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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
Continuum Advisory, LLC5,522$418K0.05%+22413F-HRTimeline
Long Run Wealth Advisors, LLC5,502$416K0.1%+7613F-HRTimeline
PFG Advisors5,496$416K0.03%-96113F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.5,487$415K0.02%-2613F-HRTimeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…5,484$415K0.15%013F-HRTimeline
YHB Investment Advisors, Inc.5,472$414K0.03%-7513F-HRTimeline
Samalin Investment Counsel, LLC5,465$413K0.18%+11813F-HRTimeline
FORTRESS PRIVATE LEDGER, LLC5,432$411K0.25%13F-HRTimeline
Alpha Zero LLC5,432$411K0.31%13F-HRTimeline
Pacific Capital Wealth Advisors, Inc.5,423$410K0.07%+3,79613F-HRTimeline
Frisch Financial Group, Inc.5,407$409K0.12%+3713F-HRTimeline
SEVEN MILE ADVISORY5,393$408K0.26%013F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC5,366$406K0.16%013F-HRTimeline
Blue Barn Wealth, LLC5,357$405K0.21%+13213F-HRTimeline
Telos Capital Management, Inc.5,354$405K0.04%-22713F-HRTimeline
SAGE FINANCIAL GROUP INC5,345$404K0.03%-89413F-HRTimeline
Copley Financial Group, Inc.5,330$403K0.31%+2,05613F-HRTimeline
Global Financial Private Client, LLC5,320$402K0.15%013F-HRTimeline
Dakota Wealth Management5,293$400K0.01%+65413F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC5,277$399K0.02%+43513F-HRTimeline
CPC Advisors, LLC5,260$398K0.05%+1,02713F-HRTimeline
Clientfirst Wealth Management, LLC5,250$397K0.4%13F-HRTimeline
CNB Bank5,232$396K0.18%-113F-HRTimeline
Plum Street Advisors, LLC5,211$394K0.19%+6413F-HRTimeline
GHP Investment Advisors, Inc.5,201$393K0.02%+14613F-HRTimeline
PIONEER TRUST BANK N A/OR5,200$393K0.1%013F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC5,191$392K0.02%-5013F-HRTimeline
Bragg Financial Advisors, Inc5,189$392K0.02%-17113F-HRTimeline
COMMUNITY TRUST & INVESTMENT CO5,185$392K0.02%-50013F-HRTimeline
NorthCrest Asset Manangement, LLC5,180$392K0.01%-9313F-HR/ATimeline
GABLES CAPITAL MANAGEMENT INC.5,179$392K0.19%013F-HRTimeline
Sound Stewardship, LLC5,130$388K0.23%+28713F-HRTimeline
First Business Financial Services, Inc.5,128$388K0.04%013F-HRTimeline
Empirical Asset Management, LLC5,113$387K0.13%013F-HRTimeline
Headlands Technologies LLC5,111$386K0.04%-16,54013F-HRTimeline
Key Financial Inc5,104$386K0.09%+3013F-HRTimeline
Center for Financial Planning, Inc.5,103$386K0.05%013F-HRTimeline
Grayhawk Investment Strategies Inc.5,097$385K0.73%new13F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC5,095$385K0.07%-5713F-HRTimeline
PACIFIC FINANCIAL GROUP INC5,093$385K0.29%+2,27013F-HRTimeline
Blue Fin Capital, Inc.5,084$384K0.07%-2413F-HRTimeline
OAK FAMILY ADVISORS, LLC5,080$384K0.15%-4513F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA5,070$383K0.09%013F-HRTimeline
Climber Capital SA5,070$383K0.32%13F-HRTimeline
HCR Wealth Advisors5,062$383K0.05%013F-HRTimeline
Alexander Randolph Advisory, Inc.5,042$381K0.35%013F-HRTimeline
GROUP ONE TRADING LLC5,036$381K0.01%new13F-HR/ATimeline
GREAT LAKES ADVISORS, LLC5,000$378K<0.01%013F-HRTimeline
Forza Wealth Management, LLC5,000$378K0.17%013F-HRTimeline
Index Fund Advisors, Inc.4,974$376K0.02%+2013F-HRTimeline
