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Disclosery

EFA ISHARES TR

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MSCI EAFE ETF (fund)

1,923 managers (1,944 13F filers) reported a position in EFA shares at 2024-12-31, 560,396,278 shares in all. 96 filers opened a position and 114 filers sold out during the quarter.

Managers
1,923
13F filers
1,944
New
96
Added
692
Reduced
674
Sold out
114
Shares held by filers
560,396,278

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
PIN OAK INVESTMENT ADVISORS INC685$57K0.05%013F-HRTimeline
Piscataqua Savings Bank735$55.6K0.05%013F-HRTimeline
SITTNER & NELSON, LLC720$54.4K0.02%013F-HRTimeline
Longview Financial Advisors LLC719$54.4K0.04%13F-HRTimeline
Balentine LLC710$53.7K<0.01%-6113F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich688$52K<0.01%013F-HRTimeline
CURIO WEALTH, LLC681$51.5K0.03%13F-HRTimeline
FIRST UNITED BANK & TRUST680$51.4K0.02%-2413F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC613$51.3K<0.01%new13F-HRTimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…665$50.3K0.01%+10013F-HRTimeline
Robinswood Financial LLC653$49.4K0.02%+313F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.651$49.2K0.05%13F-HRTimeline
POM Investment Strategies, LLC639$48.3K0.04%+41613F-HRTimeline
AMERIFLEX GROUP, INC.585$46.4K0.02%13F-HRTimeline
SYM FINANCIAL Corp607$45.9K0.01%+27313F-HRTimeline
Kentucky Trust Co600$45.4K0.03%13F-HRTimeline
Alexis Investment Partners, LLC599$45.3K0.02%13F-HRTimeline
Kennebec Savings Bank590$44.2K0.04%013F-HRTimeline
Wood Tarver Financial Group, LLC590$44K0.01%13F-HRTimeline
Roxbury Financial LLC541$42.8K0.04%13F-HRTimeline
Creekmur Asset Management LLC530$40.1K0.01%+513F-HRTimeline
Bear Mountain Capital, Inc.508$40K0.02%013F-HRTimeline
GoalVest Advisory LLC522$39.5K0.01%013F-HRTimeline
Horizon Investments, LLC517$39.1K<0.01%+713F-HRTimeline
BFSG, LLC514$38.9K<0.01%+2513F-HRTimeline
Ramirez Asset Management, Inc.500$37.8K0.01%013F-HRTimeline
Advantage Trust Co500$37.8K0.02%013F-HRTimeline
Dunhill Financial, LLC486$36.7K0.02%013F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…485$36.7K0.01%+2413F-HRTimelineGroup
MPWM ADVISORY SOLUTIONS, LLC478$36.1K0.03%13F-HRTimeline
Murphy & Mullick Capital Management Corp475$35.9K0.03%13F-HRTimeline
Financial Freedom, LLC457$34.5K0.02%+713F-HRTimeline
Fairscale Capital, LLC454$34.3K0.03%013F-HRTimeline
Hoese & Co LLP450$34K0.03%013F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC441$33.4K<0.01%-17413F-HRTimeline
Park Square Financial Group, LLC438$33.1K0.02%13F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.426$32.2K0.16%new13F-HRTimeline
Parkworth Wealth Management, Inc.417$31.5K0.03%13F-HRTimeline
Pacifica Partners Inc.412$31K0.01%013F-HRTimeline
AllSquare Wealth Management LLC395$29.9K0.02%+19013F-HRTimeline
HOWE & RUSLING INC373$28.2K<0.01%+4213F-HRTimeline
Rice Partnership, LLC358$27.1K0.01%013F-HRTimeline
Synergy Investment Management, LLC315$23.8K0.01%13F-HRTimeline
Elequin Capital, LP309$23.4K<0.01%new13F-HRTimeline
Nemes Rush Group LLC301$22.8K<0.01%new13F-HRTimeline
Tacita Capital Inc300$22.7K0.02%013F-HRTimeline
ATLAS CAPITAL ADVISORS INC.299$22.6K<0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.292$22.1K0.01%013F-HRTimeline
FNY Investment Advisers, LLC300$22K0.01%new13F-HRTimeline
Briaud Financial Planning Inc296$22K0.01%new13F-HRTimeline
Kiely Wealth Advisory Group, Inc.258$20.7K0.01%013F-HRTimeline
EnRich Financial Partners LLC273$20.6K0.01%013F-HRTimeline
FSA Wealth Management LLC263$19.9K0.01%013F-HRTimeline
VSM Wealth Advisory, LLC263$19.9K0.01%13F-HRTimeline
Rise Advisors, LLC253$19.1K0.01%+313F-HRTimeline
Granite FO LLC252$19.1K0.01%013F-HRTimeline
Bollard Group LLC237$18K<0.01%-19713F-HRTimeline
Gleason Group, Inc.236$17.9K<0.01%+313F-HRTimeline
Insight Inv LLC230$17.4K0.01%new13F-HRTimeline
