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 574 Million shares, which have been reported (via 13F filing form) to have a value of $44.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
Oct 29, 2024 Q3 2024 |
4,260
shares
|
$330,150
0.35% of portfolio
|
Q3 2024
New holding
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Nov 08, 2024 Q3 2024 |
4,256
shares
|
$329,840
0.08% of portfolio
|
Q2 2024
Added 12.92%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Oct 03, 2024 Q3 2024 |
4,249
shares
|
$329,297
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Oct 31, 2024 Q3 2024 |
4,233
shares
|
$328,057
0.06% of portfolio
|
Q2 2024
Added 41.43%
|
|
|
S.A. Mason LLC
|
Oct 25, 2024 Q3 2024 |
4,224
shares
|
$327,360
0.19% of portfolio
|
Q1 2024
Added 6.67%
|
|
|
Smh Capital Advisors Inc
|
Nov 08, 2024 Q3 2024 |
4,220
shares
|
$327,050
2.21% of portfolio
|
Q2 2024
Added 0.38%
|
|
|
First City Capital Management, Inc.
|
Nov 07, 2024 Q3 2024 |
4,200
shares
|
$325,500
0.18% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
Nov 14, 2024 Q3 2024 |
4,200
shares
|
$325,500
0.25% of portfolio
|
Q4 2022
New holding
|
|
|
Ami Investment Management Inc
Kendallville, IN |
Oct 04, 2024 Q3 2024 |
4,192
shares
|
$324,880
0.13% of portfolio
|
Q1 2024
Reduced 2.08%
|
|
|
Trust CO Of The South
Greensboro, NC |
Oct 02, 2024 Q3 2024 |
4,182
shares
|
$324,105
0.07% of portfolio
|
Q3 2024
Added 2.07%
|
|
|
Fulcrum Equity Management
|
Nov 21, 2024 Q3 2024 |
4,157
shares
|
$322,167
0.3% of portfolio
|
Q3 2024
Reduced 19.33%
|
|
|
Archetype Wealth Partners
Houston, TX |
Nov 14, 2024 Q3 2024 |
4,152
shares
|
$321,780
0.05% of portfolio
|
Q3 2024
Added 2.01%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Apr 01, 2024 Q4 2023 |
4,121
shares
|
$319,377
0.04% of portfolio
|
Q4 2023
Added 0.39%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 01, 2024 Q3 2024 |
4,111
shares
|
$318,602
0.18% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
4,105
shares
|
$318,137
0.08% of portfolio
|
Q2 2023
New holding
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 12, 2024 Q3 2024 |
4,092
shares
|
$317,130
0.05% of portfolio
|
Q3 2024
Added 23.74%
|
|
|
Wealthstream Advisors, Inc.
|
Nov 06, 2024 Q3 2024 |
4,068
shares
|
$315,270
0.07% of portfolio
|
Q4 2023
Added 1.24%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
4,062
shares
|
$314,805
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 24, 2024 Q3 2024 |
4,057
shares
|
$314,417
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Roman Butler Fullerton & CO
|
Oct 29, 2024 Q3 2024 |
4,053
shares
|
$314,107
0.1% of portfolio
|
Q3 2024
Reduced 78.32%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Nov 08, 2024 Q3 2024 |
4,035
shares
|
$312,712
0.0% of portfolio
|
Q3 2024
Reduced 9.06%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 07, 2024 Q3 2024 |
4,025
shares
|
$311,937
0.08% of portfolio
|
Q3 2024
Reduced 2.47%
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
4,007
shares
|
$310,542
0.06% of portfolio
|
Q2 2024
Reduced 2.03%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Oct 21, 2024 Q3 2024 |
4,002
shares
|
$310,155
0.16% of portfolio
|
Q3 2024
Reduced 0.77%
|