ACIMA PRIVATE WEALTH, LLC4,970$376K0.13%013F-HRTimeline
Vested Financial Planning, LLC4,970$376K0.36%13F-HRTimeline
Garner Asset Management Corp4,956$375K0.17%+9213F-HRTimeline
Family Manage LLC4,958$375K0.06%-5,97413F-HRTimeline
Addison Advisors LLC4,944$374K0.1%+4,70213F-HRTimeline
GRANDFIELD & DODD, LLC4,921$372K0.02%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…4,898$370K<0.01%+1,41613F-HRTimelineGroup
Integris Wealth Management, LLC4,893$370K0.1%+21913F-HRTimeline
Axos Invest Inc.4,890$370K0.27%-28013F-HRTimeline
Gradient Capital Advisors, LLC4,885$369K0.12%013F-HRTimeline
OMNI 360 Wealth, Inc.4,852$367K0.24%-6213F-HR/ATimeline
Wealth Architects, LLC4,847$366K0.04%-8813F-HRTimeline
Gutierrez Wealth Advisory, LLC4,833$365K0.3%13F-HR/ATimeline
DBK Financial Counsel, LLC4,806$363K0.37%013F-HRTimeline
Trace Wealth Advisors, LLC4,800$363K0.33%13F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.4,796$363K0.02%-25213F-HRTimelineGroup
MEMBERS WEALTH LLC4,458$360K0.27%13F-HRTimeline
Rockwood Wealth Management, LLC4,734$358K0.04%new13F-HRTimeline
Ausdal Financial Partners, Inc.4,729$358K0.03%+3013F-HRTimeline
MKT Advisors LLC4,650$357K0.16%-74413F-HRTimeline
WOLFF WIESE MAGANA LLC4,709$356K0.24%+1613F-HRTimeline
ROGCO, LP4,691$355K0.14%-3,44113F-HRTimeline
Councilmark Asset Management, LLC4,680$354K0.24%013F-HRTimeline
Pinnacle Wealth Management Advisory Gro…4,655$352K0.03%-10013F-HRTimeline
Fortitude Family Office, LLC4,654$352K0.13%+59713F-HRTimeline
Northside Capital Management, LLC4,643$351K0.09%013F-HRTimeline
Meridian Financial Advisors, LLC4,616$349K0.24%+1313F-HRTimeline
Sovran Advisors, LLC4,644$349K0.05%13F-HRTimeline
Advisors Capital Management, LLC4,568$345K0.01%+69313F-HRTimeline
Financial Partners Group, Inc4,541$343K0.05%+513F-HRTimeline
WP Advisors, LLC4,540$343K0.11%+6313F-HRTimeline
Strategic Blueprint, LLC4,536$343K0.02%-15713F-HRTimeline
Vawter Financial, Ltd.4,535$343K0.21%013F-HRTimeline
Aventura Private Wealth, LLC4,531$343K0.18%13F-HRTimeline
Ipswich Investment Management Co., Inc.4,524$342K0.08%013F-HRTimeline
Navis Wealth Advisors, LLC4,514$341K0.37%new13F-HRTimeline
Eldridge Investment Advisors, Inc.4,506$341K0.08%+25013F-HRTimeline
Hillcrest Wealth Advisors - NY, LLC4,500$340K0.16%013F-HRTimeline
American Investment Services, Inc.4,477$339K0.06%+59813F-HR/ATimeline
HBC Financial Services, PLLC4,472$338K0.21%+6613F-HRTimeline
Meridian Financial Partners LLC4,455$337K0.18%013F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.4,443$336K0.18%+1913F-HRTimeline
Carrera Capital Advisors4,436$335K0.08%+5413F-HRTimeline
Joseph Group Capital Management4,432$335K0.13%+2,34113F-HRTimeline
Verum Partners LLC4,429$335K0.1%013F-HRTimeline
Baldwin Investment Management, LLC4,428$335K0.04%new13F-HRTimeline
North Berkeley Wealth Management, LLC4,423$334K0.34%13F-HRTimeline
UP STRATEGIC WEALTH INVESTMENT ADVISORS…4,408$333K0.33%013F-HRTimeline
Bellwether Advisors, LLC4,401$333K0.06%013F-HRTimeline
SHELTON CAPITAL MANAGEMENT4,329$327K0.01%+1,55513F-HRTimeline
Delta Investment Management, LLC4,326$327K0.06%013F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.4,323$327K0.1%-1,50013F-HRTimeline
