Skip to content
Disclosery

EFA ISHARES TR

Follow

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
Waverly Advisors, LLC230,197$17.4M0.27%+56,32613F-HRTimeline
Beacon Pointe Advisors, LLC228,865$17.3M0.19%-22,53813F-HRTimeline
Steward Partners Investment Advisory, L…223,702$16.9M0.15%+10,78313F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding223,395$16.9M-138,686Timeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO222,801$16.8M0.12%+35,00013F-HRTimelineGroup
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK220,383$16.7M0.54%-10,74413F-HRTimelineGroup
US FINANCIAL ADVISORS, LLC218,555$16.5M5.08%+6,80913F-HRTimeline
Parallel Advisors, LLC215,082$16.3M0.37%+3,24313F-HRTimeline
THORNBURG INVESTMENT MANAGEMENT INC213,982$16.2M0.21%+143,69013F-HRTimeline
RVW Wealth, LLC210,382$15.9M1.48%-9,09713F-HRTimeline
Burgundy Asset Management Ltd.210,357$15.9M0.16%new13F-HRTimeline
FINANCIAL COUNSELORS INC209,895$15.9M0.23%-56,67813F-HRTimeline
Swan Global Investments, LLCin group Swan Global Investments, LLC208,000$15.7M0.76%-98,80013F-HRTimelineGroup
Fiduciary Trust Coin group Fiduciary Trust Co206,373$15.6M0.21%+36,56613F-HRTimelineGroup
QUEST INVESTMENT MANAGEMENT LLC204,382$15.5M1.79%+3,35313F-HRTimeline
INSPIRE TRUST CO, N.A.203,830$15.4M3.94%+10,00013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…203,737$15.4M0.04%+73,79613F-HR/ATimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…201,166$15.2M0.62%+138,74213F-HRTimelineGroup
PATTON FUND MANAGEMENT, INC.200,638$15.2M2.97%-9,97413F-HRTimeline
Taikang Asset Management (Hong Kong) Co…200,155$15.1M2.22%013F-HRTimeline
Anchor Capital Management Group Inc200,000$15.1M5.48%13F-HRTimeline
CENTRAL BANK & TRUST CO199,943$15.1M2.29%+3,28813F-HRTimeline
Curi Capital, LLC197,484$14.9M0.34%+10,62913F-HRTimeline
Verdence Capital Advisors LLC197,156$14.9M1.2%+27,14613F-HRTimeline
Tandem Wealth Advisors LLC196,850$14.9M7.59%-12,07113F-HRTimeline
CAPE ANN SAVINGS BANK196,729$14.9M8.76%+18,19113F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC195,838$14.8M0.17%-97213F-HRTimelineGroup
Atria Wealth Solutions, Inc.193,253$14.6M0.16%+2,60413F-HRTimeline
National Philanthropic Trust191,709$14.5M0.21%+7113F-HRTimeline
Heartwood Wealth Advisors LLC189,627$14.3M1.61%-2,77213F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.187,234$14.2M0.25%-3,13213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Litman Gregory Wealth Management LLC185,924$14.1M1.22%-6,03013F-HRTimeline
Evercore Wealth Management, LLC184,528$14M0.21%-6,10513F-HRTimeline
Almanack Investment Partners, LLC.183,469$13.9M2.14%+5,87113F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…183,413$13.9M1.37%-1,00113F-HRTimelineGroup
Ethos Financial Group, LLC182,679$13.8M1.8%+178,95013F-HRTimeline
F/m Investments LLC181,809$13.7M0.51%-100,88313F-HRTimeline
HB Wealth Management, LLC181,064$13.7M0.14%-3113F-HRTimeline
Fort Point Capital Partners LLC180,802$13.7M1.53%-15,60013F-HRTimeline
MARQUETTE ASSOCIATES, INC.179,041$13.5M11.23%+3,70713F-HRTimeline
CIBC WORLD MARKETS CORP178,007$13.5M0.08%+3,37413F-HRTimeline
ANB BANK176,975$13.4M5.87%13F-HRTimeline
Venturi Wealth Management, LLC176,969$13.4M0.66%+3,22013F-HRTimeline
Sanctuary Advisors, LLC166,581$13.3M0.08%-12,65813F-HRTimeline
MCF Advisors LLC175,129$13.2M0.93%+1,34713F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC173,338$13.1M0.85%+3,53513F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co172,057$13M0.98%-35013F-HRTimelineGroup
