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 14, 2025
Q2 2025
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-1.45K- 14.56% |
$106K - $131K
|
8.49K
$809K
|
|
|
Aug 08, 2025
Q2 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-1.48K- 22.75% |
$108K - $134K
|
5.04K
$480K
|
|
|
Aug 04, 2025
Q2 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-1.5K- 4.99% |
$110K - $136K
|
28.6K
$2.72M
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-1.51K- 4.93% |
$110K - $136K
|
29K
$2.76M
|
|
|
Jul 15, 2025
Q2 2025
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-1.53K- 1.02% |
$111K - $138K
|
148K
$14.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Thomasville National Bank
|
SELL
|
- |
-1.53K- 14.48% |
$112K - $138K
|
9.03K
$860K
|
|
|
Jul 03, 2025
Q2 2025
|
First Hawaiian Bank
|
SELL
|
- |
-1.54K- 1.61% |
$113K - $139K
|
94.4K
$8.99M
|
|
|
Aug 05, 2025
Q2 2025
|
Ltg Capital LLC
|
SELL
|
- |
-1.55K- 4.24% |
$113K - $140K
|
34.9K
$3.32M
|
|
|
Aug 05, 2025
Q2 2025
|
Simmons Bank
|
SELL
|
- |
-1.56K- 1.25% |
$114K - $141K
|
123K
$11.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-1.6K- 16.5% |
$117K - $145K
|
8.1K
$771K
|
|
|
Jul 16, 2025
Q2 2025
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-1.6K- 0.66% |
$117K - $145K
|
241K
$22.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-1.63K- 0.47% |
$119K - $147K
|
347K
$33M
|
|
|
Jul 23, 2025
Q2 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-1.64K- 2.49% |
$119K - $148K
|
64.1K
$6.11M
|
|
|
Jul 17, 2025
Q2 2025
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-1.64K- 2.82% |
$120K - $148K
|
56.5K
$5.38M
|
|
|
Aug 14, 2025
Q2 2025
|
Potentia Wealth
San Jose, CA |
SELL
|
- |
-1.65K- 22.91% |
$120K - $149K
|
5.54K
$527K
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-1.66K- 7.2% |
$121K - $150K
|
21.3K
$2.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1.67K- 2.43% |
$121K - $150K
|
67K
$6.38M
|
|
|
Aug 14, 2025
Q2 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-1.67K- 2.63% |
$122K - $151K
|
61.9K
$5.9M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.7K- 4.01% |
$124K - $154K
|
40.7K
$3.87M
|
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-1.71K- 0.24% |
$125K - $155K
|
713K
$67.9M
|
|
|
Jul 31, 2025
Q2 2025
|
Bolthouse Investments, LLC
Bakersfield, CA |
SELL
|
- |
-1.72K- 2.13% |
$126K - $156K
|
79K
$7.52M
|
|
|
Jul 24, 2025
Q2 2025
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-1.74K- 4.71% |
$127K - $157K
|
35.2K
$3.35M
|
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-1.74K- 2.88% |
$127K - $158K
|
58.8K
$5.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-1.77K- 1.25% |
$129K - $160K
|
140K
$13.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Lyell Wealth Management, LP
|
SELL
|
- |
-1.79K- 9.52% |
$130K - $162K
|
17K
$1.62M
|
|
|
Jul 29, 2025
Q2 2025
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-1.82K- 1.75% |
$133K - $165K
|
102K
$9.75M
|
|
|
Jul 21, 2025
Q2 2025
|
Ht Partners LLC
|
SELL
|
- |
-1.83K- 0.37% |
$134K - $166K
|
491K
$46.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Winnow Wealth LLC
Waco, TX |
SELL
|
- |
-1.86KClosed |
$136K - $168K
|
0
$0
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-1.89K- 20.92% |
$138K - $171K
|
7.13K
$680K
|
|
|
Jul 23, 2025
Q2 2025
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-1.9K- 10.18% |
$139K - $172K
|
16.8K
$1.6M
|
|
|
Jul 24, 2025
Q2 2025
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-1.91K- 10.44% |
$139K - $172K
|
16.4K
$1.56M
|
|
|
Aug 04, 2025
Q2 2025
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-1.93K- 42.55% |
$141K - $174K
|
2.6K
$248K
|
|
|
Jul 30, 2025
Q2 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-1.93K- 3.1% |
$141K - $174K
|
60.4K
$5.75M
|
|
|
Jul 30, 2025
Q2 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-1.98K- 21.26% |
$145K - $179K
|
7.35K
$700K
|
|
|
Jul 31, 2025
Q2 2025
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-1.99K- 56.05% |
$145K - $180K
|
1.56K
$148K
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-2.02K- 17.86% |
$147K - $182K
|
9.27K
$883K
|
|
|
Aug 14, 2025
Q2 2025
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-2.03K- 14.88% |
$148K - $183K
|
11.6K
$1.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-2.03K- 1.28% |
$148K - $184K
|
157K
$15M
|
|
|
Aug 04, 2025
Q2 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-2.04K- 7.03% |
$149K - $184K
|
27K
$2.57M
|
|
|
Aug 13, 2025
Q2 2025
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-2.05K- 3.27% |
$149K - $185K
|
60.6K
$5.77M
|
|
|
Aug 14, 2025
Q2 2025
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-2.05K- 1.9% |
$150K - $185K
|
106K
$10.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Churchill Management Corp
|
SELL
|
- |
-2.09K- 1.28% |
$152K - $189K
|
161K
$15.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-2.13K- 4.23% |
$155K - $192K
|
48.1K
$4.58M
|
|
|
Aug 12, 2025
Q2 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-2.13K- 8.33% |
$155K - $192K
|
23.4K
$2.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-2.17K- 17.61% |
$159K - $197K
|
10.2K
$969K
|
|
|
Jul 31, 2025
Q2 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-2.24K- 5.67% |
$163K - $202K
|
37.2K
$3.54M
|
|
|
Aug 14, 2025
Q2 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-2.26K- 1.36% |
$165K - $204K
|
164K
$15.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-2.3K- 2.16% |
$168K - $208K
|
104K
$9.91M
|
|
|
Jul 10, 2025
Q2 2025
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-2.32K- 20.28% |
$169K - $209K
|
9.1K
$867K
|
|
|
Jul 30, 2025
Q2 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-2.35K- 4.43% |
$171K - $212K
|
50.7K
$4.83M
|
|