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 29, 2026
Q4 2025
|
Quent Capital, LLC
|
BUY
|
- |
114+ 0.07% |
$10.5K - $11K
|
174K
$16.6M
|
|
|
Jan 07, 2026
Q4 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
110+ 0.08% |
$10.1K - $10.6K
|
139K
$13.3M
|
|
|
Jan 27, 2026
Q4 2025
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
108+ 1.37% |
$9.96K - $10.4K
|
8.01K
$763K
|
|
|
Jan 14, 2026
Q4 2025
|
Sterling Investment Advisors LLC
|
BUY
|
- |
108+ 0.26% |
$9.96K - $10.4K
|
42.4K
$4.04M
|
|
|
Jan 27, 2026
Q4 2025
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
104+ 0.62% |
$9.59K - $10K
|
17K
$1.62M
|
|
|
Jan 16, 2026
Q4 2025
|
Trust CO Of Vermont
|
BUY
|
- |
100+ 0.45% |
$9.22K - $9.66K
|
22.5K
$2.14M
|
|
|
Jan 08, 2026
Q4 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
93+ 1.32% |
$8.58K - $8.98K
|
7.14K
$680K
|
|
|
Jan 22, 2026
Q4 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
90+ 3.58% |
$8.3K - $8.69K
|
2.6K
$248K
|
|
|
Jan 26, 2026
Q4 2025
|
American Wealth Advisors, LLC
Johns Creek, GA |
BUY
|
- |
89+ 1.79% |
$8.21K - $8.59K
|
5.05K
$481K
|
|
|
Jan 15, 2026
Q4 2025
|
Rockland Trust CO
|
BUY
|
- |
88+ 0.25% |
$8.12K - $8.5K
|
34.9K
$3.33M
|
|
|
Jan 16, 2026
Q4 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
85+ 0.62% |
$7.84K - $8.21K
|
13.9K
$1.32M
|
|
|
Jan 12, 2026
Q4 2025
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
83+ 1.46% |
$7.66K - $8.01K
|
5.75K
$548K
|
|
|
Jan 28, 2026
Q4 2025
|
Clarity Financial LLC
|
BUY
|
- |
79+ 1.04% |
$7.29K - $7.63K
|
7.7K
$733K
|
|
|
Jan 28, 2026
Q4 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
74+ 2.25% |
$6.83K - $7.15K
|
3.37K
$321K
|
|
|
Jan 27, 2026
Q4 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
71New |
$6.55K - $6.86K
|
71
$6.76K
|
|
|
Jan 13, 2026
Q4 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
70+ 0.31% |
$6.46K - $6.76K
|
22.3K
$2.13M
|
|
|
Jan 09, 2026
Q4 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
69+ 1.58% |
$6.36K - $6.66K
|
4.43K
$422K
|
|
|
Jan 08, 2026
Q4 2025
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
57+ 1.83% |
$5.26K - $5.5K
|
3.18K
$303K
|
|
|
Jan 12, 2026
Q4 2025
|
Willner & Heller, LLC
|
BUY
|
- |
55+ 1.82% |
$5.07K - $5.31K
|
3.08K
$294K
|
|
|
Jan 22, 2026
Q4 2025
|
Schwab Charitable Fund
|
BUY
|
- |
55+ 0.64% |
$5.07K - $5.31K
|
8.64K
$823K
|
|
|
Jan 21, 2026
Q4 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
49+ 1.82% |
$4.52K - $4.73K
|
2.74K
$261K
|
|
|
Jan 28, 2026
Q4 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
49+ 0.22% |
$4.52K - $4.73K
|
22.5K
$2.14M
|
|
|
Jan 26, 2026
Q4 2025
|
West Wealth Group, LLC
|
BUY
|
- |
47+ 1.79% |
$4.34K - $4.54K
|
2.67K
$255K
|
|
|
Jan 07, 2026
Q4 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
47+ 1.27% |
$4.34K - $4.54K
|
3.76K
$358K
|
|
|
Jan 29, 2026
Q4 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
45+ 0.02% |
$4.15K - $4.35K
|
253K
$24.1M
|
