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Who Owns iShares Core MSCI EAFE ETF

Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in iShares Core MSCI EAFE ETF.

Who crossed 5% of IEFA →
Managers holding
137
as of 2026-09-30
Reported value
$1.6B
summed across filings
Shares held
16.7M
Added vs trimmed
61 / 44
since each filer's last quarter

Positions as of 2026-09-30

Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.

ManagerValue
Avidian Wealth Enterprises, LLCCORE MSCI EAFE1.8M shadded$175.8M
SigFig Wealth Management, LLCCORE MSCI EAFE1.3M shadded$128.8M
Wedmont Private CapitalCORE MSCI EAFE1.2M shadded$115.5M
Graves Light Lenhart Wealth, Inc.CORE MSCI EAFE1M shadded$101.3M
Bangor Savings BankCORE MSCI EAFE1M shtrimmed$100M
Valeo Financial Advisors, LLCETF1.2M shadded$85M
Apella Capital, LLCCORE MSCI EAFE769.2K shadded$74M
Roth Financial Partners LLCCORE MSCI EAFE762.7K shtrimmed$73.9M
Leverty Financial Group, LLCCORE MSCI EAFE688.2K shadded$66.7M
Pathway Financial Advisors LLCCORE MSCI EAFE550.4K shadded$53.3M
Farther Finance Advisors, LLCETF542.4K shtrimmed$52.5M
Galvin, Gaustad & Stein, LLCCORE MSCI EAFE489.2K shtrimmed$47.4M
Acropolis Investment Management, LLCCORE MSCI EAFE417.5K shtrimmed$40.4M
MassMutual Private Wealth & Trust, FSBExchange Traded Fund411.4K shadded$39.9M
Grove Bank & TrustCORE MSCI EAFE381.6K shadded$37M
Venture Visionary Partners LLCCORE MSCI EAFE369.8K shadded$35.8M
Iowa State BankCom365.5K shadded$35.4M
Cassilly Financial Group LLCCORE MSCI EAFE226.1K shadded$21.9M
Conrad Siegel Investment Advisors, Inc.CORE MSCI EAFE172.4K shtrimmed$16.7M
RIVERSEDGE ADVISORS, LLCCORE MSCI EAFE167.3K shtrimmed$16.2M
STEPHENS GROUP ASSET MANAGEMENT, LLCCORE MSCI EAFE162.5K shtrimmed$15.7M
YHB Investment Advisors, Inc.CORE MSCI EAFE154.5K shadded$15M
EASTERN BANKCORE MSCI EAFE150.7K shadded$14.6M
Veery Capital, LLCCORE MSCI EAFE144.2K shadded$14M
Montz Harcus Wealth Management LLCCORE MSCI EAFE142.4K shtrimmed$13.8M
CYPRESS FINANCIAL PLANNING LLCCORE MSCI EAFE134.4K shadded$13M
Emergent Wealth Advisors, LLCCORE MSCI EAFE128.5K shadded$12.5M
Central Pacific Bank - Trust DivisionCORE MSCI EAFE114K shadded$11M
CAMELOT TECHNOLOGY ADVISORS, INC.CORE MSCI EAFE107.5K shadded$10.4M
ACIMA PRIVATE WEALTH, LLCETF104.6K shadded$10.1M
Adelphi Trust CoExchange Traded Fund74.8K shadded$7.2M
MOODY NATIONAL BANK TRUST DIVISIONCORE MSCI EAFE68.7K shtrimmed$6.7M
SAPIENT CAPITAL LLCCORE MSCI EAFE65K shadded$6.3M
Box Hill Private Wealth LLCCORE MSCI EAFE57.9K shadded$5.6M
Kaydan Wealth Management, Inc.CORE MSCI EAFE56.6K shtrimmed$5.5M
Prism Advisors, Inc.SH BEN INT53.4K shtrimmed$5.1M
TITLEIST ASSET MANAGEMENT, LLCCORE MSCI EAFE47.5K shadded$4.6M
Vilga Financial Planning LLCCORE MSCI EAFE45.1K shtrimmed$4.4M
Aletheian Wealth Advisors LLCCORE MSCI EAFE38.7K shadded$3.7M
