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 |
|---|---|---|---|---|---|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
3,122
shares
|
$240,893
0.09% of portfolio
|
Q1 2023
Added 0.45%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
3,114
shares
|
$240,276
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 28, 2024 Q3 2024 |
3,097
shares
|
$238,964
0.05% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
J.P. Marvel Investment Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
3,069
shares
|
$236,804
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Elk River Wealth Management, LLC
|
Oct 11, 2024 Q3 2024 |
3,043
shares
|
$234,797
0.05% of portfolio
|
Q3 2024
Added 13.76%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 17, 2024 Q3 2024 |
3,033
shares
|
$234,026
0.09% of portfolio
|
Q2 2024
Added 2.67%
|
|
|
Sar Wealth Management Group, LLC
Atlanta, GA |
Oct 17, 2024 Q3 2024 |
3,027
shares
|
$233,563
0.17% of portfolio
|
Q2 2024
Added 12.74%
|
|
|
Fc Advisory LLC
|
Oct 07, 2024 Q3 2024 |
3,014
shares
|
$232,560
0.09% of portfolio
|
Q2 2024
Added 0.63%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Nov 12, 2024 Q3 2024 |
3,014
shares
|
$232,560
0.04% of portfolio
|
Q3 2024
Reduced 8.08%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Oct 31, 2024 Q3 2024 |
3,011
shares
|
$232,328
0.08% of portfolio
|
Q3 2024
Reduced 2.05%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
2,999
shares
|
$231,402
0.08% of portfolio
|
Q1 2024
Reduced 3.91%
|
|
|
Private Management Group Inc
|
Oct 29, 2024 Q3 2024 |
2,996
shares
|
$231,171
0.01% of portfolio
|
Q2 2024
Added 8.75%
|
|
|
Evolution Wealth Advisors, LLC
|
Nov 06, 2024 Q3 2024 |
2,988
shares
|
$230,554
0.05% of portfolio
|
Q3 2024
Reduced 1.97%
|
|
|
Meritage Portfolio Management
|
Nov 04, 2024 Q3 2024 |
2,975
shares
|
$229,551
0.02% of portfolio
|
Q3 2024
Reduced 12.76%
|
|
|
Element Wealth, LLC
|
Oct 23, 2024 Q3 2024 |
2,945
shares
|
$227,236
0.13% of portfolio
|
Q3 2024
Reduced 2.13%
|
|
|
First National Advisers, LLC
Omaha, NE |
Oct 15, 2024 Q3 2024 |
2,941
shares
|
$226,927
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Legacy Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
2,919
shares
|
$225,230
0.03% of portfolio
|
Q2 2024
Added 1.64%
|
|
|
Cra Financial Services, LLC
|
Oct 10, 2024 Q3 2024 |
2,908
shares
|
$224,381
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Angeles Wealth Management, LLC
|
Oct 29, 2024 Q3 2024 |
2,895
shares
|
$223,378
0.02% of portfolio
|
Q4 2023
Reduced 36.86%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Oct 17, 2024 Q3 2024 |
2,892
shares
|
$223,146
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 13, 2024 Q3 2024 |
2,890
shares
|
$222,992
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Oct 25, 2024 Q3 2024 |
2,867
shares
|
$221,217
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Perkins Coie Trust CO
|
Oct 08, 2024 Q3 2024 |
2,861
shares
|
$220,754
0.05% of portfolio
|
Q2 2022
Reduced 7.53%
|
|
|
Grant
|
Oct 15, 2024 Q3 2024 |
2,860
shares
|
$220,677
0.12% of portfolio
|
Q2 2024
Added 6.44%
|
|
|
Dearborn Partners LLC
|
Nov 06, 2024 Q3 2024 |
2,842
shares
|
$219,288
0.01% of portfolio
|
Q3 2024
Reduced 17.91%
|