Signals

← Signals

☆EFA

107 in-universe funds with a nonzero position in EFA within the trailing 4 quarters, as of 2025Q1

Flow ranking

Rank#34
Score / z0.495 / 3.32
Consensus37.05 over 70 funds
Momentumno 12m return

Price & positioning

227 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
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Fund Positions
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Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 2,997.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 2,184.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 257.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 182.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 97.9 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 81.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 66.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 53.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 51.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 48.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Painted Porch Advisors LLC CIK 0002024585 0.737 75 47.9 20.0% 2 +9.6 pp +20.0 pp +20.0 pp +20.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 45.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 27.8 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 24.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆ARRIEN INVESTMENTS, INC. CIK 0002052048 0.745 44 23.4 16.8% 1 +16.8 pp +16.8 pp +16.8 pp +16.8 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 19.2 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 16.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆National Philanthropic Trust CIK 0001785342 0.575 409 16.0 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆ANB BANK CIK 0002067126 0.446 127 14.3 6.4% 1 +6.4 pp +6.4 pp +6.4 pp +6.4 pp
☆LWM ADVISORS INC CIK 0002067328 0.795 37 12.3 12.6% 1 +12.6 pp +12.6 pp +12.6 pp +12.6 pp
☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 11.5 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 8.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 8.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fluent Financial, LLC CIK 0001722283 0.050 57 8.2 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆Blankinship & Foster, LLC CIK 0001708872 0.865 79 7.7 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Provenance Wealth Advisors, LLC CIK 0002081584 0.886 609 7.6 1.1% 2 +0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Rakuten Investment Management, Inc. CIK 0002062680 0.973 467 7.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LBJ Family Wealth Advisors, Ltd. CIK 0001601622 0.830 28 6.3 4.0% 2 -0.2 pp +4.0 pp +4.0 pp +4.0 pp
☆Alamar Capital Management, LLC CIK 0001846995 0.259 88 5.7 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 5.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 4.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 4.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Mullaney, Keating & Wright, Inc. CIK 0002135840 0.681 74 3.9 2.6% 2 +0.2 pp +2.6 pp +2.6 pp +2.6 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 3.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WADDELL & ASSOCIATES, LLC CIK 0001776757 0.777 543 3.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 3.2 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Audent Global Asset Management, LLC CIK 0001834874 0.165 46 2.9 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆STRS OHIO CIK 0000820478 0.777 2154 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Probity Advisors, Inc. CIK 0001676603 0.563 232 2.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Copia Wealth Management CIK 0002058771 0.232 570 2.7 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆First Nebraska Trust Co CIK 2134841 0.657 231 2.7 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 2.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CROBAN CIK 0001694663 0.128 81 2.4 2.2% 2 +0.4 pp +2.2 pp +2.2 pp +2.2 pp
☆FIRST NATIONAL BANK OF OMAHA CIK 0000036644 0.562 505 2.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Westshore Wealth, LLC CIK 0001806366 0.670 107 2.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Veltria Advisors Corp. CIK 0001941369 0.000 42 2.2 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Intrua Financial, LLC CIK 0001812792 0.394 491 2.1 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 2.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Alpha Advisors, LLC/VA CIK 0002095967 0.475 51 2.0 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 1.9 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Edge Financial Advisors LLC CIK 0002011402 0.000 0 1.8 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆SkyView Investment Advisors, LLC CIK 0001848237 0.000 278 1.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆UNITED BANK CIK 0001286478 0.652 130 1.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆RAINIER FAMILY WEALTH INC CIK 0002073596 0.283 102 1.7 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Aegis Wealth Management LLC CIK 0001628818 0.188 160 1.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.614 252 1.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BRASS TAX WEALTH MANAGEMENT, INC CIK 0002002603 0.425 246 1.3 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Roehl & Yi Investment Advisors, LLC CIK 0002097566 0.285 194 1.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Lighthouse Financial LLC CIK 0002057556 0.429 76 0.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Partners in Financial Planning CIK 0002054264 0.816 131 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MBL Wealth, LLC CIK 0001845785 0.684 381 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mission Financial Group, LLC CIK 0002113810 0.151 158 0.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆FUTURE YOU WEALTH LLC CIK 0002055142 0.657 58 0.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆NESTEGG ADVISORS, INC. CIK 0002062716 0.610 53 0.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Caldwell Trust Co CIK 0002080218 0.488 811 0.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Revolve Wealth Partners, LLC CIK 0001808992 0.519 350 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆M1 Capital Management LLC CIK 0001976157 0.144 113 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alpha Zero LLC CIK 0002079032 0.418 107 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆North Berkeley Wealth Management, LLC CIK 0002062383 0.406 77 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Copley Financial Group, Inc. CIK 0002045258 0.304 118 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Dynamic Financial Group CIK 0002061178 0.528 76 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Financial Insights, Inc. CIK 0001642058 0.472 147 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆OMNI 360 Wealth, Inc. CIK 0002010436 0.355 135 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆MEMBERS WEALTH LLC CIK 0002059574 0.408 120 0.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆American Investment Services, Inc. CIK 0001369913 0.501 133 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aventura Private Wealth, LLC CIK 0002074418 0.307 986 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Plum Street Advisors, LLC CIK 0002068236 0.454 107 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Comprehensive Money Management Services LLC CIK 0002058921 0.127 200 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Uptown Financial Advisors LLC CIK 0002066147 0.521 77 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Phocas Financial Corp. CIK 0001356783 0.164 153 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Turn8 Private Wealth Inc. CIK 0002070026 0.151 54 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Talon Private Wealth, LLC CIK 0001990467 0.144 231 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avant Financial Advisors LLC CIK 0002063243 0.473 69 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRANSATLANTIQUE PRIVATE WEALTH LLC CIK 0001935000 0.000 0 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Advus Financial Partners, LLC CIK 2150676 0.419 261 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BIRCHBROOK, INC. CIK 0002071468 0.526 305 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆William Mack & Associates, Inc. CIK 0002096700 0.653 108 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SIMA Wealth Partners, LLC CIK 0002135539 0.642 130 0.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cornerstone National Bank & Trust Co CIK 0002104293 0.272 216 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Longview Financial Advisors LLC CIK 0002076077 0.775 150 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elequin Capital, LP CIK 0001810873 0.000 680 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hara Capital LLC CIK 0002010015 0.171 307 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ransom Advisory, Ltd CIK 0002065136 0.308 433 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EAGLE HARBOR ASSET MANAGEMENT INC /ADV CIK 1088388 0.176 135 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just EFA). Qtrs Held counts distinct quarters this fund has actually held EFA (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its EFA position size. Δ columns are the percentage-point change in EFA's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2024Q4 / 2024Q3 / 2024Q2 / 2024Q1) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status