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
Truepoint, Inc.13,979$1.06M0.03%-23513F-HRTimeline
Stockman Wealth Management, Inc.13,947$1.05M0.17%-6213F-HRTimeline
Clear Creek Financial Management, LLC13,906$1.05M0.11%-190,14713F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.13,782$1.04M<0.01%+7,81013F-HRTimelineGroup
CONDOR CAPITAL MANAGEMENT13,745$1.04M0.09%-19913F-HRTimeline
FIRST MERCHANTS CORP13,743$1.04M0.04%-2,15013F-HRTimeline
Haverford Trust Co13,725$1.04M0.01%-3,67913F-HRTimeline
Focus Financial Network, Inc.13,695$1.04M0.04%-2,01013F-HRTimeline
Capital Investment Advisors, LLC13,686$1.03M0.02%+1,46213F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC13,661$1.03M0.06%+3,25013F-HRTimeline
GERMAN AMERICAN BANCORP, INC.13,626$1.03M0.11%+1,05013F-HRTimeline
Red Tortoise LLC13,601$1.03M0.54%-5313F-HRTimeline
Traynor Capital Management, Inc.13,587$1.03M0.08%-62213F-HRTimeline
EVOKE WEALTH, LLC13,547$1.02M0.03%+3,71613F-HRTimeline
Beaumont Financial Advisors, LLC13,537$1.02M0.08%-9013F-HRTimeline
TCI Wealth Advisors, Inc.13,500$1.02M0.09%+613F-HRTimeline
HARBOUR INVESTMENTS, INC.13,350$1.01M0.03%-55613F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.13,347$1.01M0.22%-8,00613F-HRTimeline
GW&K Investment Management, LLC13,347$1.01M0.01%+55513F-HRTimeline
Radnor Capital Management, LLC13,310$1.01M0.17%-17513F-HRTimeline
Turtle Creek Wealth Advisors, LLC13,285$1M0.23%013F-HRTimeline
SAPIENT CAPITAL LLC13,279$1M0.02%+30513F-HRTimeline
GFS Advisors, LLC13,245$1M0.15%-3513F-HRTimeline
ADIRONDACK TRUST CO13,227$1M0.38%+1,25313F-HRTimeline
Sunflower Bank, N.A.13,196$998K0.28%-72513F-HRTimeline
Procyon Advisors, LLC13,133$993K0.06%-1,15113F-HRTimeline
Legacy Capital Group California, Inc.13,022$985K0.3%-7,92513F-HRTimeline
NORTHEAST INVESTMENT MANAGEMENT12,999$983K0.04%-28313F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC12,885$974K0.07%-12013F-HRTimeline
Savior LLC12,858$972K5.57%+7213F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC12,743$963K0.09%013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC12,707$961K0.07%+2,66913F-HRTimeline
EARNEST PARTNERS LLC12,687$959K<0.01%013F-HRTimeline
Blueprint Investment Partners LLCin group Blueprint Investment Partners…12,650$956K0.15%-23,73813F-HRTimelineGroup
Trust Co12,647$956K0.11%013F-HRTimeline
Corundum Trust Company, INC12,618$954K2.86%-1,07613F-HRTimeline
Baron Wealth Management LLC12,582$951K0.45%+12713F-HRTimeline
Palumbo Wealth Management LLC12,497$945K0.35%+14213F-HRTimeline
Sandy Cove Advisors, LLC12,473$943K0.37%-2,00113F-HRTimeline
EASTERLY INVESTMENT PARTNERS LLC12,461$942K0.07%013F-HRTimeline
DF DENT & CO INC12,452$941K0.01%-1613F-HRTimeline
Manhattan West Asset Management, LLC12,441$941K0.25%-10013F-HRTimeline
PITCAIRN COin group PITCAIRN CO12,422$939K0.06%-3,00013F-HRTimelineGroup
Enterprise Bank & Trust Co12,399$937K0.31%-31513F-HRTimeline
SC&H Financial Advisors, Inc.12,386$937K0.19%-42713F-HRTimeline
PING CAPITAL MANAGEMENT, INC.12,300$930K0.38%+7,10013F-HRTimeline
High Net Worth Advisory Group LLC12,250$926K0.26%013F-HRTimeline
Aspen Investment Management Inc12,208$923K0.43%013F-HRTimeline
