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 30, 2025
Q2 2025
|
Klingman & Associates, LLC
|
SELL
|
- |
-3.91K- 11.27% |
$286K - $354K
|
30.8K
$2.93M
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-3.94K- 27.51% |
$287K - $356K
|
10.4K
$988K
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-3.98K- 21.87% |
$291K - $360K
|
14.2K
$1.36M
|
|
|
Aug 12, 2025
Q2 2025
|
Belmont Capital, LLC
|
SELL
|
- |
-4K- 3.36% |
$292K - $362K
|
115K
$11M
|
|
|
Aug 13, 2025
Q2 2025
|
Inspire Trust Co, N.A.
Reno, NV |
SELL
|
- |
-4K- 1.95% |
$292K - $362K
|
201K
$19.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-4.04K- 5.07% |
$295K - $366K
|
75.8K
$7.22M
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-4.09K- 41.37% |
$299K - $370K
|
5.8K
$553K
|
|
|
Jul 24, 2025
Q2 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-4.13K- 3.84% |
$301K - $373K
|
103K
$9.86M
|
|
|
Aug 13, 2025
Q2 2025
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-4.14K- 24.43% |
$302K - $374K
|
12.8K
$1.22M
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-4.19K- 0.74% |
$306K - $379K
|
565K
$53.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-4.26K- 5.31% |
$311K - $385K
|
76K
$7.24M
|
|
|
Jul 23, 2025
Q2 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
SELL
|
- |
-4.26K- 55.18% |
$311K - $385K
|
3.46K
$330K
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-4.27K- 29.79% |
$311K - $386K
|
10.1K
$958K
|
|
|
Aug 05, 2025
Q2 2025
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-4.36K- 28.05% |
$318K - $394K
|
11.2K
$1.06M
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-4.38K- 12.94% |
$319K - $396K
|
29.4K
$2.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-4.4K- 13.45% |
$321K - $398K
|
28.3K
$2.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-4.41K- 2.86% |
$322K - $399K
|
150K
$14.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-4.51K- 12.96% |
$329K - $408K
|
30.3K
$2.89M
|
|
|
Aug 13, 2025
Q2 2025
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-4.56K- 57.81% |
$333K - $412K
|
3.33K
$317K
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-4.64K- 3.66% |
$338K - $419K
|
122K
$11.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-4.7K- 14.76% |
$343K - $425K
|
27.1K
$2.59M
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-4.75K- 0.95% |
$346K - $429K
|
496K
$47.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-4.8K- 8.81% |
$350K - $434K
|
49.7K
$4.73M
|
|
|
Aug 07, 2025
Q2 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
SELL
|
- |
-4.9K- 29.46% |
$358K - $443K
|
11.7K
$1.12M
|
|
|
Jul 30, 2025
Q2 2025
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-4.91K- 2.14% |
$358K - $444K
|
225K
$21.4M
|
|
|
Jul 24, 2025
Q2 2025
|
Conning Inc.
|
SELL
|
- |
-5.12K- 1.59% |
$373K - $463K
|
317K
$30.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-5.17K- 22.34% |
$377K - $467K
|
18K
$1.71M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-5.18K- 1.93% |
$378K - $468K
|
264K
$25.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
SELL
|
- |
-5.18K- 13.28% |
$378K - $468K
|
33.8K
$3.22M
|
|
|
Aug 04, 2025
Q2 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-5.21K- 21.93% |
$380K - $471K
|
18.6K
$1.77M
|
|
|
Aug 14, 2025
Q2 2025
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-5.33K- 33.24% |
$389K - $482K
|
10.7K
$1.02M
|
|
|
Aug 11, 2025
Q2 2025
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-5.38K- 43.98% |
$393K - $486K
|
6.85K
$653K
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-5.52K- 1.49% |
$403K - $499K
|
364K
$34.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-5.56K- 13.6% |
$406K - $503K
|
35.3K
$3.36M
|
|
|
Jul 31, 2025
Q2 2025
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-5.6K- 8.01% |
$409K - $506K
|
64.3K
$6.13M
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-5.65K- 27.21% |
$412K - $510K
|
15.1K
$1.44M
|
|
|
Aug 07, 2025
Q2 2025
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-5.67K- 32.22% |
$414K - $513K
|
11.9K
$1.14M
|
|
|
Jul 29, 2025
Q2 2025
|
Orin Green Financial, LLC
|
SELL
|
- |
-5.73K- 5.32% |
$418K - $518K
|
102K
$9.72M
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
SELL
|
- |
-5.76K- 45.5% |
$420K - $520K
|
6.89K
$657K
|
|
|
Jul 23, 2025
Q2 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-5.86K- 3.16% |
$428K - $530K
|
180K
$17.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-5.96K- 4.07% |
$435K - $539K
|
140K
$13.4M
|
|
|
Jul 07, 2025
Q2 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-5.98K- 6.74% |
$436K - $541K
|
82.8K
$7.89M
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-6.12K- 0.63% |
$446K - $553K
|
964K
$91.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-6.26K- 4.34% |
$457K - $566K
|
138K
$13.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Efficient Advisors, LLC
|
SELL
|
- |
-6.27K- 16.81% |
$458K - $567K
|
31K
$2.96M
|
|
|
Aug 04, 2025
Q2 2025
|
Strs Ohio
|
SELL
|
- |
-6.3K- 18.18% |
$460K - $569K
|
28.4K
$2.7M
|
|
|
Aug 01, 2025
Q2 2025
|
Mizuho Markets Americas LLC
|
SELL
|
- |
-6.33K- 26.44% |
$462K - $572K
|
17.6K
$1.68M
|
|
|
Jul 03, 2025
Q2 2025
|
Stairway Partners, LLC
|
SELL
|
- |
-6.37K- 2.03% |
$465K - $576K
|
308K
$29.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
SELL
|
- |
-6.39K- 16.1% |
$466K - $578K
|
33.3K
$3.17M
|
|
|
Aug 07, 2025
Q2 2025
|
American Alpha Advisors, LLC
New York, NY |
SELL
|
- |
-6.43K- 5.17% |
$469K - $581K
|
118K
$11.2M
|
|