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 20, 2025
Q3 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-55- 0.47% |
$4.5K - $4.75K
|
11.7K
$991K
|
|
|
Oct 22, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-74- 2.51% |
$6.05K - $6.39K
|
2.88K
$244K
|
|
|
Oct 17, 2025
Q3 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-80- 3.04% |
$6.54K - $6.91K
|
2.55K
$216K
|
|
|
Oct 21, 2025
Q3 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-97- 2.36% |
$7.93K - $8.38K
|
4.01K
$340K
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-98- 0.64% |
$8.01K - $8.46K
|
15.2K
$1.29M
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-100- 92.59% |
$8.18K - $8.64K
|
8
$678
|
|
|
Oct 10, 2025
Q3 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-106- 2.79% |
$8.67K - $9.15K
|
3.7K
$313K
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-112- 0.54% |
$9.16K - $9.67K
|
20.6K
$1.74M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-126- 0.33% |
$10.3K - $10.9K
|
38.3K
$3.25M
|
|
|
Oct 10, 2025
Q3 2025
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-132- 0.72% |
$10.8K - $11.4K
|
18.3K
$1.55M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-135- 0.77% |
$11K - $11.7K
|
17.4K
$1.47M
|
|
|
Oct 16, 2025
Q3 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-135- 4.53% |
$11K - $11.7K
|
2.84K
$241K
|
|
|
Oct 17, 2025
Q3 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-169- 2.2% |
$13.8K - $14.6K
|
7.5K
$635K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-179- 36.76% |
$14.6K - $15.5K
|
308
$26.1K
|
|
|
Oct 23, 2025
Q3 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-200- 1.62% |
$16.4K - $17.3K
|
12.1K
$1.03M
|
|
|
Oct 22, 2025
Q3 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-216- 4.44% |
$17.7K - $18.7K
|
4.65K
$394K
|
|
|
Oct 15, 2025
Q3 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-321- 0.39% |
$26.2K - $27.7K
|
81.2K
$6.88M
|
|
|
Oct 16, 2025
Q3 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-325- 8.23% |
$26.6K - $28.1K
|
3.62K
$307K
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-338- 10.85% |
$27.6K - $29.2K
|
2.78K
$235K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-443- 33.04% |
$36.2K - $38.3K
|
898
$76.1K
|
|
|
Oct 10, 2025
Q3 2025
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-478- 2.74% |
$39.1K - $41.3K
|
17K
$1.44M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-505- 4.82% |
$41.3K - $43.6K
|
9.98K
$845K
|
|
|
Oct 07, 2025
Q3 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-521- 99.05% |
$42.6K - $45K
|
5
$424
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-943- 1.59% |
$77.1K - $81.4K
|
58.4K
$4.95M
|
|
|
Oct 09, 2025
Q3 2025
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-953- 5.35% |
$77.9K - $82.3K
|
16.8K
$1.43M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.04K- 22.47% |
$84.8K - $89.6K
|
3.58K
$303K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.22K- 9.68% |
$99.7K - $105K
|
11.4K
$964K
|
|
|
Oct 22, 2025
Q3 2025
|
Brickley Wealth Management
|
SELL
|
- |
-1.24K- 3.98% |
$101K - $107K
|
29.8K
$2.53M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.24K- 5.69% |
$102K - $107K
|
20.6K
$1.74M
|
|
|
Oct 08, 2025
Q3 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-1.29K- 11.77% |
$105K - $111K
|
9.67K
$819K
|
|
|
Oct 09, 2025
Q3 2025
|
Peak Financial Management, Inc.
|
SELL
|
- |
-1.54K- 34.5% |
$126K - $133K
|
2.93K
$248K
|
|
|
Oct 24, 2025
Q3 2025
|
Aspiriant, LLC
|
SELL
|
- |
-1.83K- 2.32% |
$150K - $158K
|
76.9K
$6.51M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.84K- 2.39% |
$151K - $159K
|
75.4K
$6.39M
|
|
|
Oct 14, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-2.06K- 10.52% |
$169K - $178K
|
17.5K
$1.49M
|
|
|
Oct 22, 2025
Q3 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-2.33K- 7.26% |
$190K - $201K
|
29.7K
$2.52M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.04K- 16.12% |
$249K - $263K
|
15.8K
$1.34M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-3.19K- 23.04% |
$261K - $276K
|
10.7K
$904K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-5.19K- 4.71% |
$424K - $448K
|
105K
$8.88M
|
|
|
Oct 17, 2025
Q3 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-5.21K- 62.94% |
$426K - $450K
|
3.07K
$260K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-9.72K- 3.91% |
$795K - $840K
|
239K
$20.2M
|
|
|
Oct 10, 2025
Q3 2025
|
Corsicana & Co.
|
SELL
|
- |
-10.7K- 21.97% |
$871K - $920K
|
37.8K
$3.21M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
SELL
|
- |
-12.1K- 14.24% |
$989K - $1.04M
|
72.8K
$6.17M
|
|
|
Oct 10, 2025
Q3 2025
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-13.4K- 6.56% |
$1.09M - $1.15M
|
190K
$16.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-13.9K- 97.98% |
$1.14M - $1.2M
|
286
$24.2K
|
|
|
Oct 07, 2025
Q3 2025
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-43K- 78.07% |
$3.52M - $3.72M
|
12.1K
$1.02M
|
|
|
Oct 15, 2025
Q3 2025
|
Friedenthal Financial
|
SELL
|
- |
-49.4K- 64.86% |
$4.04M - $4.27M
|
26.8K
$2.27M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-52.9K- 14.05% |
$4.32M - $4.57M
|
323K
$27.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
SELL
|
- |
-298K- 69.44% |
$24.4M - $25.7M
|
131K
$11.1M
|