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
Aureus Asset Management, LLC3,372$255K0.02%new13F-HRTimeline
Ballentine Capital Advisors, Inc3,364$254K0.13%013F-HRTimeline
Hanson & Doremus Investment Management3,360$254K0.04%013F-HRTimeline
Elser Financial Planning, Inc3,359$254K0.02%013F-HRTimeline
Jacobi Capital Management LLC3,358$254K0.02%+2413F-HRTimeline
Lutz Financial Services LLC3,356$254K0.02%013F-HRTimeline
Windward Private Wealth Management Inc.3,350$253K0.1%013F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC3,345$253K<0.01%new13F-HRTimelineGroup
MOTIVE WEALTH ADVISORS3,343$253K0.14%013F-HRTimeline
EARNED WEALTH ADVISORS, LLC3,343$253K0.08%-1413F-HRTimeline
WEST PACES ADVISORS INC.3,339$252K0.06%013F-HRTimeline
M.E. ALLISON & CO., INC.3,337$252K0.28%13F-HRTimeline
Aspect Partners, LLC3,328$252K0.15%-22,07313F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …3,325$251K0.04%013F-HRTimeline
W.G. Shaheen & Associates DBA Whitney &…3,300$250K0.03%013F-HRTimeline
Avant Financial Advisors LLC3,300$250K0.23%13F-HRTimeline
MONTAG & CALDWELL, LLC3,298$249K0.05%-8,14213F-HRTimeline
HighMark Wealth Management LLC3,297$249K0.14%013F-HRTimeline
CHILTON INVESTMENT CO INC.3,281$248K0.01%013F-HRTimeline
Financial Advisors, LLC3,274$248K0.05%013F-HRTimeline
Bigelow Investment Advisors, LLC3,248$246K0.12%013F-HRTimeline
AUGUSTINE ASSET MANAGEMENT INC3,239$245K0.06%+2413F-HRTimeline
RIVERSEDGE ADVISORS, LLC3,225$244K0.06%013F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.3,225$244K0.16%013F-HRTimeline
SFG Wealth Management, LLC.3,206$242K0.13%+113F-HRTimeline
17 CAPITAL PARTNERS, LLC3,199$242K0.15%new13F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC3,196$242K0.09%013F-HRTimeline
Occidental Asset Management, LLC3,187$241K0.04%+413F-HRTimeline
Northwest Financial Advisors3,185$241K0.2%new13F-HRTimeline
TSFG, LLC3,174$240K0.05%+213F-HRTimeline
Grey Ledge Advisors, LLC3,166$239K0.06%+3113F-HRTimeline
Cooksen Wealth, LLC3,165$239K0.22%013F-HRTimeline
SONATA CAPITAL GROUP INC3,167$239K0.1%013F-HRTimeline
PACK Private Wealth, LLC3,149$238K0.14%013F-HRTimeline
Avion Wealth3,159$238K0.06%+713F-HRTimeline
Octavia Wealth Advisors, LLC3,140$237K0.03%-7013F-HRTimeline
MAGNOLIA CAPITAL MANAGEMENT LTD3,135$237K0.19%new13F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC3,126$236K0.02%new13F-HRTimeline
MEANS INVESTMENT CO., INC.3,121$236K0.02%new13F-HRTimeline
TFB Advisors LLC3,119$236K0.07%+10813F-HRTimeline
MERITAGE PORTFOLIO MANAGEMENT3,119$236K0.01%+14413F-HRTimeline
Kovack Advisors, Inc.3,109$235K0.02%+45913F-HRTimeline
EVERPAR ADVISORS LLC3,109$235K0.12%new13F-HRTimeline
Summit Wealth Partners, LLC3,097$234K0.05%013F-HRTimeline
Creative Capital Management Investments…3,095$234K0.1%-12313F-HRTimeline
Aurora Private Wealth, Inc.3,099$234K0.18%-2,54013F-HRTimeline
EPG Wealth Management LLC3,077$233K0.06%-98513F-HRTimeline
J.P. Marvel Investment Advisors, LLC3,069$232K0.04%013F-HRTimeline
Yoffe Investment Management, LLC3,068$232K0.34%13F-HR/ATimeline
