Purchases and Sales Made in Q1 2023 in Ishares Tr Msci Eafe ETF (EFA)
This table provides information about the institutional ownership of Ishares Tr Msci Eafe ETF (EFA) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2023
Q1 2023
|
Carlson Capital Management
|
SELL
|
- |
-432- 4.55% |
$28.6K - $31.2K
|
9.07K
$707K
|
|
|
Apr 19, 2023
Q1 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-435- 7.97% |
$28.8K - $31.4K
|
5.02K
$391K
|
|
|
Apr 19, 2023
Q1 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-440- 6.44% |
$29.1K - $31.8K
|
6.4K
$498K
|
|
|
May 08, 2023
Q1 2023
|
Sonata Capital Group Inc
|
SELL
|
- |
-440- 10.97% |
$29.1K - $31.8K
|
3.57K
$278K
|
|
|
May 15, 2023
Q1 2023
|
Forum Private Client Group LLC
|
SELL
|
- |
-452- 3.95% |
$29.9K - $32.6K
|
11K
$857K
|
|
|
Apr 14, 2023
Q1 2023
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-464- 0.59% |
$30.7K - $33.5K
|
77.8K
$6.06M
|
|
|
May 15, 2023
Q1 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-469- 67.29% |
$31.1K - $33.9K
|
228
$17.8K
|
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
SELL
|
- |
-470- 7.42% |
$31.1K - $33.9K
|
5.86K
$457K
|
|
|
Sep 01, 2023
Q1 2023
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-471- 8.8% |
$31.2K - $34K
|
4.88K
$381K
|
|
|
Apr 06, 2023
Q1 2023
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-475- 0.58% |
$31.5K - $34.3K
|
81.3K
$6.33M
|
|
|
May 05, 2023
Q1 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-477- 14.12% |
$31.6K - $34.4K
|
2.9K
$226K
|
|
|
May 02, 2023
Q1 2023
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-480- 0.32% |
$31.8K - $34.7K
|
148K
$11.6M
|
|
|
May 10, 2023
Q1 2023
|
Leith Wheeler Investment Counsel Ltd.
|
SELL
|
- |
-492- 2.24% |
$32.6K - $35.5K
|
21.5K
$1.67M
|
|
|
Apr 14, 2023
Q1 2023
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-497- 11.41% |
$32.9K - $35.9K
|
3.86K
$301K
|
|
|
Apr 25, 2023
Q1 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-498- 12.83% |
$33K - $36K
|
3.39K
$264K
|
|
|
May 04, 2023
Q1 2023
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-505- 7.87% |
$33.4K - $36.5K
|
5.91K
$460K
|
|
|
May 24, 2023
Q1 2023
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-505- 4.27% |
$33.4K - $36.5K
|
11.3K
$881K
|
|
|
Apr 11, 2023
Q1 2023
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-507- 4.14% |
$33.6K - $36.6K
|
11.7K
$914K
|
|
|
Apr 28, 2023
Q1 2023
|
Eukles Asset Management
|
SELL
|
- |
-514- 1.98% |
$34K - $37.1K
|
25.4K
$1.98M
|
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-520- 5.34% |
$34.4K - $37.5K
|
9.22K
$718K
|
|
|
May 12, 2023
Q1 2023
|
Fca Corp
Houston, TX |
SELL
|
- |
-523- 4.9% |
$34.6K - $37.8K
|
10.1K
$791K
|
|
|
Apr 21, 2023
Q1 2023
|
Wealth Architects, LLC
|
SELL
|
- |
-543- 7.8% |
$36K - $39.2K
|
6.42K
$500K
|
|
|
May 08, 2023
Q1 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-545- 5.6% |
$36.1K - $39.3K
|
9.19K
$716K
|
|
|
May 10, 2023
Q1 2023
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-557- 12.18% |
$36.9K - $40.2K
|
4.02K
$313K
|
|
|
May 23, 2024
Q1 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-563- 0.82% |
$37.3K - $40.6K
|
68.2K
$5.32M
|
|
|
Apr 26, 2023
Q1 2023
|
Ulrich Consultants & Investment Group, LLC
Albuquerque, NM |
SELL
|
- |
-565- 2.07% |
$37.4K - $40.8K
|
26.7K
$2.08M
|
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-567- 39.21% |
$37.5K - $40.9K
|
879
$68.5K
|
|
|
May 15, 2023
Q1 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-568- 1.5% |
$37.6K - $41K
|
37.2K
$2.9M
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-574- 2.13% |
$38K - $41.4K
|
26.4K
$2.06M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-574- 1.59% |
$38K - $41.4K
|
35.5K
$2.77M
|
|
|
May 09, 2023
Q1 2023
|
Portland Global Advisors LLC
|
SELL
|
- |
-575- 0.23% |
$38.1K - $41.5K
|
254K
$19.8M
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-588- 5.73% |
$38.9K - $42.4K
|
9.67K
$753K
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-595- 5.79% |
$39.4K - $43K
|
9.69K
$755K
|
|
|
May 08, 2023
Q1 2023
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-600- 1.69% |
$39.7K - $43.3K
|
34.9K
$2.72M
|
|
|
Apr 24, 2023
Q1 2023
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-603- 10.39% |
$39.9K - $43.5K
|
5.2K
$405K
|
|
|
Apr 20, 2023
Q1 2023
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-611- 6.19% |
$40.5K - $44.1K
|
9.27K
$722K
|
|
|
May 09, 2023
Q1 2023
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-612- 1.8% |
$40.5K - $44.2K
|
33.3K
$2.59M
|
|
|
Apr 24, 2023
Q1 2023
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-616- 9.69% |
$40.8K - $44.5K
|
5.74K
$448K
|
|
|
Apr 24, 2023
Q1 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-617- 2.49% |
$40.9K - $44.5K
|
24.1K
$1.88M
|
|
|
May 10, 2023
Q1 2023
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-619- 2.02% |
$41K - $44.7K
|
30K
$2.34M
|
|
|
Apr 10, 2023
Q1 2023
|
Charles Schwab Trust CO
|
SELL
|
- |
-630- 12.96% |
$41.7K - $45.5K
|
4.23K
$330K
|
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-632- 1.04% |
$41.9K - $45.6K
|
59.9K
$4.67M
|
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-632- 0.71% |
$41.9K - $45.6K
|
88.7K
$6.91M
|
|
|
May 02, 2023
Q1 2023
|
Neumann Capital Management, LLC
|
SELL
|
- |
-633- 1.58% |
$41.9K - $45.7K
|
39.5K
$3.08M
|
|
|
May 11, 2023
Q1 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-638- 5.25% |
$42.2K - $46.1K
|
11.5K
$897K
|
|
|
Apr 21, 2023
Q1 2023
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-639- 66.56% |
$42.3K - $46.1K
|
321
$25K
|
|
|
May 03, 2023
Q1 2023
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-656- 2.22% |
$43.4K - $47.4K
|
28.9K
$2.25M
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-661- 0.62% |
$43.8K - $47.7K
|
105K
$8.22M
|
|
|
Apr 28, 2023
Q1 2023
|
Fee Only Financial Planning, L.C.
Okatie, SC |
SELL
|
- |
-664- 17.11% |
$44K - $47.9K
|
3.22K
$251K
|
|
|
May 11, 2023
Q1 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-674- 4.09% |
$44.6K - $48.7K
|
15.8K
$1.23M
|