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 18, 2025
Q2 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
756K+ 28554.19% |
$55.2M - $68.3M
|
759K
$69.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Ryan Investment Management, Inc.
Basalt, CO |
BUY
|
- |
396KNew |
$28.9M - $35.8M
|
396K
$36.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
368K+ 1363.58% |
$26.9M - $33.3M
|
395K
$36.2M
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
291KNew |
$21.3M - $26.3M
|
291K
$26.7M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
189K+ 5.75% |
$13.8M - $17.1M
|
3.48M
$319M
|
|
|
Jul 07, 2025
Q2 2025
|
Hms Capital Management, LLC
|
BUY
|
- |
171KNew |
$12.5M - $15.5M
|
171K
$15.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Yousif Capital Management, LLC
|
BUY
|
- |
167K+ 299.13% |
$12.2M - $15.1M
|
222K
$20.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
165KNew |
$12.1M - $14.9M
|
165K
$15.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
155K+ 93.5% |
$11.3M - $14M
|
321K
$29.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Presper Financial Architects, LLC
Akron, OH |
BUY
|
- |
128KNew |
$9.35M - $11.6M
|
128K
$11.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
127K+ 80.85% |
$9.3M - $11.5M
|
285K
$26.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
119KNew |
$8.69M - $10.8M
|
119K
$10.9M
|
|
|
Jul 24, 2025
Q2 2025
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
113K+ 415.24% |
$8.25M - $10.2M
|
140K
$12.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
105K+ 234.81% |
$7.66M - $9.49M
|
150K
$13.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
104K+ 321.69% |
$7.62M - $9.44M
|
137K
$12.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
84.1K+ 90.3% |
$6.14M - $7.61M
|
177K
$16.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
80.7KNew |
$5.89M - $7.29M
|
80.7K
$7.38M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
75.2K+ 259.64% |
$5.48M - $6.79M
|
104K
$9.52M
|
|
|
Jul 24, 2025
Q2 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
69.2KNew |
$5.05M - $6.26M
|
69.2K
$6.33M
|
|
|
Jul 21, 2025
Q2 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
68.5K+ 1516.83% |
$5M - $6.19M
|
73K
$6.68M
|
|
|
Jul 17, 2025
Q2 2025
|
Coastline Trust CO
|
BUY
|
- |
62.5K+ 82.7% |
$4.56M - $5.65M
|
138K
$12.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Fluent Financial, LLC
|
BUY
|
- |
58.6K+ 58.05% |
$4.27M - $5.29M
|
159K
$14.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
56.5K+ 21.69% |
$4.12M - $5.11M
|
317K
$29M
|
|
|
Jul 08, 2025
Q2 2025
|
Avity Investment Management Inc.
|
BUY
|
- |
56.3K+ 421.95% |
$4.1M - $5.09M
|
69.6K
$6.37M
|
|
|
Jul 23, 2025
Q2 2025
|
Wood Trust Financial Corp
|
BUY
|
- |
56.1K+ 5.85% |
$4.09M - $5.07M
|
1.01M
$92.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Leith Wheeler Investment Counsel Ltd.
|
BUY
|
- |
50.5K+ 228.58% |
$3.68M - $4.56M
|
72.6K
$6.64M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
47.4K+ 4.76% |
$3.46M - $4.28M
|
1.04M
$95.5M
|
|
|
Jul 24, 2025
Q2 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
45K+ 611.87% |
$3.28M - $4.07M
|
52.4K
$4.79M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
43K+ 7.81% |
$3.14M - $3.89M
|
593K
$54.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
41.3K+ 125.58% |
$3.01M - $3.73M
|
74.1K
$6.78M
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
37.3K+ 41.95% |
$2.72M - $3.37M
|
126K
$11.5M
|
|
|
Jul 08, 2025
Q2 2025
|
Prism Advisors, Inc.
|
BUY
|
- |
36K+ 56.22% |
$2.63M - $3.25M
|
100K
$9.15M
|
|
|
Jul 23, 2025
Q2 2025
|
Copperwynd Financial, LLC
|
BUY
|
- |
33.2K+ 172.11% |
$2.42M - $3M
|
52.5K
$4.81M
|
|
|
Jul 17, 2025
Q2 2025
|
Hansen & Associates Financial Group, Inc.
Sacramento, CA |
BUY
|
- |
32.9KNew |
$2.4M - $2.97M
|
32.9K
$3.01M
|
|
|
Jul 25, 2025
Q2 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
32.9K+ 153.06% |
$2.4M - $2.97M
|
54.3K
$4.97M
|
|
|
Jul 24, 2025
Q2 2025
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
31.3KNew |
$2.29M - $2.83M
|
31.3K
$2.87M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
29.7K+ 59.75% |
$2.17M - $2.69M
|
79.5K
$7.27M
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
28.6K+ 49.85% |
$2.09M - $2.58M
|
85.9K
$7.86M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
28.2K+ 108.78% |
$2.06M - $2.55M
|
54.2K
$4.96M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
28.1K+ 27.38% |
$2.05M - $2.54M
|
131K
$12M
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
27.7KNew |
$2.02M - $2.5M
|
27.7K
$2.53M
|
|
|
Jul 09, 2025
Q2 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
BUY
|
- |
25.8KNew |
$1.88M - $2.33M
|
25.8K
$2.36M
|
|
|
Jul 22, 2025
Q2 2025
|
Dt Investment Partners, LLC
|
BUY
|
- |
23.2K+ 6.26% |
$1.69M - $2.1M
|
393K
$36M
|
|
|
Jul 22, 2025
Q2 2025
|
Valpey Financial Services, LLC
Concord, NH |
BUY
|
- |
21.9KNew |
$1.6M - $1.98M
|
21.9K
$2.01M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
21.5K+ 19.63% |
$1.57M - $1.94M
|
131K
$12M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
20.8K+ 68.52% |
$1.51M - $1.88M
|
51.1K
$4.67M
|
|
|
Jul 22, 2025
Q2 2025
|
Country Club Bank
|
BUY
|
- |
20.6K+ 4.89% |
$1.51M - $1.87M
|
443K
$40.5M
|
|
|
Jul 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
20.1KNew |
$1.47M - $1.82M
|
20.1K
$1.84M
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
19.6K+ 4.06% |
$1.43M - $1.77M
|
503K
$46M
|
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
17.8K+ 3.22% |
$1.3M - $1.61M
|
571K
$52.2M
|