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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
JMG Financial Group, Ltd.41,116$3.11M0.11%-5,48013F-HRTimeline
Beutel, Goodman & Co Ltd.41,086$3.1M0.02%013F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC40,811$3.09M0.29%-1,21313F-HRTimeline
1834 INVESTMENT ADVISORS CO40,565$3.07M0.39%-4,98413F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC40,381$3.05M0.57%-1,51113F-HRTimeline
Bridgewater Advisors Inc.40,635$3.05M0.32%-43513F-HRTimeline
STALEY CAPITAL ADVISERS INC40,000$3.02M0.13%013F-HRTimeline
FIRST NATIONAL BANK OF OMAHAgroup of 2 filers holding39,894$3.02M+7,400Timeline
Global Retirement Partners, LLC39,852$3.01M0.09%+1,64513F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC39,741$3M0.13%+31113F-HR/ATimeline
Paloma Partners Management Coin group Paloma Partners Management Co39,338$2.97M0.2%+30,73813F-HRTimelineGroup
LTG Capital LLC38,930$2.94M2.47%-35713F-HRTimeline
FARMERS TRUST CO38,740$2.93M0.55%+2,85013F-HRTimeline
Laurel Wealth Advisors LLC38,572$2.92M0.46%+2,51013F-HRTimeline
Retirement Planning Group, LLC38,502$2.91M0.15%-32,11713F-HRTimeline
Financial Life Planners38,258$2.89M2.42%13F-HRTimeline
Independent Advisor Alliance38,229$2.89M0.04%new13F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC38,079$2.88M0.53%013F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK34,240$2.86M0.25%013F-HRTimeline
IMC-Chicago, LLC37,852$2.86M0.08%+25,33213F-HRTimeline
Salus Financial Advisors, LLC37,609$2.84M2.23%13F-HRTimeline
Palisade Asset Management, LLC37,527$2.84M0.29%-24513F-HRTimeline
Endowment Wealth Management, Inc.37,388$2.83M1.9%-11,16713F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC37,301$2.82M1.87%-18713F-HRTimeline
American Financial Advisors, LLC37,163$2.81M0.4%-38613F-HRTimeline
Rehmann Capital Advisory Group37,157$2.81M0.18%+40313F-HRTimeline
NWAM LLC37,128$2.81M0.17%-76513F-HRTimeline
SACHEM HILL LLC36,827$2.78M0.58%-13113F-HRTimeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI36,819$2.78M0.45%-20013F-HRTimeline
BREAKTHRU ADVISORY SERVICES, LLC36,718$2.78M2.51%13F-HRTimeline
PINNACLE ASSOCIATES LTD36,690$2.77M0.04%-12,59813F-HRTimeline
Pettinga Financial Advisors LLC36,493$2.76M0.62%-55013F-HRTimeline
Ashford Advisors, LLC36,472$2.76M0.64%-6213F-HRTimeline
Graves Light Lenhart Wealth, Inc.36,447$2.76M0.34%-33613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC36,121$2.73M<0.01%-11,14513F-HRTimelineGroup
DOHJ, LLC36,083$2.73M0.63%+5,92613F-HRTimeline
Curbstone Financial Management Corp36,043$2.73M0.58%-10013F-HRTimeline
DHK Financial Advisors, Inc.35,776$2.71M1.64%-1,19313F-HRTimeline
Morton Brown Family Wealth, LLC35,703$2.7M0.94%-2,07613F-HRTimeline
FAS Wealth Partners, Inc.35,558$2.69M0.23%-9213F-HRTimeline
Ironwood Wealth Management, LLC.35,325$2.67M0.83%+1,61213F-HRTimeline
Evanson Asset Management, LLC35,234$2.66M0.18%-74613F-HRTimeline
JMAC ENTERPRISES LLC34,950$2.64M0.41%-18113F-HRTimeline
Legacy Trust34,928$2.64M0.61%+5,25913F-HRTimeline
Neumann Capital Management, LLC34,893$2.64M0.88%+19313F-HRTimeline
Texas Capital Bank Wealth Management Se…34,819$2.63M0.27%-13313F-HRTimeline
