Institutional Ownership Ishares Tr Msci Eafe ETF (EFA)
This table provides information about the institutional ownership of Ishares Tr Msci Eafe ETF (EFA). We have compiled data on the 2,166 institutions that hold shares in the stock, with a total of 587 Million shares, which have been reported (via 13F filing form) to have a value of $46.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
24,412
shares
|
$1.94 Million
0.14% of portfolio
|
Q4 2023
Added 26.78%
|
|
|
Cubic Asset Management, LLC
|
Apr 24, 2024 Q1 2024 |
24,372
shares
|
$1.94 Million
0.47% of portfolio
|
Q1 2024
Added 0.06%
|
|
|
Atticus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
24,363
shares
|
$1.94 Million
0.63% of portfolio
|
Q4 2024
Added 3.14%
|
|
|
Bank Ozk
|
Feb 05, 2025 Q4 2024 |
24,339
shares
|
$1.94 Million
0.8% of portfolio
|
Q4 2024
Reduced 4.08%
|
|
|
Bank Of Marin
Novato, CA |
Feb 10, 2025 Q4 2024 |
24,306
shares
|
$1.94 Million
1.5% of portfolio
|
Q4 2024
Added 1.63%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jan 06, 2025 Q4 2024 |
24,247
shares
|
$1.93 Million
1.4% of portfolio
|
Q4 2024
Reduced 3.52%
|
|
|
Bank Of New Hampshire
|
Jan 07, 2025 Q4 2024 |
24,215
shares
|
$1.93 Million
0.47% of portfolio
|
Q4 2024
Reduced 2.46%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
24,152
shares
|
$1.92 Million
0.07% of portfolio
|
Q4 2024
Added 9.89%
|
|
|
Newport Capital Group, LLC
|
Jan 29, 2025 Q4 2024 |
24,109
shares
|
$1.92 Million
1.35% of portfolio
|
Q4 2024
Added 4.09%
|
|
|
River Glades Family Offices LLC
Naples, FL |
Nov 13, 2024 Q3 2024 |
24,106
shares
|
$1.92 Million
1.44% of portfolio
|
Q2 2024
Reduced 2.55%
|
|
|
Shoker Investment Counsel, Inc.
Oxford, OH |
Feb 05, 2025 Q4 2024 |
23,913
shares
|
$1.9 Million
0.61% of portfolio
|
Q4 2024
Reduced 2.2%
|
|
|
Umpqua Bank
Lake Oswego, OR |
Feb 11, 2025 Q4 2024 |
23,871
shares
|
$1.9 Million
0.62% of portfolio
|
Q3 2024
Reduced 2.48%
|
|
|
Morris Financial Concepts, Inc.
|
Jan 29, 2025 Q4 2024 |
23,843
shares
|
$1.9 Million
0.78% of portfolio
|
Q4 2024
Added 13.11%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
23,803
shares
|
$1.9 Million
0.08% of portfolio
|
Q4 2024
Reduced 1.2%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
23,794
shares
|
$1.9 Million
0.28% of portfolio
|
Q4 2024
Added 4.59%
|
|
|
Dougherty Wealth Advisers LLC
|
Jan 24, 2025 Q4 2024 |
23,748
shares
|
$1.89 Million
1.4% of portfolio
|
Q4 2023
New holding
|
|
|
Lmcg Investments, LLC
Boston, MA |
Jan 16, 2025 Q4 2024 |
23,719
shares
|
$1.89 Million
0.11% of portfolio
|
Q4 2024
Added 19.43%
|
|
|
Abacus Planning Group, Inc.
|
Jan 31, 2025 Q4 2024 |
23,689
shares
|
$1.89 Million
0.32% of portfolio
|
Q4 2024
Added 11.25%
|
|
|
True Link Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
23,430
shares
|
$1.87 Million
0.15% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Hall Laurie J Trustee
|
Jan 16, 2025 Q4 2024 |
23,425
shares
|
$1.87 Million
0.58% of portfolio
|
Q3 2024
Reduced 1.68%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
23,410
shares
|
$1.86 Million
0.19% of portfolio
|
Q4 2024
Added 10.66%
|
|
|
Global Strategic Investment Solutions, LLC
|
Feb 06, 2025 Q4 2024 |
23,154
shares
|
$1.84 Million
0.21% of portfolio
|
Q4 2024
Reduced 5.0%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
23,032
shares
|
$1.83 Million
0.05% of portfolio
|
Q4 2024
Reduced 36.6%
|
|
|
Kg&L Capital Management,Llc
|
Jan 23, 2025 Q4 2024 |
22,946
shares
|
$1.83 Million
0.57% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Advisor Os, LLC
|
Feb 04, 2025 Q4 2024 |
22,843
shares
|
$1.82 Million
0.2% of portfolio
|
Q4 2024
Added 15.59%
|