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 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
10.1K+ 13163.64% |
$740K - $867K
|
10.2K
$862K
|
|
|
Jul 07, 2025
Q2 2025
|
Moulton Wealth Management, Inc
|
BUY
|
- |
3.29K+ 6.34% |
$240K - $281K
|
55.1K
$4.65M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3.27K+ 71.43% |
$239K - $280K
|
7.85K
$662K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
3.15KNew |
$230K - $269K
|
3.15K
$266K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
2.81KNew |
$205K - $241K
|
2.81K
$237K
|
|
|
Jul 11, 2025
Q2 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
2.75KNew |
$201K - $235K
|
2.75K
$232K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.65KNew |
$193K - $226K
|
2.65K
$223K
|
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
2.55KNew |
$186K - $218K
|
2.55K
$215K
|
|
|
Jul 10, 2025
Q2 2025
|
Anderson Hoagland & CO
|
BUY
|
- |
1.48K+ 1.02% |
$108K - $126K
|
147K
$12.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
571+ 5.76% |
$41.7K - $48.8K
|
10.5K
$884K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
440+ 4.7% |
$32.1K - $37.6K
|
9.81K
$827K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
205+ 1.93% |
$15K - $17.5K
|
10.8K
$914K
|
|
|
Jul 09, 2025
Q2 2025
|
Wolff Financial Management LLC
|
BUY
|
- |
117+ 1.82% |
$8.54K - $10K
|
6.55K
$553K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
108New |
$7.88K - $9.23K
|
108
$9.11K
|
|
|
Jul 09, 2025
Q2 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
65+ 0.56% |
$4.75K - $5.56K
|
11.8K
$992K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
44+ 9.13% |
$3.21K - $3.76K
|
526
$44.4K
|
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
42+ 0.74% |
$3.07K - $3.59K
|
5.74K
$484K
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
1+ 0.01% |
$73 - $85.5
|
7.75K
$653K
|
|
|
Jul 07, 2025
Q2 2025
|
Veery Capital, LLC
|
SELL
|
- |
-5- 0.18% |
$365 - $428
|
2.74K
$231K
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-67- 1.02% |
$4.89K - $5.73K
|
6.49K
$548K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-139- 0.53% |
$10.1K - $11.9K
|
26.1K
$2.21M
|
|
|
Jul 08, 2025
Q2 2025
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-150- 1.22% |
$11K - $12.8K
|
12.2K
$1.02M
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-174- 5.26% |
$12.7K - $14.9K
|
3.13K
$264K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-246- 1.27% |
$18K - $21K
|
19.1K
$1.61M
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-296- 18.6% |
$21.6K - $25.3K
|
1.3K
$109K
|
|
|
Jul 09, 2025
Q2 2025
|
Shore Point Advisors, LLC
|
SELL
|
- |
-463- 1.2% |
$33.8K - $39.6K
|
38.1K
$3.21M
|
|
|
Jul 07, 2025
Q2 2025
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-670- 3.63% |
$48.9K - $57.3K
|
17.8K
$1.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-775- 10.93% |
$56.6K - $66.3K
|
6.31K
$533K
|
|
|
Jul 11, 2025
Q2 2025
|
Trust CO Of Virginia
|
SELL
|
- |
-980- 1.78% |
$71.5K - $83.8K
|
54.1K
$4.57M
|
|
|
Jul 09, 2025
Q2 2025
|
Burt Wealth Advisors
|
SELL
|
- |
-2.31K- 0.82% |
$168K - $197K
|
279K
$23.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-13.4K- 13.76% |
$978K - $1.15M
|
84K
$7.08M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
SELL
|
- |
-15.5K- 15.42% |
$1.13M - $1.32M
|
84.9K
$7.16M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-24.6K- 96.11% |
$1.8M - $2.1M
|
995
$83.9K
|