Aspen Grove Capital, LLC34,776$2.63M0.56%+25,17113F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC33,556$2.63M0.26%+1,68013F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.34,710$2.62M0.53%-89813F-HRTimeline
U.S. Capital Wealth Advisors, LLC34,695$2.62M0.08%+12,35213F-HRTimeline
HBK Sorce Advisory LLC34,620$2.62M0.08%+23813F-HRTimeline
Gotham Asset Management, LLC34,273$2.59M0.02%+6,46013F-HRTimeline
Klingman & Associates, LLC34,168$2.58M0.16%-11913F-HRTimeline
Roble, Belko & Company, Inc34,133$2.58M0.41%013F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC34,096$2.58M0.05%+3,55713F-HRTimeline
Sterling Capital Management LLC34,076$2.58M0.04%-40,51313F-HRTimeline
ROVIN CAPITAL /UT/ /ADV33,940$2.57M0.92%-4,97213F-HRTimeline
Probity Advisors, Inc.33,775$2.55M0.49%013F-HRTimeline
ASSET PLANNING CORPORATION33,619$2.54M1.59%+20913F-HRTimeline
Penobscot Investment Management Company…33,573$2.54M0.23%-1,92513F-HRTimeline
Richwood Investment Advisors, LLC33,439$2.53M2.11%+1,96413F-HRTimeline
Connor, Clark & Lunn Investment Managem…33,278$2.52M0.01%013F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG33,250$2.51M0.04%013F-HRTimelineGroup
Wolf Group Capital Advisors34,660$2.51M1.22%013F-HRTimeline
Etesian Wealth Advisors, Inc.33,231$2.51M1.11%+1,57713F-HRTimeline
STRS OHIO33,230$2.51M0.01%+12,70013F-HRTimeline
Canandaigua National Trust Co of Florida33,103$2.5M1.95%+4,55713F-HRTimeline
Arete Wealth Advisors, LLC33,008$2.5M0.18%+84913F-HRTimeline
First Nebraska Trust Co32,831$2.48M0.24%-70313F-HRTimeline
Cubist Systematic Strategies, LLC32,717$2.47M0.04%new13F-HRTimeline
Boltwood Capital Management32,504$2.46M0.75%+16013F-HRTimeline
Orgel Wealth Management, LLC32,473$2.46M0.06%013F-HRTimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC32,475$2.45M0.01%-40,38913F-HRTimelineGroup
Sageworth Trust Co32,374$2.45M0.15%-45013F-HRTimeline
Manchester Capital Management LLC32,365$2.45M0.28%013F-HRTimeline
ACAS, LLC30,562$2.44M1.81%-25013F-HRTimeline
First Heartland Consultants, Inc.32,366$2.44M0.25%-12,78813F-HRTimeline
Copia Wealth Management32,215$2.44M2.32%13F-HRTimeline
APPLETON PARTNERS INC/MA32,191$2.43M0.18%+1,17713F-HRTimeline
Visionary Wealth Advisors32,131$2.43M0.14%+3,40313F-HRTimeline
CMG Global Holdings, LLC31,030$2.42M1.34%+28,63813F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.32,022$2.42M1.85%13F-HRTimeline
Avior Wealth Management, LLC32,015$2.42M0.09%-3,03213F-HRTimeline
UNIONVIEW, LLC31,618$2.41M1.77%-34913F-HRTimeline
UNITED BANK31,787$2.4M0.29%-16,39513F-HRTimeline
RIVERBRIDGE PARTNERS LLC31,675$2.39M0.03%new13F-HRTimeline
Montis Financial, LLC31,619$2.39M0.74%+14,72913F-HRTimeline
Nexus Investment Management ULC31,550$2.39M0.24%013F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding31,525$2.38M-1,687Timeline
Ameritas Investment Partners, Inc.group of 2 filers holding31,445$2.38M+2,023Timeline
Marquette Asset Management, LLC31,360$2.37M0.39%-1813F-HRTimeline
Inman Jager Wealth Management, LLC31,331$2.37M1.85%13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC31,316$2.37M0.01%+21,25613F-HRTimelineGroup
MGO ONE SEVEN LLC31,306$2.37M0.09%-2,94113F-HRTimeline
EASTERN BANK31,258$2.36M0.04%+11,39213F-HRTimeline
Welch & Forbes LLC31,215$2.36M0.03%+9813F-HRTimeline
Hiley Hunt Wealth Management31,107$2.35M1.3%-14213F-HRTimeline
Arkadios Wealth Advisors31,107$2.35M0.13%-4,47013F-HRTimeline