SARD WEALTH MANAGEMENT GROUP, LLC3,065$232K0.16%+3813F-HRTimeline
Medallion Wealth Advisors, LLC3,034$230K0.11%13F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC3,042$230K0.05%+2,77413F-HRTimeline
Financial Perspectives, Inc3,035$230K0.08%+213F-HRTimeline
Steigerwald, Gordon & Koch Inc.3,030$229K0.03%-10813F-HRTimeline
FC Advisory LLC3,029$229K0.08%+1513F-HRTimeline
Sargent Investment Group, LLC3,045$228K0.04%-32013F-HRTimeline
HHM Wealth Advisors, LLC3,014$228K0.03%013F-HRTimeline
Northwest Bancshares, Inc.3,008$227K0.04%-14213F-HRTimeline
Centurion Wealth Management LLC2,999$227K0.07%013F-HRTimeline
Legacy Advisors, LLC2,957$224K0.02%+3813F-HRTimeline
Quadrant Private Wealth Management, LLC2,952$223K0.05%new13F-HRTimeline
American Trust2,948$223K0.02%new13F-HRTimeline
Elk River Wealth Management LLC2,945$223K0.04%-9813F-HRTimeline
JENNISON ASSOCIATES LLC2,927$221K<0.01%new13F-HRTimeline
Main Street Group, LTD2,900$219K0.08%-49513F-HRTimeline
Moss Adams Wealth Advisors LLC2,892$219K0.02%013F-HRTimeline
Gen-Wealth Partners Inc2,890$219K0.09%013F-HRTimeline
TPG Advisors LLC2,887$218K0.17%+18813F-HRTimeline
Ellevest, Inc.2,886$218K0.01%-2,27713F-HRTimeline
FINANCIAL LIFE ADVISORS2,874$217K0.08%+30913F-HRTimeline
Grant/GrossMendelsohn, LLC2,870$217K0.11%+1013F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC2,867$217K0.06%013F-HRTimeline
Armor Investment Advisors, LLC2,856$216K0.09%+12713F-HRTimeline
Heritage Wealth Management, Inc./Texas2,855$216K0.13%-3,30613F-HRTimeline
WILLNER & HELLER, LLC2,848$215K0.19%+3913F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…2,842$215K0.03%+20613F-HRTimeline
DEARBORN PARTNERS LLC2,842$215K0.01%013F-HRTimeline
Evolution Wealth Advisors, LLC2,831$214K0.04%-15713F-HRTimeline
Evensky & Katz LLC2,827$214K0.01%-71213F-HRTimeline
Fonville Wealth Management LLC2,820$213K0.07%-64413F-HRTimeline
Roof Eidam Maycock Peralta, LLC2,820$213K0.06%013F-HRTimeline
FIRST FINANCIAL CORP /IN/2,819$213K0.1%013F-HRTimeline
Trivium Point Advisory, LLC2,815$213K0.03%new13F-HRTimeline
Element Wealth, LLC2,813$213K0.11%-13213F-HRTimeline
Von Berge Wealth Management Group, LLC2,652$212K0.13%013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…2,796$211K0.01%+3413F-HRTimelineGroup
FLC Capital Advisors2,786$211K0.05%013F-HRTimeline
Zeit Capital LLC2,620$211K0.16%013F-HRTimeline
Winthrop Capital Management, LLC2,759$209K0.06%new13F-HRTimeline
Bill Few Associates, Inc.2,754$208K0.07%-79413F-HRTimeline
Spartan Planning & Wealth Management2,740$207K0.19%13F-HRTimeline
Cranbrook Wealth Management, LLC2,724$206K0.05%+2513F-HRTimeline
TRANSATLANTIQUE PRIVATE WEALTH LLC2,715$205K0.08%013F-HR/ATimeline
Sensible Money, LLC2,702$204K0.09%013F-HRTimeline
Sugarloaf Wealth Management, LLC2,693$204K0.04%+2113F-HRTimeline
Tillman Hartley LLC2,693$204K0.06%013F-HRTimeline
Widmann Financial Services, Inc.2,691$203K0.16%-14513F-HRTimeline
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA…2,690$203K0.02%-1013F-HRTimeline
Legacy Edge Advisors, LLC2,670$202K0.03%-38513F-HRTimeline