|
|
Jan 05, 2026
Q4 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
45+ 0.53% |
$4.15K - $4.35K
|
8.46K
$806K
|
|
|
Jan 26, 2026
Q4 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
44+ 0.37% |
$4.06K - $4.25K
|
12K
$1.14M
|
|
|
Jan 29, 2026
Q4 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
43+ 1.73% |
$3.97K - $4.15K
|
2.54K
$241K
|
|
|
Jan 20, 2026
Q4 2025
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
41+ 1.85% |
$3.78K - $3.96K
|
2.25K
$215K
|
|
|
Jan 09, 2026
Q4 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
37+ 0.14% |
$3.41K - $3.57K
|
26.6K
$2.53M
|
|
|
Jan 26, 2026
Q4 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
36+ 0.62% |
$3.32K - $3.48K
|
5.8K
$553K
|
|
|
Jan 21, 2026
Q4 2025
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
34+ 0.11% |
$3.14K - $3.28K
|
30.6K
$2.91M
|
|
|
Jan 21, 2026
Q4 2025
|
Country Trust Bank
|
BUY
|
- |
33+ 0.14% |
$3.04K - $3.19K
|
24.3K
$2.32M
|
|
|
Jan 08, 2026
Q4 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
32+ 0.29% |
$2.95K - $3.09K
|
10.9K
$1.04M
|
|
|
Jan 07, 2026
Q4 2025
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
31+ 1.4% |
$2.86K - $2.99K
|
2.24K
$213K
|
|
|
Jan 16, 2026
Q4 2025
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
29+ 0.2% |
$2.67K - $2.8K
|
14.9K
$1.41M
|
|
|
Jan 12, 2026
Q4 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
28+ 1.39% |
$2.58K - $2.7K
|
2.04K
$194K
|
|
|
Jan 06, 2026
Q4 2025
|
Sage Capital Advisors,Llc
|
BUY
|
- |
27+ 0.39% |
$2.49K - $2.61K
|
6.95K
$662K
|
|
|
Jan 08, 2026
Q4 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
27+ 0.56% |
$2.49K - $2.61K
|
4.84K
$461K
|
|
|
Jan 28, 2026
Q4 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
26+ 0.9% |
$2.4K - $2.51K
|
2.92K
$278K
|
|
|
Jan 12, 2026
Q4 2025
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
26+ 0.32% |
$2.4K - $2.51K
|
8.23K
$784K
|
|
|
Jan 23, 2026
Q4 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
25+ 0.26% |
$2.31K - $2.41K
|
9.74K
$928K
|
|
|
Jan 27, 2026
Q4 2025
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
23+ 0.33% |
$2.12K - $2.22K
|
7.05K
$672K
|
|
|
Jan 15, 2026
Q4 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
23New |
$2.12K - $2.22K
|
23
$2.19K
|
|
|
Jan 21, 2026
Q4 2025
|
Daytona Street Capital LLC
Saint Louis, MO |
BUY
|
- |
22New |
$2.03K - $2.12K
|
22
$2.1K
|
|
|
Jan 27, 2026
Q4 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
22+ 0.07% |
$2.03K - $2.12K
|
31.8K
$3.03M
|
|
|
Jan 27, 2026
Q4 2025
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
21+ 0.37% |
$1.94K - $2.03K
|
5.69K
$542K
|
|
|
Jan 29, 2026
Q4 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
21+ 0.88% |
$1.94K - $2.03K
|
2.41K
$229K
|
|
|
Jan 13, 2026
Q4 2025
|
Fc Advisory LLC
|
BUY
|
- |
19+ 0.62% |
$1.75K - $1.83K
|
3.07K
$292K
|
|
|
Jan 26, 2026
Q4 2025
|
Sonata Capital Group Inc
|
BUY
|
- |
19+ 0.27% |
$1.75K - $1.83K
|
6.95K
$662K
|
|