Skip to content
Disclosery

EFA ISHARES TR

Follow

MSCI EAFE ETF (fund)

1,943 managers (1,963 13F filers) reported a position in EFA shares at 2025-03-31, 575,676,003 shares in all. 123 filers opened a position and 100 filers sold out during the quarter.

Managers
1,943
13F filers
1,963
New
123
Added
550
Reduced
851
Sold out
100
Shares held by filers
575,676,003

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Prosperity Planning, Inc.243,645$19.9M6.23%+5,72313F-HRTimeline
Portland Global Advisors LLC243,289$19.9M2.51%-71613F-HRTimeline
PITTENGER & ANDERSON INC242,723$19.8M0.73%+9,80213F-HRTimeline
VESTOR CAPITAL, LLC242,712$19.8M1.63%-5,83513F-HRTimeline
US FINANCIAL ADVISORS, LLC240,077$19.6M5.8%+21,52213F-HRTimeline
Beacon Pointe Advisors, LLC237,169$19.4M0.22%+8,30413F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO237,106$19.4M0.14%+14,30513F-HRTimelineGroup
BRIGHTON JONES LLC234,790$19.2M0.62%-1,67013F-HRTimeline
Cornerstone Management, Inc.229,575$18.8M3.51%-6,53913F-HRTimeline
Financial & Tax Architects, LLC227,216$18.6M4.66%+221,58013F-HRTimeline
Waverly Advisors, LLC226,768$18.5M0.23%-3,42913F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC221,206$18.1M0.02%+153,71813F-HRTimelineGroup
Parallel Advisors, LLC216,721$17.7M0.4%+1,63913F-HRTimeline
FINANCIAL COUNSELORS INC210,585$17.2M0.26%+69013F-HRTimeline
Venturi Wealth Management, LLC210,227$17.2M0.9%+33,25813F-HRTimeline
HB Wealth Management, LLC208,557$17M0.14%+27,49313F-HRTimeline
Taikang Asset Management (Hong Kong) Co…205,783$16.8M2.29%+5,62813F-HRTimeline
INSPIRE TRUST CO, N.A.204,970$16.8M3.98%+1,14013F-HRTimeline
CAPE ANN SAVINGS BANK204,870$16.7M10.5%+8,14113F-HRTimeline
Verdence Capital Advisors LLC204,815$16.7M1.28%+7,65913F-HRTimeline
CONNABLE OFFICE INC204,760$16.7M1.78%-49,33513F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co204,669$16.7M0.22%-1,70413F-HRTimelineGroup
INTEGRITY ALLIANCE, LLC.201,035$16.4M0.65%+69,69413F-HRTimeline
Heartwood Wealth Advisors LLC197,501$16.1M1.84%+7,87413F-HRTimeline
National Philanthropic Trust195,244$16M0.26%+3,53513F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC191,600$15.7M0.02%new13F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC191,467$15.6M0.11%+32,73713F-HRTimeline
Tandem Wealth Advisors LLC189,907$15.5M8.13%-6,94313F-HRTimeline
Constellation Investments, Inc.188,431$15.4M0.73%-85,00013F-HRTimeline
Steward Partners Investment Advisory, L…187,996$15.4M0.14%-35,70613F-HRTimeline
PATTON FUND MANAGEMENT, INC.187,797$15.3M3.72%-12,84113F-HRTimeline
Litman Gregory Wealth Management LLC185,545$15.2M1.3%-37913F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.185,330$15.1M0.27%-1,90413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Idaho Trust Co185,137$15.1M6.17%+15,13913F-HRTimeline
Curi Capital, LLC182,823$14.9M0.37%-14,66113F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…181,347$14.8M0.04%-22,39013F-HRTimeline
F/m Investments LLC180,613$14.8M0.59%-1,19613F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…180,083$14.7M1.47%-3,33013F-HRTimelineGroup
Evercore Wealth Management, LLC178,823$14.6M0.24%-5,70513F-HRTimeline
Fort Point Capital Partners LLC178,679$14.6M1.63%-2,12313F-HRTimeline
Parkside Financial Bank & Trust175,464$14.3M1.83%+10,92013F-HRTimeline
ANB BANK175,283$14.3M6.4%-1,69213F-HRTimeline
Quent Capital, LLC172,809$14.1M1.48%+13,04113F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co171,446$14M0.99%-61113F-HRTimelineGroup
Calamos Wealth Management LLCin group Calamos Advisors LLC170,319$13.9M0.7%+14,22813F-HRTimelineGroup
