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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
Summit Asset Management, LLC82,568$6.24M1.1%+68,61513F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…82,449$6.23M0.02%+2,08913F-HRTimelineGroup
Argent Trust Co81,536$6.16M0.25%-9,27713F-HRTimeline
Pathway Financial Advisors LLC81,448$6.16M1.42%+5,25513F-HRTimeline
First Western Trust Bank80,983$6.12M0.28%+56513F-HRTimeline
Pinnacle Wealth Planning Services, Inc.80,419$6.08M0.91%+30,29813F-HR/ATimeline
IHT Wealth Management, LLC80,113$6.06M0.2%-51,72913F-HRTimeline
RHUMBLINE ADVISERS80,064$6.05M0.01%+16,16713F-HR/ATimeline
Parallax Volatility Advisers, L.P.80,002$6.05M0.13%new13F-HRTimeline
Invesco Ltd.in group Invesco Ltd.79,583$6.02M<0.01%+73,14513F-HRTimelineGroup
Bristlecone Advisors, LLC79,456$6.01M0.47%-2,45713F-HRTimeline
Tarbox Family Office, Inc.79,196$5.99M0.99%-7213F-HRTimeline
Snowden Capital Advisors LLC78,776$5.96M0.19%+5,22013F-HRTimeline
Glen Eagle Advisors, LLC78,336$5.92M0.98%+4,28713F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC77,776$5.88M0.04%+88413F-HRTimelineGroup
Bolthouse Investments, LLC77,713$5.88M5.43%13F-HRTimeline
IMA Advisory Services, Inc.77,601$5.87M0.71%new13F-HRTimeline
Coastline Trust Co77,327$5.85M0.68%-3,02013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CASTLEARK MANAGEMENT LLC76,840$5.81M0.2%013F-HRTimeline
Caerus Investment Advisors, LLC76,481$5.78M5.43%-25613F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.76,290$5.77M0.4%-19413F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…76,228$5.76M0.13%+29213F-HRTimelineGroup
LCM Capital Management Inc76,145$5.76M3.25%-2,36313F-HRTimeline
ARBOR TRUST WEALTH ADVISORS, LLC75,998$5.75M2.69%+4,64013F-HRTimeline
LITTLE HOUSE CAPITAL LLC75,929$5.74M1.64%-30913F-HRTimeline
Sincerus Advisory, LLC75,906$5.74M6.16%13F-HRTimeline
Birch Hill Investment Advisors LLC75,889$5.74M0.27%+5813F-HRTimeline
CARDIFF PARK ADVISORS, LLC75,881$5.74M0.55%+31513F-HRTimeline
Baron Financial Group, LLC75,556$5.71M3.54%+2,68113F-HRTimeline
Chesapeake Wealth Management75,490$5.71M1.96%+18713F-HRTimeline
First Financial Bankshares Inc75,362$5.7M0.12%-1,40513F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.75,240$5.69M3.21%+33913F-HRTimeline
Aaron Wealth Advisors LLC74,954$5.67M0.66%+13613F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding74,366$5.62M+551Timeline
TAP Consulting, LLC73,958$5.59M1.14%+5,97813F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC73,925$5.59M0.52%+113F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC73,857$5.58M0.01%-3,57213F-HRTimelineGroup
Family Firm, Inc.172,428$5.58M1.24%+4,79313F-HRTimeline
Paragon Capital Management Ltd73,458$5.55M1.11%+5,34313F-HRTimeline
BOSTON FINANCIAL MANGEMENT LLC73,323$5.54M0.17%-1,18113F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO72,733$5.5M0.01%+61713F-HRTimelineGroup
AMARA FINANCIAL, LLC.72,656$5.49M5.07%+94413F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC72,444$5.48M1.36%-1,14613F-HRTimelineGroup
Cadence Bank72,410$5.47M0.37%-1,05013F-HRTimeline
SUMMIT SECURITIES GROUP LLC72,000$5.44M2.03%new13F-HRTimeline
DELTA FINANCIAL ADVISORS LLC71,928$5.44M2.02%+213F-HRTimeline
Crewe Advisors LLC71,911$5.44M0.75%-61813F-HRTimeline
Allen Mooney & Barnes Investment Adviso…71,862$5.43M0.92%+3,14313F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP71,710$5.42M0.08%+6613F-HRTimeline
