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 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
9.79K+ 367.48% |
$714K - $885K
|
12.4K
$1.19M
|
|
|
Jul 28, 2025
Q2 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
9.42KNew |
$687K - $851K
|
9.42K
$897K
|
|
|
Aug 01, 2025
Q2 2025
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
9.42K+ 95.5% |
$687K - $851K
|
19.3K
$1.84M
|
|
|
Aug 12, 2025
Q2 2025
|
Thornburg Investment Management Inc
|
BUY
|
- |
9.39K+ 29.92% |
$685K - $849K
|
40.8K
$3.88M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
9.38K+ 32.12% |
$684K - $848K
|
38.6K
$3.67M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
9.3K+ 152.38% |
$678K - $840K
|
15.4K
$1.47M
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
9.26K+ 5.57% |
$675K - $837K
|
176K
$16.7M
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
9.22K+ 32.03% |
$673K - $834K
|
38K
$3.62M
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
9.2K+ 0.89% |
$671K - $832K
|
1.04M
$99M
|
|
|
Jul 21, 2025
Q2 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
9.04K+ 108.9% |
$660K - $817K
|
17.3K
$1.65M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
9.03K+ 3.98% |
$659K - $816K
|
236K
$22.5M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
9.01K+ 194.85% |
$657K - $814K
|
13.6K
$1.3M
|
|
|
Jul 07, 2025
Q2 2025
|
Greenfield Savings Bank
|
BUY
|
- |
8.96K+ 49.08% |
$654K - $810K
|
27.2K
$2.59M
|
|
|
Jul 09, 2025
Q2 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
8.91KNew |
$650K - $805K
|
8.91K
$848K
|
|
|
Jul 25, 2025
Q2 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
8.66K+ 11.1% |
$632K - $783K
|
86.7K
$8.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
8.63K+ 3.81% |
$630K - $780K
|
235K
$22.4M
|
|
|
Jul 30, 2025
Q2 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
8.54K+ 135.07% |
$623K - $772K
|
14.9K
$1.42M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
8.52K+ 37.73% |
$622K - $770K
|
31.1K
$2.96M
|
|
|
Sep 22, 2025
Q2 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
8.47KNew |
$618K - $765K
|
8.47K
$807K
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
8.41KNew |
$614K - $760K
|
8.41K
$801K
|
|
|
Aug 14, 2025
Q2 2025
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
8.33KNew |
$608K - $753K
|
8.33K
$794K
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
8.29K+ 1.78% |
$605K - $749K
|
475K
$45.2M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
8.24K+ 6.76% |
$601K - $745K
|
130K
$12.4M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
8.15K+ 1.01% |
$595K - $737K
|
812K
$77.4M
|
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
8.14K+ 12.24% |
$594K - $735K
|
74.6K
$7.11M
|
|
|
Aug 06, 2025
Q2 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
8.13K+ 31.72% |
$593K - $735K
|
33.8K
$3.22M
|
|
|
Aug 12, 2025
Q2 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
8.11K+ 8.55% |
$591K - $733K
|
103K
$9.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
8.1KNew |
$591K - $732K
|
8.1K
$772K
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
8.09K+ 1.67% |
$590K - $731K
|
492K
$46.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
8.05K+ 35013.04% |
$588K - $728K
|
8.08K
$769K
|
|
|
Jul 28, 2025
Q2 2025
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
7.98K+ 10.35% |
$582K - $722K
|
85.1K
$8.11M
|
|
|
Jul 11, 2025
Q2 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
7.96K+ 1.64% |
$581K - $719K
|
493K
$47M
|
|
|
Jul 31, 2025
Q2 2025
|
Future You Wealth LLC
New York, NY |
BUY
|
- |
7.86K+ 77.04% |
$573K - $710K
|
18.1K
$1.72M
|
|
|
Jul 14, 2025
Q2 2025
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
7.81K+ 5.75% |
$570K - $706K
|
144K
$13.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
7.74K+ 1.47% |
$565K - $700K
|
536K
$51M
|
|
|
Aug 13, 2025
Q2 2025
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
7.74K+ 276.2% |
$565K - $700K
|
10.5K
$1M
|
|
|
Aug 11, 2025
Q2 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
7.72K+ 21.56% |
$563K - $698K
|
43.5K
$4.15M
|
|
|
Jul 21, 2025
Q2 2025
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
7.68K+ 3.75% |
$560K - $694K
|
213K
$20.2M
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
7.63K+ 28.56% |
$557K - $690K
|
34.4K
$3.27M
|
|
|
Aug 13, 2025
Q2 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
7.62K+ 14.01% |
$556K - $689K
|
62K
$5.91M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
7.46K+ 15.45% |
$544K - $674K
|
55.7K
$5.31M
|
|
|
Jul 28, 2025
Q2 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
7.41K+ 15.37% |
$540K - $669K
|
55.6K
$5.29M
|
|
|
Jul 24, 2025
Q2 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
7.4K+ 1161.85% |
$540K - $669K
|
8.04K
$766K
|
|
|
Aug 04, 2025
Q2 2025
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
7.39K+ 2.1% |
$539K - $668K
|
359K
$34.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
7.36KNew |
$537K - $665K
|
7.36K
$701K
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
7.35K+ 25.6% |
$537K - $665K
|
36.1K
$3.44M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
7.27K+ 0.54% |
$530K - $657K
|
1.34M
$128M
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
7.2K+ 3.25% |
$525K - $651K
|
228K
$21.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Independent Family Office, LLC
|
BUY
|
- |
7.17KNew |
$523K - $648K
|
7.17K
$683K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
7.12K+ 68.71% |
$520K - $644K
|
17.5K
$1.67M
|
|