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 |
|---|---|---|---|---|---|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
21,988
shares
|
$1.7 Million
0.75% of portfolio
|
Q4 2023
Added 13.41%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
21,979
shares
|
$1.7 Million
0.08% of portfolio
|
Q3 2024
Reduced 11.47%
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 12, 2024 Q3 2024 |
21,956
shares
|
$1.7 Million
0.26% of portfolio
|
Q3 2024
Added 5.21%
|
|
|
Wcm Investment Management, LLC
Laguna Beach, CA |
Nov 04, 2024 Q3 2024 |
21,945
shares
|
$1.7 Million
0.0% of portfolio
|
Q3 2024
Added 328.2%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
21,908
shares
|
$1.7 Million
0.12% of portfolio
|
Q3 2024
Reduced 79.87%
|
|
|
Private Asset Management Inc
|
Oct 20, 2023 Q3 2023 |
21,870
shares
|
$1.69 Million
0.36% of portfolio
|
Q3 2023
Added 0.41%
|
|
|
Leith Wheeler Investment Counsel Ltd.
|
Nov 12, 2024 Q3 2024 |
21,776
shares
|
$1.69 Million
0.13% of portfolio
|
Q3 2024
Added 2.55%
|
|
|
Sowa Financial Group, Inc.
Lincoln, RI |
Oct 10, 2024 Q3 2024 |
21,663
shares
|
$1.68 Million
1.24% of portfolio
|
Q3 2024
Reduced 6.3%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
21,654
shares
|
$1.68 Million
0.08% of portfolio
|
Q2 2024
Reduced 0.99%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
21,651
shares
|
$1.68 Million
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Clarus Wealth Advisors
|
Oct 08, 2024 Q3 2024 |
21,647
shares
|
$1.68 Million
0.92% of portfolio
|
Q3 2024
Added 1.2%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 12, 2024 Q3 2024 |
21,608
shares
|
$1.67 Million
0.26% of portfolio
|
Q3 2024
Added 2.23%
|
|
|
Colony Family Offices, LLC
|
Nov 07, 2024 Q3 2024 |
21,459
shares
|
$1.66 Million
0.61% of portfolio
|
Q2 2024
Added 3.02%
|
|
|
Hubbell Strickland Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
21,399
shares
|
$1.66 Million
0.86% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Contravisory Investment Management, Inc.
|
Oct 09, 2024 Q3 2024 |
21,353
shares
|
$1.65 Million
0.39% of portfolio
|
Q3 2024
Added 39.06%
|
|
|
Abacus Planning Group, Inc.
|
Oct 02, 2024 Q3 2024 |
21,293
shares
|
$1.65 Million
0.33% of portfolio
|
Q2 2024
Reduced 5.67%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
21,176
shares
|
$1.64 Million
0.09% of portfolio
|
Q2 2024
Reduced 0.24%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
21,154
shares
|
$1.64 Million
0.18% of portfolio
|
Q3 2024
Added 40.1%
|
|
|
Twele Capital Management, Inc.
|
Oct 07, 2024 Q3 2024 |
21,131
shares
|
$1.64 Million
0.37% of portfolio
|
Q1 2024
Reduced 92.98%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 10, 2024 Q3 2024 |
21,087
shares
|
$1.63 Million
0.05% of portfolio
|
Q3 2024
Reduced 1.06%
|
|
|
Morris Financial Concepts, Inc.
|
Oct 30, 2024 Q3 2024 |
21,080
shares
|
$1.63 Million
0.77% of portfolio
|
Q3 2024
Added 4.65%
|
|
|
Ellis Investment Partners, LLC
|
Oct 24, 2024 Q3 2024 |
21,015
shares
|
$1.63 Million
0.35% of portfolio
|
Q3 2024
Reduced 4.78%
|
|
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
Oct 25, 2024 Q3 2024 |
21,003
shares
|
$1.63 Million
1.14% of portfolio
|
Q3 2024
Reduced 1.18%
|
|
|
Greenline Partners, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
20,995
shares
|
$1.63 Million
0.25% of portfolio
|
Q1 2024
Added 0.22%
|
|
|
Oakwell Private Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
20,965
shares
|
$1.62 Million
0.5% of portfolio
|
Q2 2023
Reduced 0.3%
|