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
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
2+ 1.77% |
$146 - $181
|
115
$11K
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
2+ 0.05% |
$146 - $181
|
4.36K
$416K
|
|
|
Jul 28, 2025
Q2 2025
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
2+ 0.06% |
$146 - $181
|
3.21K
$306K
|
|
|
Aug 05, 2025
Q2 2025
|
Tsfg, LLC
|
BUY
|
- |
2+ 0.06% |
$146 - $181
|
3.18K
$303K
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
2+ 0.09% |
$146 - $181
|
2.34K
$223K
|
|
|
Aug 08, 2025
Q2 2025
|
Glassman Wealth Services
|
BUY
|
- |
2+ 0.14% |
$146 - $181
|
1.47K
$140K
|
|
|
Aug 12, 2025
Q2 2025
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
2+ 0.05% |
$146 - $181
|
4.32K
$411K
|
|
|
Aug 14, 2025
Q2 2025
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
2+ 0.04% |
$146 - $181
|
5.4K
$514K
|
|
|
Nov 12, 2025
Q2 2025
|
Alpha Advisors, Llc/Va
Richmond, VA |
BUY
|
- |
2+ 0.01% |
$146 - $181
|
24.4K
$2.33M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1+ 0.0% |
$73 - $90.4
|
73.4K
$6.99M
|
|
|
Jul 09, 2025
Q2 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
1+ 0.02% |
$73 - $90.4
|
6.03K
$574K
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1+ 0.0% |
$73 - $90.4
|
26.6K
$2.54M
|
|
|
Jul 15, 2025
Q2 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
1+ 0.02% |
$73 - $90.4
|
4.43K
$422K
|
|
|
Jul 18, 2025
Q2 2025
|
Brookmont Capital Management
Dallas, TX |
BUY
|
- |
1+ 0.01% |
$73 - $90.4
|
7.47K
$712K
|
|
|
Aug 07, 2025
Q2 2025
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
1+ 0.02% |
$73 - $90.4
|
4.27K
$406K
|
|
|
Aug 08, 2025
Q2 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
1+ 2.33% |
$73 - $90.4
|
44
$4.19K
|
|
|
Aug 11, 2025
Q2 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
1+ 0.01% |
$73 - $90.4
|
19.5K
$1.85M
|
|
|
Aug 12, 2025
Q2 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
1+ 0.02% |
$73 - $90.4
|
5.55K
$529K
|
|
|
Jul 28, 2025
Q2 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 18, 2025
Q2 2025
|
Provident Wealth Management, LLC
|
SELL
|
- |
-1- 1.41% |
$73 - $90.4
|
70
$6.67K
|
|
|
Jul 23, 2025
Q2 2025
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-1- 50.0% |
$73 - $90.4
|
1
$95.3
|
|
|
Aug 13, 2025
Q2 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-1- 0.2% |
$73 - $90.4
|
510
$48.6K
|
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
SELL
|
- |
-2- 0.04% |
$146 - $181
|
4.45K
$424K
|
|
|
Jul 30, 2025
Q2 2025
|
Clune & Associates, Ltd.
Chicago, IL |
SELL
|
- |
-2- 0.01% |
$146 - $181
|
14.8K
$1.41M
|
|
|
Jul 28, 2025
Q2 2025
|
Corundum Trust Company, Inc
Sioux Falls, SD |
SELL
|
- |
-3- 0.02% |
$219 - $271
|
12.7K
$1.21M
|
|
|
Aug 05, 2025
Q2 2025
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-3- 0.03% |
$219 - $271
|
11.6K
$1.11M
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-3- 0.04% |
$219 - $271
|
7.52K
$716K
|
|
|
Oct 20, 2025
Q2 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-3- 1.82% |
$219 - $271
|
162
$15.4K
|
|
|
Aug 05, 2025
Q2 2025
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-4- 0.03% |
$292 - $362
|
15K
$1.42M
|
|
|
Jul 23, 2025
Q2 2025
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-5- 0.07% |
$365 - $452
|
7.18K
$684K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-5- 0.72% |
$365 - $452
|
686
$65.3K
|
|
|
Jul 09, 2025
Q2 2025
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-6- 0.05% |
$438 - $542
|
13.2K
$1.26M
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-7- 0.05% |
$511 - $633
|
14.8K
$1.41M
|
|
|
Jul 28, 2025
Q2 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-8- 18.6% |
$584 - $723
|
35
$3.33K
|
|
|
Jul 22, 2025
Q2 2025
|
Sage Financial Group Inc
|
SELL
|
- |
-11- 0.21% |
$803 - $994
|
5.28K
$503K
|
|
|
Aug 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-11- 0.14% |
$803 - $994
|
8.04K
$766K
|
|
|
Aug 04, 2025
Q2 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
SELL
|
- |
-11- 0.11% |
$803 - $994
|
10.3K
$983K
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-12- 0.16% |
$876 - $1.08K
|
7.39K
$704K
|
|
|
Aug 12, 2025
Q2 2025
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-12- 0.42% |
$876 - $1.08K
|
2.87K
$273K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-13- 0.03% |
$948 - $1.18K
|
39.1K
$3.72M
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
SELL
|
- |
-14- 0.44% |
$1.02K - $1.27K
|
3.17K
$302K
|
|
|
Aug 07, 2025
Q2 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-14- 0.27% |
$1.02K - $1.27K
|
5.26K
$501K
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-15- 0.19% |
$1.09K - $1.36K
|
7.73K
$737K
|
|
|
Jul 31, 2025
Q2 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-15- 0.11% |
$1.09K - $1.36K
|
13.3K
$1.27M
|
|
|
Aug 05, 2025
Q2 2025
|
Holistic Financial Partners
|
SELL
|
- |
-16- 0.13% |
$1.17K - $1.45K
|
11.9K
$1.13M
|
|
|
Aug 07, 2025
Q2 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-18- 0.33% |
$1.31K - $1.63K
|
5.45K
$519K
|
|
|
Aug 08, 2025
Q2 2025
|
Truepoint, Inc.
|
SELL
|
- |
-18- 0.14% |
$1.31K - $1.63K
|
13.2K
$1.26M
|
|
|
Jul 23, 2025
Q2 2025
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-19- 0.1% |
$1.39K - $1.72K
|
18.2K
$1.73M
|
|