Financial Insights, Inc.4,320$327K0.12%-10,74513F-HRTimeline
Baltimore-Washington Financial Advisors…4,316$326K0.02%+113F-HRTimeline
Tradition Wealth Management, LLC4,310$326K0.03%+1213F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp4,300$325K0.02%013F-HRTimelineGroup
Cohen Klingenstein LLC4,300$325K0.01%013F-HRTimeline
Charles Schwab Trust Coin group Charles Schwab Trust Co4,300$325K0.03%013F-HRTimelineGroup
HUB Investment Partners, LLC4,298$325K0.01%-1,07413F-HRTimeline
Olde Wealth Management, LLC4,297$324K0.12%013F-HRTimeline
Northstar Advisory Group, LLC4,277$323K0.16%+1,58213F-HRTimeline
SEARLE & CO.4,269$323K0.09%013F-HRTimeline
ShoreHaven Wealth Partners, LLC4,269$323K0.15%new13F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…4,268$323K0.08%-76513F-HRTimeline
New Covenant Trust Company, N.A.4,260$322K0.32%013F-HRTimeline
Wealthfront Advisers LLC4,238$320K<0.01%+42013F-HR/ATimeline
SMH CAPITAL ADVISORS INC4,233$320K0.77%+1313F-HRTimeline
Insight Advisors, LLC/ PA4,224$319K0.05%-34013F-HRTimeline
First City Capital Management, Inc.4,200$318K0.17%013F-HRTimeline
Financial Alternatives, Inc4,200$318K0.22%013F-HRTimeline
Axis Wealth Partners, LLC4,176$316K0.27%13F-HRTimeline
Timonier Family Office, LTD.4,169$315K0.16%13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Arkos Global Advisors4,152$314K0.05%013F-HRTimeline
Fiduciary Group, LLC4,142$313K0.03%-1,20113F-HRTimeline
Acorn Wealth Advisors, LLC4,128$312K0.13%-13213F-HRTimeline
Horizon Investment Services, LLC4,122$312K0.13%+50013F-HRTimeline
Transcendent Capital Group LLC4,113$311K0.16%+213F-HRTimeline
M Wealth Management, LLC4,111$311K0.28%13F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …4,114$309K0.02%new13F-HRTimelineGroup
Dynamic Financial Group4,082$309K0.31%13F-HRTimeline
Vertex Planning Partners, LLC4,078$308K0.07%+5313F-HRTimeline
SIGNATUREFD, LLC4,075$308K0.01%-1,08813F-HRTimeline
Wealthstream Advisors, Inc.4,068$308K0.06%013F-HRTimeline
Foster Victor Wealth Advisors, LLC4,003$307K0.02%+413F-HRTimeline
Archford Capital Strategies, LLC4,028$305K0.05%-5,07813F-HRTimeline
S.A. Mason LLC4,024$304K0.16%-20013F-HRTimeline
JPL Wealth Management, LLC4,016$304K0.09%13F-HRTimeline
REDW Wealth LLC4,014$303K0.11%+80713F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners4,004$303K0.05%-313F-HRTimelineGroup
CPA Asset Management Group, LLC4,002$303K0.14%013F-HRTimeline
Godshalk Welsh Capital Management, Inc.4,000$302K0.2%013F-HRTimeline
GAMMA Investing LLC3,996$302K0.03%+19813F-HRTimeline
Sendero Wealth Management, LLC3,988$302K0.04%013F-HRTimeline
Morton Capital Management LLC/CA3,968$300K0.06%013F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP3,956$299K<0.01%new13F-HRTimelineGroup
Valley Financial Group, Inc.3,946$298K0.21%013F-HRTimeline
Comprehensive Money Management Services…3,937$298K0.25%13F-HRTimeline
Asset Allocation & Management Company, …3,930$297K0.16%013F-HRTimeline
Kathmere Capital Management, LLC3,925$297K0.03%+22113F-HRTimeline
COZAD ASSET MANAGEMENT INC3,921$297K0.03%+113F-HRTimeline
Cherry Tree Wealth Management, LLC3,921$296K0.07%-18413F-HRTimeline
