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 23, 2025
Q2 2025
|
Copperwynd Financial, LLC
|
BUY
|
- |
33.2K+ 172.11% |
$2.42M - $3M
|
52.5K
$5M
|
|
|
Oct 28, 2025
Q2 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
33K+ 9.32% |
$2.41M - $2.98M
|
387K
$36.8M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
32.9K+ 22.65% |
$2.4M - $2.97M
|
178K
$17M
|
|
|
Jul 17, 2025
Q2 2025
|
Hansen & Associates Financial Group, Inc.
Sacramento, CA |
BUY
|
- |
32.9KNew |
$2.4M - $2.97M
|
32.9K
$3.13M
|
|
|
Jul 25, 2025
Q2 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
32.9K+ 153.06% |
$2.4M - $2.97M
|
54.3K
$5.17M
|
|
|
Jul 30, 2025
Q2 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
32.3KNew |
$2.36M - $2.92M
|
32.3K
$3.08M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
32.1K+ 49.73% |
$2.34M - $2.9M
|
96.6K
$9.21M
|
|
|
Jul 24, 2025
Q2 2025
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
31.3KNew |
$2.29M - $2.83M
|
31.3K
$2.98M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
30.7K+ 26.18% |
$2.24M - $2.78M
|
148K
$14.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
29.7K+ 59.75% |
$2.17M - $2.69M
|
79.5K
$7.57M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
29K+ 0.33% |
$2.11M - $2.62M
|
8.69M
$828M
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
28.6K+ 49.85% |
$2.09M - $2.58M
|
85.9K
$8.19M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
28.2K+ 108.78% |
$2.06M - $2.55M
|
54.2K
$5.16M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
28.1K+ 27.38% |
$2.05M - $2.54M
|
131K
$12.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Sagard Holdings Management Inc.
Toronto, A6 |
BUY
|
- |
28KNew |
$2.04M - $2.53M
|
28K
$2.67M
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
27.7KNew |
$2.02M - $2.5M
|
27.7K
$2.63M
|
|
|
Aug 14, 2025
Q2 2025
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
26.4K+ 8.36% |
$1.93M - $2.39M
|
343K
$32.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
BUY
|
- |
25.8KNew |
$1.88M - $2.33M
|
25.8K
$2.46M
|
|
|
Jul 30, 2025
Q2 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
25.6K+ 17.83% |
$1.87M - $2.32M
|
169K
$16.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
25.2K+ 7803.1% |
$1.84M - $2.28M
|
25.5K
$2.43M
|
|
|
Aug 07, 2025
Q2 2025
|
Capital Wealth Planning, LLC
|
BUY
|
- |
24.9K+ 66.37% |
$1.82M - $2.25M
|
62.5K
$5.96M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
24.7K+ 16.81% |
$1.8M - $2.24M
|
172K
$16.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
24.5KNew |
$1.79M - $2.21M
|
24.5K
$2.33M
|
|
|
Jul 22, 2025
Q2 2025
|
Dt Investment Partners, LLC
|
BUY
|
- |
23.2K+ 6.26% |
$1.69M - $2.1M
|
393K
$37.5M
|
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
22.8KNew |
$1.66M - $2.06M
|
22.8K
$2.17M
|
|
|
Aug 07, 2025
Q2 2025
|
Lom Asset Management LTD
Hamilton, |
BUY
|
- |
22.5KNew |
$1.64M - $2.03M
|
22.5K
$2.14M
|
|
|
Nov 14, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
22K+ 7.08% |
$1.61M - $1.99M
|
333K
$31.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Valpey Financial Services, LLC
Concord, NH |
BUY
|
- |
21.9KNew |
$1.6M - $1.98M
|
21.9K
$2.09M
|
|
|
Aug 07, 2025
Q2 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
21.9K+ 38.86% |
$1.6M - $1.98M
|
78.3K
$7.46M
|
|
|
Aug 04, 2025
Q2 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
21.8KNew |
$1.59M - $1.97M
|
21.8K
$2.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
21.6KNew |
$1.57M - $1.95M
|
21.6K
$2.05M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
21.5K+ 19.63% |
$1.57M - $1.94M
|
131K
$12.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
21.1K+ 37.05% |
$1.54M - $1.91M
|
78.2K
$7.45M
|
|
|
Aug 15, 2025
Q2 2025
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
20.9K+ 35.7% |
$1.53M - $1.89M
|
79.6K
$7.58M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
20.8K+ 68.52% |
$1.51M - $1.88M
|
51.1K
$4.86M
|
|
|
Jul 22, 2025
Q2 2025
|
Country Club Bank
|
BUY
|
- |
20.6K+ 4.89% |
$1.51M - $1.87M
|
443K
$42.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
20.6K+ 5639.18% |
$1.5M - $1.86M
|
20.9K
$2M
|
|
|
Aug 14, 2025
Q2 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
20.6K+ 357.99% |
$1.5M - $1.86M
|
26.3K
$2.51M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
20.5K+ 21.52% |
$1.5M - $1.86M
|
116K
$11M
|
|
|
Aug 04, 2025
Q2 2025
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
20.2KNew |
$1.47M - $1.82M
|
20.2K
$1.92M
|
|
|
Jul 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
20.1KNew |
$1.47M - $1.82M
|
20.1K
$1.91M
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
19.6K+ 4.06% |
$1.43M - $1.77M
|
503K
$47.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
19.5K+ 210.84% |
$1.42M - $1.76M
|
28.7K
$2.73M
|
|
|
Aug 08, 2025
Q2 2025
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
18.7K+ 4.1% |
$1.36M - $1.69M
|
474K
$45.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Nvwm, LLC
|
BUY
|
- |
18K+ 82.12% |
$1.31M - $1.63M
|
39.9K
$3.81M
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
17.9K+ 3.87% |
$1.31M - $1.62M
|
481K
$45.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
17.8K+ 3.22% |
$1.3M - $1.61M
|
571K
$54.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
17.7K+ 8.64% |
$1.29M - $1.6M
|
222K
$21.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
17.4KNew |
$1.27M - $1.57M
|
17.4K
$1.66M
|
|
|
Jul 24, 2025
Q2 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
17.3K+ 27.54% |
$1.27M - $1.57M
|
80.3K
$7.65M
|
|