COLTON GROOME FINANCIAL ADVISORS, LLCCORE MSCI EAFE38.3K shadded$3.7M
TOMPKINS FINANCIAL CORPCORE MSCI EAFE35.4K shadded$3.4M
Cambridge Financial Group, LLCCORE MSCI EAFE35.5K shheld$3.4M
FERGUSON WELLMAN CAPITAL MANAGEMENT, INCETF34.3K shadded$3.3M
Wealth Enhancement Trust Services, Inc.CORE MSCI EAFE32.7K shadded$3.2M
Apeiron RIA LLCCORE MSCI EAFE30.1K shadded$2.9M
Lee, Kelleher & Klein Wealth ManagementCORE MSCI EAFE29.5K shadded$2.9M
Balefire, LLCCORE MSCI EAFE26K shtrimmed$2.5M
Veracity Capital LLCCORE MSCI EAFE24.3K shadded$2.4M
COLLECTIVE FAMILY OFFICE LLCCORE MSCI EAFE24.2K shtrimmed$2.3M
Williams & Novak Wealth Management, LLCCORE MSCI EAFE22.5K shtrimmed$2.2M
Harpswell Capital Advisors, LLCCORE MSCI EAFE21.8K shheld$2.1M
Everhart Financial Group, Inc.CORE MSCI EAFE21.4K shtrimmed$2.1M
GAMMA Investing LLCETF20.7K shadded$2M
VALLEY WEALTH MANAGERS, INC.ETF19K shtrimmed$1.8M
Capital Advisors Wealth Management, LLCCORE MSCI EAFE18.2K shadded$1.8M
Lincoln Capital LLCCORE MSCI EAFE17.4K shheld$1.7M
BOYUM WEALTH ARCHITECTS LLCCORE MSCI EAFE17.3K shtrimmed$1.7M
Paragon Capital Management LtdCORE MSCI EAFE16.9K shtrimmed$1.6M
Retirement Wealth Solutions LLCCORE MSCI EAFE16.8K shtrimmed$1.6M
CANANDAIGUA NATIONAL BANK & TRUST COCom16.3K shadded$1.6M
O'Keefe Stevens Advisory, Inc.CORE MSCI EAFE15.2K shheld$1.5M
CoreCap Advisors, LLCETF15.1K shadded$1.5M
INSPIRION WEALTH ADVISORS, LLCCORE MSCI EAFE14.7K shheld$1.4M
MARKET STREET WEALTH MANAGEMENT ADVISORS LLCCORE MSCI EAFE14.4K shadded$1.4M
Vann Equity Management LLCCORE MSCI EAFE14.4K shadded$1.4M
LWM ADVISORS INCCORE MSCI EAFE13.7K shadded$1.3M
DAVIDSON TRUST COEquities13.4K shadded$1.3M
GILPIN WEALTH MANAGEMENT, LLCCORE MSCI EAFE13.3K shtrimmed$1.3M
Breakwater Capital GroupCORE MSCI EAFE12.8K shtrimmed$1.2M
Cooper Financial GroupCORE MSCI EAFE11.5K shadded$1.1M
KWMG, LLCCORE MSCI EAFE10.4K shtrimmed$1M
ROCKLAND TRUST COCORE MSCI EAFE10K shtrimmed$966.2K
AVAII WEALTH MANAGEMENT, LLCCORE MSCI EAFE9.6K shadded$935.3K
BAKER TILLY WEALTH MANAGEMENT, LLCCORE MSCI EAFE9.2K shadded$888.1K
RVW Wealth, LLCCORE MSCI EAFE7.4K shadded$716.8K
PARK NATIONAL CORP /OH/Com7.2K shtrimmed$701.9K
Oak Grove Capital LLCCORE MSCI EAFE7.2K shheld$701K
Legacy Private Trust Co.CORE MSCI EAFE7.2K shtrimmed$701K
DIVERSIFIED MANAGEMENT INCCORE MSCI EAFE6.9K shadded$663.9K
CHAPIN DAVIS, INC.CORE MSCI EAFE6.8K shtrimmed$659.9K
KFA Private Wealth Group, LLCCORE MSCI EAFE6.8K shadded$657K
Echo45 Advisors LLCCORE MSCI EAFE6.5K sh—$629.1K
ELEVATION WEALTH PARTNERS, LLCCORE MSCI EAFE6.4K shtrimmed$619.2K
Trust CoETF5.7K shadded$554.1K
Sprinkle Financial Consultants LLCCORE MSCI EAFE5.5K shtrimmed$535.7K
Rosenberg Matthew HamiltonETF5.2K shadded$508.5K
First Heartland Consultants, Inc.CORE MSCI EAFE5.2K shtrimmed$505K
S.E.E.D. Planning Group LLCCORE MSCI EAFE5.2K sh—$501.3K