CWA Asset Management Group, LLC12,182$921K0.05%+4,83513F-HRTimeline
KFA Private Wealth Group, LLC12,170$920K0.39%+82713F-HRTimeline
ANCHOR CAPITAL ADVISORS LLC12,163$920K0.03%-7,80513F-HRTimeline
TRUEFG, LLC12,150$919K0.3%+95513F-HRTimeline
Patten Group, Inc.12,123$917K0.2%+4113F-HRTimeline
SAXON INTERESTS, INC.12,103$915K0.4%-1,67213F-HRTimeline
Capital Planning Advisors, LLC12,015$908K0.14%013F-HRTimeline
FIRST AMERICAN TRUST, FSB11,991$907K0.09%+1,36313F-HRTimeline
Holistic Financial Partners11,917$901K0.45%+22413F-HRTimeline
IFG Advisory, LLC11,883$898K0.05%-1,39613F-HRTimeline
Keystone Wealth Services, LLC11,821$894K0.24%+24013F-HRTimeline
Golden State Wealth Management, LLC11,816$893K0.13%13F-HRTimeline
Aegis Wealth Management LLC11,732$887K0.6%13F-HRTimeline
AMERICAN NATIONAL BANK & TRUST11,728$887K0.1%+80013F-HRTimeline
TCV Trust & Wealth Management, Inc.11,661$882K0.08%-16613F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC11,636$880K0.05%-1,24213F-HRTimeline
Cyndeo Wealth Partners, LLC11,619$878K0.06%-21413F-HRTimeline
Park Capital Management, LLC / WI11,615$878K1.05%13F-HRTimeline
MidAtlantic Capital Management, Inc.11,607$878K0.64%+42613F-HRTimeline
PRIVATE CLIENT SERVICES, LLC11,508$870K0.47%-32713F-HRTimeline
City Center Advisors, LLC11,482$868K0.97%-3,74113F-HRTimeline
Thomasville National Bank11,449$866K0.06%-1,13013F-HRTimeline
EAGLE ROCK INVESTMENT COMPANY, LLC11,394$862K0.14%-2,26213F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC11,384$861K0.38%+113F-HRTimeline
GC Wealth Management RIA, LLC11,377$860K0.15%-3,42013F-HRTimeline
Wealthspire Retirement, LLC11,361$859K0.07%-54113F-HRTimeline
WealthShield Partners, LLC11,310$855K0.12%-19913F-HRTimeline
ABC ARBITRAGE SAin group ABC ARBITRAGE SA11,303$855K0.12%13F-HRTimelineGroup
Savvy Advisors, Inc.11,219$848K0.1%+15413F-HRTimeline
Ritter Daniher Financial Advisory LLC /…11,192$846K0.24%-6113F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC11,168$844K0.03%-7,67913F-HRTimeline
Partners in Financial Planning11,166$844K0.17%+2713F-HRTimeline
Compass Planning Associates Inc11,118$841K0.85%13F-HRTimeline
Garde Capital, Inc.11,109$840K0.06%-2413F-HRTimeline
Wells Trecaso Financial Group, LLC11,043$835K0.27%013F-HRTimeline
Waldron Private Wealth LLC11,028$834K0.03%-5,21313F-HRTimeline
Claro Advisors Inc.11,024$833K0.11%-48913F-HRTimeline
PENNINGTON PARTNERS & CO., LLC11,022$833K0.41%13F-HRTimeline
Legacy Wealth Asset Management, LLC10,867$822K0.22%new13F-HRTimeline
Ironwood Investment Counsel, LLC10,858$821K0.14%-65013F-HRTimeline
Finward Bancorp10,799$817K0.71%13F-HRTimeline
PARK NATIONAL CORP /OH/10,783$815K0.03%+58913F-HRTimeline
CFM WEALTH PARTNERS LLC10,746$813K0.14%+25313F-HRTimeline
AVITY INVESTMENT MANAGEMENT INC.10,647$805K0.06%+8613F-HRTimeline
Cordgrass Capital Advisors, LLC10,644$805K0.23%+1,27113F-HRTimeline
Private Wealth Group, LLC10,569$799K0.39%013F-HRTimeline
LCNB CORP10,552$798K0.29%+35813F-HRTimeline
FUTURE YOU WEALTH LLC10,548$798K0.56%13F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…10,535$797K0.06%-15913F-HRTimeline
Keudell/Morrison Wealth Management10,527$796K0.21%+43713F-HRTimeline
Frederick Financial Consultants, LLC10,499$794K0.63%13F-HRTimeline
