Purchases and Sales Made in Q2 2025 in Ishares Tr Msci Eafe ETF (EFA)
This table provides information about the institutional ownership of Ishares Tr Msci Eafe ETF (EFA) during Q2 2025. The information is specifically focused on institutions that hold shares of ISHARES TR MSCI EAFE ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
2.23K+ 0.71% |
$163K - $202K
|
316K
$30.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
2.22KNew |
$162K - $201K
|
2.22K
$212K
|
|
|
Jul 18, 2025
Q2 2025
|
Rkl Wealth Management LLC
|
BUY
|
- |
2.17K+ 28.76% |
$158K - $196K
|
9.71K
$925K
|
|
|
Aug 06, 2025
Q2 2025
|
Rovin Capital
|
BUY
|
- |
2.16K+ 3.98% |
$157K - $195K
|
56.3K
$5.37M
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
2.14K+ 30.45% |
$156K - $193K
|
9.15K
$871K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2.12K+ 25.89% |
$154K - $191K
|
10.3K
$980K
|
|
|
Jul 23, 2025
Q2 2025
|
Cfm Wealth Partners LLC
|
BUY
|
- |
2.11K+ 19.62% |
$154K - $191K
|
12.9K
$1.22M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
2.11K+ 6.74% |
$154K - $190K
|
33.3K
$3.18M
|
|
|
Jul 22, 2025
Q2 2025
|
Jsf Financial, LLC
|
BUY
|
- |
2.08K+ 17.89% |
$152K - $188K
|
13.7K
$1.31M
|
|
|
Jul 10, 2025
Q2 2025
|
Moller Financial Services
|
BUY
|
- |
2.08K+ 3.32% |
$151K - $188K
|
64.7K
$6.16M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.07K+ 2.49% |
$151K - $187K
|
85K
$8.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
2.07K+ 2.32% |
$151K - $187K
|
90.9K
$8.66M
|
|
|
Jul 07, 2025
Q2 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.04K+ 34.41% |
$149K - $185K
|
7.98K
$760K
|
|
|
Aug 13, 2025
Q2 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2.03K+ 1.53% |
$148K - $183K
|
134K
$12.8M
|
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
2K+ 18.65% |
$146K - $181K
|
12.8K
$1.21M
|
|
|
Aug 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
2K+ 0.82% |
$146K - $181K
|
246K
$23.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
1.98K+ 37.21% |
$144K - $179K
|
7.3K
$695K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1.97KNew |
$144K - $178K
|
1.97K
$188K
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
1.87K+ 9.09% |
$137K - $169K
|
22.5K
$2.14M
|
|
|
Aug 01, 2025
Q2 2025
|
Providence First Trust CO
|
BUY
|
- |
1.87K+ 3.43% |
$136K - $169K
|
56.4K
$5.37M
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1.86K+ 217.29% |
$136K - $168K
|
2.72K
$259K
|
|
|
Aug 05, 2025
Q2 2025
|
Hfg Advisors, Inc.
|
BUY
|
- |
1.86K+ 7.6% |
$135K - $168K
|
26.3K
$2.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
1.84K+ 1.85% |
$134K - $166K
|
101K
$9.66M
|
|
|
Aug 04, 2025
Q2 2025
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
BUY
|
- |
1.84K+ 33.85% |
$134K - $166K
|
7.26K
$691K
|
|
|
Jul 31, 2025
Q2 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
1.83K+ 8.34% |
$134K - $166K
|
23.8K
$2.27M
|
|
|
Aug 12, 2025
Q2 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
1.83K+ 1.27% |
$134K - $166K
|
146K
$13.9M
|
|
|
Aug 04, 2025
Q2 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
1.81K+ 1.06% |
$132K - $164K
|
173K
$16.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
1.81KNew |
$132K - $164K
|
1.81K
$172K
|
|
|
Aug 14, 2025
Q2 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
1.8K+ 1.01% |
$131K - $163K
|
180K
$17.2M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.79K+ 5.84% |
$130K - $161K
|
32.4K
$3.08M
|
|
|
Jul 29, 2025
Q2 2025
|
Cmg Global Holdings, LLC
|
BUY
|
- |
1.79K+ 6.03% |
$130K - $161K
|
31.4K
$2.99M
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.76K+ 26.14% |
$128K - $159K
|
8.5K
$809K
|
|
|
Aug 14, 2025
Q2 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
1.75K+ 49.18% |
$128K - $158K
|
5.31K
$506K
|
|
|
Aug 07, 2025
Q2 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
1.73K+ 13.92% |
$126K - $156K
|
14.1K
$1.35M
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
BUY
|
- |
1.73K+ 67.09% |
$126K - $156K
|
4.3K
$410K
|
|
|
Aug 14, 2025
Q2 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1.69K+ 2.24% |
$123K - $152K
|
77K
$7.33M
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.68K+ 4.37% |
$123K - $152K
|
40.1K
$3.82M
|
|
|
Aug 01, 2025
Q2 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
1.66K+ 1.8% |
$121K - $150K
|
93.9K
$8.95M
|
|
|
Aug 12, 2025
Q2 2025
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
1.64K+ 6.4% |
$120K - $149K
|
27.3K
$2.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Amarillo National Bank
|
BUY
|
- |
1.64K+ 1.23% |
$119K - $148K
|
135K
$12.8M
|
|
|
Aug 06, 2025
Q2 2025
|
Reston Wealth Management LLC
|
BUY
|
- |
1.63K+ 19.89% |
$119K - $147K
|
9.82K
$935K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.62K+ 26.85% |
$118K - $147K
|
7.66K
$730K
|
|
|
Aug 12, 2025
Q2 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
1.62K+ 2.66% |
$118K - $146K
|
62.5K
$5.96M
|
|
|
Jul 23, 2025
Q2 2025
|
Colony Family Offices, LLC
|
BUY
|
- |
1.61K+ 83.72% |
$117K - $146K
|
3.53K
$337K
|
|
|
Aug 13, 2025
Q2 2025
|
Hudson Portfolio Management LLC
Garrison, NY |
BUY
|
- |
1.6K+ 13.24% |
$116K - $144K
|
13.6K
$1.3M
|
|
|
Sep 12, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.59K+ 0.24% |
$116K - $144K
|
654K
$62.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1.59K+ 13.94% |
$116K - $143K
|
13K
$1.24M
|
|
|
Jul 22, 2025
Q2 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
1.58K+ 2.74% |
$115K - $143K
|
59.3K
$5.65M
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.55K+ 1.91% |
$113K - $140K
|
82.5K
$7.86M
|
|
|
Jul 11, 2025
Q2 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
1.53K+ 26.16% |
$112K - $138K
|
7.37K
$702K
|
|