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 |
|---|---|---|---|---|---|
|
Morgan Rosel Wealth Management, LLC
|
Oct 10, 2024 Q3 2024 |
3,529
shares
|
$273,497
0.1% of portfolio
|
Q4 2023
Reduced 3.21%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
3,482
shares
|
$269,855
0.0% of portfolio
|
Q3 2024
Added 20.94%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Oct 28, 2024 Q3 2024 |
3,464
shares
|
$268,460
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Guyasuta Investment Advisors Inc
|
Nov 13, 2024 Q3 2024 |
3,456
shares
|
$267,840
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Ritholtz Wealth Management
|
Oct 10, 2024 Q3 2024 |
3,451
shares
|
$267,452
0.01% of portfolio
|
Q3 2024
Reduced 23.94%
|
|
|
Greylin Investment Mangement Inc
|
Jul 19, 2024 Q2 2024 |
3,412
shares
|
$264,430
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Oct 31, 2024 Q3 2024 |
3,412
shares
|
$264,430
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
3,410
shares
|
$264,275
0.04% of portfolio
|
Q2 2024
Reduced 4.8%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 13, 2024 Q3 2024 |
3,395
shares
|
$263,112
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Tmd Wealth Management, LLC
|
Aug 08, 2024 Q2 2024 |
3,391
shares
|
$262,802
0.07% of portfolio
|
Q1 2024
Reduced 11.0%
|
|
|
Aprio Wealth Management, LLC
|
Oct 07, 2024 Q3 2024 |
3,380
shares
|
$261,950
0.05% of portfolio
|
Q1 2024
Reduced 5.06%
|
|
|
Sargent Investment Group, LLC
|
Nov 06, 2024 Q3 2024 |
3,365
shares
|
$260,787
0.05% of portfolio
|
Q3 2023
Added 15.83%
|
|
|
Ballentine Capital Advisors, Inc
Greenville, SC |
Nov 19, 2024 Q3 2024 |
3,364
shares
|
$260,710
0.14% of portfolio
|
Q4 2023
New holding
|
|
|
Hanson & Doremus Investment Management
|
Oct 17, 2024 Q3 2024 |
3,360
shares
|
$260,400
0.04% of portfolio
|
Q1 2023
Reduced 2.24%
|
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Oct 17, 2024 Q3 2024 |
3,359
shares
|
$260,322
0.41% of portfolio
|
Q2 2024
New holding
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
3,357
shares
|
$260,167
0.09% of portfolio
|
Q3 2024
Added 4.13%
|
|
|
Lutz Financial Services LLC
|
Oct 29, 2024 Q3 2024 |
3,356
shares
|
$260,090
0.02% of portfolio
|
Q1 2024
Reduced 0.27%
|
|
|
Windward Private Wealth Management Inc.
|
Oct 31, 2024 Q3 2024 |
3,350
shares
|
$259,625
0.11% of portfolio
|
Q2 2024
Reduced 2.59%
|
|
|
Motive Wealth Advisors
|
Oct 15, 2024 Q3 2024 |
3,343
shares
|
$259,082
0.16% of portfolio
|
Q1 2024
New holding
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
3,339
shares
|
$258,772
0.07% of portfolio
|
Q4 2023
Reduced 5.65%
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
3,334
shares
|
$258,385
0.02% of portfolio
|
Q3 2024
Added 4.45%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Oct 08, 2024 Q3 2024 |
3,333
shares
|
$258,307
0.09% of portfolio
|
Q2 2024
Added 0.06%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Nov 14, 2024 Q3 2024 |
3,325
shares
|
$257,687
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Morling Financial Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
3,313
shares
|
$256,757
0.11% of portfolio
|
Q2 2024
Reduced 6.23%
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
Nov 07, 2024 Q3 2024 |
3,300
shares
|
$255,750
0.03% of portfolio
|
Q1 2024
Reduced 4.35%
|