Capital Planning LLCExchange Traded Fund4.9K shtrimmed$473.9K
FC Advisory LLCCORE MSCI EAFE4.9K shtrimmed$473.6K
RTD Financial Advisors, Inc.CORE MSCI EAFE4.4K shtrimmed$424.4K
Olistico Wealth, LLCETF4.3K shadded$420.7K
STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLCCORE MSCI EAFE4.2K shheld$411K
Midwest Financial Partners Investments, Inc.CORE MSCI EAFE4.2K shheld$408.6K
Plan A Wealth LLCCORE MSCI EAFE4.2K shheld$404.1K
Canandaigua National Trust Co of FloridaCom4.1K shtrimmed$399.1K
Weaver Consulting GroupCORE MSCI EAFE4.1K shadded$399K
CENTRAL BANK & TRUST COEquities3.7K shheld$363.2K
M.E. ALLISON & CO., INC.CORE MSCI EAFE3.6K shadded$352.2K
Gradient Investments LLCCORE MSCI EAFE3.4K sh—$327.6K
DKM Wealth Management, Inc.CORE MSCI EAFE3.3K shheld$322.2K
Heartwood Wealth Advisors LLCETF3.2K shheld$313.2K
Baron Financial Group, LLCCORE MSCI EAFE3.2K shtrimmed$309.1K
Hardin Capital Partners, LLCCORE MSCI EAFE3.2K shtrimmed$308.4K
Delta Wealth Advisors LLCCORE MSCI EAFE3.2K shtrimmed$308K
ECLECTIC ASSOCIATES INC /ADVCORE MSCI EAFE3.1K shtrimmed$304.3K
Insight Wealth Strategies, LLCCORE MSCI EAFE3K shheld$292.1K
AMERICAN NATIONAL BANK & TRUSTCORE MSCI EAFE3K shadded$291.2K
Baring Financial LLCCORE MSCI EAFE2.9K shheld$280K
Pacifica Partners Inc.CORE MSCI EAFE2.9K shheld$274.8K
Atlas Brown,Inc.ETF2.8K shadded$272K
City Center Advisors, LLCCORE MSCI EAFE2.8K sh—$267.7K
Sound Income Strategies, LLCCORE MSCI EAFE2.7K shtrimmed$254.4K
Sincerus Advisory, LLCCORE MSCI EAFE2.5K shadded$244.8K
FINANCIAL MANAGEMENT NETWORK INCCORE MSCI EAFE2.5K shadded$242.5K
Arbor Wealth Advisors LLCCORE MSCI EAFE2.4K shheld$235.1K
LEGACY SOLUTIONS, LLCCORE MSCI EAFE2.3K shheld$224.1K
LifeGoal Investments, LLCCORE MSCI EAFE2.3K shheld$219.9K
CogentBlue Wealth Advisors, LLCCORE MSCI EAFE2.2K shtrimmed$215.4K
ARMSTRONG ADVISORY GROUP, INCCORE MSCI EAFE2.2K shheld$213.2K
BOS Asset Management, LLCCORE MSCI EAFE2.2K shheld$212.3K
Factor Wealth Management LTDCORE MSCI EAFE2.1K shheld$205K
Emprise BankEquities2.1K shtrimmed$200.4K
Prosperity Planning, Inc.CORE MSCI EAFE2.1K shtrimmed$200K
Marquette Asset Management, LLCCORE MSCI EAFE1.8K shadded$173.4K
Bank of New HampshireCORE MSCI EAFE1.7K shheld$163.7K
FIRST COMMUNITY TRUST NACORE MSCI EAFE1.3K shtrimmed$123.4K
Investors Research CorpCORE MSCI EAFE1.1K shadded$106.5K
ATWOOD & PALMER INCCOM812 shheld$78.7K
TOTH FINANCIAL ADVISORY CORPCORE MSCI EAFE788 shadded$76.3K
Horizons Wealth ManagementETF331 shadded$32.1K
Bullock Wealth Management GroupETF208 shheld$20K
Bank & Trust CoCORE MSCI EAFE188 shheld$18.2K
Davis Capital ManagementETF154 shheld$14.9K
Paladin Partners, LLCETF150 shheld$14.5K
MJT & Associates Financial Advisory Group, Inc.ETF88 shheld$8.5K
Go Invest LLCETF46 shadded$4.4K

Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.

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