GENESIS PRIVATE WEALTH, LLC10,498$794K0.44%13F-HRTimeline
MBL Wealth, LLC10,490$793K0.08%-40013F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC10,440$789K0.16%-39,26513F-HRTimeline
Marcum Wealth, LLC10,432$789K0.07%new13F-HRTimeline
O'Connor Financial Group LLC10,404$787K0.41%+19813F-HRTimeline
Breakwater Capital Group10,394$786K0.16%+6813F-HRTimeline
Financial Guidance Group, Inc.10,375$784K0.43%+4,47513F-HRTimeline
CAMDEN NATIONAL BANK10,359$783K0.12%-20013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
KANAWHA CAPITAL MANAGEMENT LLC10,343$782K0.06%-5913F-HRTimeline
Empower Advisory Group, LLC10,334$781K<0.01%+17613F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP9,857$780K0.12%+26413F-HRTimeline
Stephenson & Company, Inc.10,306$779K0.52%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC10,305$779K0.03%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
PKS Advisory Services, LLC10,267$776K0.19%13F-HRTimeline
SPC Financial, Inc.10,258$776K0.07%-32813F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC10,253$775K0.04%-94613F-HRTimeline
SHAYNE & JACOBS, LLC10,243$774K0.2%013F-HRTimeline
Pine Haven Investment Counsel, Inc10,197$771K0.63%013F-HRTimeline
Clayton Financial Group LLC10,193$771K0.28%+12313F-HRTimeline
tru Independence LLC10,162$768K0.24%-19413F-HRTimeline
Disciplined Investments, LLC10,157$768K0.38%+15613F-HRTimeline
BridgePort Financial Solutions, LLC9,417$767K0.35%13F-HRTimeline
Harvest Investment Services, LLC10,138$767K0.19%-26,44013F-HRTimeline
NESTEGG ADVISORS, INC.9,637$764K0.77%13F-HRTimeline
Hudson Portfolio Management LLC10,055$760K0.75%+1,18513F-HRTimeline
Independent Wealth Network Inc.10,053$760K0.31%+34413F-HRTimeline
McIlrath & Eck, LLC10,040$759K0.1%-1,02313F-HRTimeline
Main Street Financial Solutions, LLC10,032$759K0.07%-1,57513F-HRTimeline
Peterson Wealth Advisors, LLC10,012$758K0.14%-513F-HRTimeline
Integrated Investment Consultants, LLC30,456$750K0.16%+23,73613F-HR/ATimeline
LEIGH BALDWIN & CO., LLC9,909$749K0.63%13F-HR/ATimeline
OAKWORTH CAPITAL, INC.9,905$749K0.05%+9,42413F-HRTimeline
Beacon Bank & Trust9,905$749K0.17%013F-HRTimeline
DEROY & DEVEREAUX PRIVATE INVESTMENT CO…9,850$745K0.04%013F-HRTimeline
PEOPLES BANK /OH9,833$743K0.44%-15,20113F-HRTimeline
ESL Trust Services, LLC9,822$743K0.17%-25013F-HRTimeline
BlueSky Wealth Advisors, LLC9,767$739K0.12%+4213F-HRTimeline
Private Wealth Management Group, LLC9,765$738K0.28%013F-HRTimeline
WHALEROCK POINT PARTNERS, LLC9,750$737K0.17%013F-HRTimeline
CERTUITY, LLC9,724$735K0.08%-6713F-HRTimeline
BOSTON FAMILY OFFICE LLC9,698$733K0.05%013F-HRTimeline
Marietta Wealth Management, LLC9,688$733K0.11%-28813F-HRTimeline
Ullmann Wealth Partners Group, LLC9,686$732K0.09%-41613F-HRTimeline
Physician Wealth Advisors, Inc.9,672$731K0.12%-73513F-HRTimeline
Apeiron RIA LLC9,653$730K0.2%-34313F-HRTimeline
Mezzasalma Advisors, LLC9,605$726K0.23%new13F-HRTimeline
Cynosure Group, LLC9,559$723K0.11%+10013F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC9,527$720K0.26%+39513F-HRTimeline
BRIGHT FINANCIAL ADVISORS, INC.9,521$720K0.45%-2,35513F-HRTimeline