Winch Advisory Services, LLC228$17.2K<0.01%new13F-HRTimeline
Pflug Koory, LLC226$17.1K0.01%013F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/225$17K0.01%-2513F-HRTimelineGroup
Eagle Bay Advisors LLC224$16.9K0.01%013F-HRTimeline
Bullock Wealth Management Group222$16.8K0.01%new13F-HRTimeline
TUCKER ASSET MANAGEMENT LLC200$15.1K<0.01%-5,25513F-HRTimeline
CoreFirst Bank & Trust199$15K0.01%013F-HRTimeline
ZynergyRetirementPlanningLLC174$14.6K0.01%013F-HRTimeline
Caitlin John, LLC185$14K0.01%-8013F-HRTimeline
C M BIDWELL & ASSOCIATES LTD182$13.8K0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC177$13.4K0.01%13F-HRTimeline
Field & Main Bank174$13.2K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.174$13.2K0.01%13F-HRTimeline
Fortis Group Advisors, LLC173$13.1K<0.01%013F-HRTimeline
Aviso Financial Inc.173$13.1K<0.01%new13F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC172$13K0.01%-113F-HRTimeline
CKW FINANCIAL GROUP173$13K<0.01%+213F-HRTimeline
Integrity Financial Corp /WA170$12.9K0.01%-1013F-HRTimeline
HAZLETT, BURT & WATSON, INC.155$12K0.01%013F-HRTimeline
Realta Investment Advisors154$11.7K<0.01%-41613F-HRTimeline
Ruedi Wealth Management, Inc.150$11.3K<0.01%013F-HRTimeline
Nordwand Advisors, LLC149$11.3K<0.01%013F-HRTimeline
Ransom Advisory, Ltd146$11K0.01%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC141$10.7K<0.01%013F-HRTimeline
Accredited Wealth Management, LLC138$10.4K0.01%13F-HRTimeline
Bank & Trust Co135$10.2K0.01%013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.130$9.83K0.01%-1,28413F-HRTimeline
Cape Investment Advisory, Inc.117$8.85K<0.01%013F-HRTimeline
American Capital Advisory, LLC114$8.62K<0.01%013F-HRTimeline
Jackson, Grant Investment Advisers, Inc.113$8.51K<0.01%+213F-HRTimeline
Sugar Maple Asset Management, LLC109$8.24K0.01%new13F-HRTimeline
Sawyer & Company, Inc109$8K<0.01%013F-HRTimeline
TANAKA CAPITAL MANAGEMENT INC103$8K0.02%013F-HRTimeline
Princeton Global Asset Management LLC100$7.56K<0.01%013F-HRTimeline
Graney & King, LLC99$7.49K0.01%13F-HRTimeline
Horrell Capital Management, Inc.95$7K<0.01%013F-HRTimeline
Hara Capital LLC91$6.88K<0.01%013F-HR/ATimeline
Pacific Center for Financial Services89$6.73K<0.01%013F-HRTimeline
ATWOOD & PALMER INC84$6.35K<0.01%013F-HRTimeline
CONQUIS FINANCIAL LLC83$6.28K0.01%13F-HRTimeline
Lowe Wealth Advisors, LLC77$5.82K<0.01%013F-HRTimeline
LOUISBOURG INVESTMENTS INC.75$5.67K<0.01%013F-HRTimeline
Gould Capital, LLC72$5.44K<0.01%-81213F-HRTimeline
Provident Wealth Management, LLC71$5.37K<0.01%013F-HRTimeline
Sanctuary Wealth Management, L.L.C.70$5.29K<0.01%013F-HRTimeline
Kiker Wealth Management, LLC64$4.84K<0.01%13F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.62$4.69K<0.01%013F-HRTimeline
WR Wealth Planners, LLC60$4.54K<0.01%013F-HRTimeline
Raleigh Capital Management Inc.60$4.52K<0.01%new13F-HRTimeline
MeadowBrook Investment Advisors LLC54$4.08K<0.01%013F-HRTimeline
Financial Management Professionals, Inc.53$4.03K<0.01%-59913F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE46$3.48K<0.01%+413F-HRTimelineGroup
Comprehensive Financial Planning, Inc./…44$3.29K<0.01%13F-HRTimeline
North Ridge Wealth Advisors, Inc.40$3.02K<0.01%new13F-HRTimeline
NFSG Corp35$2.65K<0.01%new13F-HRTimeline
Luken Investment Analytics, LLC31$2.34K<0.01%013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.28$2.12K<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.26$2.03K0.19%-28,14013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…2$1K<0.01%013F-HRTimelineGroup
Investors Research Corp5$378<0.01%-10513F-HRTimeline
REAP Financial Group, LLC4$302<0.01%013F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…1$76<0.01%-4,58313F-HRTimelineGroup
Activest Wealth Management0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Members Trust Co12,614$954M-63713F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.