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 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-151- 26.92% |
$11K - $12.9K
|
410
$34.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-157- 0.71% |
$11.5K - $13.4K
|
21.8K
$1.85M
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
SELL
|
- |
-164- 4.52% |
$12K - $14K
|
3.46K
$293K
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-174- 5.26% |
$12.7K - $14.9K
|
3.13K
$265K
|
|
|
Aug 05, 2025
Q2 2025
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-177- 4.94% |
$12.9K - $15.1K
|
3.41K
$289K
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-179- 1.25% |
$13.1K - $15.3K
|
14.2K
$1.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
SELL
|
- |
-197- 78.8% |
$14.4K - $16.8K
|
53
$4.49K
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-229- 2.85% |
$16.7K - $19.6K
|
7.79K
$660K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-234- 1.51% |
$17.1K - $20K
|
15.2K
$1.29M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-246- 1.27% |
$18K - $21K
|
19.1K
$1.62M
|
|
|
Aug 25, 2025
Q2 2025
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-256- 2.95% |
$18.7K - $21.9K
|
8.41K
$713K
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-257- 0.99% |
$18.8K - $22K
|
25.8K
$2.19M
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-257- 54.22% |
$18.8K - $22K
|
217
$18.4K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-296- 18.6% |
$21.6K - $25.3K
|
1.3K
$110K
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-296- 3.22% |
$21.6K - $25.3K
|
8.89K
$753K
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-300- 6.95% |
$21.9K - $25.7K
|
4.02K
$341K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-339- 35.24% |
$24.7K - $29K
|
623
$52.8K
|
|
|
Jul 29, 2025
Q2 2025
|
Straight Path Wealth Management
|
SELL
|
- |
-342- 12.27% |
$25K - $29.2K
|
2.45K
$207K
|
|
|
Aug 11, 2025
Q2 2025
|
Estate Counselors, LLC
|
SELL
|
- |
-345- 0.55% |
$25.2K - $29.5K
|
62.4K
$5.29M
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-361- 23.92% |
$26.4K - $30.9K
|
1.15K
$97.3K
|
|
|
Jul 31, 2025
Q2 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-363- 2.62% |
$26.5K - $31K
|
13.5K
$1.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-368- 4.31% |
$26.9K - $31.5K
|
8.18K
$693K
|
|
|
Aug 07, 2025
Q2 2025
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-385- 2.38% |
$28.1K - $32.9K
|
15.8K
$1.34M
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
SELL
|
- |
-404- 2.59% |
$29.5K - $34.5K
|
15.2K
$1.29M
|
|
|
Aug 07, 2025
Q2 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-436- 1.2% |
$31.8K - $37.3K
|
36K
$3.05M
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-442- 23.2% |
$32.3K - $37.8K
|
1.46K
$124K
|
|
|
Jul 09, 2025
Q2 2025
|
Shore Point Advisors, LLC
|
SELL
|
- |
-463- 1.2% |
$33.8K - $39.6K
|
38.1K
$3.23M
|
|
|
Aug 12, 2025
Q2 2025
|
Forum Private Client Group LLC
|
SELL
|
- |
-483- 9.38% |
$35.3K - $41.3K
|
4.67K
$395K
|
|
|
Aug 11, 2025
Q2 2025
|
Alteri Wealth LLC
Westlake Village, CA |
SELL
|
- |
-493- 17.04% |
$36K - $42.2K
|
2.4K
$203K
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-500- 16.67% |
$36.5K - $42.8K
|
2.5K
$212K
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-501- 2.39% |
$36.6K - $42.8K
|
20.5K
$1.74M
|
|
|
Aug 08, 2025
Q2 2025
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-512- 10.43% |
$37.4K - $43.8K
|
4.4K
$373K
|
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-548- 6.67% |
$40K - $46.9K
|
7.67K
$650K
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-550- 6.6% |
$40.2K - $47K
|
7.79K
$660K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-577- 1.38% |
$42.1K - $49.3K
|
41.3K
$3.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-612- 18.48% |
$44.7K - $52.3K
|
2.7K
$229K
|
|
|
Sep 26, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-641- 5.27% |
$46.8K - $54.8K
|
11.5K
$977K
|
|
|
Jul 29, 2025
Q2 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-655- 12.47% |
$47.8K - $56K
|
4.6K
$389K
|
|
|
Jul 07, 2025
Q2 2025
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-670- 3.63% |
$48.9K - $57.3K
|
17.8K
$1.51M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-671- 11.06% |
$49K - $57.4K
|
5.4K
$457K
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-683- 6.67% |
$49.9K - $58.4K
|
9.56K
$810K
|
|
|
Jul 30, 2025
Q2 2025
|
Klingman & Associates, LLC
|
SELL
|
- |
-685- 2.82% |
$50K - $58.6K
|
23.6K
$2M
|
|
|
Aug 11, 2025
Q2 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-715- 6.04% |
$52.2K - $61.1K
|
11.1K
$942K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-719- 3.76% |
$52.5K - $61.5K
|
18.4K
$1.56M
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-775- 10.93% |
$56.6K - $66.3K
|
6.31K
$535K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-780- 21.75% |
$56.9K - $66.7K
|
2.81K
$238K
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-846- 6.17% |
$61.8K - $72.3K
|
12.9K
$1.09M
|
|
|
Jul 15, 2025
Q2 2025
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-868- 4.74% |
$63.4K - $74.2K
|
17.4K
$1.48M
|
|
|
Jul 18, 2025
Q2 2025
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-915- 17.7% |
$66.8K - $78.2K
|
4.25K
$360K
|
|
|
Jul 31, 2025
Q2 2025
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-964- 2.33% |
$70.4K - $82.4K
|
40.4K
$3.42M
|