PANAGORA ASSET MANAGEMENT INC71,115$5.38M0.02%-29,86413F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC70,484$5.33M0.67%+3,61813F-HRTimeline
Sepio Capital, LP70,483$5.33M0.43%-80013F-HRTimeline
CITY HOLDING CO70,369$5.32M0.75%+10,33313F-HRTimeline
Arcataur Capital Management LLC70,327$5.32M1.79%-11513F-HRTimeline
Ramsay, Stattman, Vela & Price, Inc.70,293$5.31M0.99%-3,22713F-HRTimeline
BSW Wealth Partners69,869$5.28M0.78%-3,33413F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.65,667$5.2M0.25%-1,54413F-HRTimelineGroup
SCOTIA CAPITAL INC.68,611$5.19M0.03%+20,00313F-HRTimeline
Essential Planning, LLC.65,260$5.17M0.03%new13F-HRTimeline
NewSquare Capital LLC67,995$5.14M0.41%-1,34413F-HRTimeline
Robertson Stephens Wealth Management, L…67,525$5.11M0.18%-2,79613F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC67,488$5.1M0.01%+32,50613F-HRTimelineGroup
Bray Capital Advisors67,469$5.1M1.38%-80013F-HRTimeline
CONNORS INVESTOR SERVICES INC67,466$5.1M0.48%-40113F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp66,864$5.06M0.29%-8,97813F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC66,772$5.05M0.2%+2,08613F-HRTimeline
Prism Advisors, Inc.66,041$4.99M1.5%-14,20413F-HRTimeline
Full Sail Capital, LLC65,971$4.99M0.32%+1,86513F-HRTimeline
Mondrian Investment Partners LTD62,911$4.99M0.08%-166,02713F-HR/ATimeline
ANGELES WEALTH MANAGEMENT, LLCgroup of 2 filers holding65,680$4.97M-12,500Timeline
Brio Consultants, LLC65,438$4.95M0.77%+4,69413F-HRTimeline
BLKBRD Asset Management, LP65,368$4.94M23.03%13F-HRTimeline
Callan Family Office, LLC65,186$4.93M0.31%-14,35813F-HRTimeline
Prospera Financial Services Inc65,148$4.93M0.11%+1,40613F-HRTimeline
Alamar Capital Management, LLC65,139$4.93M2.69%+2,80213F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC64,666$4.89M0.11%-189,73413F-HRTimelineGroup
FFT WEALTH MANAGEMENT LLC64,592$4.88M0.37%-4,41413F-HRTimeline
Connecticut Wealth Management, LLC64,505$4.88M0.24%-2,58913F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC63,554$4.81M0.38%-9,25413F-HRTimeline
WEBSTER BANK, N. A.63,523$4.8M0.52%-51613F-HRTimeline
RMR Wealth Builders63,312$4.79M0.49%+1,42413F-HR/ATimeline
Fi3 FINANCIAL ADVISORS, LLC63,121$4.77M1.79%-1,72313F-HRTimeline
MOLLER WEALTH PARTNERS63,037$4.77M1.25%013F-HRTimeline
Integrated Advisors Network LLC62,870$4.75M0.23%-70413F-HRTimeline
Richard W. Paul & Associates, LLC62,756$4.75M1.73%+88013F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK62,443$4.72M0.01%-2,178,46413F-HR/ATimelineGroup
Stratos Wealth Partners, LTD.group of 3 filers holding61,779$4.67M-51,792Timeline
ABLE Financial Group, LLC61,593$4.66M1.38%-147,26613F-HRTimeline
Summit Financial Strategies, Inc.61,413$4.64M0.51%-37213F-HRTimeline
Maven Securities LTDin group Maven Securities LTD61,269$4.63M0.75%new13F-HRTimelineGroup
SUN LIFE FINANCIAL INCin group SUN LIFE FINANCIAL INC61,102$4.62M0.26%+5,30013F-HRTimelineGroup
Flower City Capital60,402$4.57M2.79%-2,45613F-HRTimeline
Citizens Business Bank60,258$4.56M0.85%-30,78113F-HRTimeline
Advisory Services Network, LLC60,160$4.55M0.08%+6,07113F-HRTimeline
MISSION WEALTH MANAGEMENT, LP59,303$4.48M0.11%-14013F-HRTimeline
BluePointe Capital Management, LLC59,158$4.47M2.56%+7,96813F-HRTimeline
World Investment Advisors59,157$4.47M0.12%+46,03113F-HRTimeline
Pinnacle Bancorp, Inc.58,925$4.46M1.45%-8313F-HRTimeline
CWM, LLCin group CWM, LLC58,196$4.4M0.02%+12,28813F-HRTimelineGroup
