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 |
|---|---|---|---|---|---|
|
Davidson Trust CO
|
Jan 31, 2025 Q4 2024 |
20,433
shares
|
$1.63 Million
0.8% of portfolio
|
Q4 2023
Added 25.33%
|
|
|
Osborne Partners Capital Management, LLC
|
Jan 24, 2025 Q4 2024 |
20,401
shares
|
$1.62 Million
0.09% of portfolio
|
Q4 2024
Reduced 0.73%
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
20,386
shares
|
$1.62 Million
0.08% of portfolio
|
Q4 2024
Added 16.52%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
20,350
shares
|
$1.62 Million
0.18% of portfolio
|
Q4 2023
Added 45.48%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
20,337
shares
|
$1.62 Million
0.05% of portfolio
|
Q4 2024
Reduced 3.56%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 17, 2025 Q4 2024 |
20,291
shares
|
$1.62 Million
0.46% of portfolio
|
Q4 2024
Added 508.79%
|
|
|
Seven Post Investment Office LP
San Francisco, CA |
Jan 16, 2025 Q4 2024 |
20,289
shares
|
$1.62 Million
0.59% of portfolio
|
Q4 2024
Reduced 8.91%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
20,259
shares
|
$1.61 Million
1.0% of portfolio
|
Q2 2024
Added 0.03%
|
|
|
Bahl & Gaynor Inc
|
Feb 06, 2025 Q4 2024 |
20,142
shares
|
$1.6 Million
0.01% of portfolio
|
Q4 2024
Reduced 12.42%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Jan 08, 2025 Q4 2024 |
20,130
shares
|
$1.6 Million
0.32% of portfolio
|
Q4 2024
Reduced 9.34%
|
|
|
Curated Wealth Partners LLC
|
Jan 21, 2025 Q4 2024 |
19,840
shares
|
$1.58 Million
0.17% of portfolio
|
Q3 2024
Added 85.85%
|
|
|
Moreno Evelyn V
Boston, MA |
Feb 09, 2024 Q4 2023 |
19,790
shares
|
$1.58 Million
0.72% of portfolio
|
Q4 2023
Reduced 76.27%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
19,780
shares
|
$1.58 Million
0.3% of portfolio
|
Q3 2023
Reduced 0.45%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Nov 12, 2024 Q3 2024 |
19,724
shares
|
$1.57 Million
0.22% of portfolio
|
Q3 2024
Reduced 15.49%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
19,621
shares
|
$1.56 Million
0.22% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
19,604
shares
|
$1.56 Million
0.31% of portfolio
|
Q4 2024
Added 0.56%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Feb 10, 2025 Q4 2024 |
19,460
shares
|
$1.55 Million
0.11% of portfolio
|
Q2 2024
Reduced 2.51%
|
|
|
Simplicity Wealth,Llc
|
Feb 07, 2025 Q4 2024 |
19,243
shares
|
$1.53 Million
0.32% of portfolio
|
Q4 2024
Reduced 72.92%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 14, 2024 Q3 2024 |
18,875
shares
|
$1.5 Million
0.22% of portfolio
|
Q3 2024
Reduced 14.77%
|
|
|
Trinity Financial Advisors LLC
|
Jan 10, 2025 Q4 2024 |
18,864
shares
|
$1.5 Million
0.55% of portfolio
|
Q4 2024
Added 13.94%
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
Jan 31, 2025 Q4 2024 |
18,861
shares
|
$1.5 Million
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Live Oak Private Wealth LLC
|
Jan 28, 2025 Q4 2024 |
18,811
shares
|
$1.5 Million
0.25% of portfolio
|
Q1 2024
Reduced 0.42%
|
|
|
Simon Quick Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
18,791
shares
|
$1.5 Million
0.09% of portfolio
|
Q4 2024
Reduced 1.34%
|
|
|
Triasima Portfolio Management Inc.
|
Jan 28, 2025 Q4 2024 |
18,742
shares
|
$1.49 Million
0.31% of portfolio
|
Q4 2024
Reduced 26.29%
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
18,615
shares
|
$1.48 Million
0.01% of portfolio
|
Q4 2024
Added 2.96%
|