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 2,158 institutions that hold shares in the stock, with a total of 576 Million shares, which have been reported (via 13F filing form) to have a value of $45.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jan 28, 2025 Q4 2024 |
6,013
shares
|
$478,935
0.0% of portfolio
|
Q3 2024
Reduced 3.22%
|
|
|
Db Fitzpatrick & Co, Inc
|
Jan 15, 2025 Q4 2024 |
5,999
shares
|
$477,820
0.42% of portfolio
|
Q4 2024
Reduced 20.0%
|
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
5,991
shares
|
$477,183
0.07% of portfolio
|
Q4 2022
Added 2.97%
|
|
|
Linker Capital Management Inc.
|
Aug 14, 2023 Q2 2023 |
5,983
shares
|
$476,545
0.57% of portfolio
|
Q2 2023
Reduced 30.36%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
5,970
shares
|
$475,510
0.01% of portfolio
|
Q4 2024
Reduced 55.0%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Jan 28, 2025 Q4 2024 |
5,960
shares
|
$474,714
0.04% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
5,925
shares
|
$471,926
0.13% of portfolio
|
Q2 2023
Added 405.12%
|
|
|
Holderness Investments CO
Greensboro, NC |
Nov 12, 2024 Q3 2024 |
5,923
shares
|
$471,766
0.11% of portfolio
|
Q2 2024
Reduced 1.25%
|
|
|
Colorado Capital Management, Inc.
|
Jan 16, 2025 Q4 2024 |
5,912
shares
|
$470,890
0.22% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
5,905
shares
|
$470,333
0.01% of portfolio
|
Q4 2024
Added 10.07%
|
|
|
Farrell Financial LLC
Orchard Park, NY |
Jan 16, 2025 Q4 2024 |
5,891
shares
|
$469,218
0.32% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Jan 31, 2025 Q4 2024 |
5,889
shares
|
$469,058
0.08% of portfolio
|
Q2 2020
Added 4.09%
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
5,880
shares
|
$468,342
0.16% of portfolio
|
Q3 2023
Reduced 3.07%
|
|
|
Taylor Hoffman Wealth Management
Richmond, VA |
Aug 09, 2024 Q2 2024 |
5,877
shares
|
$468,103
0.19% of portfolio
|
Q4 2022
New holding
|
|
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
Nov 12, 2024 Q3 2024 |
5,877
shares
|
$468,103
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Nov 06, 2024 Q3 2024 |
5,823
shares
|
$463,801
0.15% of portfolio
|
Q3 2024
Reduced 40.29%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Jan 22, 2025 Q4 2024 |
5,812
shares
|
$462,925
0.22% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Wms Partners, LLC
|
Nov 13, 2024 Q3 2024 |
5,810
shares
|
$462,766
0.03% of portfolio
|
Q3 2024
Added 59.62%
|
|
|
Pacific Sage Partners, LLC
Shoreline, WA |
Jan 24, 2025 Q4 2024 |
5,734
shares
|
$456,713
0.1% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Sightline Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
5,732
shares
|
$456,553
0.23% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Landmark Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
5,730
shares
|
$456,394
0.19% of portfolio
|
Q4 2024
Added 2.32%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 18, 2024 Q3 2024 |
5,700
shares
|
$454,005
0.04% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Zions Bancorporation, N.A.
|
Nov 06, 2024 Q3 2024 |
5,700
shares
|
$454,005
0.03% of portfolio
|
Q3 2024
Reduced 24.76%
|
|
|
West Hill Financial Advisors, Inc.
|
Jan 31, 2025 Q4 2024 |
5,683
shares
|
$452,650
0.1% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Argus Investors' Counsel, Inc.
|
Jan 27, 2025 Q4 2024 |
5,669
shares
|
$451,535
0.3% of portfolio
|
Q4 2024
Added 56.08%
|