PEOPLES FINANCIAL SERVICES CORP.9,506$719K0.33%-313F-HRTimeline
MTM Investment Management, LLC9,482$717K0.28%013F-HRTimeline
Beirne Wealth Consulting Services, LLC9,476$717K0.26%+1,73613F-HRTimeline
Canopy Partners, LLC9,479$717K0.27%013F-HRTimeline
Innova Wealth Partners9,470$716K0.45%new13F-HRTimeline
Alley Investment Management Company, LLC9,399$711K0.09%-4313F-HRTimeline
Next Capital Management LLC9,366$708K0.29%013F-HRTimeline
Guidance Point Advisors, LLC9,354$707K0.2%+12613F-HRTimeline
EIGHT 31 FINANCIAL, LLC9,351$707K0.53%+1,51613F-HRTimeline
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD9,340$706K<0.01%-24,13813F-HRTimelineGroup
SkyOak Wealth, LLC9,332$706K0.15%+89013F-HRTimeline
Purkiss Capital Advisors LLC9,303$703K0.61%13F-HRTimeline
NYL Investors LLC9,300$703K0.06%new13F-HRTimeline
Conservest Capital Advisors, Inc.9,298$703K0.07%+7313F-HRTimeline
BURNEY CO/9,292$703K0.02%+35313F-HRTimeline
Arcus Capital Partners, LLC8,752$699K0.22%+1,12713F-HRTimeline
Clear Point Advisors Inc.9,218$697K0.6%+12213F-HRTimeline
TFG Advisers LLC9,167$693K0.25%+10013F-HRTimeline
KLINGENSTEIN FIELDS & CO LP9,165$693K0.03%013F-HRTimeline
Elgethun Capital Management9,137$691K0.17%013F-HRTimeline
Apella Capital, LLC9,110$689K0.03%+92813F-HRTimeline
Crestline Management, L.P.9,042$684K0.02%new13F-HRTimeline
Donor Advised Charitable Giving, Inc.9,028$683K0.02%+23413F-HRTimeline
Missouri Trust & Investment Co9,005$681K0.24%+22513F-HRTimeline
TRUST CO OF OKLAHOMA8,951$677K0.22%+1,95113F-HRTimeline
Exchange Bank8,936$676K0.54%+1,07913F-HRTimeline
Family Capital Trust Co8,907$673K0.23%013F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd8,860$670K0.01%new13F-HRTimelineGroup
Prime Capital Investment Advisors, LLC8,834$668K0.01%+9913F-HRTimeline
Horan Securities, Inc.8,815$667K0.25%+14013F-HRTimeline
New Age Alpha Advisors, LLC8,796$665K0.03%new13F-HR/ATimeline
Gallacher Capital Management LLC8,742$661K0.33%+4,18413F-HRTimeline
Centerpoint Advisors, LLC8,745$661K0.23%-63013F-HRTimeline
SeaCrest Wealth Management, LLC8,714$659K0.07%-10013F-HRTimeline
Alpha Omega Wealth Management LLC8,708$658K0.12%+12113F-HRTimeline
DOLIVER ADVISORS, LP8,700$658K0.18%-85013F-HRTimeline
Sterling Investment Advisors, Ltd.8,686$657K0.16%+2,10013F-HRTimeline
FCA CORP /TX8,684$657K0.21%-17913F-HRTimeline
MFA Wealth Services8,683$657K0.53%13F-HRTimeline
Mechanics Bank Trust Department8,636$653K0.09%-82013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC8,633$653K0.03%+81613F-HRTimelineGroup
Interchange Capital Partners, LLC8,621$652K0.24%+10813F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC8,620$652K0.11%+41713F-HRTimeline
Hardman Johnston Global Advisors LLC8,620$652K0.03%new13F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC7,949$651K0.24%13F-HRTimeline
Sunbelt Securities, Inc.8,589$649K0.06%+2613F-HRTimeline
Family Office Research LLC8,554$647K0.28%13F-HRTimeline
GM Advisory Group, LLC8,553$647K0.04%+51713F-HRTimeline
CENTRAL TRUST Co8,551$647K0.02%013F-HRTimeline
Relyea Zuckerberg Hanson LLC8,549$646K0.09%+1313F-HRTimeline
Genesee Capital Advisors, LLC8,537$645K0.3%new13F-HRTimeline
Security Financial Services, INC.8,533$645K0.13%-3513F-HRTimeline