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 10, 2025
Q2 2025
|
Sterling Investment Advisors LLC
|
BUY
|
- |
4.62K+ 10.9% |
$337K - $417K
|
47K
$4.47M
|
|
|
Jul 24, 2025
Q2 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
4.6K+ 16.13% |
$336K - $416K
|
33.1K
$3.16M
|
|
|
Aug 12, 2025
Q2 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
4.56KNew |
$333K - $412K
|
4.56K
$434K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
4.43K+ 100.11% |
$323K - $400K
|
8.85K
$843K
|
|
|
Aug 14, 2025
Q2 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
4.43K+ 2.31% |
$323K - $400K
|
196K
$18.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
4.39K+ 111.07% |
$320K - $396K
|
8.33K
$794K
|
|
|
Aug 13, 2025
Q2 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
4.35KNew |
$317K - $393K
|
4.35K
$414K
|
|
|
Jul 10, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
4.34K+ 27.98% |
$317K - $392K
|
19.9K
$1.89M
|
|
|
Aug 07, 2025
Q2 2025
|
Brio Consultants, LLC
|
BUY
|
- |
4.32K+ 6.09% |
$315K - $390K
|
75.2K
$7.16M
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
4.25K+ 10.08% |
$310K - $384K
|
46.4K
$4.42M
|
|
|
Aug 13, 2025
Q2 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
4.25KNew |
$310K - $384K
|
4.25K
$404K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.24K+ 43.25% |
$309K - $383K
|
14K
$1.34M
|
|
|
Jul 10, 2025
Q2 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
4.21K+ 3.7% |
$307K - $380K
|
118K
$11.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
4.19K+ 46.02% |
$306K - $379K
|
13.3K
$1.27M
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
4.19K+ 14.61% |
$305K - $378K
|
32.8K
$3.13M
|
|
|
Aug 12, 2025
Q2 2025
|
Fortis Capital Management LLC
|
BUY
|
- |
4.18KNew |
$305K - $378K
|
4.18K
$398K
|
|
|
Aug 06, 2025
Q2 2025
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
4.13K+ 24.54% |
$301K - $373K
|
21K
$2M
|
|
|
Aug 07, 2025
Q2 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
4.07K+ 7.41% |
$297K - $368K
|
59K
$5.62M
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
4.06K+ 111.84% |
$296K - $367K
|
7.69K
$733K
|
|
|
Aug 15, 2025
Q2 2025
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
4.06K+ 3.37% |
$296K - $367K
|
124K
$11.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
4.02KNew |
$293K - $363K
|
4.02K
$383K
|
|
|
Jul 22, 2025
Q2 2025
|
Plimoth Trust CO LLC
|
BUY
|
- |
4.02KNew |
$293K - $363K
|
4.02K
$383K
|
|
|
Jul 29, 2025
Q2 2025
|
Flc Capital Advisors
|
BUY
|
- |
4K+ 143.58% |
$292K - $362K
|
6.79K
$646K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
3.98K+ 3.04% |
$290K - $359K
|
135K
$12.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Sih Partners, Lllp
Wilmington, DE |
BUY
|
- |
3.98KNew |
$290K - $359K
|
3.98K
$379K
|
|
|
Jul 07, 2025
Q2 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
3.95K+ 109.3% |
$288K - $357K
|
7.56K
$720K
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
3.94K+ 17.93% |
$287K - $356K
|
25.9K
$2.47M
|
|
|
Jul 11, 2025
Q2 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
3.93KNew |
$286K - $355K
|
3.93K
$374K
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
BUY
|
- |
3.88KNew |
$283K - $350K
|
3.88K
$369K
|
|
|
Aug 13, 2025
Q2 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
3.87K+ 3.57% |
$283K - $350K
|
112K
$10.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.86KNew |
$282K - $349K
|
3.86K
$368K
|
|
|
Jul 15, 2025
Q2 2025
|
Bnc Wealth Management, LLC
|
BUY
|
- |
3.84K+ 21.27% |
$280K - $347K
|
21.9K
$2.09M
|
|
|
Jul 30, 2025
Q2 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
3.84K+ 43.29% |
$280K - $347K
|
12.7K
$1.21M
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
BUY
|
- |
3.76K+ 16.85% |
$274K - $340K
|
26.1K
$2.48M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
3.68KNew |
$268K - $332K
|
3.68K
$350K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
3.67K+ 16.21% |
$268K - $332K
|
26.3K
$2.51M
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
3.67K+ 41.87% |
$267K - $331K
|
12.4K
$1.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Sentinel Wealth Management, Inc.
Reston, VA |
BUY
|
- |
3.65KNew |
$266K - $330K
|
3.65K
$348K
|
|
|
Aug 14, 2025
Q2 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
3.61K+ 5.5% |
$263K - $326K
|
69.3K
$6.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
3.6KNew |
$263K - $326K
|
3.6K
$343K
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
3.6KNew |
$262K - $325K
|
3.6K
$342K
|
|
|
Jul 03, 2025
Q2 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
3.57K+ 19.1% |
$260K - $322K
|
22.2K
$2.12M
|
|
|
Aug 06, 2025
Q2 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
3.56K+ 6.99% |
$260K - $322K
|
54.5K
$5.19M
|
|
|
Aug 04, 2025
Q2 2025
|
Golden Road Advisors LLC
Tampa, FL |
BUY
|
- |
3.54KNew |
$258K - $320K
|
3.54K
$337K
|
|
|
Jul 16, 2025
Q2 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
3.49KNew |
$255K - $316K
|
3.49K
$333K
|
|
|
Jul 22, 2025
Q2 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
3.47KNew |
$253K - $314K
|
3.47K
$331K
|
|
|
Aug 14, 2025
Q2 2025
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
3.47K+ 27.55% |
$253K - $313K
|
16.1K
$1.53M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
3.44KNew |
$251K - $310K
|
3.44K
$327K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
3.28K+ 37.9% |
$240K - $297K
|
11.9K
$1.14M
|
|
|
Aug 12, 2025
Q2 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
3.27KNew |
$238K - $295K
|
3.27K
$311K
|
|