William Howard & Co Financial Advisors …31,023$2.35M2.12%-2313F-HRTimeline
Community Bank, N.A.30,700$2.32M0.3%-18113F-HRTimeline
Apexium Financial, LP30,692$2.32M0.14%+9,93913F-HRTimeline
MPS Loria Financial Planners, LLC30,457$2.3M0.68%+1,04113F-HRTimeline
COUNTRY TRUST BANK30,374$2.3M0.06%+2,23913F-HRTimeline
Kingsview Wealth Management, LLC30,307$2.29M0.04%-10,54813F-HRTimeline
Betterment LLC30,171$2.28M0.01%+1,53313F-HRTimeline
Urban Financial Advisory Corp30,165$2.28M1.25%+41713F-HRTimeline
Johnson & White Wealth Management, LLC30,235$2.28M1.38%new13F-HRTimeline
Financial Synergies Wealth Advisors, In…30,025$2.27M0.28%+1,46213F-HRTimeline
REBALANCE, LLC30,017$2.27M0.17%+37313F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC29,938$2.26M0.16%+2,67213F-HRTimeline
SkyView Investment Advisors, LLC29,778$2.25M0.36%+25,03013F-HRTimeline
Private Wealth Advisors, LLC29,524$2.23M0.97%+1,69613F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC29,478$2.23M1.27%+12813F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC29,207$2.21M0.07%-15,07813F-HRTimeline
WBH ADVISORY INC29,133$2.2M0.2%-1,25213F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC29,077$2.2M0.44%-1,81313F-HRTimeline
WOODSTOCK CORP29,005$2.19M0.21%-30013F-HRTimeline
BLB&B Advisors, LLC28,989$2.19M0.11%+37313F-HRTimeline
Bordeaux Wealth Advisors LLC28,937$2.19M0.35%-79813F-HR/ATimeline
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co28,924$2.19M<0.01%-1,91813F-HRTimelineGroup
TOWNSQUARE CAPITAL LLC28,847$2.18M0.02%-71,64213F-HRTimeline
New Republic Capital, LLC28,560$2.16M1.41%-37,37313F-HRTimeline
Coordinated Financial Services, Inc.28,540$2.16M1.68%13F-HRTimeline
Graypoint LLC28,172$2.13M0.13%+2,72413F-HRTimeline
Krilogy Financial LLC28,064$2.12M0.14%+11813F-HRTimeline
Merit Financial Group, LLC28,017$2.12M0.04%+9,86813F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC27,802$2.1M0.06%13F-HRTimeline
Westshore Wealth, LLC27,740$2.1M0.85%+36313F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT27,662$2.09M0.14%+52513F-HRTimelineGroup
Pinnacle Family Advisors, LLC27,487$2.08M1.01%-26613F-HRTimeline
BigSur Wealth Management LLC27,338$2.07M0.59%013F-HRTimeline
Stone House Investment Management, LLC27,293$2.06M0.52%-1,51813F-HRTimeline
Busey Bank27,211$2.06M0.07%-4813F-HRTimeline
WHITE PINE CAPITAL LLC27,187$2.06M0.69%-3,03013F-HRTimeline
Denver PWM, LLC27,169$2.05M0.8%+37513F-HRTimeline
SOA Wealth Advisors, LLC.27,097$2.05M0.38%+2,42113F-HR/ATimeline
Lionsbridge Wealth Management LLC27,034$2.04M1.72%-12,34613F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC27,015$2.04M0.11%-1,192,87613F-HR/ATimeline
EFG Private Wealth Management (Americas…26,943$2.04M0.4%+13513F-HRTimeline
Annandale Capital, LLC26,937$2.04M0.4%-1,11813F-HRTimeline
Summit Financial, LLC26,915$2.04M0.07%-18,42913F-HRTimeline
Bremer Bank National Association26,803$2.03M0.4%013F-HRTimeline
Montecito Bank & Trust26,722$2.02M0.35%-24013F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp26,679$2.02M0.06%-22613F-HRTimelineGroup
Smith Anglin Financial, LLC26,587$2.01M0.19%-35113F-HRTimeline
Elyxium Wealth, LLC26,572$2.01M1.22%+5,99313F-HRTimeline
QUADRANT CAPITAL GROUP LLC26,537$2.01M0.14%013F-HRTimeline
