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 |
|---|---|---|---|---|---|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 17, 2024 Q3 2024 |
11,702
shares
|
$906,905
0.09% of portfolio
|
Q3 2024
Added 22.91%
|
|
|
Holistic Financial Partners
|
Nov 07, 2024 Q3 2024 |
11,693
shares
|
$906,207
0.48% of portfolio
|
Q3 2024
Reduced 5.77%
|
|
|
Efg Capital International Corp.
Miami, FL |
Aug 02, 2023 Q2 2023 |
11,632
shares
|
$901,480
0.2% of portfolio
|
Q2 2023
New holding
|
|
|
Schrum Private Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
11,616
shares
|
$900,240
0.5% of portfolio
|
Q3 2024
Added 107.06%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
11,607
shares
|
$899,542
0.09% of portfolio
|
Q3 2024
Reduced 9.31%
|
|
|
Keystone Wealth Services, LLC
|
Oct 15, 2024 Q3 2024 |
11,581
shares
|
$897,527
0.29% of portfolio
|
Q3 2024
Added 1.15%
|
|
|
Lansing Street Advisors
|
Oct 29, 2024 Q3 2024 |
11,542
shares
|
$894,505
0.37% of portfolio
|
Q3 2024
Reduced 6.63%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
11,513
shares
|
$892,257
0.14% of portfolio
|
Q3 2024
Added 95.37%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
11,509
shares
|
$891,947
0.13% of portfolio
|
Q3 2024
Added 2.01%
|
|
|
Ironwood Investment Counsel, LLC
|
Nov 14, 2024 Q3 2024 |
11,508
shares
|
$891,870
0.17% of portfolio
|
Q3 2023
Reduced 0.08%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jul 19, 2024 Q2 2024 |
11,500
shares
|
$891,250
0.11% of portfolio
|
Q2 2024
Reduced 1.82%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
11,498
shares
|
$891,095
0.23% of portfolio
|
Q2 2024
Reduced 1.08%
|
|
|
Montag & Caldwell, LLC
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
11,440
shares
|
$886,600
0.2% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Nov 14, 2024 Q3 2024 |
11,383
shares
|
$882,182
0.41% of portfolio
|
Q3 2024
Reduced 2.68%
|
|
|
Kfa Private Wealth Group, LLC
|
Oct 18, 2024 Q3 2024 |
11,343
shares
|
$879,082
0.45% of portfolio
|
Q3 2024
Added 7.55%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
11,253
shares
|
$872,107
0.28% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
11,230
shares
|
$870,325
0.23% of portfolio
|
Q2 2023
Reduced 15.37%
|
|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
11,199
shares
|
$867,922
0.05% of portfolio
|
Q3 2024
Added 22.39%
|
|
|
Truefg, LLC
Cedar Park, TX |
Oct 18, 2024 Q3 2024 |
11,195
shares
|
$867,612
0.31% of portfolio
|
Q3 2024
Added 1.49%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Nov 07, 2024 Q3 2024 |
11,181
shares
|
$866,527
0.68% of portfolio
|
Q4 2023
Reduced 80.04%
|
|
|
O'Dell Group, LLC
Cincinnati, OH |
Nov 13, 2024 Q3 2024 |
11,160
shares
|
$864,900
0.22% of portfolio
|
Q3 2024
Added 1.69%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
11,065
shares
|
$857,537
0.19% of portfolio
|
Q3 2024
Added 3.18%
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
11,063
shares
|
$857,382
0.16% of portfolio
|
Q3 2024
Added 6.7%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
11,059
shares
|
$857,072
0.14% of portfolio
|
Q3 2023
Reduced 3.27%
|
|
|
Wells Trecaso Financial Group, LLC
|
Oct 24, 2024 Q3 2024 |
11,043
shares
|
$855,832
0.3% of portfolio
|
Q2 2024
Reduced 5.15%
|