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 $44.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Meridian Financial Partners LLC
|
Oct 17, 2024 Q3 2024 |
4,455
shares
|
$345,262
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
4,444
shares
|
$344,410
0.22% of portfolio
|
Q4 2021
New holding
|
|
|
Verum Partners LLC
Charlotte, NC |
Oct 16, 2024 Q3 2024 |
4,429
shares
|
$343,247
0.11% of portfolio
|
Q2 2024
Reduced 0.56%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Oct 30, 2024 Q3 2024 |
4,424
shares
|
$342,860
0.2% of portfolio
|
Q3 2024
Added 0.89%
|
|
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
4,408
shares
|
$341,620
0.41% of portfolio
|
Q2 2024
Reduced 11.86%
|
|
|
Hbc Financial Services, Pllc
|
Nov 06, 2024 Q3 2024 |
4,406
shares
|
$341,465
0.21% of portfolio
|
Q3 2024
Added 11.01%
|
|
|
Bellwether Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
4,401
shares
|
$341,077
0.07% of portfolio
|
Q3 2024
Added 1.92%
|
|
|
Hm Capital Management, LLC
Clayton, MO |
Nov 04, 2022 Q3 2022 |
4,396
shares
|
$340,690
0.15% of portfolio
|
Q2 2022
Added 0.02%
|
|
|
Carrera Capital Advisors
Troy, MI |
Nov 05, 2024 Q3 2024 |
4,382
shares
|
$339,605
0.09% of portfolio
|
Q3 2024
Added 20.58%
|
|
|
Essex Financial Services, Inc.
|
Oct 24, 2024 Q3 2024 |
4,338
shares
|
$336,195
0.02% of portfolio
|
Q3 2024
Reduced 47.1%
|
|
|
Delta Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
4,326
shares
|
$335,265
0.08% of portfolio
|
Q2 2024
Added 1.17%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Nov 12, 2024 Q3 2024 |
4,315
shares
|
$334,412
0.02% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Feb 10, 2023 Q4 2022 |
4,315
shares
|
$334,412
0.33% of portfolio
|
Q4 2022
New holding
|
|
|
Cohen Klingenstein LLC
|
Oct 15, 2024 Q3 2024 |
4,300
shares
|
$333,250
0.01% of portfolio
|
Q3 2017
New holding
|
|
|
Charles Schwab Trust CO
|
Oct 09, 2024 Q3 2024 |
4,300
shares
|
$333,250
0.03% of portfolio
|
Q1 2024
Reduced 13.13%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
4,300
shares
|
$333,250
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Univest Financial Corp
|
Nov 14, 2024 Q3 2024 |
4,300
shares
|
$333,250
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
4,298
shares
|
$333,095
0.03% of portfolio
|
Q2 2024
Reduced 0.81%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Nov 04, 2024 Q3 2024 |
4,297
shares
|
$333,017
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
Virginia National Bank
|
Oct 19, 2023 Q3 2023 |
4,295
shares
|
$332,862
1.35% of portfolio
|
Q3 2023
Reduced 63.6%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
4,289
shares
|
$332,397
0.07% of portfolio
|
Q2 2024
Reduced 0.99%
|
|
|
Searle & Co.
|
Oct 22, 2024 Q3 2024 |
4,269
shares
|
$330,847
0.09% of portfolio
|
Q3 2019
New holding
|
|
|
49 Wealth Management, LLC
Austin, TX |
Nov 12, 2024 Q3 2024 |
4,264
shares
|
$330,460
0.06% of portfolio
|
Q3 2024
Added 5.44%
|
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
4,262
shares
|
$330,305
0.03% of portfolio
|
Q3 2024
Reduced 13.29%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Nov 13, 2024 Q3 2024 |
4,260
shares
|
$330,150
0.16% of portfolio
|
Q3 2024
Reduced 2.49%
|