Purchases and Sales Made in Q2 2025 in Ishares Msci Eafe Min Vol Fact (EFAV)
This table provides information about the institutional ownership of Ishares Msci Eafe Min Vol Fact (EFAV) during Q2 2025. The information is specifically focused on institutions that hold shares of ISHARES MSCI EAFE MIN VOL FACT.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
9.65KNew |
$705K - $825K
|
9.65K
$818K
|
|
|
Jul 23, 2025
Q2 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
8.67K+ 4.28% |
$633K - $742K
|
211K
$17.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
8.64K+ 19.21% |
$631K - $739K
|
53.6K
$4.54M
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
8.33KNew |
$608K - $712K
|
8.33K
$706K
|
|
|
Jul 17, 2025
Q2 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
7.75K+ 7.07% |
$566K - $663K
|
118K
$9.96M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.65K+ 1.66% |
$558K - $654K
|
469K
$39.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
6.44K+ 86.91% |
$470K - $551K
|
13.9K
$1.17M
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
6.19KNew |
$452K - $529K
|
6.19K
$524K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
5.87K+ 10.45% |
$428K - $502K
|
62K
$5.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.85K+ 7.7% |
$427K - $501K
|
81.9K
$6.94M
|
|
|
Jul 22, 2025
Q2 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
5.63K+ 328.22% |
$411K - $481K
|
7.34K
$622K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5.6K+ 26.46% |
$409K - $479K
|
26.8K
$2.27M
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
5.39KNew |
$394K - $461K
|
5.39K
$457K
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
5.12KNew |
$374K - $438K
|
5.12K
$434K
|
|
|
Aug 08, 2025
Q2 2025
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
5.09KNew |
$371K - $435K
|
5.09K
$431K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
5.03K+ 15.56% |
$367K - $430K
|
37.3K
$3.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
4.98K+ 1.28% |
$364K - $426K
|
393K
$33.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
4.83KNew |
$352K - $413K
|
4.83K
$409K
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
BUY
|
- |
4.65KNew |
$340K - $398K
|
4.65K
$394K
|
|
|
Aug 11, 2025
Q2 2025
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
4.65KNew |
$339K - $398K
|
4.65K
$394K
|
|
|
Aug 13, 2025
Q2 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
4.51K+ 5.86% |
$329K - $385K
|
81.4K
$6.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
4.2KNew |
$307K - $359K
|
4.2K
$356K
|
|
|
Aug 08, 2025
Q2 2025
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
4.05K+ 101.22% |
$296K - $346K
|
8.05K
$682K
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
3.95K+ 113.65% |
$289K - $338K
|
7.43K
$630K
|
|
|
Aug 12, 2025
Q2 2025
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
3.84K+ 14.8% |
$280K - $328K
|
29.8K
$2.53M
|
|
|
Aug 11, 2025
Q2 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
3.84KNew |
$280K - $328K
|
3.84K
$325K
|
|
|
Sep 25, 2025
Q2 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
3.75K+ 113.5% |
$274K - $321K
|
7.05K
$598K
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
3.68K+ 78.85% |
$269K - $315K
|
8.36K
$708K
|
|
|
Aug 11, 2025
Q2 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
3.47KNew |
$253K - $296K
|
3.47K
$294K
|
|
|
Jul 07, 2025
Q2 2025
|
Moulton Wealth Management, Inc
|
BUY
|
- |
3.29K+ 6.34% |
$240K - $281K
|
55.1K
$4.67M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3.27K+ 71.43% |
$239K - $280K
|
7.85K
$665K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
3.15KNew |
$230K - $269K
|
3.15K
$267K
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
3.12KNew |
$227K - $266K
|
3.12K
$264K
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
3.09KNew |
$226K - $264K
|
3.09K
$262K
|
|
|
Aug 14, 2025
Q2 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
3.08KNew |
$225K - $263K
|
3.08K
$261K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.95K+ 4.91% |
$215K - $252K
|
62.9K
$5.33M
|
|
|
Aug 01, 2025
Q2 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
2.91KNew |
$212K - $248K
|
2.91K
$246K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.9K+ 1809.38% |
$211K - $248K
|
3.06K
$259K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
2.81KNew |
$205K - $241K
|
2.81K
$238K
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.81KNew |
$205K - $240K
|
2.81K
$238K
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
2.8KNew |
$204K - $239K
|
2.8K
$237K
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.78KNew |
$203K - $238K
|
2.78K
$236K
|
|
|
Jul 11, 2025
Q2 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
2.75KNew |
$201K - $235K
|
2.75K
$233K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2.75K+ 2.55% |
$201K - $235K
|
110K
$9.36M
|
|
|
Aug 04, 2025
Q2 2025
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
2.73KNew |
$199K - $233K
|
2.73K
$231K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
2.71K+ 2.53% |
$198K - $232K
|
110K
$9.31M
|
|
|
Aug 14, 2025
Q2 2025
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
2.7K+ 19.69% |
$197K - $231K
|
16.4K
$1.39M
|
|
|
Aug 12, 2025
Q2 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
2.69KNew |
$196K - $230K
|
2.69K
$228K
|
|
|
Jul 25, 2025
Q2 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
2.69K+ 87.61% |
$196K - $230K
|
5.75K
$488K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.65KNew |
$193K - $226K
|
2.65K
$224K
|