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 2,144 institutions that hold shares in the stock, with a total of 574 Million shares, which have been reported (via 13F filing form) to have a value of $45.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sonata Capital Group Inc
|
Jan 29, 2025 Q4 2024 |
3,167
shares
|
$250,953
0.1% of portfolio
|
Q3 2024
Reduced 22.4%
|
|
|
Gsb Wealth Management, LLC
|
Jan 21, 2025 Q4 2024 |
3,166
shares
|
$250,873
0.06% of portfolio
|
Q4 2024
Added 0.99%
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Jan 31, 2025 Q4 2024 |
3,165
shares
|
$250,794
0.22% of portfolio
|
Q4 2023
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
3,159
shares
|
$250,319
0.06% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Nov 08, 2024 Q3 2024 |
3,150
shares
|
$249,605
0.04% of portfolio
|
Q3 2024
Reduced 29.8%
|
|
|
Pack Private Wealth, LLC
Wayzata, MN |
Oct 28, 2024 Q3 2024 |
3,149
shares
|
$249,526
0.15% of portfolio
|
Q4 2022
Reduced 21.35%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
3,147
shares
|
$249,368
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Octavia Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
3,140
shares
|
$248,813
0.03% of portfolio
|
Q4 2024
Reduced 2.18%
|
|
|
Magnolia Capital Management LTD
|
Jan 14, 2025 Q4 2024 |
3,135
shares
|
$248,417
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Jan 15, 2025 Q4 2024 |
3,126
shares
|
$247,704
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
3,122
shares
|
$247,387
0.09% of portfolio
|
Q1 2023
Added 0.45%
|
|
|
Means Investment Co., Inc.
|
Jan 24, 2025 Q4 2024 |
3,121
shares
|
$247,308
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Meritage Portfolio Management
|
Jan 27, 2025 Q4 2024 |
3,119
shares
|
$247,149
0.02% of portfolio
|
Q4 2024
Added 4.84%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jan 29, 2025 Q4 2024 |
3,119
shares
|
$247,149
0.07% of portfolio
|
Q4 2024
Added 3.59%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
3,114
shares
|
$246,753
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Jan 15, 2025 Q4 2024 |
3,109
shares
|
$246,357
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Aurora Private Wealth, Inc.
|
Jan 22, 2025 Q4 2024 |
3,099
shares
|
$245,564
0.18% of portfolio
|
Q4 2024
Reduced 45.04%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Jan 27, 2025 Q4 2024 |
3,097
shares
|
$245,406
0.05% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jan 31, 2025 Q4 2024 |
3,095
shares
|
$245,247
0.11% of portfolio
|
Q4 2024
Reduced 3.82%
|
|
|
J.P. Marvel Investment Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
3,069
shares
|
$243,187
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Sar Wealth Management Group, LLC
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
3,065
shares
|
$242,870
0.16% of portfolio
|
Q4 2024
Added 1.26%
|
|
|
Sargent Investment Group, LLC
|
Jan 27, 2025 Q4 2024 |
3,045
shares
|
$241,285
0.04% of portfolio
|
Q4 2024
Reduced 9.51%
|
|
|
Elk River Wealth Management, LLC
|
Oct 11, 2024 Q3 2024 |
3,043
shares
|
$241,127
0.05% of portfolio
|
Q3 2024
Added 13.76%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 17, 2024 Q3 2024 |
3,033
shares
|
$240,334
0.09% of portfolio
|
Q2 2024
Added 2.67%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Jan 16, 2025 Q4 2024 |
3,030
shares
|
$240,097
0.03% of portfolio
|
Q4 2024
Reduced 3.44%
|