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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
MORRIS FINANCIAL CONCEPTS, INC.23,843$1.8M0.77%+2,76313F-HRTimeline
Dynamic Advisor Solutions LLC23,803$1.8M0.08%-28913F-HRTimeline
Mayflower Financial Advisors, LLC23,794$1.8M0.27%+1,04413F-HRTimeline
Legacies Wealth LLC23,748$1.8M1.39%013F-HRTimeline
LMCG INVESTMENTS, LLC23,719$1.79M0.11%+3,85913F-HRTimeline
Columbia Bank23,871$1.79M0.62%013F-HRTimeline
Abacus Planning Group, Inc.23,689$1.79M0.31%+2,39613F-HRTimeline
True Link Financial Advisors, LLC23,430$1.77M0.15%-3613F-HRTimeline
HALL LAURIE J TRUSTEE23,425$1.77M0.58%013F-HRTimeline
PRIVATE TRUST CO NA23,410$1.77M0.18%+2,25613F-HRTimeline
Mutual Advisors, LLC23,032$1.76M0.05%-13,29513F-HRTimeline
Global Strategic Investment Solutions, …23,154$1.75M0.2%-1,21813F-HRTimeline
KG Capital Management22,946$1.73M0.56%+16113F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC22,843$1.73M0.2%+3,08113F-HRTimelineGroup
Washington Trust Advisors, Inc.22,660$1.71M0.14%-3,70013F-HRTimeline
ROCKLAND TRUST CO22,624$1.71M0.09%+9913F-HRTimeline
Edge Financial Advisors LLC22,582$1.71M1.53%+31313F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC22,579$1.71M0.04%-16,27813F-HRTimeline
Optas, LLC22,540$1.7M0.37%013F-HRTimeline
James J. Burns & Company, LLC22,527$1.7M0.3%+30113F-HRTimeline
EAGLE GLOBAL ADVISORS LLC22,460$1.7M0.07%+8,06013F-HRTimeline
Nicholas Hoffman & Company, LLC.22,318$1.69M0.07%+9913F-HR/ATimelineThe filing omitted confidential holdings, a later amendment may add them.
Legal & General Group Plcin group Legal & General Group Plc22,300$1.69M<0.01%-59,85013F-HRTimelineGroup
MIDLAND WEALTH ADVISORS, LLC22,199$1.68M0.1%-23313F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI21,993$1.66M0.09%-3,35013F-HRTimeline
Resonant Capital Advisors, LLC21,991$1.66M0.12%-26113F-HRTimeline
Windsor Capital Management, LLC21,836$1.65M0.49%-66113F-HRTimeline
LYELL WEALTH MANAGEMENT, LP21,810$1.65M0.15%-7,14113F-HRTimeline
Leith Wheeler Investment Counsel Ltd.21,776$1.65M0.12%013F-HRTimeline
Viewpoint Capital Management LLC21,655$1.64M0.86%+6,90013F-HRTimeline
MIZUHO MARKETS AMERICAS LLCin group MIZUHO FINANCIAL GROUP INC21,645$1.64M0.03%+13,59113F-HRTimelineGroup
CHILTON CAPITAL MANAGEMENT LLC21,579$1.63M0.07%-7513F-HRTimeline
LFA - Lugano Financial Advisors SA21,519$1.63M1.06%-96313F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…21,491$1.62M0.09%-41713F-HRTimelineGroup
Stephens Consulting, LLC21,460$1.62M0.41%+21,31813F-HRTimeline
Colony Family Offices, LLC21,459$1.62M0.51%013F-HRTimeline
CAHILL FINANCIAL ADVISORS INC21,423$1.62M0.22%-18513F-HRTimeline
Y-Intercept (Hong Kong) Ltd21,404$1.62M0.11%new13F-HRTimeline
Smithfield Trust Co21,368$1.62M0.08%+19213F-HRTimeline
ZACKS INVESTMENT MANAGEMENT21,310$1.61M0.01%+15,21913F-HRTimeline
Triton Financial Group Inc21,237$1.61M1%+23413F-HRTimeline
Hubbell Strickland Wealth Management, L…21,233$1.61M0.76%-16613F-HRTimeline
Ellis Investment Partners, LLC21,205$1.6M0.32%+19013F-HRTimeline
Twele Capital Management, Inc.21,176$1.6M0.34%+4513F-HRTimeline
Eukles Asset Management21,174$1.6M0.68%-1,15213F-HRTimeline
CX Institutional21,057$1.59M0.06%+11313F-HRTimeline
Narus Financial Partners, LLC21,009$1.59M0.54%+5,25313F-HRTimeline
