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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2025
Q2 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
60+ 1.48% |
$4.38K - $5.13K
|
4.11K
$348K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
57+ 1.08% |
$4.16K - $4.87K
|
5.33K
$451K
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
56+ 1.27% |
$4.09K - $4.79K
|
4.46K
$378K
|
|
|
Aug 01, 2025
Q2 2025
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
56+ 0.37% |
$4.09K - $4.79K
|
15.1K
$1.28M
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
53+ 1.33% |
$3.87K - $4.53K
|
4.03K
$342K
|
|
|
Jul 25, 2025
Q2 2025
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
50+ 1.16% |
$3.65K - $4.28K
|
4.35K
$369K
|
|
|
Aug 14, 2025
Q2 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
50+ 113.64% |
$3.65K - $4.28K
|
94
$7.96K
|
|
|
Aug 01, 2025
Q2 2025
|
Planning Directions Inc
|
BUY
|
- |
45+ 1.63% |
$3.29K - $3.85K
|
2.81K
$238K
|
|
|
Aug 04, 2025
Q2 2025
|
Amg National Trust Bank
|
BUY
|
- |
45+ 1.02% |
$3.29K - $3.85K
|
4.47K
$379K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
44+ 9.13% |
$3.21K - $3.76K
|
526
$44.6K
|
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
42+ 0.74% |
$3.07K - $3.59K
|
5.74K
$486K
|
|
|
Aug 07, 2025
Q2 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
39+ 1.3% |
$2.85K - $3.33K
|
3.04K
$258K
|
|
|
Aug 05, 2025
Q2 2025
|
Tme Financial, Inc.
Huntington Beach, CA |
BUY
|
- |
33+ 0.78% |
$2.41K - $2.82K
|
4.24K
$359K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
32New |
$2.34K - $2.74K
|
32
$2.71K
|
|
|
Aug 08, 2025
Q2 2025
|
Investment Partners, Ltd.
|
BUY
|
- |
30+ 0.27% |
$2.19K - $2.57K
|
10.9K
$927K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
29+ 0.39% |
$2.12K - $2.48K
|
7.39K
$626K
|
|
|
Jul 30, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
27New |
$1.97K - $2.31K
|
27
$2.29K
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
24+ 0.88% |
$1.75K - $2.05K
|
2.76K
$233K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
23+ 3.54% |
$1.68K - $1.97K
|
673
$57K
|
|
|
Aug 11, 2025
Q2 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
23+ 0.23% |
$1.68K - $1.97K
|
9.95K
$843K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
21New |
$1.53K - $1.8K
|
21
$1.78K
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
21+ 0.4% |
$1.53K - $1.8K
|
5.25K
$445K
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
19+ 0.39% |
$1.39K - $1.62K
|
4.87K
$413K
|
|
|
Aug 14, 2025
Q2 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
17+ 0.39% |
$1.24K - $1.45K
|
4.43K
$376K
|
|
|
Sep 25, 2025
Q2 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
16New |
$1.17K - $1.37K
|
16
$1.36K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
13+ 0.4% |
$949 - $1.11K
|
3.26K
$276K
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
BUY
|
- |
13New |
$949 - $1.11K
|
13
$1.1K
|
|
|
Aug 07, 2025
Q2 2025
|
Apeiron Ria LLC
|
BUY
|
- |
13+ 0.43% |
$949 - $1.11K
|
3.05K
$259K
|
|
|
Jul 29, 2025
Q2 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
13+ 0.14% |
$949 - $1.11K
|
9.26K
$784K
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
12+ 80.0% |
$876 - $1.03K
|
27
$2.29K
|
|
|
Aug 14, 2025
Q2 2025
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
12New |
$876 - $1.03K
|
12
$1.02K
|
|
|
Aug 14, 2025
Q2 2025
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
BUY
|
- |
9+ 0.16% |
$657 - $770
|
5.49K
$465K
|
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
8New |
$584 - $684
|
8
$678
|
|
|
Aug 08, 2025
Q2 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
6+ 2.17% |
$438 - $513
|
282
$23.9K
|
|
|
Jul 15, 2025
Q2 2025
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
6+ 0.14% |
$438 - $513
|
4.24K
$359K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
6New |
$438 - $513
|
6
$508
|
|
|
Aug 05, 2025
Q2 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
5+ 1.81% |
$365 - $428
|
281
$23.8K
|
|
|
Jul 16, 2025
Q2 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
4+ 0.84% |
$292 - $342
|
478
$40.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
3+ 0.11% |
$219 - $257
|
2.72K
$231K
|
|
|
Jul 23, 2025
Q2 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
2+ 0.04% |
$146 - $171
|
4.47K
$379K
|
|
|
Aug 15, 2025
Q2 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
2+ 7.41% |
$146 - $171
|
29
$2.46K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
2+ 1.5% |
$146 - $171
|
135
$11.4K
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
2+ 2.47% |
$146 - $171
|
83
$7.03K
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
2+ 0.05% |
$146 - $171
|
4.07K
$344K
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
1+ 0.01% |
$73 - $85.5
|
7.75K
$656K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 2.27% |
$73 - $85.5
|
45
$3.81K
|
|
|
Aug 18, 2025
Q2 2025
|
Hollencrest Capital Management
|
BUY
|
- |
1+ 1.12% |
$73 - $85.5
|
90
$7.63K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 3.7% |
$73 - $85.5
|
28
$2.37K
|
|
|
Aug 01, 2025
Q2 2025
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
1+ 1.52% |
$73 - $85.5
|
67
$5.68K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1+ 4.0% |
$73 - $85.5
|
26
$2.2K
|