Heritage Wealth Advisors168,492$13.8M0.7%-1013F-HRTimeline
Select Asset Management & Trust167,203$13.7M5.48%+62,40413F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC166,502$13.6M0.2%+1,83113F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC166,128$13.6M0.95%-7,21013F-HRTimeline
Clear Creek Financial Management, LLC165,863$13.6M1.41%+151,95713F-HRTimeline
CHURCHILL MANAGEMENT Corp163,389$13.4M0.17%new13F-HRTimeline
WHITTIER TRUST CO162,142$13.3M0.18%-6,84913F-HRTimeline
CWM, LLCin group CWM, LLC160,244$13.1M0.05%+102,04813F-HRTimelineGroup
Anchor Capital Management Group Inc160,000$13.1M6.02%-40,00013F-HRTimeline
GLOBALT Investments LLC / GA159,260$13M0.53%-9,62813F-HRTimeline
UMB Bank, n.a.159,083$13M0.21%-1,23313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…157,572$12.9M0.31%+69,73613F-HRTimelineGroup
RVW Wealth, LLC154,093$12.6M1.19%-56,28913F-HRTimeline
MCF Advisors LLC152,514$12.5M0.9%-22,61513F-HRTimeline
LWM ADVISORS INC142,650$12.3M12.61%-2,23913F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC149,898$12.3M0.53%+146,37513F-HRTimelineGroup
Shulman DeMeo Asset Management LLC149,407$12.2M3.43%-1,23113F-HRTimeline
Strategies Wealth Advisors, LLC147,320$12M1.47%+26613F-HRTimeline
Private Advisor Group, LLC147,085$12M0.07%-3,02013F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…146,946$12M0.45%-7,54813F-HRTimelineGroup
Caprock Group, LLC146,622$12M0.37%+12,05113F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC146,585$12M0.3%-2,18513F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management146,429$12M0.38%-87113F-HRTimelineGroup
MARTIN & CO INC /TN/146,012$11.9M2.3%+3,22513F-HRTimeline
CREDIT AGRICOLE S Ain group CREDIT AGRICOLE S A145,674$11.9M0.04%+45,42713F-HRTimelineGroup
CENTRAL BANK & TRUST CO145,526$11.9M1.99%-54,41713F-HRTimeline
FOSTER & MOTLEY INC144,294$11.8M0.74%-4,11813F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC144,219$11.8M0.42%+5,13513F-HRTimelineGroup
Bleakley Financial Group, LLC143,762$11.7M0.38%+49,04113F-HRTimeline
&PARTNERS141,516$11.7M0.12%+11,97713F-HRTimeline
WATERS PARKERSON & CO., LLC142,072$11.6M0.62%+27613F-HRTimeline
Bluespring Wealth Management, LLC141,620$11.6M1.18%-7,58313F-HRTimeline
Brickley Wealth Management141,533$11.6M2.4%-46613F-HRTimeline
Darwin Wealth Management, LLC152,233$11.5M3.87%013F-HRTimeline
Perigon Wealth Management, LLC137,818$11.3M0.29%-9,59013F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP137,046$11.2M0.01%new13F-HRTimelineGroup
Noble Family Wealth, LLC136,081$11.1M3.06%013F-HRTimeline
Sterling Group Wealth Management, LLC135,799$11.1M5.95%+1,53813F-HRTimeline
AMARILLO NATIONAL BANK132,966$10.9M2.11%013F-HRTimeline
Harvest Investment Advisors, LLC132,616$10.8M7.83%-95113F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC132,328$10.8M<0.01%-10,40713F-HRTimelineGroup
Baker Avenue Asset Management, LP132,040$10.8M0.34%+123,79813F-HRTimeline
EQ LLC131,263$10.7M5.01%new13F-HRTimeline
WealthBridge Investment Counsel Inc.130,975$10.7M3.9%013F-HRTimeline
DIVERSIFIED TRUST CO130,783$10.7M0.26%-72213F-HRTimeline
Aries Wealth Management130,403$10.7M2.89%+13,04013F-HRTimeline
Alberta Investment Management Corp130,000$10.6M0.07%013F-HRTimeline
Checchi Capital Advisers, LLC128,941$10.5M0.75%-1,15513F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…128,286$10.5M0.58%+106,79513F-HRTimelineGroup
One Capital Management, LLC126,681$10.4M0.35%-4,98813F-HRTimeline
Chesley Taft & Associates LLC126,286$10.3M0.5%+1,44513F-HRTimeline
