Purchases and Sales Made in Q4 2025 in Ishares Tr Msci Eafe ETF (EFA)
This table provides information about the institutional ownership of Ishares Tr Msci Eafe ETF (EFA) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
1.22M+ 321.86% |
$113M - $118M
|
1.6M
$153M
|
|
|
Jan 05, 2026
Q4 2025
|
Coastline Trust CO
|
BUY
|
- |
211K+ 130.1% |
$19.5M - $20.4M
|
373K
$35.6M
|
|
|
Jan 07, 2026
Q4 2025
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
66.1KNew |
$6.09M - $6.38M
|
66.1K
$6.29M
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
53.2K+ 247.11% |
$4.9M - $5.13M
|
74.7K
$7.11M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
35.4K+ 3.29% |
$3.27M - $3.42M
|
1.11M
$106M
|
|
|
Jan 08, 2026
Q4 2025
|
Independence Wealth Advisors, LLC
Independence, OH |
BUY
|
- |
32.8KNew |
$3.03M - $3.17M
|
32.8K
$3.13M
|
|
|
Jan 12, 2026
Q4 2025
|
Corundum Group, Inc.
|
BUY
|
- |
27K+ 20.98% |
$2.49M - $2.6M
|
156K
$14.8M
|
|
|
Jan 07, 2026
Q4 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
14.6K+ 100.0% |
$1.35M - $1.41M
|
29.3K
$2.79M
|
|
|
Jan 08, 2026
Q4 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
8.25K+ 18.41% |
$761K - $797K
|
53.1K
$5.05M
|
|
|
Jan 08, 2026
Q4 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
5.9KNew |
$544K - $569K
|
5.9K
$562K
|
|
|
Jan 07, 2026
Q4 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
BUY
|
- |
5.46KNew |
$504K - $528K
|
5.46K
$521K
|
|
|
Jan 08, 2026
Q4 2025
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
5.38K+ 5.73% |
$496K - $520K
|
99.2K
$9.45M
|
|
|
Jan 12, 2026
Q4 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
5.2KNew |
$480K - $502K
|
5.2K
$495K
|
|
|
Jan 08, 2026
Q4 2025
|
Grove Bank & Trust
|
BUY
|
- |
4.28K+ 4.47% |
$394K - $413K
|
99.9K
$9.51M
|
|
|
Jan 05, 2026
Q4 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
4.05K+ 26.49% |
$373K - $391K
|
19.3K
$1.84M
|
|
|
Jan 07, 2026
Q4 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
4K+ 47.56% |
$369K - $387K
|
12.4K
$1.18M
|
|
|
Jan 07, 2026
Q4 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
3.84K+ 4.19% |
$354K - $370K
|
95.3K
$9.08M
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
3.73K+ 5.02% |
$344K - $360K
|
78K
$7.43M
|
|
|
Jan 12, 2026
Q4 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
3.5KNew |
$322K - $338K
|
3.5K
$333K
|
|
|
Jan 07, 2026
Q4 2025
|
Vigilare Wealth Management
|
BUY
|
- |
3.46KNew |
$319K - $334K
|
3.46K
$330K
|
|
|
Jan 08, 2026
Q4 2025
|
Old Port Advisors
|
BUY
|
- |
3.31KNew |
$305K - $320K
|
3.31K
$315K
|
|
|
Jan 07, 2026
Q4 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
2.75K+ 1.71% |
$254K - $265K
|
164K
$15.6M
|
|
|
Jan 08, 2026
Q4 2025
|
Asempa Wealth Advisors
Baton Rouge, LA |
BUY
|
- |
2.52KNew |
$233K - $244K
|
2.52K
$240K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.37K+ 7.07% |
$218K - $228K
|
35.9K
$3.42M
|
|
|
Jan 06, 2026
Q4 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
2.16KNew |
$200K - $209K
|
2.16K
$206K
|
|
|
Jan 09, 2026
Q4 2025
|
Diversified Trust CO
|
BUY
|
- |
2.11K+ 1.44% |
$195K - $204K
|
149K
$14.2M
|
|
|
Jan 05, 2026
Q4 2025
|
Miller Global Investments, LLC
Dallas, TX |
BUY
|
- |
2.11KNew |
$194K - $204K
|
2.11K
$201K
|
|
|
Jan 12, 2026
Q4 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
2.02K+ 1.9% |
$186K - $195K
|
108K
$10.3M
|
|
|
Jan 07, 2026
Q4 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
1.85K+ 10.11% |
$171K - $179K
|
20.2K
$1.92M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
1.84K+ 1.44% |
$170K - $178K
|
130K
$12.4M
|
|
|
Jan 08, 2026
Q4 2025
|
Financial Management Network Inc
|
BUY
|
- |
1.61K+ 17.92% |
$149K - $155K
|
10.6K
$1.01M
|
|
|
Jan 02, 2026
Q4 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
1.53K+ 13.22% |
$141K - $147K
|
13.1K
$1.24M
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.48K+ 13.0% |
$137K - $143K
|
12.9K
$1.23M
|
|
|
Jan 12, 2026
Q4 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
1.46K+ 3.81% |
$135K - $141K
|
39.8K
$3.79M
|
|
|
Jan 12, 2026
Q4 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
1.2K+ 49.92% |
$110K - $115K
|
3.59K
$342K
|
|
|
Jan 07, 2026
Q4 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
1.06K+ 0.67% |
$98K - $103K
|
160K
$15.3M
|
|
|
Jan 12, 2026
Q4 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
1.02KNew |
$94.4K - $98.8K
|
1.02K
$97.5K
|
|
|
Jan 12, 2026
Q4 2025
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
954+ 6.3% |
$88K - $92.1K
|
16.1K
$1.53M
|
|
|
Jan 12, 2026
Q4 2025
|
Bath Savings Trust CO
|
BUY
|
- |
940+ 11.93% |
$86.7K - $90.8K
|
8.82K
$840K
|
|
|
Jan 13, 2026
Q4 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
799+ 4.3% |
$73.7K - $77.2K
|
19.4K
$1.84M
|
|
|
Jan 08, 2026
Q4 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
621+ 0.6% |
$57.3K - $60K
|
104K
$9.88M
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
595+ 3.84% |
$54.9K - $57.5K
|
16.1K
$1.53M
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
563+ 13.68% |
$51.9K - $54.4K
|
4.68K
$446K
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
507+ 8.11% |
$46.8K - $49K
|
6.76K
$643K
|
|
|
Jan 12, 2026
Q4 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
503+ 3.68% |
$46.4K - $48.6K
|
14.2K
$1.35M
|
|
|
Jan 07, 2026
Q4 2025
|
Parisi Gray Wealth Management
|
BUY
|
- |
491+ 0.79% |
$45.3K - $47.4K
|
62.9K
$5.99M
|
|
|
Jan 08, 2026
Q4 2025
|
Sentinel Wealth Management, Inc.
Reston, VA |
BUY
|
- |
462+ 12.66% |
$42.6K - $44.6K
|
4.11K
$392K
|
|
|
Jan 12, 2026
Q4 2025
|
Curated Wealth Partners LLC
|
BUY
|
- |
375+ 1.93% |
$34.6K - $36.2K
|
19.8K
$1.89M
|
|
|
Jan 08, 2026
Q4 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
365+ 6.76% |
$33.7K - $35.2K
|
5.77K
$549K
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
313+ 1.1% |
$28.9K - $30.2K
|
28.7K
$2.73M
|
|