We are live on ! Find out more
IEFA icon

iShares Core MSCI EAFE ETF
IEFA

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
401
PDS Planning
Ohio
$10.2M +$880K +14,948 +10%
SGI
402
Summit Global Investments
Utah
$10.2M +$631K +10,723 +7%
CST
403
Charles Schwab Trust
Nevada
$10.1M -$1.17M -19,913 -11%
HWM
404
HB Wealth Management
Georgia
$10.1M +$5.17M +87,864 +116%
HF
405
Halpern Financial
Virginia
$10.1M +$24.5K +416 +0.3%
PGA
406
Portland Global Advisors
Maine
$10M -$3.88M -65,889 -29%
SRC
407
Sage Rhino Capital
California
$10M -$80.7K -1,372 -0.8%
FHA
408
First Horizon Advisors
Tennessee
$10M +$3.64M +61,865 +61%
OPS
409
Orion Portfolio Solutions
Nebraska
$10M -$1.13M -19,219 -11%
AFC
410
Adaptive Financial Consulting
Ohio
$9.98M +$186K +3,164 +2%
ADL
411
Asset Dedication LLC
California
$9.94M -$225K -3,822 -2%
NEAM
412
New England Asset Management
Connecticut
$9.92M +$465K +7,900 +5%
LCC
413
Lincoln Capital Corp
Rhode Island
$9.92M +$1.53M +25,987 +19%
LL
414
LPWM LLC
Minnesota
$9.7M -$964K -16,383 -10%
RSWM
415
Robertson Stephens Wealth Management
California
$9.57M +$4.75M +80,788 +108%
AL
416
Aspiriant LLC
California
$9.57M +$490K +8,328 +6%
CI
417
Conning Inc
Connecticut
$9.56M – – –
LRWA
418
Long Run Wealth Advisors
New York
$9.53M +$36.3K +617 +0.4%
ABC
419
Associated Banc-Corp
Wisconsin
$9.52M +$628K +10,676 +7%
HCA
420
Harbour Capital Advisors
Virginia
$9.42M -$63.9K -1,085 -0.7%
ISWM
421
Independent Solutions Wealth Management
New York
$9.35M -$737K -12,523 -8%
AA
422
Ancora Advisors
Ohio
$9.24M -$2.6M -44,244 -23%
SFO
423
Stokes Family Office
Louisiana
$9.24M -$396K -6,721 -4%
NB
424
NBT Bank
New York
$9.22M +$211K +3,590 +2%
KPWS
425
Kestra Private Wealth Services
Texas
$9.16M +$1.64M +27,836 +23%
15 16
17
18 19