Purchases and Sales Made in Q2 2025 in Ishares Tr Msci Eafe ETF (EFA)
This table provides information about the institutional ownership of Ishares Tr Msci Eafe ETF (EFA) during Q2 2025. The information is specifically focused on institutions that hold shares of ISHARES TR MSCI EAFE ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
12+ 0.12% |
$876 - $1.08K
|
10.4K
$926K
|
|
|
Jul 16, 2025
Q2 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
12+ 0.19% |
$876 - $1.08K
|
6.21K
$554K
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
11+ 0.07% |
$803 - $994
|
16.2K
$1.45M
|
|
|
Jul 08, 2025
Q2 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
9+ 0.25% |
$657 - $814
|
3.68K
$329K
|
|
|
Jul 17, 2025
Q2 2025
|
Leverty Financial Group, LLC
|
BUY
|
- |
8+ 0.02% |
$584 - $723
|
47K
$4.19M
|
|
|
Jul 16, 2025
Q2 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
7+ 0.02% |
$511 - $633
|
39.1K
$3.49M
|
|
|
Jul 17, 2025
Q2 2025
|
Gleason Group, Inc.
|
BUY
|
- |
4+ 1.85% |
$292 - $362
|
220
$19.6K
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
4+ 0.0% |
$292 - $362
|
107K
$9.58M
|
|
|
Jul 15, 2025
Q2 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
3+ 0.12% |
$219 - $271
|
2.55K
$228K
|
|
|
Jul 07, 2025
Q2 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.03% |
$219 - $271
|
9.78K
$873K
|
|
|
Jul 01, 2025
Q2 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
3+ 1.74% |
$219 - $271
|
175
$15.6K
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
2+ 0.05% |
$146 - $181
|
4.36K
$389K
|
|
|
Jul 09, 2025
Q2 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
2+ 0.01% |
$146 - $181
|
37.3K
$3.33M
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
2+ 0.37% |
$146 - $181
|
546
$48.7K
|
|
|
Jul 17, 2025
Q2 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
2+ 1.77% |
$146 - $181
|
115
$10.3K
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
BUY
|
- |
2+ 0.01% |
$146 - $181
|
20.1K
$1.79M
|
|
|
Jul 18, 2025
Q2 2025
|
Brookmont Capital Management
Dallas, TX |
BUY
|
- |
1+ 0.01% |
$73 - $90.4
|
7.47K
$667K
|
|
|
Jul 09, 2025
Q2 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
1+ 0.02% |
$73 - $90.4
|
6.03K
$538K
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1+ 0.0% |
$73 - $90.4
|
26.6K
$2.38M
|
|
|
Jul 15, 2025
Q2 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
1+ 0.02% |
$73 - $90.4
|
4.43K
$395K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1+ 0.0% |
$73 - $90.4
|
73.4K
$6.55M
|
|
|
Jul 18, 2025
Q2 2025
|
Provident Wealth Management, LLC
|
SELL
|
- |
-1- 1.41% |
$73 - $90.4
|
70
$6.25K
|
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
SELL
|
- |
-2- 0.04% |
$146 - $181
|
4.45K
$397K
|
|
|
Jul 09, 2025
Q2 2025
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-6- 0.05% |
$438 - $542
|
13.2K
$1.18M
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-12- 0.16% |
$876 - $1.08K
|
7.39K
$659K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-13- 0.03% |
$948 - $1.18K
|
39.1K
$3.49M
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
SELL
|
- |
-14- 0.44% |
$1.02K - $1.27K
|
3.17K
$283K
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-15- 0.19% |
$1.09K - $1.36K
|
7.73K
$690K
|
|
|
Jul 17, 2025
Q2 2025
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-22- 0.61% |
$1.61K - $1.99K
|
3.56K
$318K
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO Of Oklahoma
|
SELL
|
- |
-30- 0.34% |
$2.19K - $2.71K
|
8.92K
$796K
|
|
|
Jul 09, 2025
Q2 2025
|
First Financial Corp
|
SELL
|
- |
-37- 1.31% |
$2.7K - $3.34K
|
2.78K
$248K
|
|
|
Jul 15, 2025
Q2 2025
|
Northside Capital Management, LLC
|
SELL
|
- |
-40- 0.86% |
$2.92K - $3.62K
|
4.6K
$411K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-44- 0.16% |
$3.21K - $3.98K
|
26.7K
$2.39M
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-45- 0.32% |
$3.28K - $4.07K
|
14.1K
$1.26M
|
|
|
Jul 15, 2025
Q2 2025
|
Genesis Wealth Advisors, LLC
Braintree, MA |
SELL
|
- |
-50- 0.29% |
$3.65K - $4.52K
|
17.4K
$1.55M
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
SELL
|
- |
-51- 1.55% |
$3.72K - $4.61K
|
3.25K
$290K
|
|
|
Jul 16, 2025
Q2 2025
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-52- 0.17% |
$3.79K - $4.7K
|
31.3K
$2.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-58- 0.37% |
$4.23K - $5.24K
|
15.7K
$1.4M
|
|
|
Jul 02, 2025
Q2 2025
|
Helen Stephens Group, LLC
|
SELL
|
- |
-60- 0.71% |
$4.38K - $5.42K
|
8.42K
$751K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-62- 0.19% |
$4.52K - $5.6K
|
32.5K
$2.9M
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-62- 1.33% |
$4.52K - $5.6K
|
4.61K
$411K
|
|
|
Jul 15, 2025
Q2 2025
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-65- 1.62% |
$4.74K - $5.88K
|
3.94K
$351K
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
SELL
|
- |
-67- 0.67% |
$4.89K - $6.06K
|
9.96K
$889K
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-69- 0.53% |
$5.03K - $6.24K
|
13.1K
$1.17M
|
|
|
Jul 07, 2025
Q2 2025
|
Twele Capital Management, Inc.
|
SELL
|
- |
-69- 0.34% |
$5.03K - $6.24K
|
20K
$1.79M
|
|
|
Jul 09, 2025
Q2 2025
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-76- 1.28% |
$5.54K - $6.87K
|
5.84K
$521K
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-79- 1.05% |
$5.76K - $7.14K
|
7.47K
$666K
|
|
|
Jul 11, 2025
Q2 2025
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-85- 1.44% |
$6.2K - $7.68K
|
5.81K
$519K
|
|
|
Jul 03, 2025
Q2 2025
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-85- 1.02% |
$6.2K - $7.68K
|
8.27K
$738K
|
|
|
Jul 15, 2025
Q2 2025
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-89- 1.48% |
$6.49K - $8.04K
|
5.91K
$527K
|