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 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-644- 0.63% |
$48.2K - $54.7K
|
102K
$9.11M
|
|
|
May 14, 2025
Q1 2025
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-646- 6.91% |
$48.4K - $54.8K
|
8.71K
$776K
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-649- 12.26% |
$48.6K - $55.1K
|
4.64K
$414K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-658- 11.14% |
$49.3K - $55.9K
|
5.25K
$467K
|
|
|
May 12, 2025
Q1 2025
|
Providence First Trust CO
|
SELL
|
- |
-662- 1.2% |
$49.6K - $56.2K
|
54.5K
$4.86M
|
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-677- 18.1% |
$50.7K - $57.5K
|
3.06K
$273K
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-677- 2.62% |
$50.7K - $57.5K
|
25.2K
$2.24M
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-678- 99.56% |
$50.7K - $57.6K
|
3
$267
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
SELL
|
- |
-687- 6.69% |
$51.4K - $58.3K
|
9.58K
$853K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
SELL
|
- |
-692- 0.98% |
$51.8K - $58.7K
|
69.7K
$6.21M
|
|
|
Apr 21, 2025
Q1 2025
|
Well Done, LLC
|
SELL
|
- |
-700- 3.8% |
$52.4K - $59.4K
|
17.7K
$1.58M
|
|
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
SELL
|
- |
-700- 9.97% |
$52.4K - $59.4K
|
6.32K
$563K
|
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
SELL
|
- |
-710- 0.76% |
$53.1K - $60.3K
|
92.2K
$8.22M
|
|
|
Apr 22, 2025
Q1 2025
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-711- 20.69% |
$53.2K - $60.4K
|
2.73K
$243K
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-713- 3.3% |
$53.4K - $60.5K
|
20.9K
$1.86M
|
|
|
May 07, 2025
Q1 2025
|
Portland Global Advisors LLC
|
SELL
|
- |
-716- 0.29% |
$53.6K - $60.8K
|
243K
$21.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
SELL
|
- |
-722- 0.55% |
$54K - $61.3K
|
131K
$11.7M
|
|
|
Apr 07, 2025
Q1 2025
|
Bath Savings Trust CO
|
SELL
|
- |
-733- 10.45% |
$54.9K - $62.2K
|
6.28K
$559K
|
|
|
Apr 14, 2025
Q1 2025
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-736- 6.41% |
$55.1K - $62.5K
|
10.7K
$957K
|
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-743- 4.59% |
$55.6K - $63.1K
|
15.5K
$1.38M
|
|
|
Apr 09, 2025
Q1 2025
|
West Financial Advisors, LLC
|
SELL
|
- |
-744- 85.52% |
$55.7K - $63.2K
|
126
$11.2K
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
SELL
|
- |
-744- 2.78% |
$55.7K - $63.2K
|
26.1K
$2.32M
|
|
|
Apr 30, 2025
Q1 2025
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-745- 16.81% |
$55.8K - $63.2K
|
3.69K
$328K
|
|
|
Apr 09, 2025
Q1 2025
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-749- 6.04% |
$56.1K - $63.6K
|
11.7K
$1.04M
|
|
|
Apr 10, 2025
Q1 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-750- 7.74% |
$56.1K - $63.7K
|
8.94K
$796K
|
|
|
Apr 22, 2025
Q1 2025
|
Norway Savings Bank
|
SELL
|
- |
-750- 9.64% |
$56.1K - $63.7K
|
7.03K
$626K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-760- 46.88% |
$56.9K - $64.5K
|
861
$76.7K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-762- 3.26% |
$57K - $64.7K
|
22.6K
$2.02M
|
|
|
May 12, 2025
Q1 2025
|
Truepoint, Inc.
|
SELL
|
- |
-766- 5.48% |
$57.3K - $65K
|
13.2K
$1.18M
|
|
|
Apr 22, 2025
Q1 2025
|
Flower City Capital
|
SELL
|
- |
-773- 1.28% |
$57.9K - $65.6K
|
59.6K
$5.31M
|
|
|
Apr 30, 2025
Q1 2025
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-779- 8.9% |
$58.3K - $66.1K
|
7.97K
$710K
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-780- 2.68% |
$58.4K - $66.2K
|
28.4K
$2.53M
|
|
|
Apr 30, 2025
Q1 2025
|
Peoples Bank
|
SELL
|
- |
-808- 8.22% |
$60.5K - $68.6K
|
9.03K
$804K
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
SELL
|
- |
-812- 2.13% |
$60.8K - $68.9K
|
37.3K
$3.32M
|
|
|
Apr 10, 2025
Q1 2025
|
Clarus Wealth Advisors
|
SELL
|
- |
-825- 3.28% |
$61.8K - $70K
|
24.4K
$2.17M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-831- 1.09% |
$62.2K - $70.5K
|
75.4K
$6.72M
|
|
|
Apr 23, 2025
Q1 2025
|
Bank Of Stockton
|
SELL
|
- |
-838- 23.69% |
$62.7K - $71.1K
|
2.7K
$241K
|
|
|
May 12, 2025
Q1 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-847- 8.86% |
$63.4K - $71.9K
|
8.71K
$776K
|
|
|
Apr 24, 2025
Q1 2025
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-864- 2.0% |
$64.7K - $73.3K
|
42.4K
$3.77M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-871- 0.59% |
$65.2K - $73.9K
|
146K
$13M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-874- 5.03% |
$65.4K - $74.2K
|
16.5K
$1.47M
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-875- 12.0% |
$65.5K - $74.3K
|
6.42K
$572K
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
SELL
|
- |
-876- 7.24% |
$65.6K - $74.4K
|
11.2K
$1M
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-878- 1.06% |
$65.7K - $74.5K
|
81.6K
$7.27M
|
|
|
May 07, 2025
Q1 2025
|
Ballast Advisors LLC
|
SELL
|
- |
-878- 62.09% |
$65.7K - $74.5K
|
536
$47.7K
|
|
|
Apr 16, 2025
Q1 2025
|
Thomasville National Bank
|
SELL
|
- |
-889- 7.76% |
$66.5K - $75.5K
|
10.6K
$941K
|
|
|
May 01, 2025
Q1 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-892- 2.4% |
$66.8K - $75.7K
|
36.3K
$3.23M
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-892- 1.61% |
$66.8K - $75.7K
|
54.4K
$4.85M
|
|
|
May 05, 2025
Q1 2025
|
St. Louis Trust CO
|
SELL
|
- |
-900- 0.82% |
$67.4K - $76.4K
|
109K
$9.67M
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-909- 19.9% |
$68K - $77.2K
|
3.66K
$326K
|