Greenline Partners, LLC20,995$1.59M0.22%013F-HRTimeline
CRITERION CAPITAL ADVISORS, LLC20,259$1.59M1%013F-HRTimeline
Oakwell Private Wealth Management, LLC20,965$1.59M0.44%013F-HRTimeline
Athena Investment Management20,869$1.58M0.91%013F-HRTimeline
Fairman Group, LLC20,790$1.57M1.29%+28913F-HRTimeline
Fusion Family Wealth, LLC20,779$1.57M0.14%+2313F-HRTimeline
TWO SIGMA SECURITIES, LLC20,759$1.57M0.28%-87,57513F-HRTimeline
Washington Trust Bank20,711$1.57M0.15%+18613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Goelzer Investment Management, Inc.20,608$1.56M0.09%-6113F-HRTimeline
Joel Isaacson & Co., LLC20,577$1.56M0.07%+51113F-HRTimeline
STEPH & CO20,565$1.55M0.52%-2,80913F-HRTimeline
Veracity Capital LLC20,475$1.55M0.56%-18,54013F-HRTimeline
DAVIDSON TRUST CO20,433$1.54M0.8%013F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC20,401$1.54M0.09%-15013F-HRTimeline
TRUST CO OF VERMONT20,386$1.54M0.07%+2,89113F-HRTimeline
Well Done, LLC18,426$1.54M0.28%013F-HRTimeline
Carnegie Investment Counsel20,337$1.54M0.04%-75013F-HRTimeline
Watts Gwilliam & Co., LLC20,130$1.54M0.32%-2,07413F-HRTimeline
Park Place Capital Corp20,291$1.53M0.43%+16,95813F-HRTimeline
Seven Post Investment Office LP20,289$1.53M0.59%-1,98413F-HRTimeline
Bahl & Gaynor LLC20,142$1.52M0.01%-2,85713F-HRTimeline
Harding Loevner LP20,065$1.52M0.01%+17,55613F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC20,028$1.51M0.06%-12,43013F-HRTimelineGroup
Curated Wealth Partners LLC19,840$1.5M0.17%013F-HRTimeline
Perennial Investment Advisors, LLC19,644$1.49M0.18%+2313F-HRTimeline
SOUTHSTATE PRIVATE CAPITAL MANAGEMENT L…19,604$1.48M0.3%+11013F-HRTimeline
Frank, Rimerman Advisors LLC19,460$1.47M0.11%013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC19,359$1.46M0.09%+9,16313F-HRTimeline
MIdWestOne Financial Group, Inc.19,245$1.46M0.2%+37013F-HRTimeline
Simplicity Wealth,LLC19,243$1.45M0.3%-51,81913F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC18,861$1.43M0.2%new13F-HRTimeline
Live Oak Private Wealth LLC18,811$1.42M0.24%013F-HRTimeline
Trinity Financial Advisors LLC18,864$1.42M0.54%+2,30813F-HRTimeline
SIMON QUICK ADVISORS, LLC18,791$1.42M0.09%-25613F-HRTimeline
Triasima Portfolio Management inc.18,742$1.42M0.27%-6,68513F-HRTimeline
Sequoia Financial Advisors, LLC18,615$1.41M0.01%+53513F-HR/ATimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/18,454$1.4M0.08%-17013F-HRTimeline
InTrack Investment Management Inc18,436$1.38M0.97%-11,90913F-HRTimeline
Indiana Trust & Investment Management Co18,278$1.38M0.47%-25013F-HRTimeline
FSA WEALTH PARTNERS, INC.18,255$1.38M0.32%+1,67213F-HRTimeline
SMITH, MOORE & CO.18,231$1.38M0.13%+44013F-HRTimeline
VeraBank, N.A.18,062$1.37M0.39%013F-HRTimeline
ProVise Management Group, LLC17,942$1.36M0.12%-1,57413F-HRTimeline
First Bancorp, Inc /ME/17,931$1.36M0.93%-49013F-HRTimeline
Harbour Capital Advisors, LLC17,910$1.36M0.3%013F-HRTimeline
Cordatus Wealth Management LLC17,912$1.35M0.36%new13F-HRTimeline
Noble Wealth Management PBC17,891$1.35M0.94%13F-HRTimeline
Farther Finance Advisors, LLC17,717$1.34M0.05%-13,72813F-HRTimeline
CHEMUNG CANAL TRUST CO17,717$1.34M0.28%-58813F-HRTimeline
Clear Harbor Asset Management, LLC17,714$1.34M0.11%+13,89313F-HRTimeline
