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 2,183 institutions that hold shares in the stock, with a total of 588 Million shares, which have been reported (via 13F filing form) to have a value of $48.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
66,460
shares
|
$5.44 Million
0.56% of portfolio
|
Q2 2024
Reduced 8.03%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
66,204
shares
|
$5.42 Million
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
66,120
shares
|
$5.41 Million
0.09% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Prism Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
66,041
shares
|
$5.4 Million
1.51% of portfolio
|
Q4 2024
Reduced 17.7%
|
|
|
Brio Consultants, LLC
|
Jan 24, 2025 Q4 2024 |
65,438
shares
|
$5.35 Million
0.78% of portfolio
|
Q4 2024
Added 7.73%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Feb 07, 2025 Q4 2024 |
65,260
shares
|
$5.34 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Callan Family Office, LLC
Radnor, PA |
Feb 06, 2025 Q4 2024 |
65,186
shares
|
$5.33 Million
0.31% of portfolio
|
Q4 2024
Reduced 18.05%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
65,148
shares
|
$5.33 Million
0.12% of portfolio
|
Q4 2024
Added 2.21%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
64,666
shares
|
$5.29 Million
0.12% of portfolio
|
Q4 2024
Reduced 74.58%
|
|
|
Fft Wealth Management LLC
West Conshohocken, PA |
Feb 04, 2025 Q4 2024 |
64,592
shares
|
$5.28 Million
0.38% of portfolio
|
Q4 2024
Reduced 6.4%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
64,136
shares
|
$5.25 Million
0.15% of portfolio
|
Q3 2024
Reduced 11.14%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Nov 13, 2024 Q3 2024 |
64,106
shares
|
$5.24 Million
0.35% of portfolio
|
Q3 2024
Reduced 1.88%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
63,574
shares
|
$5.2 Million
0.26% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Phillips Financial Management, LLC
|
Feb 10, 2025 Q4 2024 |
63,554
shares
|
$5.2 Million
0.39% of portfolio
|
Q4 2024
Reduced 12.71%
|
|
|
Webster Bank, N. A.
|
Jan 22, 2025 Q4 2024 |
63,523
shares
|
$5.2 Million
0.52% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
|
Rmr Wealth Builders
|
Jan 14, 2025 Q4 2024 |
63,312
shares
|
$5.18 Million
0.5% of portfolio
|
Q4 2024
Added 2.3%
|
|
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
Nov 13, 2024 Q3 2024 |
63,220
shares
|
$5.17 Million
2.03% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
Fi3 Financial Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
63,121
shares
|
$5.16 Million
1.8% of portfolio
|
Q4 2024
Reduced 2.66%
|
|
|
Moller Financial Services
|
Jan 07, 2025 Q4 2024 |
63,037
shares
|
$5.16 Million
1.25% of portfolio
|
Q2 2024
Reduced 3.03%
|
|
|
Van Leeuwen & Company, LLC
Princeton, NJ |
May 10, 2024 Q1 2024 |
63,024
shares
|
$5.16 Million
2.57% of portfolio
|
Q1 2024
Added 1.4%
|
|
|
Mondrian Investment Partners LTD
London, X0 |
Feb 13, 2025 Q4 2024 |
62,911
shares
|
$5.15 Million
0.09% of portfolio
|
Q4 2024
Reduced 72.52%
|
|
|
Angeles Investment Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
62,785
shares
|
$5.14 Million
0.23% of portfolio
|
Q4 2024
Reduced 16.6%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Feb 05, 2025 Q4 2024 |
62,756
shares
|
$5.13 Million
1.73% of portfolio
|
Q4 2024
Added 1.42%
|
|
|
Alamar Capital Management, LLC
|
Nov 14, 2024 Q3 2024 |
62,337
shares
|
$5.1 Million
2.94% of portfolio
|
Q3 2024
New holding
|
|
|
Summit Financial Strategies, Inc.
|
Jan 22, 2025 Q4 2024 |
61,413
shares
|
$5.02 Million
0.56% of portfolio
|
Q4 2024
Reduced 0.6%
|