Idaho Trust Co169,998$12.9M6.48%+12,40313F-HRTimeline
WHITTIER TRUST CO168,991$12.8M0.17%+19,91813F-HRTimeline
GLOBALT Investments LLC / GA168,888$12.8M0.49%-6,47513F-HRTimeline
Heritage Wealth Advisors168,502$12.7M0.63%-2,27013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC164,671$12.5M0.18%+7,14713F-HRTimeline
Parkside Financial Bank & Trust164,544$12.4M1.65%+36,90813F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…163,524$12.4M0.17%-130,52113F-HRTimelineGroup
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.163,200$12.3M0.38%new13F-HRTimelineGroup
iA Global Asset Management Inc.162,385$12.3M0.22%-181,77013F-HRTimeline
YOUSIF CAPITAL MANAGEMENT, LLC160,463$12.1M0.13%+12,94013F-HRTimeline
UMB Bank, n.a.160,316$12.1M0.19%-10,77513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Quent Capital, LLC159,768$12.1M1.25%+7,56013F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC158,730$12M0.08%-10,75413F-HRTimeline
Calamos Wealth Management LLCin group Calamos Advisors LLC156,091$11.8M0.59%+6,39713F-HRTimelineGroup
Strategies Wealth Advisors, LLC147,054$11.8M1.47%+5,88513F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…154,494$11.7M0.4%+12,41213F-HRTimelineGroup
Hilltop National Bank154,042$11.6M3.5%+22,91013F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC152,634$11.5M0.01%+56,69113F-HRTimelineGroup
Darwin Wealth Management, LLC152,233$11.5M3.87%-10,85113F-HR/ATimeline
Shulman DeMeo Asset Management LLC150,638$11.4M3.07%-2,29113F-HRTimeline
Geneos Wealth Management Inc.150,168$11.4M0.4%+8,40313F-HRTimeline
Private Advisor Group, LLC150,105$11.3M0.06%-4,74013F-HRTimeline
Bluespring Wealth Management, LLC149,203$11.3M1.16%-14,28413F-HRTimeline
Perigon Wealth Management, LLC147,408$11.3M0.28%-7,25713F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC148,770$11.2M0.28%-11913F-HRTimeline
FOSTER & MOTLEY INC148,412$11.2M0.73%+2,11313F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management147,300$11.1M0.35%-34713F-HRTimelineGroup
LWM ADVISORS INC144,889$11M11%13F-HRTimeline
MARTIN & CO INC /TN/142,787$10.8M2.68%-4,51713F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC142,735$10.8M<0.01%+3,76513F-HRTimelineGroup
Brickley Wealth Management141,999$10.7M2.18%013F-HRTimeline
WATERS PARKERSON & CO., LLC141,796$10.7M0.56%+28513F-HRTimeline
Corundum Group, Inc.141,410$10.7M3.99%+11,73113F-HRTimeline
SVB WEALTH LLC141,344$10.7M0.2%new13F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC139,084$10.5M0.38%-48413F-HRTimelineGroup
Crestwood Advisors Group, LLC137,937$10.4M0.2%-8,55613F-HRTimeline
Heritage Family Offices, LLP137,025$10.4M5.17%+24,79713F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION136,265$10.3M0.96%+20,98013F-HRTimeline
Noble Family Wealth, LLC136,081$10.3M2.83%-1,00013F-HRTimeline
Caprock Group, LLC134,571$10.2M0.33%+8,42013F-HRTimeline
Sterling Group Wealth Management, LLC134,261$10.2M5.27%+3,73913F-HRTimeline
LGL PARTNERS, LLC133,679$10.1M1.47%-1,23413F-HRTimeline
Harvest Investment Advisors, LLC133,567$10.1M6.98%+1,69713F-HRTimeline
AMARILLO NATIONAL BANK132,966$10.1M1.85%+6,47613F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …132,725$10M0.01%-29,77513F-HRTimelineGroup
One Capital Management, LLC131,669$9.96M0.33%-16,53713F-HRTimeline
DIVERSIFIED TRUST CO131,505$9.94M0.24%-39413F-HRTimeline
INTEGRITY ALLIANCE, LLC.131,341$9.93M1.08%13F-HRTimeline
WealthBridge Investment Counsel Inc.130,975$9.9M3.63%-50013F-HRTimeline
&PARTNERS129,539$9.88M0.12%+58,56913F-HRTimeline
