Purchases and Sales Made in Q1 2025 in Ishares Tr Msci Eafe ETF (EFA)
This table provides information about the institutional ownership of Ishares Tr Msci Eafe ETF (EFA) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-7- 0.17% |
$524 - $594
|
4.07K
$363K
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-8- 0.15% |
$599 - $679
|
5.27K
$469K
|
|
|
May 06, 2025
Q1 2025
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-8- 0.46% |
$599 - $679
|
1.74K
$155K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-9- 5.17% |
$674 - $764
|
165
$14.7K
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-9- 0.09% |
$674 - $764
|
10K
$894K
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-10- 0.01% |
$749 - $849
|
168K
$15M
|
|
|
May 15, 2025
Q1 2025
|
Sepio Capital, LP
|
SELL
|
- |
-10- 0.01% |
$749 - $849
|
70.5K
$6.28M
|
|
|
Apr 10, 2025
Q1 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-11- 0.32% |
$823 - $934
|
3.42K
$305K
|
|
|
May 01, 2025
Q1 2025
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
SELL
|
- |
-12- 0.19% |
$898 - $1.02K
|
6.42K
$572K
|
|
|
Apr 11, 2025
Q1 2025
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-13- 0.35% |
$973 - $1.1K
|
3.67K
$327K
|
|
|
Apr 18, 2025
Q1 2025
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-14- 0.24% |
$1.05K - $1.19K
|
5.9K
$525K
|
|
|
Apr 24, 2025
Q1 2025
|
Wolff Financial Management LLC
|
SELL
|
- |
-16- 0.1% |
$1.2K - $1.36K
|
15.9K
$1.41M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-16- 0.76% |
$1.2K - $1.36K
|
2.09K
$187K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-17- 0.07% |
$1.27K - $1.44K
|
23.8K
$2.12M
|
|
|
Apr 10, 2025
Q1 2025
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-18- 0.07% |
$1.35K - $1.53K
|
24.2K
$2.16M
|
|
|
May 07, 2025
Q1 2025
|
Lutz Financial Services LLC
|
SELL
|
- |
-18- 0.54% |
$1.35K - $1.53K
|
3.34K
$297K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-19- 0.1% |
$1.42K - $1.61K
|
18.8K
$1.67M
|
|
|
May 07, 2025
Q1 2025
|
Awm Capital, LLC
|
SELL
|
- |
-19- 0.27% |
$1.42K - $1.61K
|
7K
$624K
|
|
|
Apr 11, 2025
Q1 2025
|
Gleason Group, Inc.
|
SELL
|
- |
-20- 8.47% |
$1.5K - $1.7K
|
216
$19.2K
|
|
|
Apr 17, 2025
Q1 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-20- 0.5% |
$1.5K - $1.7K
|
3.95K
$352K
|
|
|
May 13, 2025
Q1 2025
|
Fca Corp
Houston, TX |
SELL
|
- |
-20- 0.23% |
$1.5K - $1.7K
|
8.66K
$772K
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-20- 0.09% |
$1.5K - $1.7K
|
21.4K
$1.91M
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-24- 0.7% |
$1.8K - $2.04K
|
3.42K
$305K
|
|
|
Apr 25, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-24- 0.15% |
$1.8K - $2.04K
|
15.5K
$1.38M
|
|
|
May 08, 2025
Q1 2025
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-24- 0.16% |
$1.8K - $2.04K
|
15K
$1.33M
|
|
|
Apr 08, 2025
Q1 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-25- 0.05% |
$1.87K - $2.12K
|
45.9K
$4.09M
|
|
|
May 13, 2025
Q1 2025
|
American Investment Services, Inc.
|
SELL
|
- |
-25- 0.56% |
$1.87K - $2.12K
|
4.45K
$397K
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-26- 0.95% |
$1.95K - $2.21K
|
2.7K
$240K
|
|
|
May 06, 2025
Q1 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-26- 0.57% |
$1.95K - $2.21K
|
4.52K
$402K
|
|
|
May 07, 2025
Q1 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-26- 0.2% |
$1.95K - $2.21K
|
12.7K
$1.13M
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-27- 0.97% |
$2.02K - $2.29K
|
2.77K
$247K
|
|
|
May 05, 2025
Q1 2025
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-28- 0.18% |
$2.1K - $2.38K
|
15.1K
$1.35M
|
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-29- 0.34% |
$2.17K - $2.46K
|
8.39K
$747K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-30- 0.84% |
$2.25K - $2.55K
|
3.55K
$316K
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
SELL
|
- |
-30- 0.54% |
$2.25K - $2.55K
|
5.51K
$490K
|
|
|
May 14, 2025
Q1 2025
|
South Plains Financial, Inc.
Lubbock, TX |
SELL
|
- |
-30- 0.09% |
$2.25K - $2.55K
|
32K
$2.85M
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-31- 2.75% |
$2.32K - $2.63K
|
1.1K
$97.5K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Virginia
|
SELL
|
- |
-32- 0.27% |
$2.4K - $2.72K
|
11.6K
$1.04M
|
|
|
Apr 14, 2025
Q1 2025
|
Dentgroup LLC
|
SELL
|
- |
-33- 0.52% |
$2.47K - $2.8K
|
6.26K
$557K
|
|
|
May 16, 2025
Q1 2025
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-33- 1.43% |
$2.47K - $2.8K
|
2.28K
$203K
|
|
|
Apr 10, 2025
Q1 2025
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-35- 0.94% |
$2.62K - $2.97K
|
3.7K
$330K
|
|
|
May 15, 2025
Q1 2025
|
First Manhattan CO
New York, NY |
SELL
|
- |
-35- 0.23% |
$2.62K - $2.97K
|
15.2K
$1.35M
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
SELL
|
- |
-36- 0.35% |
$2.69K - $3.06K
|
10.2K
$911K
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-37- 1.18% |
$2.77K - $3.14K
|
3.1K
$276K
|
|
|
May 09, 2025
Q1 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-40Closed |
$2.99K - $3.4K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-40- 0.35% |
$2.99K - $3.4K
|
11.3K
$1.01M
|
|
|
May 15, 2025
Q1 2025
|
Tfg Advisers LLC
|
SELL
|
- |
-40- 0.44% |
$2.99K - $3.4K
|
9.13K
$813K
|
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
SELL
|
- |
-41- 29.08% |
$3.07K - $3.48K
|
100
$8.91K
|
|
|
May 02, 2025
Q1 2025
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-43- 0.23% |
$3.22K - $3.65K
|
18.7K
$1.67M
|
|
|
Apr 24, 2025
Q1 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-45- 0.75% |
$3.37K - $3.82K
|
5.97K
$532K
|