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 2,116 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 $44.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Umpqua Bank
Lake Oswego, OR |
Oct 30, 2024 Q3 2024 |
23,871
shares
|
$1.85 Million
0.73% of portfolio
|
Q3 2024
Reduced 2.48%
|
|
|
Dougherty Wealth Advisers LLC
|
Oct 30, 2024 Q3 2024 |
23,748
shares
|
$1.84 Million
1.58% of portfolio
|
Q4 2023
New holding
|
|
|
Atticus Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
23,621
shares
|
$1.83 Million
0.69% of portfolio
|
Q3 2024
Added 2.52%
|
|
|
True Link Financial Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
23,466
shares
|
$1.82 Million
0.17% of portfolio
|
Q3 2024
Reduced 4.0%
|
|
|
Hall Laurie J Trustee
|
Oct 08, 2024 Q3 2024 |
23,425
shares
|
$1.82 Million
0.62% of portfolio
|
Q3 2024
Reduced 1.68%
|
|
|
Steph & CO
|
Oct 15, 2024 Q3 2024 |
23,374
shares
|
$1.81 Million
0.71% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Newport Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
23,161
shares
|
$1.79 Million
1.43% of portfolio
|
Q3 2024
Reduced 2.2%
|
|
|
Bahl & Gaynor Inc
|
Nov 12, 2024 Q3 2024 |
22,999
shares
|
$1.78 Million
0.01% of portfolio
|
Q3 2024
Reduced 16.91%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Nov 14, 2024 Q3 2024 |
22,791
shares
|
$1.77 Million
0.09% of portfolio
|
Q1 2024
Reduced 2.67%
|
|
|
Kg&L Capital Management,Llc
|
Oct 29, 2024 Q3 2024 |
22,785
shares
|
$1.77 Million
0.62% of portfolio
|
Q3 2024
Reduced 3.37%
|
|
|
Mayflower Financial Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
22,750
shares
|
$1.76 Million
0.3% of portfolio
|
Q2 2024
Reduced 2.41%
|
|
|
Pointe Capital Management LLC
|
Oct 24, 2024 Q3 2024 |
22,745
shares
|
$1.76 Million
1.13% of portfolio
|
Q3 2024
Added 22.36%
|
|
|
Optas, LLC
|
Oct 29, 2024 Q3 2024 |
22,540
shares
|
$1.75 Million
0.44% of portfolio
|
Q2 2020
Reduced 77.89%
|
|
|
Rockland Trust CO
|
Oct 03, 2024 Q3 2024 |
22,525
shares
|
$1.75 Million
0.09% of portfolio
|
Q3 2024
Added 0.98%
|
|
|
Windsor Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
22,497
shares
|
$1.74 Million
0.56% of portfolio
|
Q3 2024
Added 14.46%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Nov 07, 2024 Q3 2024 |
22,482
shares
|
$1.74 Million
1.29% of portfolio
|
Q1 2024
Reduced 3.22%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Oct 23, 2024 Q3 2024 |
22,432
shares
|
$1.74 Million
0.11% of portfolio
|
Q3 2024
Added 24.22%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
22,343
shares
|
$1.73 Million
0.07% of portfolio
|
Q3 2024
Reduced 40.23%
|
|
|
Eukles Asset Management
|
Oct 29, 2024 Q3 2024 |
22,326
shares
|
$1.73 Million
0.76% of portfolio
|
Q3 2024
Reduced 1.11%
|
|
|
Seven Post Investment Office LP
San Francisco, CA |
Oct 31, 2024 Q3 2024 |
22,273
shares
|
$1.73 Million
0.28% of portfolio
|
Q1 2024
Reduced 15.52%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Oct 25, 2024 Q3 2024 |
22,269
shares
|
$1.73 Million
1.65% of portfolio
|
Q3 2024
Reduced 7.16%
|
|
|
Resonant Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
22,252
shares
|
$1.72 Million
0.14% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Oct 30, 2024 Q3 2024 |
22,226
shares
|
$1.72 Million
0.34% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
22,219
shares
|
$1.72 Million
0.08% of portfolio
|
Q2 2024
Reduced 2.48%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Oct 09, 2024 Q3 2024 |
22,204
shares
|
$1.72 Million
0.4% of portfolio
|
Q3 2024
Reduced 7.7%
|