Checchi Capital Advisers, LLC130,096$9.84M0.73%+2,33713F-HRTimeline
Alberta Investment Management Corp130,000$9.83M0.07%013F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…128,750$9.73M2.42%+86713F-HRTimeline
J.W. COLE ADVISORS, INC.127,763$9.66M0.39%+31113F-HRTimeline
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV127,639$9.65M0.31%013F-HRTimeline
Simmons Bankin group Simmons Bank127,044$9.61M0.7%-2,16413F-HRTimelineGroup
Allworth Financial LP122,497$9.57M0.05%-15,06813F-HRTimeline
WESBANCO BANK INC125,044$9.45M0.32%+3,06813F-HRTimeline
Atlas Legacy Advisors, LLC124,942$9.45M2.29%13F-HRTimeline
Chesley Taft & Associates LLC124,841$9.44M0.44%-56513F-HRTimeline
MYCIO WEALTH PARTNERS, LLC124,754$9.43M2.26%+3,80713F-HRTimeline
Antonelli Financial Advisors, LLC123,725$9.35M7.91%13F-HRTimeline
HERITAGE INVESTORS MANAGEMENT CORP121,591$9.19M0.3%-2,71713F-HRTimeline
United Community Bankin group United Community Bank120,756$9.13M3.55%-11113F-HRTimelineGroup
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.120,000$9.07M0.02%-12,00013F-HRTimelineGroup
D L CARLSON INVESTMENT GROUP INC119,623$9.04M1.61%+1,21213F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC119,071$9M2.94%-8,46113F-HRTimeline
Belmont Capital, LLC119,023$9M1.46%013F-HRTimeline
Mechanics Financial Corp117,747$8.9M4%-70613F-HRTimeline
West Coast Financial LLC117,369$8.87M0.98%+2,52913F-HRTimeline
Aries Wealth Management117,363$8.87M2.44%-1,13113F-HRTimeline
Fulton Bank, N.A.117,309$8.87M0.34%+18,94913F-HRTimeline
Monterey Private Wealth, Inc.117,261$8.87M2.92%+33113F-HRTimeline
WASHINGTON TRUST Co116,783$8.83M0.32%-1,53413F-HRTimeline
Pure Financial Advisors, LLC116,103$8.78M0.2%+13513F-HRTimeline
American Alpha Advisors, LLC115,869$8.76M7.97%new13F-HRTimeline
Canton Hathaway, LLC115,649$8.74M2.18%013F-HRTimeline
Financial Enhancement Group LLC116,700$8.73M1.34%-57113F-HRTimeline
Mill Creek Capital Advisors, LLC114,856$8.68M0.21%+1,23013F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…114,828$8.68M1.19%-10,40013F-HRTimelineGroup
Lindbrook Capital, LLC112,520$8.51M0.77%-513F-HRTimeline
Dynamic Wealth Strategies, LLC112,383$8.5M7.56%+2,75113F-HRTimeline
NewEdge Advisors, LLC112,341$8.49M0.05%-25,49813F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…111,344$8.42M1.73%+11,90813F-HRTimelineGroup
ARVEST INVESTMENTS, INC.110,374$8.35M1.33%-8,94713F-HRTimeline
Metropolitan Life Insurance Co/NY109,892$8.31M3.29%013F-HRTimeline
St. Louis Trust Co109,405$8.27M1.18%+25313F-HRTimeline
AUA CAPITAL MANAGEMENT, LLC109,086$8.25M5.29%-4,24013F-HRTimeline
IRONWOOD INVESTMENT MANAGEMENT LLC107,975$8.16M4.06%-14313F-HRTimeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…107,655$8.14M2.52%-1,11313F-HRTimeline
COREPATH WEALTH PARTNERS LLC107,821$8.1M7.89%+3,65213F-HRTimeline
Gray Private Wealth, LLC106,845$8.08M4.81%-1,72013F-HRTimeline
HOGE FINANCIAL SERVICES, LLC106,815$8.08M5.91%+1,21713F-HRTimeline
SteelPeak Wealth, LLC106,370$8.04M0.33%-34,28413F-HRTimeline
DIMENSION CAPITAL MANAGEMENT LLC106,216$8.03M1.31%-4913F-HRTimeline
HORIZON BANCORP INC /IN/105,723$7.99M3.77%-65613F-HRTimeline
Fluent Financial, LLC104,986$7.94M3.51%+2,62913F-HRTimeline
BURKE & HERBERT BANK & TRUST CO104,947$7.94M1.88%+1,98413F-HRTimeline
NEPC LLC104,912$7.93M0.21%013F-HRTimeline
Select Asset Management & Trust104,799$7.92M3.07%-24,19613F-HRTimeline
Oldfather Financial Services, LLC104,353$7.89M3.01%+97913F-HRTimeline
