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 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
2.63K+ 81.05% |
$192K - $225K
|
5.88K
$499K
|
|
|
Jul 15, 2025
Q2 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
2.56KNew |
$187K - $219K
|
2.56K
$217K
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
2.56KNew |
$187K - $219K
|
2.56K
$217K
|
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
2.55KNew |
$186K - $218K
|
2.55K
$216K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
2.49K+ 89.54% |
$182K - $213K
|
5.27K
$447K
|
|
|
Aug 12, 2025
Q2 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
2.49KNew |
$182K - $213K
|
2.49K
$211K
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.47KNew |
$180K - $211K
|
2.47K
$209K
|
|
|
Aug 12, 2025
Q2 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
2.44KNew |
$178K - $209K
|
2.44K
$207K
|
|
|
Jul 31, 2025
Q2 2025
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
2.44K+ 15.24% |
$178K - $208K
|
18.4K
$1.56M
|
|
|
Aug 04, 2025
Q2 2025
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
2.38KNew |
$174K - $204K
|
2.38K
$202K
|
|
|
Jul 16, 2025
Q2 2025
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.28K+ 11.19% |
$167K - $195K
|
22.7K
$1.92M
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
2.22KNew |
$162K - $190K
|
2.22K
$188K
|
|
|
Aug 13, 2025
Q2 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2.07K+ 20.29% |
$151K - $177K
|
12.3K
$1.04M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.02K+ 3.52% |
$147K - $173K
|
59.3K
$5.03M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.96K+ 19.23% |
$143K - $168K
|
12.2K
$1.03M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.93K+ 2.4% |
$141K - $165K
|
82.3K
$6.97M
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
1.92K+ 621.04% |
$140K - $164K
|
2.23K
$189K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.72K+ 19.01% |
$126K - $147K
|
10.8K
$913K
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
1.68K+ 20.51% |
$122K - $143K
|
9.86K
$836K
|
|
|
Aug 07, 2025
Q2 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
1.54K+ 3.27% |
$113K - $132K
|
48.7K
$4.13M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.52K+ 7.64% |
$111K - $130K
|
21.5K
$1.82M
|
|
|
Jul 10, 2025
Q2 2025
|
Anderson Hoagland & CO
|
BUY
|
- |
1.48K+ 1.02% |
$108K - $126K
|
147K
$12.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.43K+ 18.97% |
$104K - $122K
|
8.95K
$758K
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.42K+ 191.62% |
$104K - $121K
|
2.16K
$183K
|
|
|
Jul 21, 2025
Q2 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
1.37K+ 1.71% |
$100K - $117K
|
81.5K
$6.9M
|
|
|
Aug 04, 2025
Q2 2025
|
Ledyard National Bank
|
BUY
|
- |
1.36K+ 0.91% |
$99.1K - $116K
|
150K
$12.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.32K+ 13.7% |
$96.5K - $113K
|
11K
$929K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
1.29K+ 9.8% |
$94K - $110K
|
14.4K
$1.22M
|
|
|
Aug 19, 2025
Q2 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.2K+ 2.15% |
$87.8K - $103K
|
57.1K
$4.84M
|
|
|
Aug 05, 2025
Q2 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
1.16K+ 9.8% |
$84.9K - $99.4K
|
13K
$1.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Sagard Holdings Management Inc.
Toronto, A6 |
BUY
|
- |
1.05KNew |
$76.7K - $89.8K
|
1.05K
$89K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.03K+ 2.61% |
$75.5K - $88.4K
|
40.6K
$3.44M
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.02K+ 5.01% |
$74.5K - $87.3K
|
21.4K
$1.81M
|
|
|
Aug 14, 2025
Q2 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
944+ 79.8% |
$68.9K - $80.7K
|
2.13K
$180K
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
925+ 6.44% |
$67.5K - $79.1K
|
15.3K
$1.29M
|
|
|
Aug 13, 2025
Q2 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
872+ 6.77% |
$63.7K - $74.6K
|
13.8K
$1.17M
|
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
807+ 10.78% |
$58.9K - $69K
|
8.29K
$703K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
777+ 29.86% |
$56.7K - $66.4K
|
3.38K
$286K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
773+ 45.42% |
$56.4K - $66.1K
|
2.48K
$210K
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
BUY
|
- |
700+ 13.24% |
$51.1K - $59.9K
|
5.99K
$507K
|
|
|
Jul 22, 2025
Q2 2025
|
Vaughan & CO Securities, Inc.
|
BUY
|
- |
673+ 2.13% |
$49.1K - $57.5K
|
32.3K
$2.74M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
580New |
$42.3K - $49.6K
|
580
$49.1K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
571+ 5.76% |
$41.7K - $48.8K
|
10.5K
$888K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
557+ 2.17% |
$40.7K - $47.6K
|
26.2K
$2.22M
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
556+ 2.78% |
$40.6K - $47.5K
|
20.6K
$1.74M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
556+ 5.02% |
$40.6K - $47.5K
|
11.6K
$985K
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
540+ 10.6% |
$39.4K - $46.2K
|
5.64K
$478K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
521+ 64.72% |
$38K - $44.5K
|
1.33K
$112K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
500+ 3.59% |
$36.5K - $42.8K
|
14.4K
$1.22M
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
487New |
$35.6K - $41.6K
|
487
$41.3K
|