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 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 30, 2026
Q4 2025
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
30+ 0.91% |
$2.77K - $2.9K
|
3.33K
$317K
|
|
|
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 30, 2026
Q4 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
28+ 3.47% |
$2.58K - $2.7K
|
834
$79.4K
|
|
|
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 27, 2026
Q4 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
22+ 0.07% |
$2.03K - $2.12K
|
31.8K
$3.03M
|
|
|
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
|
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 26, 2026
Q4 2025
|
Sonata Capital Group Inc
|
BUY
|
- |
19+ 0.27% |
$1.75K - $1.83K
|
6.95K
$662K
|
|
|
Jan 13, 2026
Q4 2025
|
Fc Advisory LLC
|
BUY
|
- |
19+ 0.62% |
$1.75K - $1.83K
|
3.07K
$292K
|
|
|
Jan 26, 2026
Q4 2025
|
Pds Planning, Inc
|
BUY
|
- |
18+ 0.78% |
$1.66K - $1.74K
|
2.32K
$221K
|
|
|
Jan 07, 2026
Q4 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
17+ 0.05% |
$1.57K - $1.64K
|
34.4K
$3.28M
|
|
|
Jan 20, 2026
Q4 2025
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
16+ 0.29% |
$1.48K - $1.54K
|
5.62K
$536K
|
|
|
Jan 29, 2026
Q4 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
16+ 0.22% |
$1.48K - $1.54K
|
7.31K
$696K
|
|
|
Jan 29, 2026
Q4 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
16+ 1.81% |
$1.48K - $1.54K
|
902
$85.9K
|
|
|
Jan 23, 2026
Q4 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
16+ 0.35% |
$1.48K - $1.54K
|
4.65K
$443K
|
|
|
Jan 28, 2026
Q4 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
15+ 1.82% |
$1.38K - $1.45K
|
838
$79.8K
|
|
|
Jan 29, 2026
Q4 2025
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
14+ 0.22% |
$1.29K - $1.35K
|
6.37K
$607K
|
|
|
Jan 14, 2026
Q4 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
13+ 0.59% |
$1.2K - $1.26K
|
2.21K
$211K
|
|
|
Jan 20, 2026
Q4 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
13+ 13.4% |
$1.2K - $1.26K
|
110
$10.5K
|
|
|
Jan 30, 2026
Q4 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
12+ 0.19% |
$1.11K - $1.16K
|
6.22K
$593K
|
|
|
Jan 08, 2026
Q4 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
12+ 0.16% |
$1.11K - $1.16K
|
7.46K
$711K
|
|
|
Jan 26, 2026
Q4 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
11+ 0.23% |
$1.01K - $1.06K
|
4.81K
$458K
|
|
|
Jan 28, 2026
Q4 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
11+ 0.32% |
$1.01K - $1.06K
|
3.47K
$331K
|
|
|
Jan 29, 2026
Q4 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
10+ 0.22% |
$922 - $966
|
4.62K
$440K
|
|
|
Jan 20, 2026
Q4 2025
|
Sunburst Financial Group, LLC
|
BUY
|
- |
10+ 0.07% |
$922 - $966
|
14.9K
$1.42M
|
|
|
Jan 07, 2026
Q4 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
9+ 0.25% |
$830 - $869
|
3.67K
$350K
|
|
|
Jan 12, 2026
Q4 2025
|
Bill Few Associates, Inc.
|
BUY
|
- |
8+ 0.29% |
$738 - $772
|
2.75K
$262K
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
8New |
$738 - $772
|
8
$762
|
|
|
Jan 12, 2026
Q4 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
8+ 0.45% |
$738 - $772
|
1.79K
$171K
|
|
|
Jan 28, 2026
Q4 2025
|
Fiduciary Wealth Partners, LLC
Newton, MA |
BUY
|
- |
8+ 0.13% |
$738 - $772
|
6.3K
$600K
|
|
|
Jan 20, 2026
Q4 2025
|
Pflug Koory, LLC
|
BUY
|
- |
7+ 1.87% |
$646 - $676
|
382
$36.4K
|
|
|
Jan 30, 2026
Q4 2025
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
6+ 0.12% |
$553 - $579
|
4.89K
$466K
|
|
|
Jan 05, 2026
Q4 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
3+ 0.55% |
$277 - $290
|
549
$52.3K
|
|
|
Jan 28, 2026
Q4 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
3+ 0.12% |
$277 - $290
|
2.59K
$247K
|
|
|
Jan 15, 2026
Q4 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
3+ 0.12% |
$277 - $290
|
2.58K
$246K
|
|
|
Jan 13, 2026
Q4 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
3+ 0.01% |
$277 - $290
|
21.5K
$2.04M
|
|
|
Jan 23, 2026
Q4 2025
|
Ckw Financial Group
|
BUY
|
- |
3+ 1.66% |
$277 - $290
|
184
$17.5K
|
|