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 2,277 institutions that hold shares in the stock, with a total of 575 Million shares, which have been reported (via 13F filing form) to have a value of $51.3 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Apr 29, 2025 Q1 2025 |
47,203
shares
|
$4.2 Million
2.1% of portfolio
|
Q1 2025
Reduced 15.9%
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
47,112
shares
|
$4.2 Million
0.82% of portfolio
|
Q2 2023
Added 2.2%
|
|
Leverty Financial Group, LLC
|
Apr 10, 2025 Q1 2025 |
46,965
shares
|
$4.18 Million
1.98% of portfolio
|
Q1 2025
Added 5.79%
|
|
Gryphon Financial Partners LLC
|
May 12, 2025 Q1 2025 |
46,435
shares
|
$4.14 Million
0.55% of portfolio
|
Q1 2025
Reduced 3.11%
|
|
Dumont & Blake Investment Advisors LLC
|
Apr 08, 2025 Q1 2025 |
45,902
shares
|
$4.09 Million
1.13% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
New Republic Capital, LLC
Charlotte, NC |
May 07, 2025 Q1 2025 |
45,512
shares
|
$4.05 Million
1.61% of portfolio
|
Q1 2025
Added 59.36%
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
45,403
shares
|
$4.04 Million
1.76% of portfolio
|
Q4 2022
Added 24.79%
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
45,401
shares
|
$4.04 Million
2.55% of portfolio
|
Q2 2024
Reduced 6.47%
|
|
Wcm Investment Management, LLC
Laguna Beach, CA |
Apr 28, 2025 Q1 2025 |
45,174
shares
|
$4.02 Million
0.01% of portfolio
|
Q1 2025
Reduced 96.08%
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Apr 03, 2025 Q1 2025 |
45,056
shares
|
$4.01 Million
0.51% of portfolio
|
Q1 2025
Reduced 8.03%
|
|
Waddell & Associates, LLC
|
May 14, 2025 Q1 2025 |
44,820
shares
|
$3.99 Million
0.49% of portfolio
|
Q4 2024
Added 0.22%
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
44,771
shares
|
$3.99 Million
0.48% of portfolio
|
Q1 2025
Reduced 5.14%
|
|
Wealth Advisory Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
44,695
shares
|
$3.98 Million
0.97% of portfolio
|
Q1 2025
Added 8.29%
|
|
Harbor Capital Advisors, Inc.
|
Apr 14, 2025 Q1 2025 |
44,534
shares
|
$3.97 Million
0.17% of portfolio
|
Q1 2025
Added 2586.01%
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
May 09, 2025 Q1 2025 |
44,491
shares
|
$3.96 Million
0.74% of portfolio
|
Q1 2025
Reduced 6.66%
|
|
Farmers & Merchants Investments Inc
|
Apr 16, 2025 Q1 2025 |
44,248
shares
|
$3.94 Million
0.12% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
May 02, 2025 Q1 2025 |
44,222
shares
|
$3.94 Million
0.51% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
44,166
shares
|
$3.93 Million
0.1% of portfolio
|
Q1 2025
Reduced 19.75%
|
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
May 12, 2025 Q1 2025 |
44,036
shares
|
$3.92 Million
2.37% of portfolio
|
Q1 2025
New holding
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
43,819
shares
|
$3.9 Million
0.13% of portfolio
|
Q1 2025
Added 118.79%
|
|
Asset Management Group, Inc.
Stamford, CT |
May 14, 2025 Q1 2025 |
43,298
shares
|
$3.86 Million
0.66% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
Acropolis Investment Management, LLC
|
Apr 17, 2025 Q1 2025 |
43,180
shares
|
$3.85 Million
0.21% of portfolio
|
Q1 2025
Reduced 5.64%
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
42,614
shares
|
$3.8 Million
0.54% of portfolio
|
Q1 2023
New holding
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
42,369
shares
|
$3.77 Million
0.08% of portfolio
|
Q1 2025
Reduced 34.48%
|
|
Sterling Investment Advisors LLC
|
Apr 24, 2025 Q1 2025 |
42,351
shares
|
$3.77 Million
1.95% of portfolio
|
Q1 2025
Reduced 2.0%
|