Audent Global Asset Management, LLC17,597$1.33M0.87%new13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp17,528$1.33M0.09%+39213F-HRTimelineGroup
SBI Securities Co., Ltd.17,515$1.32M0.04%13F-HRTimeline
Genesis Wealth Advisors, LLC17,514$1.32M1.15%13F-HRTimeline
Tennessee Valley Asset Management Partn…17,500$1.32M0.22%-1,24613F-HRTimeline
Financial Partners Group, LLC17,462$1.32M0.55%+44913F-HRTimeline
DAVIS R M INC17,459$1.32M0.03%-2,98513F-HRTimeline
TRUST POINT INC.17,456$1.32M0.09%+3,96713F-HRTimeline
ORRSTOWN FINANCIAL SERVICES INC17,409$1.32M0.35%-1,14913F-HRTimeline
Gladstone Institutional Advisory LLC17,387$1.31M0.06%-34513F-HRTimeline
Strive Asset Management, LLC17,178$1.3M0.97%13F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…17,170$1.3M0.01%-33713F-HRTimeline
FDx Advisors, Inc.17,172$1.3M0.38%-40713F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC17,125$1.29M0.13%+1,81713F-HRTimeline
Legacy Capital Wealth Partners, LLC17,061$1.29M0.32%+86413F-HRTimeline
WEDBUSH SECURITIES INC17,022$1.29M0.05%-83113F-HRTimeline
Regal Investment Advisors LLC16,985$1.28M0.1%-1,57013F-HRTimeline
River Wealth Advisors LLC16,867$1.28M0.17%-2,85713F-HRTimeline
CM WEALTH ADVISORS LLC16,835$1.27M0.42%-12,67013F-HRTimeline
Empirical Financial Services, LLC d.b.a…16,813$1.27M0.03%+12313F-HRTimeline
Moors & Cabot, Inc.16,797$1.27M0.06%+58113F-HRTimeline
Greenfield Savings Bank16,776$1.27M0.61%-11213F-HRTimeline
Americana Partners, LLC16,726$1.26M0.05%013F-HRTimeline
Plante Moran Financial Advisors, LLC16,669$1.26M0.1%-23113F-HRTimeline
North Star Investment Management Corp.16,657$1.26M0.09%-1,30213F-HRTimeline
Ledyard National Bank16,618$1.26M0.12%-42213F-HRTimeline
Tortoise Investment Management, LLC16,571$1.25M0.13%013F-HR/ATimeline
HEADINVEST, LLC16,462$1.24M0.23%-67013F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC16,400$1.24M0.04%-43813F-HRTimeline
Blue Trust, Inc.16,386$1.24M0.02%+92813F-HR/ATimeline
EQUITABLE TRUST CO16,380$1.24M0.07%new13F-HRTimeline
Cassady Schiller Wealth Management, LLC16,350$1.24M0.45%-1,76713F-HRTimeline
LEE DANNER & BASS INC16,349$1.24M0.1%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT16,334$1.24M0.05%013F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC16,319$1.23M0.05%new13F-HRTimeline
United Asset Strategies, Inc.16,220$1.23M0.11%-115,25113F-HRTimeline
VICTORY FINANCIAL GROUP, LLC16,195$1.22M0.32%13F-HRTimeline
Strategic Investment Advisors / MI16,143$1.22M0.13%-2913F-HRTimeline
FORTE ASSET MANAGEMENT LLC16,130$1.22M0.65%-1,05013F-HRTimeline
SENTINEL TRUST CO LBA16,112$1.22M0.14%013F-HRTimeline
Schechter Investment Advisors, LLC16,092$1.22M0.09%013F-HRTimeline
BUILDER INVESTMENT GROUP INC /ADV16,052$1.21M0.33%-10913F-HRTimeline
Hemington Wealth Management16,051$1.21M0.31%013F-HRTimeline
NORDEN GROUP LLC16,008$1.21M0.14%-73,87513F-HRTimeline
JARISLOWSKY, FRASER Ltd15,980$1.21M0.01%+1,98013F-HRTimeline
Legacy Bridge, LLC15,971$1.21M0.63%+113F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC15,966$1.21M0.25%-4,27813F-HRTimeline
Regent Peak Wealth Advisors LLC15,952$1.21M0.27%+10,50713F-HR/ATimeline
Firestone Capital Management15,950$1.21M0.3%+13613F-HRTimeline
Wolff Financial Management LLC15,868$1.2M0.33%+12713F-HRTimeline
STRATEGY ASSET MANAGERS LLC15,774$1.19M0.23%-59713F-HRTimeline
LOWE BROCKENBROUGH & CO INC15,768$1.19M0.08%013F-HRTimeline