Choate Investment Advisors57,968$4.38M0.11%+6,38913F-HRTimeline
New England Private Wealth Advisors LLC57,550$4.35M0.69%+41613F-HRTimeline
COOPERMAN LEON G57,453$4.34M0.16%new13F-HRTimeline
Harbour Trust & Investment Management Co56,459$4.27M0.49%+69813F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC56,162$4.25M0.83%-1,48913F-HRTimeline
CIM INVESTMENT MANAGEMENT INC56,069$4.24M1.24%+26813F-HRTimeline
Federation des caisses Desjardins du Qu…55,958$4.23M0.02%-108,89413F-HRTimeline
WOLVERINE TRADING, LLC55,360$4.19M0.09%-240,19513F-HRTimeline
Azimuth Capital Investment Management L…55,349$4.18M0.16%+5,32413F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS55,295$4.18M0.16%-2,23013F-HRTimelineGroup
OLD NATIONAL BANCORP /IN/55,255$4.18M0.1%-4,29213F-HRTimeline
Midwest Professional Planners, LTD.55,208$4.17M1.25%+2,41413F-HRTimeline
Providence First Trust Co55,187$4.17M1.57%-1,43513F-HRTimeline
RFG Advisory, LLC55,036$4.16M0.12%-6,60813F-HRTimeline
ASPIRIANT, LLC54,843$4.15M0.15%+7,31313F-HRTimeline
Vestmark Advisory Solutions, Inc.54,515$4.12M0.14%new13F-HRTimeline
Laird Norton Wetherby Wealth Management…54,455$4.12M0.2%+2,01213F-HRTimeline
Santori & Peters, Inc.54,350$4.11M1.57%+1,39313F-HRTimeline
Northeast Financial Consultants Inc54,328$4.11M0.17%+36,06013F-HRTimeline
Aptus Capital Advisors, LLC54,268$4.1M0.05%+20,78213F-HRTimeline
Csenge Advisory Group54,237$4.1M0.22%+3,13713F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC53,804$4.07M0.62%-4,82913F-HRTimeline
Crescent Grove Advisors, LLC53,738$4.06M0.4%013F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …53,549$4.05M0.87%+213F-HRTimeline
Veltria Advisors Corp.53,470$4.04M1.68%+65013F-HRTimeline
Highview Capital Management LLC/DE/53,371$4.04M1.55%new13F-HR/ATimeline
Thrive Wealth Management, LLC53,266$4.03M0.72%+17,64113F-HRTimeline
Smith & Howard Wealth Management, LLC53,127$4.02M1.14%+7613F-HRTimeline
Atlantic Edge Private Wealth Management…53,093$4.01M1.24%+1,18313F-HRTimeline
CAUSEWAY CAPITAL MANAGEMENT LLC53,024$4.01M0.09%-1,246,00913F-HRTimeline
Signify Wealth52,621$3.98M4.49%+5,77313F-HRTimeline
Texas Bank & Trust Co52,234$3.95M1.63%13F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD52,026$3.93M0.02%+82513F-HRTimelineGroup
EWG Elevate Inc.51,773$3.91M1.19%+24713F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.51,616$3.9M0.04%-48,73513F-HRTimeline
Shorepoint Capital Partners LLC51,439$3.89M0.89%+17413F-HRTimeline
Fragasso Financial Advisors Inc51,379$3.88M0.3%+1,32113F-HRTimeline
Centricity Wealth Management, LLC51,264$3.88M3.62%13F-HRTimeline
Trek Financial, LLC51,125$3.87M0.29%-1,31813F-HRTimeline
B. Riley Wealth Advisors, Inc.50,995$3.86M0.13%-13,14113F-HRTimeline
Alesco Advisors, LLC, An ESL Co50,859$3.85M0.12%013F-HRTimeline
Grey Fox Wealth Advisors, LLC50,741$3.84M1.05%+4,35713F-HRTimeline
McAdam, LLC50,634$3.83M0.21%+77013F-HRTimeline
OneDigital Investment Advisors LLC50,523$3.82M0.04%-90913F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT50,336$3.81M0.06%-1,06113F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC50,000$3.78M0.12%+3,88613F-HRTimelineGroup
Gemmer Asset Management LLC49,792$3.76M0.37%+22113F-HRTimeline
Alpha Cubed Investments, LLC49,394$3.73M0.17%new13F-HRTimeline
CFS Investment Advisory Services, LLC49,167$3.72M0.33%+18,64513F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/49,000$3.7M0.78%+3,89513F-HRTimeline
