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 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
6.58K+ 154.9% |
$607K - $635K
|
10.8K
$1.03M
|
|
|
Jan 22, 2026
Q4 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
6.33KNew |
$584K - $611K
|
6.33K
$603K
|
|
|
Jan 08, 2026
Q4 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
5.9KNew |
$544K - $569K
|
5.9K
$562K
|
|
|
Jan 20, 2026
Q4 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
5.84K+ 4.26% |
$538K - $563K
|
143K
$13.6M
|
|
|
Jan 16, 2026
Q4 2025
|
First Pacific Financial
|
BUY
|
- |
5.61K+ 1.91% |
$517K - $542K
|
300K
$28.6M
|
|
|
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 16, 2026
Q4 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.24K+ 62.04% |
$483K - $506K
|
13.7K
$1.3M
|
|
|
Jan 12, 2026
Q4 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
5.2KNew |
$480K - $502K
|
5.2K
$495K
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
5.18K+ 27.57% |
$478K - $500K
|
24K
$2.28M
|
|
|
Jan 16, 2026
Q4 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
4.93K+ 65.75% |
$454K - $476K
|
12.4K
$1.18M
|
|
|
Jan 23, 2026
Q4 2025
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
4.72KNew |
$435K - $456K
|
4.72K
$450K
|
|
|
Jan 26, 2026
Q4 2025
|
De Larme Wealth Management, Inc.
Palos Verdes Estates, CA |
BUY
|
- |
4.66KNew |
$430K - $450K
|
4.66K
$444K
|
|
|
Jan 26, 2026
Q4 2025
|
Welch Group, LLC
|
BUY
|
- |
4.46KNew |
$411K - $431K
|
4.46K
$425K
|
|
|
Jan 15, 2026
Q4 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
4.3K+ 2.35% |
$396K - $415K
|
187K
$17.8M
|
|
|
Jan 08, 2026
Q4 2025
|
Grove Bank & Trust
|
BUY
|
- |
4.28K+ 4.47% |
$394K - $413K
|
99.9K
$9.51M
|
|
|
Jan 16, 2026
Q4 2025
|
Banque Pictet & Cie Sa
|
BUY
|
- |
4.24KNew |
$391K - $409K
|
4.24K
$404K
|
|
|
Jan 15, 2026
Q4 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
4.18K+ 89.9% |
$386K - $404K
|
8.84K
$842K
|
|
|
Jan 14, 2026
Q4 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
4.18K+ 19.55% |
$385K - $403K
|
25.5K
$2.43M
|
|
|
Jan 16, 2026
Q4 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
4.16K+ 3.39% |
$383K - $401K
|
127K
$12.1M
|
|
|
Jan 27, 2026
Q4 2025
|
Arnold Financial Planning LLC
Hiawatha, IA |
BUY
|
- |
4.12KNew |
$380K - $397K
|
4.12K
$392K
|
|
|
Jan 21, 2026
Q4 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
4.11K+ 594.21% |
$379K - $396K
|
4.8K
$457K
|
|
|
Jan 05, 2026
Q4 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
4.05K+ 26.49% |
$373K - $391K
|
19.3K
$1.84M
|
|
|
Jan 13, 2026
Q4 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
4.04K+ 15.02% |
$373K - $390K
|
30.9K
$2.95M
|
|
|
Jan 07, 2026
Q4 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
4K+ 47.56% |
$369K - $387K
|
12.4K
$1.18M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4K+ 3.38% |
$369K - $386K
|
122K
$11.7M
|
|
|
Jan 26, 2026
Q4 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
BUY
|
- |
3.87KNew |
$357K - $373K
|
3.87K
$368K
|
|
|
Jan 23, 2026
Q4 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
3.86K+ 37.1% |
$356K - $372K
|
14.2K
$1.36M
|
|
|
Jan 07, 2026
Q4 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
3.84K+ 4.19% |
$354K - $370K
|
95.3K
$9.08M
|
|
|
Jan 15, 2026
Q4 2025
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
3.76KNew |
$346K - $363K
|
3.76K
$358K
|
|
|
Jan 23, 2026
Q4 2025
|
Bcs Wealth Management
|
BUY
|
- |
3.75KNew |
$346K - $362K
|
3.75K
$357K
|
|
|
Jan 26, 2026
Q4 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
3.74KNew |
$345K - $362K
|
3.74K
$357K
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
3.73K+ 5.02% |
$344K - $360K
|
78K
$7.43M
|
|
|
Jan 16, 2026
Q4 2025
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
3.71K+ 5.58% |
$342K - $358K
|
70.2K
$6.69M
|
|
|
Jan 16, 2026
Q4 2025
|
Pictet North America Advisors Sa
|
BUY
|
- |
3.7KNew |
$341K - $357K
|
3.7K
$352K
|
|
|
Jan 14, 2026
Q4 2025
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
3.7KNew |
$341K - $357K
|
3.7K
$352K
|
|
|
Jan 21, 2026
Q4 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
3.7KNew |
$341K - $357K
|
3.7K
$352K
|
|
|
Jan 13, 2026
Q4 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
3.65KNew |
$336K - $352K
|
3.65K
$348K
|
|
|
Jan 21, 2026
Q4 2025
|
Apella Capital, LLC
|
BUY
|
- |
3.63K+ 24.64% |
$335K - $351K
|
18.4K
$1.75M
|
|
|
Jan 15, 2026
Q4 2025
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
3.61K+ 3.09% |
$333K - $348K
|
120K
$11.5M
|
|
|
Jan 26, 2026
Q4 2025
|
Forteris Wealth Management Inc.
Armonk, NY |
BUY
|
- |
3.51KNew |
$323K - $338K
|
3.51K
$334K
|
|
|
Jan 12, 2026
Q4 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
3.5KNew |
$322K - $338K
|
3.5K
$333K
|
|
|
Jan 21, 2026
Q4 2025
|
Bank Of Stockton
|
BUY
|
- |
3.49K+ 129.26% |
$322K - $337K
|
6.19K
$590K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.49K+ 18.95% |
$321K - $337K
|
21.9K
$2.08M
|
|
|
Jan 07, 2026
Q4 2025
|
Vigilare Wealth Management
|
BUY
|
- |
3.46KNew |
$319K - $334K
|
3.46K
$330K
|
|
|
Jan 22, 2026
Q4 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
3.42K+ 14.54% |
$315K - $330K
|
26.9K
$2.57M
|
|
|
Jan 20, 2026
Q4 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
3.36KNew |
$310K - $325K
|
3.36K
$320K
|
|
|
Jan 14, 2026
Q4 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
3.34K+ 74.91% |
$308K - $322K
|
7.79K
$742K
|
|
|
Jan 08, 2026
Q4 2025
|
Old Port Advisors
|
BUY
|
- |
3.31KNew |
$305K - $320K
|
3.31K
$315K
|
|
|
Jan 20, 2026
Q4 2025
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
3.18K+ 14.66% |
$294K - $307K
|
24.9K
$2.37M
|
|