NIXON PEABODY TRUST CO104,302$7.89M0.65%-35113F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC102,870$7.78M0.17%+1,55213F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.102,510$7.75M0.08%+17,48513F-HRTimeline
CREDIT AGRICOLE S Ain group CREDIT AGRICOLE S A100,247$7.58M0.03%-1,86413F-HRTimelineGroup
Provenance Wealth Advisors, LLC99,793$7.55M0.97%+62,22513F-HRTimeline
BOK Financial Private Wealth, Inc.98,664$7.46M0.54%-10413F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC98,659$7.46M0.21%-3,89913F-HRTimeline
Fund Evaluation Group, LLC98,613$7.46M0.35%-8013F-HRTimeline
Financial Advisors Network, Inc.98,111$7.42M1.23%13F-HRTimeline
Fullerton Fund Management Co Ltd.97,597$7.38M0.26%013F-HRTimeline
OKABENA INVESTMENT SERVICES INC97,099$7.34M2.04%-6,20713F-HRTimeline
Whitegate Investment Counselors, Inc.97,093$7.34M2.52%-213F-HRTimeline
FIRST CITIZENS BANK & TRUST CO96,906$7.33M0.13%+44,91613F-HRTimeline
Blankinship & Foster, LLC96,707$7.31M1.8%-2,98113F-HRTimeline
First Citizens Financial Corp96,176$7.27M3.95%-8,84113F-HRTimeline
Sage Financial Management Group, Inc.95,956$7.25M2.69%-26413F-HRTimeline
Independence Bank of Kentucky95,898$7.25M1.12%+17,62813F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/95,859$7.25M0.01%-641,53913F-HRTimelineGroup
Parisi Gray Wealth Management95,503$7.22M2.3%-1,08613F-HRTimeline
4Thought Financial Group Inc.95,306$7.21M4.47%+10,09713F-HRTimeline
Compound Planning, Inc.95,053$7.19M0.36%+22,92113F-HRTimeline
Bleakley Financial Group, LLC94,721$7.16M0.22%+3,04313F-HRTimeline
Capital Advantage, Inc.93,696$7.08M1.29%+34,84513F-HRTimeline
LBJ Family Wealth Advisors, Ltd.93,184$7.05M4.2%+45913F-HR/ATimeline
Resolute Advisors LLC93,103$7.04M1.42%+31813F-HRTimeline
Venture Visionary Partners LLC93,080$7.04M0.3%-29513F-HR/ATimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.93,032$7.03M0.44%+7,69613F-HRTimelineGroup
2UniFi Bank92,957$7.03M4.68%13F-HRTimeline
WOOSTER CORTHELL WEALTH MANAGEMENT, INC.92,947$7.03M1.53%-2,46513F-HRTimeline
First National Trust Co92,854$7.02M0.26%+63213F-HRTimeline
Forvis Mazars Wealth Advisors, LLC92,828$7.02M0.16%-6,29713F-HRTimeline
Edge Capital Group, LLC92,113$6.96M0.36%+12,80613F-HRTimeline
Avidian Wealth Enterprises, LLC91,096$6.89M0.31%-1,36413F-HRTimeline
Ironwood Financial, llc90,982$6.88M1.44%-3,25313F-HRTimeline
Belpointe Asset Management LLC82,255$6.83M0.41%-5,01013F-HRTimeline
Pitti Group Wealth Management, LLC90,185$6.82M6.91%+2,99013F-HRTimeline
Powell Investment Advisors, LLC89,991$6.8M3.15%-16613F-HRTimeline
Pine Valley Investments Ltd Liability Co89,950$6.8M0.45%-2,45213F-HRTimeline
McKinley Carter Wealth Services, Inc.88,788$6.71M0.41%+19,73613F-HRTimeline
Schneider Downs Wealth Management Advis…88,619$6.7M1.26%+1,26613F-HRTimeline
RWA WEALTH PARTNERS, LLC88,307$6.68M0.08%-87613F-HRTimeline
Madden Advisory Services, Inc.88,214$6.67M3.1%-36513F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…87,836$6.64M0.18%-124,94513F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …87,481$6.61M0.18%+5,26413F-HRTimelineGroup
Foundation Wealth Management, LLC\PA84,653$6.4M3.1%13F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…84,498$6.39M0.05%+4,74613F-HRTimelineGroup
TITLEIST ASSET MANAGEMENT, LLC84,474$6.39M0.74%+10,48113F-HRTimeline
ERn Financial, LLC84,251$6.37M0.96%+6,71713F-HRTimeline
Sandy Spring Bank84,110$6.36M0.26%+9,77213F-HRTimeline
Chicago Partners Investment Group LLC83,065$6.33M0.21%-62913F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC82,691$6.25M0.06%-126,20413F-HRTimelineGroup
Grove Bank & Trust82,670$6.25M0.87%+4,90813F-HRTimeline