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 2,196 institutions that hold shares in the stock, with a total of 599 Million shares, which have been reported (via 13F filing form) to have a value of $49 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Resources Management Corp
West Hartford, CT |
Feb 14, 2025 Q4 2024 |
3,585
shares
|
$293,719
0.04% of portfolio
|
Q3 2024
Reduced 1.38%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
3,575
shares
|
$292,899
0.09% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Jan 31, 2025 Q4 2024 |
3,572
shares
|
$292,653
0.11% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Gfg Capital, LLC
|
Jan 30, 2025 Q4 2024 |
3,558
shares
|
$291,506
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of Stockton
|
Feb 03, 2025 Q4 2024 |
3,538
shares
|
$289,868
0.08% of portfolio
|
Q4 2024
Reduced 47.01%
|
|
|
Atalanta Sosnoff Capital, LLC
|
Feb 14, 2025 Q4 2024 |
3,531
shares
|
$289,294
0.01% of portfolio
|
Q3 2024
Reduced 18.94%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
3,529
shares
|
$289,130
0.09% of portfolio
|
Q4 2023
Reduced 3.21%
|
|
|
Total Wealth Planning, LLC
|
Jan 15, 2025 Q4 2024 |
3,527
shares
|
$288,967
0.04% of portfolio
|
Q4 2024
Reduced 25.45%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Feb 12, 2025 Q4 2024 |
3,515
shares
|
$287,983
0.01% of portfolio
|
Q4 2024
Reduced 11.35%
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
3,447
shares
|
$282,412
0.03% of portfolio
|
Q4 2024
Added 8.26%
|
|
|
Guyasuta Investment Advisors Inc
|
Jan 30, 2025 Q4 2024 |
3,436
shares
|
$281,511
0.02% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Jan 22, 2025 Q4 2024 |
3,435
shares
|
$281,429
0.1% of portfolio
|
Q4 2024
Reduced 3.89%
|
|
|
Greylin Investment Mangement Inc
|
Jul 19, 2024 Q2 2024 |
3,412
shares
|
$279,545
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Jan 31, 2025 Q4 2024 |
3,412
shares
|
$279,545
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
3,410
shares
|
$279,381
0.04% of portfolio
|
Q2 2024
Reduced 4.8%
|
|
|
Tmd Wealth Management, LLC
|
Aug 08, 2024 Q2 2024 |
3,391
shares
|
$277,824
0.07% of portfolio
|
Q1 2024
Reduced 11.0%
|
|
|
Global View Capital Management LLC
Waukesha, WI |
Feb 07, 2025 Q4 2024 |
3,389
shares
|
$277,660
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Aprio Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
3,380
shares
|
$276,923
0.04% of portfolio
|
Q1 2024
Reduced 5.06%
|
|
|
Holderness Investments CO
Greensboro, NC |
Feb 11, 2025 Q4 2024 |
3,373
shares
|
$276,349
0.06% of portfolio
|
Q4 2024
Reduced 43.05%
|
|
|
Aureus Asset Management, LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
3,372
shares
|
$276,267
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Ballentine Capital Advisors, Inc
Greenville, SC |
Nov 19, 2024 Q3 2024 |
3,364
shares
|
$275,612
0.14% of portfolio
|
Q4 2023
New holding
|
|
|
Hanson & Doremus Investment Management
|
Jan 23, 2025 Q4 2024 |
3,360
shares
|
$275,284
0.04% of portfolio
|
Q1 2023
Reduced 2.24%
|
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Jan 28, 2025 Q4 2024 |
3,359
shares
|
$275,202
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
3,358
shares
|
$275,120
0.02% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Lutz Financial Services LLC
|
Feb 03, 2025 Q4 2024 |
3,356
shares
|
$274,957
0.02% of portfolio
|
Q1 2024
Reduced 0.27%
|