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 2,165 institutions that hold shares in the stock, with a total of 579 Million shares, which have been reported (via 13F filing form) to have a value of $46.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stone Asset Management Inc.
|
Apr 17, 2023 Q1 2023 |
14,842
shares
|
$1.18 Million
1.7% of portfolio
|
Q1 2023
Reduced 77.9%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 14, 2025 Q4 2024 |
14,833
shares
|
$1.18 Million
0.26% of portfolio
|
Q4 2024
Added 8.48%
|
|
|
Global Trust Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
14,812
shares
|
$1.18 Million
0.43% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Avantax Planning Partners, Inc.
|
Feb 07, 2025 Q4 2024 |
14,788
shares
|
$1.18 Million
0.04% of portfolio
|
Q4 2024
Reduced 1.13%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Nov 05, 2024 Q3 2024 |
14,746
shares
|
$1.17 Million
0.15% of portfolio
|
Q3 2024
Added 11.64%
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Jan 14, 2025 Q4 2024 |
14,632
shares
|
$1.17 Million
0.46% of portfolio
|
Q1 2024
Reduced 22.41%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
14,570
shares
|
$1.16 Million
0.02% of portfolio
|
Q3 2022
Reduced 19.47%
|
|
|
Impact Capital Partners LLC
Greenwood Village, CO |
Feb 10, 2025 Q4 2024 |
14,555
shares
|
$1.16 Million
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 14, 2024 Q3 2024 |
14,537
shares
|
$1.16 Million
0.48% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Texas Capital Bancshares Inc
|
Nov 14, 2024 Q3 2024 |
14,521
shares
|
$1.16 Million
0.64% of portfolio
|
Q3 2024
Reduced 23.16%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Feb 05, 2025 Q4 2024 |
14,513
shares
|
$1.16 Million
0.0% of portfolio
|
Q4 2024
Added 13.24%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Jan 29, 2025 Q4 2024 |
14,505
shares
|
$1.16 Million
0.13% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Moloney Securities Asset Management, LLC
|
Jan 28, 2025 Q4 2024 |
14,464
shares
|
$1.15 Million
0.15% of portfolio
|
Q4 2024
Reduced 84.11%
|
|
|
Emprise Bank
Wichita, KS |
Jan 13, 2025 Q4 2024 |
14,452
shares
|
$1.15 Million
0.62% of portfolio
|
Q2 2024
Reduced 25.2%
|
|
|
Eagle Global Advisors LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
14,400
shares
|
$1.15 Million
0.06% of portfolio
|
Q3 2024
Reduced 17.24%
|
|
|
Franklin, Parlapiano, Turner & Welch, LLC
|
Jan 23, 2025 Q4 2024 |
14,369
shares
|
$1.14 Million
0.29% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Garrett Investment Advisors LLC
|
Jan 15, 2025 Q4 2024 |
14,338
shares
|
$1.14 Million
0.12% of portfolio
|
Q4 2024
Added 79.07%
|
|
|
Del Sette Capital Management, LLC
|
Feb 11, 2025 Q4 2024 |
14,300
shares
|
$1.14 Million
0.89% of portfolio
|
Q2 2024
Reduced 7.83%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Jan 14, 2025 Q4 2024 |
14,295
shares
|
$1.14 Million
0.54% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
14,216
shares
|
$1.13 Million
0.01% of portfolio
|
Q3 2024
Reduced 75.4%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
14,211
shares
|
$1.13 Million
0.27% of portfolio
|
Q1 2024
New holding
|
|
|
Archvest Wealth Advisors, Inc.
|
Jan 28, 2025 Q4 2024 |
14,182
shares
|
$1.13 Million
0.78% of portfolio
|
Q4 2024
Reduced 3.87%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
14,136
shares
|
$1.13 Million
0.02% of portfolio
|
Q2 2024
Added 846.82%
|
|
|
Valued Retirements, Inc.
Houston, TX |
Feb 10, 2025 Q4 2024 |
14,071
shares
|
$1.12 Million
1.43% of portfolio
|
Q3 2024
New holding
|
|
|
Jarislowsky, Fraser LTD
|
Nov 13, 2024 Q3 2024 |
14,000
shares
|
$1.12 Million
0.01% of portfolio
|
Q1 2024
Reduced 57.0%
|