Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
38.3K+ 1375.57% |
$3.13M - $3.31M
|
41.1K
$3.48M
|
|
|
Oct 15, 2025
Q3 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
14.5K+ 12.32% |
$1.18M - $1.25M
|
132K
$11.2M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
7.06K+ 16.11% |
$577K - $610K
|
50.9K
$4.31M
|
|
|
Oct 20, 2025
Q3 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
5.62K+ 2.66% |
$459K - $485K
|
217K
$18.4M
|
|
|
Oct 24, 2025
Q3 2025
|
Shore Point Advisors, LLC
|
BUY
|
- |
4.25K+ 11.16% |
$348K - $367K
|
42.4K
$3.59M
|
|
|
Oct 22, 2025
Q3 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
2.91K+ 50.63% |
$238K - $252K
|
8.67K
$734K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.85K+ 19.64% |
$233K - $246K
|
17.4K
$1.47M
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.64K+ 33.59% |
$216K - $228K
|
10.5K
$889K
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
2.25K+ 2.7% |
$184K - $194K
|
85.6K
$7.26M
|
|
|
Oct 23, 2025
Q3 2025
|
Trust CO Of Virginia
|
BUY
|
- |
1.59K+ 2.93% |
$130K - $137K
|
55.7K
$4.72M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
1.57K+ 10.85% |
$128K - $135K
|
16K
$1.36M
|
|
|
Oct 14, 2025
Q3 2025
|
Anderson Hoagland & CO
|
BUY
|
- |
1.04K+ 0.71% |
$84.7K - $89.5K
|
148K
$12.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
706+ 171.36% |
$57.7K - $61K
|
1.12K
$94.7K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
618+ 6.91% |
$50.5K - $53.4K
|
9.57K
$811K
|
|
|
Oct 07, 2025
Q3 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
474+ 4.91% |
$38.8K - $40.9K
|
10.1K
$858K
|
|
|
Oct 24, 2025
Q3 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
440+ 1.09% |
$36K - $38K
|
40.8K
$3.46M
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
434New |
$35.5K - $37.5K
|
434
$36.8K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
428+ 1.58% |
$35K - $37K
|
27.5K
$2.33M
|
|
|
Oct 07, 2025
Q3 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
405+ 1.89% |
$33.1K - $35K
|
21.8K
$1.85M
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
257+ 6.01% |
$21K - $22.2K
|
4.54K
$384K
|
|
|
Oct 22, 2025
Q3 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
240+ 6.45% |
$19.6K - $20.7K
|
3.96K
$336K
|
|
|
Oct 09, 2025
Q3 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
207+ 1.01% |
$16.9K - $17.9K
|
20.8K
$1.76M
|
|
|
Oct 14, 2025
Q3 2025
|
Foster Group, Inc.
|
BUY
|
- |
192+ 1.26% |
$15.7K - $16.6K
|
15.4K
$1.3M
|
|
|
Oct 15, 2025
Q3 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
156+ 1.75% |
$12.8K - $13.5K
|
9.05K
$766K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
102+ 24.88% |
$8.34K - $8.81K
|
512
$43.4K
|
|
|
Oct 23, 2025
Q3 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
87New |
$7.11K - $7.51K
|
87
$7.37K
|
|
|
Oct 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
85+ 0.59% |
$6.95K - $7.34K
|
14.5K
$1.23M
|
|
|
Oct 16, 2025
Q3 2025
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
80+ 1.64% |
$6.54K - $6.91K
|
4.97K
$421K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
62New |
$5.07K - $5.35K
|
62
$5.25K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
54+ 2.18% |
$4.42K - $4.66K
|
2.53K
$214K
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
BUY
|
- |
47New |
$3.84K - $4.06K
|
47
$3.98K
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
45+ 3.47% |
$3.68K - $3.89K
|
1.34K
$114K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
26+ 0.1% |
$2.13K - $2.25K
|
27.1K
$2.3M
|
|
|
Oct 15, 2025
Q3 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
20+ 0.69% |
$1.64K - $1.73K
|
2.9K
$246K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
13+ 0.45% |
$1.06K - $1.12K
|
2.87K
$244K
|
|
|
Oct 07, 2025
Q3 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
12New |
$981 - $1.04K
|
12
$1.02K
|
|
|
Oct 06, 2025
Q3 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
7+ 0.11% |
$572 - $605
|
6.32K
$535K
|
|
|
Oct 09, 2025
Q3 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-1- 0.01% |
$81.8 - $86.4
|
7.74K
$656K
|
|
|
Oct 14, 2025
Q3 2025
|
Veery Capital, LLC
|
SELL
|
- |
-1- 0.04% |
$81.8 - $86.4
|
2.74K
$232K
|
|
|
Oct 20, 2025
Q3 2025
|
Wolff Financial Management LLC
|
SELL
|
- |
-5- 0.08% |
$409 - $432
|
6.55K
$555K
|
|
|
Oct 17, 2025
Q3 2025
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-8- 0.02% |
$654 - $691
|
32.3K
$2.74M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-14- 0.43% |
$1.14K - $1.21K
|
3.25K
$275K
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-28- 0.79% |
$2.29K - $2.42K
|
3.5K
$296K
|
|
|
Oct 21, 2025
Q3 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-39- 0.85% |
$3.19K - $3.37K
|
4.56K
$386K
|
|
|
Oct 22, 2025
Q3 2025
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-40- 0.93% |
$3.27K - $3.45K
|
4.24K
$360K
|
|
|
Oct 23, 2025
Q3 2025
|
Citizens National Bank Trust Department
|
SELL
|
- |
-40- 0.66% |
$3.27K - $3.45K
|
6.02K
$510K
|
|
|
Oct 14, 2025
Q3 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-41- 1.34% |
$3.35K - $3.54K
|
3.01K
$255K
|
|
|
Oct 24, 2025
Q3 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-50- 0.68% |
$4.09K - $4.32K
|
7.29K
$618K
|
|
|
Oct 22, 2025
Q3 2025
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-50- 1.15% |
$4.09K - $4.32K
|
4.3K
$364K
|
|
|
Oct 20, 2025
Q3 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-55- 0.47% |
$4.5K - $4.75K
|
11.7K
$991K
|