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 |
|---|---|---|---|---|---|
|
Foster Victor Wealth Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
3,999
shares
|
$308,562
0.02% of portfolio
|
Q2 2024
Added 7.1%
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Oct 09, 2024 Q3 2024 |
3,988
shares
|
$307,714
0.05% of portfolio
|
Q1 2023
Reduced 39.57%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Nov 19, 2024 Q3 2024 |
3,973
shares
|
$306,556
0.18% of portfolio
|
Q3 2024
Added 37.86%
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Oct 08, 2024 Q3 2024 |
3,968
shares
|
$306,170
0.07% of portfolio
|
Q3 2024
Added 43.25%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Nov 06, 2024 Q3 2024 |
3,965
shares
|
$305,939
0.01% of portfolio
|
Q2 2024
Reduced 6.6%
|
|
|
Valley Financial Group, Inc.
Ambler, PA |
Nov 14, 2024 Q3 2024 |
3,946
shares
|
$304,473
0.23% of portfolio
|
Q1 2024
Reduced 31.12%
|
|
|
Asset Allocation & Management Company, LLC
|
Oct 22, 2024 Q3 2024 |
3,930
shares
|
$303,238
0.21% of portfolio
|
Q2 2022
Reduced 86.18%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Oct 31, 2024 Q3 2024 |
3,920
shares
|
$302,467
0.03% of portfolio
|
Q2 2024
Reduced 0.33%
|
|
|
Ahl Investment Management, Inc.
|
Oct 30, 2024 Q3 2024 |
3,910
shares
|
$301,695
0.22% of portfolio
|
Q3 2024
Reduced 8.75%
|
|
|
Vahanian & Associates Financial Planning Inc.
|
Jan 24, 2024 Q4 2023 |
3,900
shares
|
$300,924
1.2% of portfolio
|
Q4 2023
Reduced 33.9%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
3,880
shares
|
$299,380
0.03% of portfolio
|
Q3 2024
Reduced 0.92%
|
|
|
American Investment Services, Inc.
|
Nov 14, 2024 Q3 2024 |
3,879
shares
|
$299,303
0.06% of portfolio
|
Q2 2024
Reduced 0.51%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 14, 2024 Q3 2024 |
3,875
shares
|
$298,995
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Fundamentun, LLC
Beachwood, OH |
Oct 17, 2024 Q3 2024 |
3,863
shares
|
$298,069
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Cornerstone Wealth Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
3,857
shares
|
$297,606
0.09% of portfolio
|
Q3 2024
Reduced 1.28%
|
|
|
Bull Street Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
3,853
shares
|
$297,297
0.15% of portfolio
|
Q2 2021
Reduced 2.87%
|
|
|
Clear Harbor Asset Management, LLC
|
Oct 24, 2024 Q3 2024 |
3,821
shares
|
$294,828
0.03% of portfolio
|
Q3 2023
Added 0.16%
|
|
|
Wealthfront Advisers LLC
|
Nov 12, 2024 Q3 2024 |
3,818
shares
|
$294,596
0.0% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
3,798
shares
|
$293,053
0.03% of portfolio
|
Q3 2024
Added 18.39%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
3,796
shares
|
$292,899
0.07% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Johnson Financial Group, LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
3,794
shares
|
$292,745
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Phocas Financial Corp.
Alameda, CA |
Nov 07, 2024 Q3 2024 |
3,760
shares
|
$290,121
1.2% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Oct 21, 2024 Q3 2024 |
3,756
shares
|
$289,812
0.09% of portfolio
|
Q4 2023
Reduced 26.06%
|
|
|
Hassell Wealth Management, LLC
Houma, LA |
Nov 05, 2024 Q3 2024 |
3,755
shares
|
$289,735
0.12% of portfolio
|
Q3 2024
Reduced 19.51%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Oct 23, 2024 Q3 2024 |
3,737
shares
|
$288,346
0.25% of portfolio
|
Q2 2024
New holding
|