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 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 0.24% |
$73 - $85.5
|
413
$35K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-1- 2.38% |
$73 - $85.5
|
41
$3.47K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-5- 0.28% |
$365 - $428
|
1.79K
$152K
|
|
|
Jul 07, 2025
Q2 2025
|
Veery Capital, LLC
|
SELL
|
- |
-5- 0.18% |
$365 - $428
|
2.74K
$232K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-5- 0.19% |
$365 - $428
|
2.56K
$217K
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-10- 0.28% |
$730 - $855
|
3.53K
$299K
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-10- 0.19% |
$730 - $855
|
5.23K
$443K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-12- 0.62% |
$876 - $1.03K
|
1.92K
$162K
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-23- 9.16% |
$1.68K - $1.97K
|
228
$19.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-25- 83.33% |
$1.83K - $2.14K
|
5
$424
|
|
|
Aug 05, 2025
Q2 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-25- 0.9% |
$1.83K - $2.14K
|
2.76K
$234K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-29- 0.23% |
$2.12K - $2.48K
|
12.6K
$1.07M
|
|
|
Jul 24, 2025
Q2 2025
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-30- 0.01% |
$2.19K - $2.57K
|
203K
$17.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-34- 0.41% |
$2.48K - $2.91K
|
8.23K
$697K
|
|
|
Aug 11, 2025
Q2 2025
|
Bellwether Advisors, LLC
|
SELL
|
- |
-35- 0.2% |
$2.56K - $2.99K
|
17K
$1.44M
|
|
|
Aug 13, 2025
Q2 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-36- 0.59% |
$2.63K - $3.08K
|
6.11K
$518K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-42- 23.33% |
$3.07K - $3.59K
|
138
$11.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-43- 3.59% |
$3.14K - $3.68K
|
1.15K
$97.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-51- 9.11% |
$3.72K - $4.36K
|
509
$43.1K
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-58- 9.29% |
$4.23K - $4.96K
|
566
$48K
|
|
|
Aug 05, 2025
Q2 2025
|
Integrity Financial Corp
|
SELL
|
- |
-60- 9.63% |
$4.38K - $5.13K
|
563
$47.7K
|
|
|
Jul 21, 2025
Q2 2025
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-61- 2.23% |
$4.45K - $5.22K
|
2.68K
$227K
|
|
|
Aug 04, 2025
Q2 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-63- 0.73% |
$4.6K - $5.39K
|
8.56K
$726K
|
|
|
Jul 30, 2025
Q2 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-64- 1.59% |
$4.67K - $5.47K
|
3.95K
$335K
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-67- 1.02% |
$4.89K - $5.73K
|
6.49K
$550K
|
|
|
Jul 21, 2025
Q2 2025
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-68- 0.32% |
$4.96K - $5.81K
|
21.4K
$1.81M
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
SELL
|
- |
-69- 4.11% |
$5.04K - $5.9K
|
1.61K
$136K
|
|
|
Jul 24, 2025
Q2 2025
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-75- 1.72% |
$5.48K - $6.41K
|
4.28K
$363K
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-79- 0.38% |
$5.77K - $6.75K
|
20.8K
$1.76M
|
|
|
Jul 14, 2025
Q2 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-89- 3.4% |
$6.5K - $7.61K
|
2.53K
$214K
|
|
|
Jul 25, 2025
Q2 2025
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-89- 2.36% |
$6.5K - $7.61K
|
3.69K
$313K
|
|
|
Jul 22, 2025
Q2 2025
|
Appleton Partners Inc
|
SELL
|
- |
-90- 1.34% |
$6.57K - $7.7K
|
6.64K
$562K
|
|
|
Jul 30, 2025
Q2 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-98- 3.19% |
$7.15K - $8.38K
|
2.98K
$252K
|
|
|
Aug 05, 2025
Q2 2025
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-108- 1.73% |
$7.88K - $9.23K
|
6.13K
$519K
|
|
|
Aug 11, 2025
Q2 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-113- 3.51% |
$8.25K - $9.66K
|
3.11K
$263K
|
|
|
Aug 11, 2025
Q2 2025
|
Shufro Rose & CO LLC
|
SELL
|
- |
-114- 0.62% |
$8.32K - $9.75K
|
18.4K
$1.56M
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-115- 3.16% |
$8.4K - $9.83K
|
3.52K
$299K
|
|
|
Aug 07, 2025
Q2 2025
|
Brickley Wealth Management
|
SELL
|
- |
-116- 0.37% |
$8.47K - $9.92K
|
31.1K
$2.63M
|
|
|
Aug 13, 2025
Q2 2025
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-116- 2.3% |
$8.47K - $9.92K
|
4.92K
$417K
|
|
|
Jul 23, 2025
Q2 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-117- 1.64% |
$8.54K - $10K
|
7K
$593K
|
|
|
Jul 18, 2025
Q2 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
SELL
|
- |
-125- 1.88% |
$9.13K - $10.7K
|
6.54K
$554K
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-125- 0.41% |
$9.13K - $10.7K
|
30.3K
$2.56M
|
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-126- 0.93% |
$9.2K - $10.8K
|
13.4K
$1.13M
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-130- 30.3% |
$9.49K - $11.1K
|
299
$25.3K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-138- 35.03% |
$10.1K - $11.8K
|
256
$21.7K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-139- 0.53% |
$10.1K - $11.9K
|
26.1K
$2.22M
|
|
|
Jul 30, 2025
Q2 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
SELL
|
- |
-144- 2.82% |
$10.5K - $12.3K
|
4.97K
$421K
|
|
|
Jul 08, 2025
Q2 2025
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-150- 1.22% |
$11K - $12.8K
|
12.2K
$1.03M
|
|
|
Jul 23, 2025
Q2 2025
|
Citizens National Bank Trust Department
|
SELL
|
- |
-150- 2.42% |
$11K - $12.8K
|
6.06K
$513K
|