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 17, 2025
Q2 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
129+ 0.69% |
$9.41K - $11.7K
|
18.7K
$1.78M
|
|
|
Jul 29, 2025
Q2 2025
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
129+ 0.39% |
$9.41K - $11.7K
|
33K
$3.15M
|
|
|
Jul 29, 2025
Q2 2025
|
Arcus Capital Partners, LLC
|
BUY
|
- |
129+ 1.62% |
$9.41K - $11.7K
|
8.1K
$772K
|
|
|
Aug 14, 2025
Q2 2025
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
129+ 3.93% |
$9.41K - $11.7K
|
3.41K
$325K
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
128+ 0.22% |
$9.34K - $11.6K
|
57.6K
$5.49M
|
|
|
Jul 31, 2025
Q2 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
126+ 0.15% |
$9.19K - $11.4K
|
85.3K
$8.13M
|
|
|
Aug 14, 2025
Q2 2025
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
125+ 1.08% |
$9.12K - $11.3K
|
11.7K
$1.11M
|
|
|
Jul 16, 2025
Q2 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
120New |
$8.76K - $10.8K
|
120
$11.4K
|
|
|
Jul 25, 2025
Q2 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
120+ 1.41% |
$8.76K - $10.8K
|
8.66K
$825K
|
|
|
Jul 09, 2025
Q2 2025
|
Wolff Financial Management LLC
|
BUY
|
- |
119+ 0.75% |
$8.68K - $10.8K
|
16K
$1.52M
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
117+ 0.73% |
$8.54K - $10.6K
|
16.2K
$1.54M
|
|
|
Jul 09, 2025
Q2 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
114+ 0.1% |
$8.32K - $10.3K
|
112K
$10.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Mkd Wealth Coaches, LLC
Troy, MI |
BUY
|
- |
113+ 1.73% |
$8.24K - $10.2K
|
6.63K
$631K
|
|
|
Aug 04, 2025
Q2 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
112New |
$8.17K - $10.1K
|
112
$10.7K
|
|
|
Aug 11, 2025
Q2 2025
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
111+ 0.46% |
$8.1K - $10K
|
24K
$2.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
110New |
$8.03K - $9.94K
|
110
$10.5K
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
109+ 1.83% |
$7.95K - $9.85K
|
6.08K
$579K
|
|
|
Jul 16, 2025
Q2 2025
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
108+ 1.34% |
$7.88K - $9.76K
|
8.19K
$780K
|
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
105+ 0.58% |
$7.66K - $9.49K
|
18.2K
$1.73M
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
104+ 1.3% |
$7.59K - $9.4K
|
8.13K
$774K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
104+ 0.21% |
$7.59K - $9.4K
|
48.5K
$4.62M
|
|
|
Aug 12, 2025
Q2 2025
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
101+ 0.36% |
$7.37K - $9.13K
|
28.3K
$2.7M
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
100+ 0.38% |
$7.3K - $9.04K
|
26.2K
$2.49M
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
100+ 0.37% |
$7.3K - $9.04K
|
27.4K
$2.61M
|
|
|
Aug 06, 2025
Q2 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
96+ 1.74% |
$7K - $8.68K
|
5.6K
$533K
|
|
|
Aug 13, 2025
Q2 2025
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
BUY
|
- |
93+ 1.82% |
$6.79K - $8.41K
|
5.21K
$496K
|
|
|
Jul 29, 2025
Q2 2025
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
90+ 0.2% |
$6.57K - $8.14K
|
46K
$4.38M
|
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
89+ 0.43% |
$6.49K - $8.04K
|
20.7K
$1.97M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
89+ 14.22% |
$6.49K - $8.04K
|
715
$68.1K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
81+ 1.89% |
$5.91K - $7.32K
|
4.36K
$415K
|
|
|
Aug 08, 2025
Q2 2025
|
Wp Advisors, LLC
|
BUY
|
- |
80+ 1.76% |
$5.84K - $7.23K
|
4.62K
$440K
|
|
|
Aug 13, 2025
Q2 2025
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
BUY
|
- |
78+ 0.63% |
$5.69K - $7.05K
|
12.4K
$1.18M
|
|
|
Jul 29, 2025
Q2 2025
|
First Bancorp, Inc
|
BUY
|
- |
74+ 0.4% |
$5.4K - $6.69K
|
18.5K
$1.76M
|
|
|
Aug 06, 2025
Q2 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
73+ 2.41% |
$5.33K - $6.6K
|
3.11K
$296K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
69+ 1.75% |
$5.03K - $6.24K
|
4.02K
$383K
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
66+ 0.11% |
$4.82K - $5.97K
|
61K
$5.81M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
66+ 0.49% |
$4.82K - $5.97K
|
13.7K
$1.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
66+ 0.09% |
$4.82K - $5.97K
|
76.3K
$7.27M
|
|
|
Aug 07, 2025
Q2 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
66+ 2.56% |
$4.82K - $5.97K
|
2.65K
$252K
|
|
|
Jul 25, 2025
Q2 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
65+ 1.93% |
$4.74K - $5.88K
|
3.43K
$326K
|
|
|
Jul 17, 2025
Q2 2025
|
Albion Financial Group
|
BUY
|
- |
64+ 5.78% |
$4.67K - $5.78K
|
1.17K
$112K
|
|
|
Aug 05, 2025
Q2 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
63+ 0.16% |
$4.6K - $5.69K
|
40.4K
$3.85M
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
62+ 9.76% |
$4.52K - $5.6K
|
697
$66.4K
|
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
62+ 2.14% |
$4.52K - $5.6K
|
2.96K
$282K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
61+ 0.61% |
$4.45K - $5.51K
|
10.1K
$964K
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
60New |
$4.38K - $5.42K
|
60
$5.72K
|
|
|
Jul 18, 2025
Q2 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
60+ 1.76% |
$4.38K - $5.42K
|
3.47K
$331K
|
|
|
Jul 28, 2025
Q2 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
60+ 1.08% |
$4.38K - $5.42K
|
5.64K
$537K
|
|
|
Jul 31, 2025
Q2 2025
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
59+ 1.5% |
$4.3K - $5.33K
|
3.99K
$380K
|
|
|
Aug 04, 2025
Q2 2025
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
59+ 0.98% |
$4.3K - $5.33K
|
6.1K
$581K
|
|