GS Investments, Inc.26,511$2M0.91%-3,02513F-HRTimeline
Counterweight Ventures, LLC26,459$2M1.41%+1,19213F-HRTimeline
ROTHSCHILD INVESTMENT LLC26,405$2M0.13%+813F-HRTimeline
Atlas Brown,Inc.26,334$1.99M0.68%-64313F-HRTimeline
Fairway Wealth LLC26,324$1.99M0.9%+29313F-HRTimeline
Hillman Capital Management, Inc.26,284$1.99M0.74%+1,31713F-HRTimeline
Embree Financial Group26,277$1.99M0.34%-36013F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC26,246$1.98M0.16%-60113F-HRTimeline
GRIES FINANCIAL LLC26,235$1.98M0.35%-3213F-HRTimeline
Bedel Financial Consulting, Inc.24,781$1.98M0.28%+2,82513F-HRTimeline
Lion Street Advisors, LLC26,094$1.97M0.63%-3,91113F-HRTimeline
Wade Financial Advisory, Inc26,071$1.97M0.67%013F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC26,055$1.97M0.18%+15013F-HRTimeline
FIRST NATIONAL CORP /MA/ /ADV26,029$1.97M0.45%013F-HRTimeline
Yardley Wealth Management LLC25,312$1.97M0.96%+16,07113F-HRTimeline
Keeley-Teton Advisors, LLC25,923$1.96M0.23%-2,68013F-HRTimeline
Glenview Trust Co25,861$1.96M0.04%-81213F-HRTimeline
CONGRESS ASSET MANAGEMENT CO25,805$1.95M0.01%-25013F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC25,518$1.93M1.05%013F-HRTimeline
Pallas Capital Advisors LLC25,507$1.93M0.08%-34313F-HRTimeline
CROBAN25,506$1.93M1.89%13F-HRTimeline
Westmount Partners, LLC25,319$1.91M0.58%+42013F-HRTimeline
Lavaca Capital LLC25,300$1.91M0.84%013F-HRTimeline
BANK OF HAWAII25,167$1.9M0.11%-2,48513F-HRTimeline
Brightwater Advisory LLC25,157$1.9M1.49%+6413F-HRTimeline
HARBOR ADVISORY CORP /MA/25,146$1.9M0.62%013F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH25,097$1.9M0.53%013F-HRTimeline
MOTCO25,044$1.89M0.19%+68713F-HRTimeline
GEM Asset Management, LLC24,974$1.89M1.05%013F-HRTimeline
Great Waters Wealth Management24,968$1.89M0.24%+21113F-HRTimeline
Clarus Wealth Advisors25,181$1.88M0.94%+3,53413F-HRTimeline
Gilman Hill Asset Management, LLC24,877$1.88M0.33%+18,13313F-HRTimeline
State of Tennessee, Department of Treas…24,854$1.88M0.01%-10,29913F-HRTimeline
Axiom Financial Strategies, LLC24,779$1.87M1.05%013F-HRTimeline
HFG Advisors, Inc.24,669$1.87M1.63%-29013F-HRTimeline
Quotient Wealth Partners, LLC24,636$1.86M0.06%-12413F-HRTimeline
Bryn Mawr Trust Advisors, LLC24,608$1.86M0.1%-1,58313F-HR/ATimeline
Pointe Capital Management LLC24,595$1.86M1.07%+1,85013F-HR/ATimeline
Rialto Wealth Management, LLC24,594$1.86M0.61%13F-HRTimeline
Maple Capital Management, Inc.24,587$1.86M0.14%-1,54013F-HRTimeline
Florida Trust Wealth Management Co24,418$1.85M0.06%-1513F-HRTimeline
Alpha Advisors, LLC/VA24,413$1.85M1.9%13F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC24,363$1.84M0.57%+74213F-HRTimeline
BANK OZK24,339$1.84M0.76%-1,03613F-HRTimeline
NWF Advisory Services Inc.24,323$1.84M0.27%+13813F-HRTimeline
Bank of Marin24,306$1.84M1.45%+39113F-HRTimeline
Horizons Wealth Management24,247$1.83M1.42%-88413F-HRTimeline
Bank of New Hampshire24,215$1.83M0.47%-61013F-HRTimeline
Newport Capital Group, LLC24,109$1.82M1.34%+94813F-HRTimeline
RiverGlades Family Offices LLC24,106$1.82M1.3%013F-HRTimeline
Biltmore Family Office, LLC24,073$1.82M0.31%-2,90413F-HRTimeline
Shoker Investment Counsel, Inc.23,913$1.81M0.61%-53913F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA22,791$1.81M0.09%013F-HRTimeline