Lakeridge Wealth Management LLC3,891$294K0.15%+1,16913F-HRTimeline
Rothschild Wealth LLC3,874$293K0.09%-23,92213F-HRTimeline
AHL INVESTMENT MANAGEMENT, INC.3,869$293K0.2%-4113F-HRTimeline
one8zero8, LLC3,866$292K0.06%13F-HRTimeline
Cornerstone Wealth Advisors, Inc.3,857$292K0.08%013F-HRTimeline
Bull Street Advisors, LLC3,853$291K0.14%013F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT3,842$291K0.01%+39113F-HRTimeline
Pines Wealth Management, LLC3,841$288K0.13%13F-HRTimeline
Johnson Financial Group, LLC3,794$287K0.03%013F-HRTimeline
Merkkuri Wealth Advisors LLC3,790$287K0.23%+5313F-HRTimeline
Vermillion Wealth Management, Inc.3,783$286K0.15%13F-HRTimeline
Phocas Financial Corp.3,760$284K0.04%013F-HR/ATimeline
Evernest Financial Advisors, LLC3,756$284K0.07%013F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department3,744$283K0.09%13F-HRTimelineGroup
Kohmann Bosshard Financial Services, LLC3,736$282K0.03%+19013F-HRTimeline
AMI INVESTMENT MANAGEMENT INC3,735$282K0.09%-45713F-HRTimeline
Discipline Wealth Solutions, LLC3,732$282K0.13%-24113F-HRTimeline
Investor's Fiduciary Advisor Network, L…3,741$282K0.11%13F-HRTimeline
McElhenny Sheffield Capital Management,…3,701$280K0.09%+3013F-HRTimeline
Next Level Private LLC3,686$279K0.11%+113F-HRTimeline
BEARING POINT CAPITAL, LLC3,672$278K0.06%13F-HRTimeline
CORTLAND ASSOCIATES INC/MO3,665$277K0.03%013F-HRTimeline
NOTTINGHAM ADVISORS, INC.3,659$277K0.04%013F-HRTimeline
Berkshire Money Management, Inc.3,654$276K0.03%-154,19513F-HRTimeline
Gibson Capital, LLC3,649$276K0.06%013F-HRTimeline
Wealthstar Advisors, LLC3,648$276K0.12%13F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…3,637$275K0.11%+46113F-HRTimeline
Morling Financial Advisors, LLC3,622$274K0.1%+30913F-HRTimeline
Cornerstone Wealth Management, LLC3,610$273K0.02%-65213F-HRTimeline
Uptown Financial Advisors LLC3,599$272K0.29%13F-HRTimeline
MONETARY MANAGEMENT GROUP INC3,595$272K0.07%013F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…3,595$272K0.1%-1,62013F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV3,585$271K0.04%013F-HRTimeline
Abound Wealth Management3,575$270K0.09%+713F-HRTimeline
BKM Wealth Management, LLC3,572$270K0.11%+3013F-HRTimeline
GFG Capital, LLC3,558$269K0.07%new13F-HRTimeline
BANK OF STOCKTON3,538$268K0.08%-3,13913F-HRTimeline
ATALANTA SOSNOFF CAPITAL, LLCin group ATALANTA SOSNOFF CAPITAL, LLC3,531$267K0.01%013F-HRTimelineGroup
MorganRosel Wealth Management, LLC3,529$267K0.09%013F-HRTimeline
Total Wealth Planning, LLC3,527$267K0.04%-1,20413F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC3,523$266K0.02%-3,34713F-HRTimelineGroup
KCM INVESTMENT ADVISORS LLC3,515$266K0.01%-45013F-HRTimeline
Institute for Wealth Management, LLC.3,447$261K0.03%+26313F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC3,436$260K0.02%-2013F-HRTimeline
WATERSHED PRIVATE WEALTH LLC3,435$260K0.1%-13913F-HRTimeline
Philip James Wealth Mangement, LLC3,412$258K0.03%013F-HRTimeline
Aprio Wealth Management, LLC3,380$256K0.04%013F-HRTimeline
Global View Capital Management LLC3,389$255K0.09%13F-HRTimeline
HOLDERNESS INVESTMENTS CO3,373$255K0.06%-2,55013F-HRTimeline