Tranquilli Financial Advisor LLC2,659$201K0.13%new13F-HRTimeline
Willow Creek Wealth Management Inc.2,656$201K0.02%013F-HRTimeline
PRIVATE MANAGEMENT GROUP INC2,655$201K0.01%-34113F-HRTimeline
Intellectus Partners, LLC2,651$200K0.04%+4913F-HRTimeline
GERBER, LLC2,649$200K0.15%013F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.2,638$199K0.1%13F-HRTimeline
Coppell Advisory Solutions LLC2,629$199K0.03%-12413F-HRTimeline
Trivant Custom Portfolio Group, LLC2,569$194K0.11%+6013F-HRTimeline
BIRCHBROOK, INC.2,489$188K0.11%013F-HRTimeline
Knights of Columbus Asset Advisors LLC2,479$187K0.01%013F-HRTimeline
Clearstead Trust, LLC2,478$187K0.04%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.2,474$187K0.06%013F-HRTimeline
EAGLE HARBOR ASSET MANAGEMENT INC /ADV10,034$185K0.19%-4,09213F-HRTimeline
Sachetta, LLC2,451$185K0.07%013F-HRTimeline
FIRST COMMUNITY TRUST NA2,442$185K0.13%013F-HRTimeline
Capital Investment Advisory Services, L…2,409$182K0.02%+26413F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…2,400$181K0.07%013F-HRTimeline
Delos Wealth Advisors, LLC2,355$178K0.14%013F-HRTimeline
Van Hulzen Asset Management, LLC2,345$177K0.01%new13F-HRTimeline
Westside Investment Management, Inc.2,342$177K0.04%+213F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…2,260$177K0.01%-12,60713F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC2,313$175K0.01%013F-HRTimeline
Perkins Coie Trust Co2,271$172K0.04%-59013F-HRTimeline
Mowery & Schoenfeld Wealth Management, …2,220$168K0.33%new13F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC2,150$163K0.04%+1613F-HRTimeline
USA FINANCIAL FORMULAS2,096$158K0.02%-975,78313F-HRTimeline
Founders Financial Alliance, LLC2,083$158K0.04%+713F-HRTimeline
Cetera Trust Company, N.A2,075$157K0.1%+1,07513F-HRTimeline
Kozak & Associates, Inc.1,985$150K0.03%+2113F-HRTimeline
CENTAURUS FINANCIAL, INC.1,953$148K0.01%-37,40913F-HRTimeline
City State Bank1,910$144K0.05%-13013F-HRTimeline
PrairieView Partners, LLC1,887$142K0.01%013F-HRTimeline
S&T Bank/PA1,870$141K0.05%new13F-HRTimeline
WINNACLE WEALTH LLC1,862$141K0.14%13F-HRTimeline
Rosenberg Matthew Hamilton1,817$137K0.04%013F-HRTimeline
NWK Group, Inc.1,762$133K0.05%+10813F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.1,752$132K0.06%-45513F-HRTimeline
WealthCollab, LLC1,744$132K0.08%013F-HRTimeline
Weaver Capital Management LLC1,731$131K0.04%+82813F-HRTimeline
Northwest Capital Management Inc1,728$131K0.06%-15713F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP1,686$127K<0.01%new13F-HRTimeline
CVA Family Office, LLC1,661$126K0.02%+113F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.1,658$125K0.01%-713F-HRTimeline
ORG Partners LLC1,621$123K0.02%+1,08413F-HRTimeline
Arax Advisory Partners1,609$122K0.01%+1,20713F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,606$121K0.01%+2013F-HRTimeline
Archer Investment Corp1,598$121K0.03%+113F-HRTimeline
Icon Wealth Advisors, LLC1,587$120K0.01%013F-HRTimeline
Bruce G. Allen Investments, LLC1,576$119K0.1%new13F-HRTimeline
Front Row Advisors LLC1,520$115K0.04%013F-HRTimeline
