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 |
|---|---|---|---|---|---|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
14,867
shares
|
$1.15 Million
0.08% of portfolio
|
Q3 2024
Reduced 27.85%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
14,850
shares
|
$1.15 Million
0.07% of portfolio
|
Q3 2022
Reduced 0.34%
|
|
|
Stone Asset Management Inc.
|
Apr 17, 2023 Q1 2023 |
14,842
shares
|
$1.15 Million
1.7% of portfolio
|
Q1 2023
Reduced 77.9%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 04, 2024 Q3 2024 |
14,797
shares
|
$1.15 Million
0.22% of portfolio
|
Q3 2024
Reduced 5.85%
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Oct 23, 2024 Q3 2024 |
14,755
shares
|
$1.14 Million
0.7% of portfolio
|
Q3 2024
Added 17.66%
|
|
|
Archvest Wealth Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
14,753
shares
|
$1.14 Million
0.74% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Nov 05, 2024 Q3 2024 |
14,746
shares
|
$1.14 Million
0.15% of portfolio
|
Q3 2024
Added 11.64%
|
|
|
Global Trust Asset Management, LLC
|
Oct 23, 2024 Q3 2024 |
14,743
shares
|
$1.14 Million
0.46% of portfolio
|
Q3 2024
Reduced 1.01%
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Oct 11, 2024 Q3 2024 |
14,632
shares
|
$1.13 Million
0.49% of portfolio
|
Q1 2024
Reduced 22.41%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
14,570
shares
|
$1.13 Million
0.02% of portfolio
|
Q3 2022
Reduced 19.47%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 14, 2024 Q3 2024 |
14,537
shares
|
$1.13 Million
0.48% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Nov 06, 2024 Q3 2024 |
14,523
shares
|
$1.13 Million
0.15% of portfolio
|
Q3 2024
Reduced 3.9%
|
|
|
Texas Capital Bancshares Inc
|
Nov 14, 2024 Q3 2024 |
14,521
shares
|
$1.13 Million
0.64% of portfolio
|
Q3 2024
Reduced 23.16%
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Oct 17, 2024 Q3 2024 |
14,474
shares
|
$1.12 Million
0.5% of portfolio
|
Q2 2024
Added 0.92%
|
|
|
Emprise Bank
Wichita, KS |
Oct 01, 2024 Q3 2024 |
14,452
shares
|
$1.12 Million
0.7% of portfolio
|
Q2 2024
Reduced 25.2%
|
|
|
Tompkins Financial Corp
|
Nov 01, 2024 Q3 2024 |
14,437
shares
|
$1.12 Million
0.12% of portfolio
|
Q3 2024
Reduced 9.61%
|
|
|
Eagle Global Advisors LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
14,400
shares
|
$1.12 Million
0.06% of portfolio
|
Q3 2024
Reduced 17.24%
|
|
|
Zhang Financial LLC
|
Oct 15, 2024 Q3 2024 |
14,391
shares
|
$1.12 Million
0.08% of portfolio
|
Q3 2024
Reduced 1.3%
|
|
|
Franklin, Parlapiano, Turner & Welch, LLC
|
Oct 22, 2024 Q3 2024 |
14,383
shares
|
$1.11 Million
0.31% of portfolio
|
Q3 2024
Reduced 3.42%
|
|
|
Del Sette Capital Management, LLC
|
Nov 04, 2024 Q3 2024 |
14,300
shares
|
$1.11 Million
0.98% of portfolio
|
Q2 2024
Reduced 7.83%
|
|
|
Procyon Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
14,284
shares
|
$1.11 Million
0.08% of portfolio
|
Q3 2024
Reduced 4.18%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Oct 09, 2024 Q3 2024 |
14,280
shares
|
$1.11 Million
0.57% of portfolio
|
Q3 2024
Reduced 1.69%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
14,216
shares
|
$1.1 Million
0.01% of portfolio
|
Q3 2024
Reduced 75.4%
|
|
|
Truepoint, Inc.
|
Nov 12, 2024 Q3 2024 |
14,214
shares
|
$1.1 Million
0.03% of portfolio
|
Q3 2024
Added 31.78%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
14,211
shares
|
$1.1 Million
0.27% of portfolio
|
Q1 2024
New holding
|