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 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
57+ 0.53% |
$4.16K - $5.15K
|
10.9K
$1.04M
|
|
|
Aug 13, 2025
Q2 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
57+ 1.4% |
$4.16K - $5.15K
|
4.13K
$393K
|
|
|
Jul 08, 2025
Q2 2025
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
54+ 1.76% |
$3.94K - $4.88K
|
3.12K
$297K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
54New |
$3.94K - $4.88K
|
54
$5.14K
|
|
|
Jul 11, 2025
Q2 2025
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
53+ 0.17% |
$3.87K - $4.79K
|
31.1K
$2.96M
|
|
|
Jul 21, 2025
Q2 2025
|
Vested Financial Planning, LLC
San Carlos, CA |
BUY
|
- |
53+ 1.06% |
$3.87K - $4.79K
|
5.07K
$483K
|
|
|
Aug 07, 2025
Q2 2025
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
53+ 1.54% |
$3.87K - $4.79K
|
3.49K
$332K
|
|
|
Jul 25, 2025
Q2 2025
|
Wealth Architects, LLC
|
BUY
|
- |
52+ 1.07% |
$3.79K - $4.7K
|
4.9K
$467K
|
|
|
Aug 18, 2025
Q2 2025
|
Finward Bancorp
Munster, IN |
BUY
|
- |
51+ 0.81% |
$3.72K - $4.61K
|
6.32K
$602K
|
|
|
Jul 21, 2025
Q2 2025
|
Willner & Heller, LLC
|
BUY
|
- |
50+ 1.76% |
$3.65K - $4.52K
|
2.9K
$276K
|
|
|
Jul 08, 2025
Q2 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
49+ 0.07% |
$3.58K - $4.43K
|
71.9K
$6.85M
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
49+ 1.37% |
$3.58K - $4.43K
|
3.63K
$345K
|
|
|
Aug 05, 2025
Q2 2025
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
47+ 0.26% |
$3.43K - $4.25K
|
18.2K
$1.73M
|
|
|
Jul 08, 2025
Q2 2025
|
Iam Advisory, LLC
|
BUY
|
- |
45+ 1.76% |
$3.28K - $4.07K
|
2.61K
$249K
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
45+ 45.0% |
$3.28K - $4.07K
|
145
$13.8K
|
|
|
Jul 17, 2025
Q2 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
44+ 0.36% |
$3.21K - $3.98K
|
12.4K
$1.18M
|
|
|
Aug 13, 2025
Q2 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
43New |
$3.14K - $3.89K
|
43
$4.1K
|
|
|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
42+ 0.78% |
$3.06K - $3.8K
|
5.4K
$514K
|
|
|
Aug 14, 2025
Q2 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
42+ 0.74% |
$3.06K - $3.8K
|
5.7K
$543K
|
|
|
Jul 14, 2025
Q2 2025
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
41+ 0.72% |
$2.99K - $3.71K
|
5.75K
$548K
|
|
|
Jul 22, 2025
Q2 2025
|
Evensky & Katz LLC
|
BUY
|
- |
41+ 1.67% |
$2.99K - $3.71K
|
2.49K
$237K
|
|
|
Aug 07, 2025
Q2 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
40+ 1.56% |
$2.92K - $3.62K
|
2.61K
$249K
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
39+ 1.23% |
$2.85K - $3.53K
|
3.21K
$305K
|
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
38+ 0.14% |
$2.77K - $3.43K
|
26.3K
$2.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
37+ 0.82% |
$2.7K - $3.34K
|
4.55K
$434K
|
|
|
Jul 15, 2025
Q2 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
34+ 0.59% |
$2.48K - $3.07K
|
5.77K
$549K
|
|
|
Aug 04, 2025
Q2 2025
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
34+ 0.31% |
$2.48K - $3.07K
|
11.1K
$1.05M
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
33+ 0.38% |
$2.41K - $2.98K
|
8.83K
$841K
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
31+ 0.17% |
$2.26K - $2.8K
|
18.8K
$1.79M
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
30+ 2.18% |
$2.19K - $2.71K
|
1.41K
$134K
|
|
|
Jul 15, 2025
Q2 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
29+ 0.13% |
$2.12K - $2.62K
|
22.6K
$2.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Investmark Advisory Group LLC
|
BUY
|
- |
29+ 0.49% |
$2.12K - $2.62K
|
5.89K
$561K
|
|
|
Aug 04, 2025
Q2 2025
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
28+ 1.04% |
$2.04K - $2.53K
|
2.73K
$260K
|
|
|
Aug 14, 2025
Q2 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
28+ 0.28% |
$2.04K - $2.53K
|
9.96K
$949K
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
27+ 1.36% |
$1.97K - $2.44K
|
2.01K
$192K
|
|
|
Jul 10, 2025
Q2 2025
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
25New |
$1.82K - $2.26K
|
25
$2.38K
|
|
|
Jul 25, 2025
Q2 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
25+ 0.5% |
$1.82K - $2.26K
|
5K
$476K
|
|
|
Aug 05, 2025
Q2 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
25+ 0.81% |
$1.82K - $2.26K
|
3.1K
$295K
|
|
|
Jul 31, 2025
Q2 2025
|
Orion Capital Management LLC
|
BUY
|
- |
24New |
$1.75K - $2.17K
|
24
$2.29K
|
|
|
Aug 14, 2025
Q2 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
24+ 0.35% |
$1.75K - $2.17K
|
6.98K
$665K
|
|
|
Aug 14, 2025
Q2 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
24+ 0.15% |
$1.75K - $2.17K
|
15.6K
$1.48M
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
22+ 0.08% |
$1.61K - $1.99K
|
28.1K
$2.68M
|
|
|
Aug 06, 2025
Q2 2025
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
21+ 0.37% |
$1.53K - $1.9K
|
5.67K
$540K
|
|
|
Jul 22, 2025
Q2 2025
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
20+ 0.29% |
$1.46K - $1.81K
|
7.03K
$670K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
19New |
$1.39K - $1.72K
|
19
$1.81K
|
|
|
Aug 14, 2025
Q2 2025
|
Fc Advisory LLC
|
BUY
|
- |
19+ 0.63% |
$1.39K - $1.72K
|
3.05K
$290K
|
|
|
Jul 15, 2025
Q2 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
17+ 0.37% |
$1.24K - $1.54K
|
4.63K
$441K
|
|
|
Aug 06, 2025
Q2 2025
|
Smh Capital Advisors Inc
|
BUY
|
- |
17+ 0.4% |
$1.24K - $1.54K
|
4.25K
$405K
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
16+ 0.03% |
$1.17K - $1.45K
|
57.2K
$5.45M
|
|
|
Aug 11, 2025
Q2 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
16+ 0.11% |
$1.17K - $1.45K
|
15K
$1.43M
|
|