Stonebridge Financial Group, LLC1,514$114K0.01%13F-HRTimeline
Main Management LLCin group Main Management ETF Advisors,…1,497$113K0.01%013F-HRTimelineGroup
ATMOS ADVISORY, LLC1,462$111K0.08%new13F-HRTimeline
Avalon Trust Co1,457$110K0.01%+38813F-HRTimeline
SIMA Wealth Partners, LLC1,444$109K0.09%013F-HRTimeline
DecisionPoint Financial, LLC1,444$109K0.03%013F-HRTimeline
TD Capital Management LLC1,436$109K0.01%+613F-HRTimeline
BALLAST ADVISORS LLC1,414$107K0.03%-39113F-HRTimeline
Transce3nd, LLC1,412$107K0.04%13F-HRTimeline
UNION SAVINGS BANK1,407$106K0.05%013F-HRTimeline
Pineridge Advisors LLC1,353$102K0.04%+1913F-HRTimeline
GPS Wealth Strategies Group, LLC1,347$102K0.01%+913F-HRTimeline
CoreCap Advisors, LLC1,345$102K<0.01%-54,45813F-HRTimeline
BARRETT & COMPANY, INC.1,298$98.2K0.04%013F-HRTimeline
Davis Capital Management1,293$97.8K0.08%013F-HRTimeline
Frazier Financial Advisors, LLC1,262$95.4K0.08%+913F-HRTimeline
Windsor Advisory Group, LLC1,244$94K0.11%+213F-HRTimeline
Glassman Wealth Services1,204$91K0.02%+1,05313F-HRTimeline
DHJJ Financial Advisors, Ltd.1,193$90.2K0.04%-3113F-HRTimeline
Cornerstone National Bank & Trust Co1,186$89.7K0.04%013F-HRTimeline
Kings Path Partners LLC1,175$88.8K0.04%013F-HRTimeline
Ridgewood Investments LLC1,149$86.9K0.04%013F-HRTimeline
Bogart Wealth, LLC1,149$86.9K<0.01%+14713F-HRTimeline
Tidemark, LLC1,148$86.8K0.03%013F-HRTimeline
MGB Wealth Management, LLC1,130$85.4K0.03%+6513F-HRTimeline
Spectrum Wealth Counsel, LLC1,126$85.1K0.01%+3113F-HRTimeline
ALBION FINANCIAL GROUP /UT1,107$83.7K0.01%013F-HRTimeline
Coston, McIsaac & Partners1,106$83K0.02%013F-HRTimeline
IAG Wealth Partners, LLC1,094$82.7K0.01%013F-HRTimeline
Olistico Wealth, LLC1,075$81.3K0.05%013F-HRTimeline
Empowered Funds, LLC1,042$78.8K<0.01%new13F-HRTimeline
Hopwood Financial Services, Inc.1,035$78.3K0.06%13F-HRTimeline
Hamilton Point Investment Advisors, LLC1,022$77.3K0.01%-96713F-HRTimeline
Trifecta Capital Advisors, LLC1,015$76.7K0.02%new13F-HRTimeline
Talon Private Wealth, LLC1,008$76.2K0.02%013F-HR/ATimeline
HARRIS ASSOCIATES L P972$73.5K<0.01%013F-HRTimeline
Granite Investment Partners, LLC950$71.8K<0.01%013F-HRTimeline
Midwest Capital Advisors, LLC949$71.8K0.05%13F-HRTimeline
Breakwater Investment Management929$70.2K0.03%013F-HR/ATimeline
WINTRUST INVESTMENTS LLC911$68K0.06%-10413F-HRTimeline
Mountain Hill Investment Partners Corp.894$67.6K0.07%13F-HRTimeline
Millstone Evans Group, LLC890$67.3K0.05%13F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…883$66K<0.01%013F-HRTimelineGroup
West Financial Advisors, LLC870$65.8K0.01%+50913F-HRTimeline
Sound Income Strategies, LLC862$65.2K<0.01%-31,27513F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC856$64.7K0.01%+82913F-HRTimeline
Beacon Capital Management, LLC850$64.2K0.01%+1213F-HRTimeline
Atala Financial Inc843$63.7K0.04%13F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC831$62.8K0.01%new13F-HRTimeline
Smartleaf Asset Management LLC828$62.6K0.01%+213F-HRTimeline
Valued Wealth Advisors LLC797$60.3K0.04%-13113F-HRTimeline