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 |
|---|---|---|---|---|---|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Oct 23, 2024 Q3 2024 |
20,947
shares
|
$1.62 Million
0.58% of portfolio
|
Q3 2024
Added 39.65%
|
|
|
Cx Institutional
|
Oct 11, 2024 Q3 2024 |
20,944
shares
|
$1.62 Million
0.08% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Athena Investment Management
|
Nov 12, 2024 Q3 2024 |
20,869
shares
|
$1.62 Million
1.07% of portfolio
|
Q2 2024
Reduced 0.05%
|
|
|
Fusion Family Wealth LLC
|
Oct 17, 2024 Q3 2024 |
20,756
shares
|
$1.61 Million
0.16% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Apexium Financial, LP
|
Oct 15, 2024 Q3 2024 |
20,753
shares
|
$1.61 Million
0.13% of portfolio
|
Q3 2024
Added 33.26%
|
|
|
Goelzer Investment Management, Inc.
|
Oct 04, 2024 Q3 2024 |
20,669
shares
|
$1.6 Million
0.1% of portfolio
|
Q3 2024
Reduced 8.23%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
20,640
shares
|
$1.6 Million
0.13% of portfolio
|
Q3 2024
Reduced 1.49%
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
Nov 12, 2024 Q3 2024 |
20,579
shares
|
$1.59 Million
0.95% of portfolio
|
Q3 2024
New holding
|
|
|
Momentum Advisors, LLC
|
Feb 14, 2023 Q4 2022 |
20,558
shares
|
$1.59 Million
1.4% of portfolio
|
Q4 2022
Added 10.8%
|
|
|
Osborne Partners Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
20,551
shares
|
$1.59 Million
0.1% of portfolio
|
Q3 2024
Added 3.41%
|
|
|
Strs Ohio
|
Nov 01, 2024 Q3 2024 |
20,530
shares
|
$1.59 Million
0.01% of portfolio
|
Q3 2024
Reduced 37.41%
|
|
|
Washington Trust Bank
|
Oct 31, 2024 Q3 2024 |
20,525
shares
|
$1.59 Million
0.17% of portfolio
|
Q3 2024
Added 1.93%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Oct 22, 2024 Q3 2024 |
20,501
shares
|
$1.59 Million
1.55% of portfolio
|
Q2 2024
Added 1.8%
|
|
|
Davis R M Inc
Portland, ME |
Nov 12, 2024 Q3 2024 |
20,444
shares
|
$1.58 Million
0.03% of portfolio
|
Q3 2024
Added 2.35%
|
|
|
Davidson Trust CO
|
Nov 13, 2024 Q3 2024 |
20,433
shares
|
$1.58 Million
0.88% of portfolio
|
Q4 2023
Added 25.33%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
20,350
shares
|
$1.58 Million
0.18% of portfolio
|
Q4 2023
Added 45.48%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Oct 21, 2024 Q3 2024 |
20,259
shares
|
$1.57 Million
1.0% of portfolio
|
Q2 2024
Added 0.03%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 23, 2024 Q3 2024 |
20,066
shares
|
$1.56 Million
0.08% of portfolio
|
Q3 2024
Reduced 5.86%
|
|
|
Anchor Capital Advisors LLC
|
Oct 31, 2024 Q3 2024 |
19,968
shares
|
$1.55 Million
0.05% of portfolio
|
Q1 2024
Reduced 8.27%
|
|
|
Eastern Bank
|
Oct 21, 2024 Q3 2024 |
19,866
shares
|
$1.54 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Lmcg Investments, LLC
Boston, MA |
Oct 29, 2024 Q3 2024 |
19,860
shares
|
$1.54 Million
0.1% of portfolio
|
Q3 2024
Added 2.36%
|
|
|
Curated Wealth Partners LLC
|
Oct 04, 2024 Q3 2024 |
19,840
shares
|
$1.54 Million
0.22% of portfolio
|
Q3 2024
Added 85.85%
|
|
|
Moreno Evelyn V
Boston, MA |
Feb 09, 2024 Q4 2023 |
19,790
shares
|
$1.53 Million
0.72% of portfolio
|
Q4 2023
Reduced 76.27%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
19,780
shares
|
$1.53 Million
0.3% of portfolio
|
Q3 2023
Reduced 0.45%
|
|
|
Advisor Os, LLC
|
Nov 04, 2024 Q3 2024 |
19,762
shares
|
$1.53 Million
0.17% of portfolio
|
Q3 2024
Reduced 25.09%
|