Corundum Group, Inc.125,650$10.3M4.93%-15,76013F-HRTimeline
CAMBIAR INVESTORS LLC125,541$10.3M0.43%-559,61713F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.125,258$10.2M0.11%+22,74813F-HRTimeline
MYCIO WEALTH PARTNERS, LLC124,754$10.2M2.4%013F-HRTimeline
American Alpha Advisors, LLC124,427$10.2M9.01%+8,55813F-HRTimeline
Simmons Bankin group Simmons Bank124,175$10.1M0.77%-2,86913F-HRTimelineGroup
FARMERS & MERCHANTS TRUST Co OF LONG BE…123,775$10.1M2.56%-4,97513F-HRTimeline
Allworth Financial LP120,322$10.1M0.06%-2,17513F-HRTimeline
WESBANCO BANK INC121,963$9.97M0.35%-3,08113F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/120,990$9.89M0.01%+25,13113F-HRTimelineGroup
LGL PARTNERS, LLC120,326$9.83M4.74%-13,35313F-HRTimeline
HERITAGE INVESTORS MANAGEMENT CORP120,233$9.83M0.34%-1,35813F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC119,857$9.8M2.72%+78613F-HRTimeline
Belmont Capital, LLC119,023$9.73M1.75%013F-HRTimeline
West Coast Financial LLC118,371$9.67M1.1%+1,00213F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…117,734$9.62M0.14%-45,79013F-HRTimelineGroup
SteelPeak Wealth, LLC117,612$9.61M0.41%+11,24213F-HRTimeline
J.W. COLE ADVISORS, INC.117,319$9.59M0.3%-10,44413F-HRTimeline
Mill Creek Capital Advisors, LLC116,876$9.55M0.23%+2,02013F-HRTimeline
Mechanics Financial Corp116,744$9.54M4.33%-1,00313F-HRTimeline
WASHINGTON TRUST Co116,439$9.52M0.36%-34413F-HRTimeline
Monterey Private Wealth, Inc.115,777$9.46M2.79%-1,48413F-HRTimeline
Canton Hathaway, LLC115,649$9.45M1.91%013F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…114,828$9.38M1.51%013F-HRTimelineGroup
Crestwood Advisors Group, LLC114,471$9.36M0.18%-23,46613F-HRTimeline
Oldfather Financial Services, LLC113,675$9.29M3.53%+9,32213F-HRTimeline
AUA CAPITAL MANAGEMENT, LLC112,666$9.21M5.99%+3,58013F-HRTimeline
COREPATH WEALTH PARTNERS LLC111,304$9.16M8.73%+3,48313F-HRTimeline
Gray Private Wealth, LLC111,542$9.12M5.49%+4,69713F-HRTimeline
Heritage Family Offices, LLP111,529$9.12M4.66%-25,49613F-HRTimeline
Financial Enhancement Group LLC110,489$9.1M1.42%-6,21113F-HRTimeline
United Community Bankin group United Community Bank111,107$9.08M3.38%-9,64913F-HRTimelineGroup
Pure Financial Advisors, LLC110,664$9.04M0.19%-5,43913F-HRTimeline
Atria Wealth Solutions, Inc.110,392$9.02M0.11%-82,86113F-HRTimeline
HOGE FINANCIAL SERVICES, LLC110,195$9.01M6.3%+3,38013F-HRTimeline
Metropolitan Life Insurance Co/NY109,892$8.98M4.15%013F-HRTimeline
DAVENPORT & Co LLC109,372$8.94M0.05%+65,65713F-HRTimeline
Private Wealth Asset Management, LLC109,156$8.92M1.28%13F-HRTimeline
Lindbrook Capital, LLC108,656$8.88M0.82%-3,86413F-HRTimeline
ARVEST INVESTMENTS, INC.108,611$8.88M1.4%-1,76313F-HRTimeline
St. Louis Trust Co108,505$8.87M1.28%-90013F-HRTimeline
Dynamic Wealth Strategies, LLC108,430$8.86M7.37%-3,95313F-HRTimeline
BURKE & HERBERT BANK & TRUST CO108,067$8.83M2.13%+3,12013F-HRTimeline
IRONWOOD INVESTMENT MANAGEMENT LLC107,981$8.83M4.81%+613F-HRTimeline
DIMENSION CAPITAL MANAGEMENT LLC107,696$8.8M1.56%+1,48013F-HRTimeline
Antonelli Financial Advisors, LLC107,680$8.8M7.09%-16,04513F-HRTimeline
HORIZON BANCORP INC /IN/107,622$8.8M4.97%+1,89913F-HRTimeline
CIM INVESTMENT MANAGEMENT INC111,818$8.8M2.01%+55,74913F-HRTimeline
Venture Visionary Partners LLC107,382$8.78M0.37%+14,30213F-HRTimeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…107,305$8.77M2.69%-35013F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION107,028$8.75M0.85%-29,23713F-HRTimeline
Granby Capital Management, LLCin group Granby Capital Management, LLC107,000$8.75M4.71%new13F-HRTimelineGroup
