ISHARES CORE MSCI EAFE ETF (IEFA) Institutional Ownership Changes & 13F Activity

ISHARES CORE MSCI EAFE ETF (IEFA). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Envestnet Asset Management Inc, Envestnet Portfolio Solutions, Inc., Mercer Global Advisors Inc, Integrated Wealth Concepts Llc, and Envision Financial Transparency, Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncSell-1,715,781-3.4%49,145,813$4.75BQ2 2026Sep 23, 2026
Envestnet Portfolio Solutions, Inc.Buy+255,556+8.9%3,139,054$303.17MQ2 2026Sep 23, 2026
Qrg Capital Management, Inc.Buy+69,885+210.5%103,084$9.96MQ2 2026Sep 23, 2026
Security National Bank Of So DakBuy+742—742$71.66KQ2 2026Sep 18, 2026
Security National Bank Of Sioux City IowaBuy+321—321$31.00KQ2 2026Sep 18, 2026
Cherry Tree Wealth Management, LlcSell-413-2.3%17,914$1.73MQ2 2026Sep 15, 2026
Anchor Investment Management, LlcBuy+38+1.2%3,190$308.09KQ2 2026Sep 15, 2026
Talon Private Wealth, LlcBuy+803+8.5%10,225$987.54KQ2 2026Sep 11, 2026
Integrated Wealth Concepts LlcSell-160,671-22.9%541,003$52.25MQ2 2026Sep 09, 2026
Manufacturers Life Insurance Company, TheSell-11,000-1.8%587,914$56.78MQ2 2026Sep 09, 2026
Parkside Financial Bank & TrustBuy+4,375+6.4%73,142$7.06MQ2 2026Sep 04, 2026
Anchor Capital Advisors LlcSell-457-9.8%4,218$407.37KQ2 2026Sep 03, 2026
Citadel Advisors LlcBuy+24,137—24,137$2.33MQ2 2026Sep 02, 2026
Corient Private Wealth LlcBuy+31,452+0.9%3,377,165$326.17MQ2 2026Aug 27, 2026
Wellington Grp LlcBuy+4,760—4,760$459.72KQ2 2026Aug 26, 2026
Horan Wealth, LlcSell-695-16.8%3,430$331.32KQ2 2026Aug 26, 2026
Tobias Financial Advisors, Inc.Sell-15-0.0%36,735$3.55MQ2 2026Aug 25, 2026
Strategic Financial Services, Inc.Buy+286+2.9%10,131$978.42KQ2 2026Aug 24, 2026
Envision Financial Transparency, LlcBuy+125,975—125,975$6.45MQ2 2026Aug 21, 2026
Bernard Wealth Management Corp.Buy+3,084+4.5%72,162$6.97MQ2 2026Aug 21, 2026
West Michigan Advisors, LlcSell-354-3.6%9,507$918.21KQ2 2026Aug 21, 2026
Rehmann Capital Advisory GroupBuy+26,320+2.6%1,027,001$99.25MQ2 2026Aug 20, 2026
Clifford Swan Investment Counsel LlcBuy+2,226+81.1%4,972$480.20KQ2 2026Aug 20, 2026
Forefront Wealth Partners, LlcSell-114-0.3%38,264$3.70MQ2 2026Aug 20, 2026
Gill Capital Partners, LlcBuy+4+0.2%1,703$164.47KQ2 2026Aug 20, 2026
Mercer Global Advisors IncSell-187,648-4.0%4,450,490$429.83MQ2 2026Aug 19, 2026
Field & Main BankBuy+51,209+41.7%174,078$16.81MQ2 2026Aug 19, 2026
Kingsview Wealth Management, LlcBuy+37,439+50.1%112,103$10.83MQ2 2026Aug 19, 2026
Stock Yards Bank & Trust CoBuy+12,988+22.7%70,084$6.77MQ2 2026Aug 19, 2026
Vermillion & White Wealth Management Group, LlcBuy+3,125—3,125$301.79KQ2 2026Aug 19, 2026
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Frequently asked questions about IEFA activity

  • Which institutional owners are buying IEFA?

    Institutional owners buying IEFA include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in IEFA activity?

    "Buy" means an investor increased their reported position in IEFA compared to the prior reporting period. This reflects growing exposure to ISHARES CORE MSCI EAFE ETF (IEFA) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in IEFA increasing?

    Institutional interest in IEFA can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.