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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Monte Financial Group, LLC
|
BUY
|
- |
630+ 10.19% |
$46K - $56.9K
|
6.82K
$649K
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
628+ 1.7% |
$45.8K - $56.8K
|
37.6K
$3.58M
|
|
|
Aug 13, 2025
Q2 2025
|
Causeway Capital Management LLC
Los Angeles, CA |
BUY
|
- |
623+ 9.67% |
$45.5K - $56.3K
|
7.06K
$673K
|
|
|
Aug 11, 2025
Q2 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
617+ 0.53% |
$45K - $55.8K
|
117K
$11.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Congress Asset Management CO
|
BUY
|
- |
605+ 2.27% |
$44.1K - $54.7K
|
27.2K
$2.59M
|
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
600+ 14.65% |
$43.8K - $54.2K
|
4.7K
$447K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
591+ 36.17% |
$43.1K - $53.4K
|
2.23K
$212K
|
|
|
Aug 07, 2025
Q2 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
589+ 20.9% |
$43K - $53.2K
|
3.41K
$325K
|
|
|
Jul 18, 2025
Q2 2025
|
Simpli Fi, Inc.
|
BUY
|
- |
588+ 6.39% |
$42.9K - $53.1K
|
9.79K
$932K
|
|
|
Jul 14, 2025
Q2 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
585+ 19.7% |
$42.7K - $52.9K
|
3.56K
$339K
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
BUY
|
- |
581+ 1.76% |
$42.4K - $52.5K
|
33.6K
$3.2M
|
|
|
Jul 28, 2025
Q2 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
580+ 160.22% |
$42.3K - $52.4K
|
942
$89.7K
|
|
|
Jul 07, 2025
Q2 2025
|
Lbj Family Wealth Advisors, Ltd.
|
BUY
|
- |
579+ 0.75% |
$42.2K - $52.3K
|
77.7K
$7.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
572+ 13.4% |
$41.7K - $51.7K
|
4.84K
$461K
|
|
|
Aug 14, 2025
Q2 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
571+ 9.69% |
$41.7K - $51.6K
|
6.46K
$615K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
570+ 16.08% |
$41.6K - $51.5K
|
4.12K
$392K
|
|
|
Jul 14, 2025
Q2 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
558+ 4.98% |
$40.7K - $50.4K
|
11.8K
$1.12M
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
534New |
$39K - $48.3K
|
534
$50.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
532+ 0.77% |
$38.8K - $48.1K
|
69.3K
$6.6M
|
|
|
Aug 01, 2025
Q2 2025
|
Zhang Financial LLC
|
BUY
|
- |
528+ 3.49% |
$38.5K - $47.7K
|
15.7K
$1.49M
|
|
|
Jul 17, 2025
Q2 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
523+ 10.34% |
$38.2K - $47.3K
|
5.58K
$531K
|
|
|
Jul 16, 2025
Q2 2025
|
Paragon Capital Management LTD
|
BUY
|
- |
520+ 0.71% |
$37.9K - $47K
|
74K
$7.05M
|
|
|
Aug 08, 2025
Q2 2025
|
Arcadia Investment Management Corp
|
BUY
|
- |
510+ 1.33% |
$37.2K - $46.1K
|
38.8K
$3.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
502+ 31.26% |
$36.6K - $45.4K
|
2.11K
$201K
|
|
|
Aug 04, 2025
Q2 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
500+ 6.19% |
$36.5K - $45.2K
|
8.58K
$817K
|
|
|
Aug 14, 2025
Q2 2025
|
Staley Capital Advisers Inc
|
BUY
|
- |
500+ 1.25% |
$36.5K - $45.2K
|
40.5K
$3.86M
|
|
|
Jul 07, 2025
Q2 2025
|
Lwm Advisors Inc
El Dorado Hills, CA |
BUY
|
- |
498+ 0.35% |
$36.3K - $45K
|
143K
$13.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
497+ 3.17% |
$36.3K - $44.9K
|
16.2K
$1.54M
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
BUY
|
- |
496+ 0.83% |
$36.2K - $44.8K
|
60.5K
$5.77M
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
492+ 12.54% |
$35.9K - $44.5K
|
4.42K
$421K
|
|
|
Jul 31, 2025
Q2 2025
|
Lee Danner & Bass Inc
|
BUY
|
- |
475+ 2.52% |
$34.7K - $42.9K
|
19.4K
$1.84M
|
|
|
Aug 11, 2025
Q2 2025
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
471+ 0.92% |
$34.4K - $42.6K
|
51.5K
$4.91M
|
|
|
Aug 12, 2025
Q2 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
470+ 15.34% |
$34.3K - $42.5K
|
3.53K
$337K
|
|
|
Jul 17, 2025
Q2 2025
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
468+ 8.42% |
$34.1K - $42.3K
|
6.03K
$574K
|
|
|
Jul 17, 2025
Q2 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
462+ 1.49% |
$33.7K - $41.8K
|
31.5K
$3M
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
BUY
|
- |
462+ 27.81% |
$33.7K - $41.8K
|
2.12K
$202K
|
|
|
Aug 06, 2025
Q2 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
450+ 12.8% |
$32.8K - $40.7K
|
3.97K
$378K
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
445+ 1.7% |
$32.5K - $40.2K
|
26.6K
$2.53M
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
444+ 0.61% |
$32.4K - $40.1K
|
73.2K
$6.97M
|
|
|
Aug 12, 2025
Q2 2025
|
Garner Asset Management Corp
|
BUY
|
- |
444+ 9.33% |
$32.4K - $40.1K
|
5.21K
$496K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
443+ 1.95% |
$32.3K - $40K
|
23.1K
$2.2M
|
|
|
Aug 15, 2025
Q2 2025
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
439+ 14.12% |
$32K - $39.7K
|
3.55K
$338K
|
|
|
Aug 11, 2025
Q2 2025
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
432New |
$31.5K - $39K
|
432
$41.2K
|
|
|
Jul 23, 2025
Q2 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
431+ 5.57% |
$31.4K - $39K
|
8.18K
$779K
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
426+ 14.04% |
$31.1K - $38.5K
|
3.46K
$330K
|
|
|
Jul 02, 2025
Q2 2025
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
419+ 4.96% |
$30.6K - $37.9K
|
8.87K
$845K
|
|
|
Jul 22, 2025
Q2 2025
|
4 Thought Financial Group Inc.
|
BUY
|
- |
416+ 0.48% |
$30.4K - $37.6K
|
88K
$8.38M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
415+ 1.39% |
$30.3K - $37.5K
|
30.2K
$2.88M
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
402+ 0.41% |
$29.3K - $36.3K
|
97.4K
$9.28M
|
|
|
Jul 21, 2025
Q2 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
400+ 1.24% |
$29.2K - $36.2K
|
32.7K
$3.12M
|
|