Central Pacific Bank - Trust Division48,991$3.7M0.48%-11413F-HRTimeline
INVESTMENT PARTNERS, LTD.48,955$3.7M1.52%-42613F-HRTimeline
All Terrain Financial Advisors, LLC48,878$3.7M1.44%-14,34213F-HRTimeline
Glass Jacobson Investment Advisors llc48,591$3.67M1.21%-30513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Mullaney, Keating & Wright, Inc.48,510$3.67M2.48%-2,36113F-HRTimeline
St. Clair Advisors, LLC48,312$3.65M1.05%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC48,284$3.65M0.25%-65513F-HRTimeline
Efficient Advisors, LLC48,101$3.64M0.23%+60813F-HRTimeline
Solstein Capital, LLC48,003$3.63M2.03%013F-HRTimeline
Gryphon Financial Partners LLC47,927$3.62M0.52%-2,30313F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC47,803$3.61M0.21%-17313F-HRTimeline
PFW Advisors LLC47,761$3.61M1.11%13F-HRTimeline
Commonwealth Financial Services, LLC47,667$3.6M0.71%-2,71013F-HRTimeline
WEALTH ALLIANCE, LLC47,525$3.59M0.43%new13F-HRTimeline
Capital Advisors, Ltd. LLC47,198$3.57M0.45%-1,04113F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC47,203$3.57M2.1%13F-HRTimeline
Dorsey & Whitney Trust CO LLC47,042$3.56M0.2%-3,33413F-HRTimeline
SlateStone Wealth, LLC47,017$3.56M0.35%-2,31613F-HRTimeline
Sage Mountain Advisors LLC46,835$3.54M0.26%+7,09513F-HRTimeline
XML Financial, LLC46,766$3.54M0.32%+5,02613F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC45,927$3.47M0.93%-2613F-HRTimeline
Acropolis Investment Management, LLC45,760$3.46M0.2%+47913F-HRTimeline
AdvisorNet Financial, Inc45,700$3.46M0.29%+13,03913F-HRTimeline
Integrated Wealth Concepts LLC45,446$3.44M0.04%+98713F-HRTimeline
WADDELL & ASSOCIATES, LLC44,917$3.4M0.35%+1,23113F-HR/ATimeline
Meridian Wealth Management, LLC44,725$3.38M0.16%+3,85113F-HRTimeline
SG Americas Securities, LLC44,696$3.38M0.01%+17513F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…44,685$3.38M0.11%-47813F-HRTimelineGroup
MOSAIC FAMILY WEALTH PARTNERS, LLC44,420$3.36M0.48%-4613F-HRTimeline
Leverty Financial Group, LLC44,394$3.36M1.71%-2,28913F-HRTimeline
Maryland State Retirement & Pension Sys…44,266$3.35M0.07%+11,66013F-HRTimeline
Larson Financial Group LLC43,882$3.32M0.17%-2,07113F-HRTimeline
Lane & Associates LLC41,768$3.31M1.71%+1,48013F-HRTimeline
DAVENPORT & Co LLC43,715$3.31M0.02%+7,09813F-HRTimeline
Asset Management Group, Inc.43,392$3.28M0.58%-1,25213F-HRTimeline
1832 Asset Management L.P.43,299$3.27M0.01%-16,14013F-HRTimeline
STERLING INVESTMENT ADVISORS LLC /ADV43,215$3.27M1.91%+48913F-HRTimeline
NTV Asset Management LLC43,101$3.26M0.43%-80913F-HRTimeline
NVWM, LLC42,715$3.23M0.81%-4,08613F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC42,611$3.22M0.93%13F-HRTimeline
Aveo Capital Partners, LLC42,590$3.22M0.35%-3,38413F-HRTimeline
Western Wealth Management, LLC42,459$3.21M0.21%+5,94513F-HR/ATimeline
McLean Asset Management Corp42,178$3.19M0.96%-1,07213F-HRTimeline
First Interstate Bank42,155$3.19M0.19%+4,37113F-HRTimeline
OLYMPUS WEALTH MANAGEMENT, LLC42,018$3.18M1.16%-99213F-HRTimeline
MACROVIEW INVESTMENT MANAGEMENT LLC41,868$3.17M3.22%-513F-HRTimeline
TD Waterhouse Canada Inc.41,839$3.16M0.03%-1,68113F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC41,621$3.15M0.25%+2,21113F-HR/ATimeline
Sowell Financial Services LLC41,472$3.14M0.16%+7,56313F-HRTimeline
Wealth Advisory Solutions, LLC41,274$3.12M0.87%+22313F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT41,200$3.12M0.38%013F-HRTimeline