Inc.9,543$991K0.63%-28113F-HRTimeline
Noble Wealth Management PBC9,426$979K0.45%+1013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST8,871$922K0.08%-10213F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC8,484$881K0.24%-2313F-HRTimeline
Exchange Bank8,349$867K0.54%+40813F-HRTimeline
Vilga Financial Planning LLC8,121$844K0.5%013F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC8,089$840K0.17%+7813F-HRTimeline
DOLIVER ADVISORS, LP7,503$779K0.17%-20013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC7,493$778K0.22%-4613F-HRTimeline
Peoples Bank/KS7,474$776K0.76%-10013F-HRTimeline
MKD WEALTH COACHES, LLC6,747$701K0.58%013F-HRTimeline
Hardin Capital Partners, LLC6,267$651K0.32%+23713F-HRTimeline
Bangor Savings Bank6,214$646K0.05%013F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC5,797$602K0.12%-28213F-HRTimeline
Trust Co5,726$595K0.05%013F-HRTimeline
GAMMA Investing LLC5,484$570K0.02%+32913F-HRTimeline
Adirondack Capital Advisors, LLC5,317$552K0.29%013F-HRTimeline
YHB Investment Advisors, Inc.5,282$549K0.03%-613F-HRTimeline
Weaver Consulting Group5,076$527K0.1%+10213F-HRTimeline
ACIMA PRIVATE WEALTH, LLC4,970$516K0.15%013F-HRTimeline
MAGNOLIA CAPITAL MANAGEMENT LTD4,915$511K0.36%013F-HRTimeline
ARGUS INVESTORS' COUNSEL, INC.4,713$490K0.38%+6813F-HRTimeline
Decker Wealth Management LLC4,386$456K0.09%013F-HRTimeline
CHAPIN DAVIS, INC.4,147$431K0.08%-77013F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC3,886$404K0.26%013F-HRTimeline
Kaydan Wealth Management, Inc.3,846$400K0.14%+18113F-HRTimeline
Green Ridge Wealth Planning LLC3,813$396K0.16%-3513F-HRTimeline
New Covenant Trust Company, N.A.3,772$392K0.27%013F-HRTimeline
M.E. ALLISON & CO., INC.3,602$374K0.21%013F-HRTimeline
RTD Financial Advisors, Inc.3,572$371K0.04%-79113F-HRTimeline
BOYUM WEALTH ARCHITECTS LLC3,564$371K0.15%-4513F-HRTimeline
Cooper Financial Group3,289$342K0.03%-20313F-HRTimeline
Successful Portfolios LLC3,228$336K0.15%013F-HRTimeline
RIVERSEDGE ADVISORS, LLC3,225$335K0.04%013F-HRTimeline
Echo45 Advisors LLC3,179$330K0.15%new13F-HRTimeline
FC Advisory LLC3,085$320K0.08%013F-HRTimeline
Galvin, Gaustad & Stein, LLC3,035$315K0.02%-20513F-HRTimeline
Wealth Enhancement Trust Services, Inc.3,029$315K0.03%013F-HRTimeline
jvl associates llc2,794$290K0.08%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC2,716$282K0.02%013F-HRTimeline
Bill Few Associates, Inc.2,701$281K0.06%013F-HRTimeline
Everhart Financial Group, Inc.2,633$274K0.02%013F-HRTimeline
Beacon Wealthcare LLC2,558$266K0.08%013F-HRTimeline
Boston Standard Wealth Management, LLC2,391$248K0.04%-113F-HRTimeline
Asempa Wealth Advisors2,311$238K0.19%-24713F-HRTimeline
ALKEME WEALTH, LLC1,989$207K0.08%013F-HRTimeline
GoalVest Advisory LLC1,792$186K0.03%013F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC1,786$186K0.13%-413F-HRTimeline
Miller Global Investments, LLC1,663$173K0.14%+60013F-HRTimeline
CoreCap Advisors, LLC1,579$164K<0.01%-12013F-HRTimeline
Davis Capital Management1,293$134K0.08%013F-HRTimeline
Rosenberg Matthew Hamilton1,090$113K0.02%-4413F-HRTimeline
Olistico Wealth, LLC1,023$106K0.04%013F-HRTimeline
Versant Capital Management, Inc650$67.5K0.01%+39013F-HRTimeline
Roxbury Financial LLC551$57.2K0.04%013F-HRTimeline
Dorato Capital Management431$44.4K0.03%-3213F-HRTimeline
Pacifica Partners Inc.397$40.8K0.01%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP335$34.8K<0.01%013F-HRTimeline
Bank & Trust Co135$14K0.01%013F-HRTimeline
Horrell Capital Management, Inc.95$9.87K0.01%013F-HRTimeline
Investors Research Corp83$8.62K<0.01%new13F-HRTimeline
MJT & Associates Financial Advisory Gro…39$4K<0.01%013F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC21$2.2K<0.01%013F-HRTimeline
Planning Strategies Inc.8$831<0.01%013F-HRTimeline