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 |
|---|---|---|---|---|---|
|
Wolf Group Capital Advisors
|
Oct 31, 2024 Q3 2024 |
34,660
shares
|
$2.76 Million
1.24% of portfolio
|
Q3 2024
Added 34.18%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Feb 10, 2025 Q4 2024 |
34,620
shares
|
$2.76 Million
0.1% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
34,247
shares
|
$2.73 Million
0.13% of portfolio
|
Q3 2024
Reduced 1.51%
|
|
|
Klingman & Associates, LLC
|
Jan 31, 2025 Q4 2024 |
34,168
shares
|
$2.72 Million
0.16% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
34,145
shares
|
$2.72 Million
0.07% of portfolio
|
Q3 2024
Reduced 49.91%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 14, 2025 Q4 2024 |
34,133
shares
|
$2.72 Million
0.41% of portfolio
|
Q4 2023
Reduced 1.44%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
34,096
shares
|
$2.72 Million
0.05% of portfolio
|
Q4 2024
Added 11.65%
|
|
|
Rovin Capital
|
Jan 14, 2025 Q4 2024 |
33,940
shares
|
$2.7 Million
0.92% of portfolio
|
Q4 2024
Reduced 12.78%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
33,926
shares
|
$2.7 Million
0.27% of portfolio
|
Q3 2023
Added 555.07%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 16, 2024 Q3 2024 |
33,775
shares
|
$2.69 Million
0.55% of portfolio
|
Q2 2024
Reduced 0.13%
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
33,704
shares
|
$2.68 Million
0.99% of portfolio
|
Q4 2023
Added 29.17%
|
|
|
Asset Planning Corporation
|
Jan 24, 2025 Q4 2024 |
33,619
shares
|
$2.68 Million
1.6% of portfolio
|
Q4 2024
Added 0.63%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Feb 06, 2025 Q4 2024 |
33,556
shares
|
$2.67 Million
0.26% of portfolio
|
Q4 2024
Added 5.27%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
33,486
shares
|
$2.67 Million
0.04% of portfolio
|
Q3 2024
Added 86.26%
|
|
|
Macquarie Group LTD
Australia, C3 |
Nov 14, 2024 Q3 2024 |
33,478
shares
|
$2.67 Million
0.0% of portfolio
|
Q3 2024
Added 232.72%
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
Feb 10, 2025 Q4 2024 |
33,278
shares
|
$2.65 Million
0.01% of portfolio
|
Q3 2023
Added 12.69%
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
33,255
shares
|
$2.65 Million
0.16% of portfolio
|
Q3 2022
Reduced 11.6%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Nov 12, 2024 Q3 2024 |
33,250
shares
|
$2.65 Million
0.05% of portfolio
|
Q3 2024
Added 364.06%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Jan 27, 2025 Q4 2024 |
33,231
shares
|
$2.65 Million
1.11% of portfolio
|
Q4 2024
Added 4.98%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
33,212
shares
|
$2.65 Million
0.11% of portfolio
|
Q3 2024
Added 2.79%
|
|
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
33,103
shares
|
$2.64 Million
1.95% of portfolio
|
Q4 2024
Added 15.96%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
33,046
shares
|
$2.63 Million
0.17% of portfolio
|
Q3 2022
Added 23.71%
|
|
|
Boltwood Capital Management
|
Jan 06, 2025 Q4 2024 |
32,504
shares
|
$2.59 Million
0.75% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Orgel Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
32,473
shares
|
$2.59 Million
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
32,458
shares
|
$2.59 Million
0.11% of portfolio
|
Q3 2024
Added 66.94%
|