RAINIER FAMILY WEALTH INC15,758$1.19M1.44%13F-HRTimeline
Wedmont Private Capital15,858$1.19M0.06%-1,00513F-HRTimeline
Redwood Park Advisors LLC15,694$1.19M1.01%13F-HRTimeline
MATHER GROUP, LLC.15,666$1.18M0.02%-12113F-HRTimeline
ORBA Wealth Advisors, L.L.C.15,636$1.18M0.62%-513F-HRTimeline
Financial Advocates Investment Manageme…15,576$1.18M0.07%+1,60613F-HRTimeline
Zhang Financial LLC15,575$1.18M0.07%+1,18413F-HRTimeline
Farmers & Merchants Trust Co of Chamber…15,535$1.18M0.44%+37113F-HRTimeline
Texas Yale Capital Corp.15,517$1.17M0.05%+213F-HRTimeline
CHAPIN DAVIS, INC.13,979$1.17M0.38%013F-HRTimeline
Lighthouse Financial LLC15,390$1.16M0.95%13F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.15,382$1.16M0.1%+18113F-HRTimeline
SageView Advisory Group, LLC15,341$1.16M0.05%+6,76813F-HRTimeline
Michels Family Financial, LLC15,320$1.16M1.06%13F-HRTimeline
Argentarii, LLC15,320$1.16M0.58%13F-HRTimeline
MATRIX ASSET ADVISORS INC/NY15,313$1.16M0.13%+3613F-HRTimeline
Rossmore Private Capital15,286$1.16M0.14%+54013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC15,251$1.15M0.01%+29313F-HRTimeline
Prosperity Consulting Group, LLC15,235$1.15M0.09%-88813F-HRTimeline
Hexagon Capital Partners LLC15,218$1.15M0.21%+13,46613F-HRTimeline
Affiance Financial, LLC15,217$1.15M0.28%-1,85613F-HRTimeline
FIRST MANHATTAN CO. LLC.15,200$1.15M<0.01%new13F-HRTimeline
Cambridge Advisors Inc.15,186$1.15M0.26%013F-HRTimeline
Paladin Advisory Group, LLC15,167$1.15M0.88%013F-HRTimeline
Stordahl Capital Management, Inc.15,150$1.15M0.27%-10413F-HRTimeline
LaSalle St. Investment Advisors, LLC15,132$1.14M0.35%+59513F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding15,097$1.14M+1,940Timeline
SAX WEALTH ADVISORS, LLC15,079$1.14M0.09%+3,37713F-HRTimeline
Wingate Wealth Advisors, Inc.15,074$1.14M1.12%13F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding14,994$1.13M-155Timeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP14,992$1.13M0.11%+55513F-HRTimelineGroup
Long Road Investment Counsel, LLC14,990$1.13M0.46%013F-HRTimeline
Sunburst Financial Group, LLC14,981$1.13M0.28%-45013F-HRTimeline
Factor Wealth Management LTD14,934$1.13M0.37%13F-HRTimeline
Sovereign Financial Group, Inc.14,833$1.12M0.26%+1,15913F-HRTimeline
Global Trust Asset Management, LLC14,812$1.12M0.42%+6913F-HRTimeline
Avantax Planning Partners, Inc.14,788$1.12M0.04%-16913F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.14,632$1.11M0.45%013F-HRTimeline
Impact Capital Partners LLC14,555$1.1M0.39%13F-HRTimeline
Texas Capital Bancshares Inc/TX14,521$1.1M0.44%013F-HRTimeline
Fisher Asset Management, LLC14,513$1.1M<0.01%+1,69713F-HRTimeline
Diversified Portfolios, Inc.14,505$1.1M0.12%-1813F-HRTimeline
Moloney Securities Asset Management, LLC14,464$1.09M0.15%-76,57913F-HRTimeline
Emprise Bank14,452$1.09M0.62%013F-HRTimeline
Franklin, Parlapiano, Turner & Welch, L…14,369$1.09M0.29%-1413F-HRTimeline
CGN Advisors LLC14,338$1.08M0.11%+6,33113F-HRTimeline
Del-Sette Capital Management, LLC14,300$1.08M0.88%013F-HRTimeline
Towerpoint Wealth, LLC14,295$1.08M0.53%+1513F-HRTimeline
Roehl & Yi Investment Advisors, LLC14,216$1.07M0.59%13F-HRTimeline
Archvest Wealth Advisors, Inc.14,182$1.07M0.78%-57113F-HRTimeline
Valued Retirements, Inc.14,071$1.06M1.43%013F-HRTimeline