Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2026
Q4 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
5.01K+ 49.43% |
$419K - $434K
|
15.1K
$1.31M
|
|
|
Jan 12, 2026
Q4 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
4.06K+ 88.72% |
$339K - $351K
|
8.63K
$744K
|
|
|
Jan 23, 2026
Q4 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
3.73KNew |
$312K - $323K
|
3.73K
$322K
|
|
|
Jan 23, 2026
Q4 2025
|
Hudson Oak Wealth Advisory LLC
Hoboken, NJ |
BUY
|
- |
2.39KNew |
$200K - $207K
|
2.39K
$206K
|
|
|
Jan 23, 2026
Q4 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
2.36K+ 1.09% |
$197K - $204K
|
219K
$18.9M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.8K+ 11.47% |
$151K - $156K
|
17.5K
$1.51M
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.67K+ 14.7% |
$140K - $145K
|
13.1K
$1.13M
|
|
|
Jan 07, 2026
Q4 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
1.37K+ 1.69% |
$115K - $119K
|
82.5K
$7.12M
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.27K+ 6.11% |
$106K - $110K
|
22K
$1.9M
|
|
|
Jan 23, 2026
Q4 2025
|
Trust CO Of Virginia
|
BUY
|
- |
1.2K+ 2.16% |
$100K - $104K
|
56.9K
$4.91M
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
974+ 12.38% |
$81.5K - $84.3K
|
8.84K
$763K
|
|
|
Jan 23, 2026
Q4 2025
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
751+ 0.4% |
$62.8K - $65K
|
191K
$16.5M
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
491+ 0.44% |
$41.1K - $42.5K
|
112K
$9.64M
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
480+ 18.98% |
$40.2K - $41.6K
|
3.01K
$260K
|
|
|
Jan 21, 2026
Q4 2025
|
Ledyard National Bank
|
BUY
|
- |
390+ 0.26% |
$32.6K - $33.8K
|
150K
$12.9M
|
|
|
Jan 13, 2026
Q4 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
369+ 9.31% |
$30.9K - $32K
|
4.33K
$374K
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
348+ 2.4% |
$29.1K - $30.1K
|
14.9K
$1.28M
|
|
|
Jan 20, 2026
Q4 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
343+ 3118.18% |
$28.7K - $29.7K
|
354
$30.5K
|
|
|
Jan 23, 2026
Q4 2025
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
337+ 1.46% |
$28.2K - $29.2K
|
23.4K
$2.02M
|
|
|
Jan 20, 2026
Q4 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
286+ 5720.0% |
$23.9K - $24.8K
|
291
$25.1K
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
266+ 8.44% |
$22.3K - $23K
|
3.42K
$295K
|
|
|
Jan 08, 2026
Q4 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
189+ 0.98% |
$15.8K - $16.4K
|
19.4K
$1.67M
|
|
|
Jan 16, 2026
Q4 2025
|
First Community Trust Na
|
BUY
|
- |
188New |
$15.7K - $16.3K
|
188
$16.2K
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
148+ 1.37% |
$12.4K - $12.8K
|
11K
$947K
|
|
|
Jan 23, 2026
Q4 2025
|
Shore Point Advisors, LLC
|
BUY
|
- |
95+ 0.22% |
$7.95K - $8.23K
|
42.5K
$3.66M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
92+ 0.57% |
$7.7K - $7.97K
|
16.1K
$1.39M
|
|
|
Jan 12, 2026
Q4 2025
|
Foster Group, Inc.
|
BUY
|
- |
92+ 0.6% |
$7.7K - $7.97K
|
15.5K
$1.33M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
61+ 23.83% |
$5.1K - $5.28K
|
317
$27.3K
|
|
|
Jan 23, 2026
Q4 2025
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
60+ 1.36% |
$5.02K - $5.2K
|
4.46K
$385K
|
|
|
Jan 16, 2026
Q4 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
45+ 0.62% |
$3.76K - $3.9K
|
7.34K
$633K
|
|
|
Jan 14, 2026
Q4 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
38+ 0.59% |
$3.18K - $3.29K
|
6.53K
$563K
|
|
|
Jan 20, 2026
Q4 2025
|
Planning Directions Inc
|
BUY
|
- |
33+ 1.18% |
$2.76K - $2.86K
|
2.84K
$245K
|
|
|
Jan 02, 2026
Q4 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
29+ 0.51% |
$2.43K - $2.51K
|
5.77K
$497K
|
|
|
Jan 07, 2026
Q4 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
28+ 0.82% |
$2.34K - $2.42K
|
3.43K
$296K
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
BUY
|
- |
26+ 0.12% |
$2.17K - $2.25K
|
20.9K
$1.8M
|
|
|
Jan 20, 2026
Q4 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
22+ 0.29% |
$1.84K - $1.91K
|
7.52K
$649K
|
|
|
Jan 21, 2026
Q4 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
20+ 0.12% |
$1.67K - $1.73K
|
16.4K
$1.41M
|
|
|
Jan 23, 2026
Q4 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
18New |
$1.51K - $1.56K
|
18
$1.55K
|
|
|
Jan 15, 2026
Q4 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
17New |
$1.42K - $1.47K
|
17
$1.47K
|
|
|
Jan 12, 2026
Q4 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
15+ 0.07% |
$1.25K - $1.3K
|
21.8K
$1.88M
|
|
|
Jan 14, 2026
Q4 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
14+ 0.51% |
$1.17K - $1.21K
|
2.77K
$239K
|
|
|
Jan 08, 2026
Q4 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
12+ 0.47% |
$1K - $1.04K
|
2.56K
$221K
|
|
|
Jan 14, 2026
Q4 2025
|
Eastern Bank
|
BUY
|
- |
11+ 37.93% |
$920 - $953
|
40
$3.45K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
11+ 0.21% |
$920 - $953
|
5.27K
$455K
|
|
|
Jan 23, 2026
Q4 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
9+ 0.35% |
$753 - $779
|
2.57K
$222K
|
|
|
Jan 23, 2026
Q4 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
4+ 1.42% |
$335 - $346
|
286
$24.7K
|
|
|
Jan 23, 2026
Q4 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
4+ 0.04% |
$335 - $346
|
9.05K
$781K
|
|
|
Jan 22, 2026
Q4 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
2+ 0.07% |
$167 - $173
|
2.93K
$253K
|
|
|
Jan 21, 2026
Q4 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
2+ 0.42% |
$167 - $173
|
480
$41.4K
|
|
|
Jan 15, 2026
Q4 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
2+ 1.48% |
$167 - $173
|
137
$11.8K
|
|