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 22, 2025
Q2 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
SELL
|
- |
-972- 2.65% |
$71K - $83.1K
|
35.7K
$3.03M
|
|
|
Jul 11, 2025
Q2 2025
|
Trust CO Of Virginia
|
SELL
|
- |
-980- 1.78% |
$71.5K - $83.8K
|
54.1K
$4.59M
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-995- 77.31% |
$72.6K - $85.1K
|
292
$24.7K
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-1.01K- 4.67% |
$73.9K - $86.5K
|
20.7K
$1.75M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.11K- 0.87% |
$80.7K - $94.5K
|
126K
$10.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.2K- 7.45% |
$87.8K - $103K
|
14.9K
$1.27M
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.24K- 5.95% |
$90.5K - $106K
|
19.6K
$1.66M
|
|
|
Jul 29, 2025
Q2 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-1.24K- 9.15% |
$90.5K - $106K
|
12.3K
$1.04M
|
|
|
Jul 18, 2025
Q2 2025
|
Tpg Advisors LLC
Northfield, IL |
SELL
|
- |
-1.24K- 5.65% |
$90.8K - $106K
|
20.8K
$1.76M
|
|
|
Aug 14, 2025
Q2 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-1.25K- 3.59% |
$91K - $107K
|
33.5K
$2.84M
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.25K- 2.74% |
$91.1K - $107K
|
44.3K
$3.76M
|
|
|
Aug 05, 2025
Q2 2025
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-1.28K- 22.94% |
$93.5K - $110K
|
4.3K
$365K
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-1.29K- 33.22% |
$94.2K - $110K
|
2.6K
$220K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.45K- 1.21% |
$106K - $124K
|
119K
$10.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.46K- 15.87% |
$107K - $125K
|
7.75K
$656K
|
|
|
Aug 14, 2025
Q2 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-1.49K- 2.6% |
$109K - $128K
|
55.9K
$4.74M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.55K- 6.56% |
$113K - $132K
|
22.1K
$1.87M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-1.63K- 2.97% |
$119K - $139K
|
53.2K
$4.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-1.66K- 55.27% |
$121K - $142K
|
1.34K
$114K
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.69K- 26.8% |
$123K - $144K
|
4.62K
$391K
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.7K- 21.88% |
$124K - $145K
|
6.07K
$514K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.94K- 4.81% |
$142K - $166K
|
38.5K
$3.26M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-2.08K- 11.26% |
$152K - $178K
|
16.4K
$1.39M
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-2.1K- 5.42% |
$154K - $180K
|
36.7K
$3.11M
|
|
|
Jul 31, 2025
Q2 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-2.26K- 27.81% |
$165K - $193K
|
5.85K
$496K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-2.28K- 1.98% |
$167K - $195K
|
113K
$9.54M
|
|
|
Jul 09, 2025
Q2 2025
|
Burt Wealth Advisors
|
SELL
|
- |
-2.31K- 0.82% |
$168K - $197K
|
279K
$23.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.35K- 4.15% |
$172K - $201K
|
54.3K
$4.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Friedenthal Financial
|
SELL
|
- |
-2.74K- 3.47% |
$200K - $234K
|
76.2K
$6.45M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.97K- 15.22% |
$217K - $254K
|
16.5K
$1.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-3.06K- 17.43% |
$224K - $262K
|
14.5K
$1.23M
|
|
|
Aug 06, 2025
Q2 2025
|
Round Rock Advisors, LLC
|
SELL
|
- |
-4.02K- 23.15% |
$293K - $344K
|
13.3K
$1.13M
|
|
|
Aug 08, 2025
Q2 2025
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-4.21K- 22.38% |
$307K - $360K
|
14.6K
$1.24M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-4.62K- 17.86% |
$337K - $395K
|
21.2K
$1.8M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-5.03K- 4.37% |
$367K - $430K
|
110K
$9.32M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-5.26K- 3.15% |
$384K - $450K
|
162K
$13.7M
|
|
|
Jul 18, 2025
Q2 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-6K- 69.53% |
$438K - $513K
|
2.63K
$223K
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-6.13K- 62.85% |
$447K - $524K
|
3.62K
$307K
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-6.13K- 62.85% |
$447K - $524K
|
3.62K
$307K
|
|
|
Aug 08, 2025
Q2 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-7.6K- 6.09% |
$555K - $650K
|
117K
$9.93M
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-7.97K- 55.75% |
$581K - $681K
|
6.32K
$536K
|
|
|
Jul 29, 2025
Q2 2025
|
Aspiriant, LLC
|
SELL
|
- |
-7.97K- 9.2% |
$582K - $682K
|
78.7K
$6.67M
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
SELL
|
- |
-8.43K- 9.02% |
$616K - $721K
|
85.1K
$7.21M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-8.62K- 53.07% |
$629K - $737K
|
7.62K
$646K
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-10.3K- 55.4% |
$750K - $878K
|
8.27K
$701K
|
|
|
Jul 28, 2025
Q2 2025
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-11K- 10.97% |
$805K - $943K
|
89.5K
$7.58M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-11.3K- 48.87% |
$827K - $968K
|
11.8K
$1M
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-11.6K- 33.42% |
$848K - $993K
|
23.1K
$1.96M
|
|
|
Jul 28, 2025
Q2 2025
|
Aries Wealth Management
|
SELL
|
- |
-13K- 69.18% |
$946K - $1.11M
|
5.78K
$489K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-13.4K- 13.76% |
$978K - $1.15M
|
84K
$7.11M
|