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 2,115 institutions that hold shares in the stock, with a total of 572 Million shares, which have been reported (via 13F filing form) to have a value of $44.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
196,402
shares
|
$15.2 Million
2.04% of portfolio
|
Q3 2024
Added 2.91%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
193,692
shares
|
$14.9 Million
0.05% of portfolio
|
Q2 2023
Reduced 1.1%
|
|
|
Heartwood Wealth Advisors LLC
|
Oct 07, 2024 Q3 2024 |
192,399
shares
|
$14.8 Million
1.8% of portfolio
|
Q3 2024
Added 0.84%
|
|
|
Litman Gregory Wealth Management LLC
|
Oct 22, 2024 Q3 2024 |
191,954
shares
|
$14.8 Million
1.35% of portfolio
|
Q3 2024
Added 1.19%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
190,649
shares
|
$14.7 Million
0.18% of portfolio
|
Q3 2024
Reduced 2.53%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
190,633
shares
|
$14.7 Million
0.24% of portfolio
|
Q3 2024
Reduced 6.34%
|
|
|
Hantz Financial Services, Inc.
|
Nov 13, 2024 Q3 2024 |
190,366
shares
|
$14.7 Million
0.28% of portfolio
|
Q3 2024
Reduced 7.89%
|
|
|
Wellington Management Group LLP
Boston, MA |
Nov 14, 2024 Q3 2024 |
189,698
shares
|
$14.6 Million
0.0% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
North Rock Partners, LLC
|
Oct 30, 2024 Q3 2024 |
189,255
shares
|
$14.6 Million
1.39% of portfolio
|
Q3 2024
Reduced 5.15%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
187,801
shares
|
$14.5 Million
0.11% of portfolio
|
Q3 2024
Added 13.28%
|
|
|
Rmb Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
186,855
shares
|
$14.4 Million
0.36% of portfolio
|
Q3 2024
Reduced 35.47%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
184,956
shares
|
$14.3 Million
0.05% of portfolio
|
Q3 2024
Reduced 3.57%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Oct 03, 2024 Q3 2024 |
184,414
shares
|
$14.2 Million
1.49% of portfolio
|
Q3 2024
New holding
|
|
|
Hb Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
181,095
shares
|
$14 Million
0.16% of portfolio
|
Q3 2024
Added 1.81%
|
|
|
Eq LLC
Mercer Island, WA |
Nov 07, 2024 Q3 2024 |
180,435
shares
|
$13.9 Million
7.6% of portfolio
|
Q3 2024
Added 5.07%
|
|
|
Cape Ann Savings Bank
Gloucester, MA |
Oct 08, 2024 Q3 2024 |
178,538
shares
|
$13.8 Million
8.71% of portfolio
|
Q3 2024
Added 8.28%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Oct 31, 2024 Q3 2024 |
177,598
shares
|
$13.7 Million
2.43% of portfolio
|
Q3 2024
Added 3.99%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
176,539
shares
|
$13.6 Million
0.13% of portfolio
|
Q3 2024
Added 11.99%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
175,363
shares
|
$13.5 Million
0.55% of portfolio
|
Q3 2024
Added 40.37%
|
|
|
Marquette Associates, Inc.
Chicago, IL |
Nov 14, 2024 Q3 2024 |
175,334
shares
|
$13.5 Million
10.56% of portfolio
|
Q2 2024
Added 1.04%
|
|
|
Cibc World Markets Corp
New York, NY |
Nov 13, 2024 Q3 2024 |
174,633
shares
|
$13.5 Million
0.11% of portfolio
|
Q3 2024
Added 1.91%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
174,089
shares
|
$13.4 Million
0.29% of portfolio
|
Q4 2022
Reduced 0.35%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
173,871
shares
|
$13.4 Million
0.27% of portfolio
|
Q3 2024
Reduced 1.32%
|
|
|
Mcf Advisors LLC
Covington, KY |
Oct 24, 2024 Q3 2024 |
173,782
shares
|
$13.4 Million
1.03% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
173,749
shares
|
$13.4 Million
0.82% of portfolio
|
Q3 2024
Added 6.97%
|