Midwest Professional Planners, LTD.106,338$8.69M2.7%+51,13013F-HRTimeline
Orin Green Financial, LLC107,728$8.69M4.1%new13F-HRTimeline
IBEX WEALTH ADVISORS105,036$8.58M1.14%new13F-HRTimeline
NEPC LLC104,912$8.57M0.24%013F-HRTimeline
Citizens Business Bank104,214$8.52M1.85%+43,95613F-HRTimeline
NIXON PEABODY TRUST CO104,105$8.51M0.72%-19713F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …104,081$8.51M0.01%-28,64413F-HRTimelineGroup
Fulton Bank, N.A.102,959$8.41M0.34%-14,35013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC102,682$8.39M0.1%+19,99113F-HRTimelineGroup
RHUMBLINE ADVISERS102,645$8.39M0.01%+22,58113F-HR/ATimeline
COLDSTREAM CAPITAL MANAGEMENT INC102,226$8.35M0.18%-64413F-HRTimeline
Fluent Financial, LLC100,890$8.25M3.59%-4,09613F-HRTimeline
OKABENA INVESTMENT SERVICES INC99,542$8.14M2.05%+2,44313F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…98,475$8.05M1.55%-12,86913F-HR/ATimelineGroup
BOK Financial Private Wealth, Inc.98,175$8.02M0.6%-48913F-HRTimeline
Financial Advisors Network, Inc.97,607$7.98M1.32%-50413F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC97,006$7.93M0.25%-1,65313F-HRTimeline
Summit Financial, LLC96,326$7.87M0.22%+69,41113F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK95,921$7.84M1.14%-124,46213F-HR/ATimelineGroup
Sage Financial Management Group, Inc.95,902$7.84M2.84%-5413F-HRTimeline
LITTLE HOUSE CAPITAL LLC95,677$7.82M2.15%+19,74813F-HRTimeline
NewEdge Advisors, LLC95,369$7.79M0.05%-16,97213F-HRTimeline
Aspect Partners, LLC95,002$7.76M4.45%+91,67413F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC94,752$7.74M0.9%+10,27813F-HRTimeline
Whitegate Investment Counselors, Inc.94,743$7.74M2.75%-2,35013F-HRTimeline
Blankinship & Foster, LLC94,177$7.7M1.94%-2,53013F-HRTimeline
Resolute Advisors LLC93,386$7.63M2.2%+28313F-HRTimeline
Provenance Wealth Advisors, LLC93,338$7.63M1.1%-6,45513F-HRTimeline
Pitti Group Wealth Management, LLC93,191$7.62M7.81%+3,00613F-HRTimeline
Fund Evaluation Group, LLC92,640$7.59M0.33%-5,97313F-HRTimeline
2UniFi Bank92,247$7.53M4.87%-71013F-HRTimeline
WOOSTER CORTHELL WEALTH MANAGEMENT, INC.90,828$7.42M1.52%-2,11913F-HRTimeline
Forvis Mazars Wealth Advisors, LLC90,480$7.39M0.18%-2,34813F-HRTimeline
Ironwood Financial, llc88,993$7.27M1.56%-1,98913F-HRTimeline
Independence Bank of Kentucky88,898$7.27M1.14%-7,00013F-HRTimeline
Madden Advisory Services, Inc.88,877$7.26M3.39%+66313F-HRTimeline
First Citizens Financial Corp88,782$7.26M4.1%-7,39413F-HRTimeline
RWA WEALTH PARTNERS, LLC88,515$7.23M0.09%+20813F-HRTimeline
ODonnell Financial Services, LLC88,175$7.21M2.97%new13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …87,847$7.18M0.19%+36613F-HRTimelineGroup
4Thought Financial Group Inc.87,557$7.16M4.42%-7,74913F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…87,448$7.15M0.29%-113,71813F-HRTimelineGroup
Chicago Partners Investment Group LLC82,915$7.12M0.24%-15013F-HRTimeline
Rakuten Investment Management, Inc.86,228$7.11M0.03%13F-HRTimeline
Grove Bank & Trust86,770$7.09M0.95%+4,10013F-HRTimeline
Capital Advantage, Inc.93,696$7.08M1.29%013F-HRTimeline
Schneider Downs Wealth Management Advis…85,183$6.96M1.26%-3,43613F-HRTimeline
First National Trust Co85,077$6.95M0.28%-7,77713F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC83,433$6.82M0.01%-69,20113F-HRTimelineGroup
Summit Asset Management, LLC82,568$6.75M1.17%013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC82,334$6.73M0.04%+4,55813F-HRTimelineGroup
Sandy Spring Bank82,187$6.72M0.28%-1,92313F-HRTimeline