Purchases and Sales Made in Q2 2025 in Msci Eafe Growth ETF (EFG)
This table provides information about the institutional ownership of Msci Eafe Growth ETF (EFG) during Q2 2025. The information is specifically focused on institutions that hold shares of MSCI EAFE GROWTH ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
105K+ 23.39% |
$9.43M - $11.8M
|
554K
$62.1M
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
75.7KNew |
$6.8M - $8.48M
|
75.7K
$8.49M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
59.2K+ 88.68% |
$5.31M - $6.63M
|
126K
$14.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
48.8K+ 20.03% |
$4.38M - $5.47M
|
293K
$32.8M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
36.1K+ 12.16% |
$3.24M - $4.04M
|
333K
$37.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
27.7K+ 71.4% |
$2.49M - $3.11M
|
66.6K
$7.47M
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
26.9K+ 215.76% |
$2.41M - $3.01M
|
39.3K
$4.41M
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
26.8K+ 458.34% |
$2.4M - $3M
|
32.6K
$3.65M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
26.4K+ 199.3% |
$2.37M - $2.95M
|
39.6K
$4.44M
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
23.3K+ 23.01% |
$2.09M - $2.61M
|
124K
$13.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Quent Capital, LLC
|
BUY
|
- |
22.6K+ 4.75% |
$2.03M - $2.53M
|
498K
$55.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
16.7K+ 1.06% |
$1.5M - $1.87M
|
1.6M
$179M
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
BUY
|
- |
15K+ 114.44% |
$1.34M - $1.68M
|
28.1K
$3.15M
|
|
|
Jul 25, 2025
Q2 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
14.7K+ 16.56% |
$1.32M - $1.64M
|
103K
$11.6M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
14.2K+ 769.48% |
$1.28M - $1.6M
|
16.1K
$1.8M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
12.3K+ 27.51% |
$1.1M - $1.38M
|
56.9K
$6.38M
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
9.36K+ 21.71% |
$841K - $1.05M
|
52.5K
$5.88M
|
|
|
Jul 23, 2025
Q2 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
9.27KNew |
$832K - $1.04M
|
9.27K
$1.04M
|
|
|
Jul 24, 2025
Q2 2025
|
Jb Capital LLC
|
BUY
|
- |
7.72K+ 1.59% |
$693K - $864K
|
494K
$55.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
6.72K+ 9.28% |
$603K - $752K
|
79.1K
$8.87M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.96K+ 0.65% |
$535K - $668K
|
929K
$104M
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
5.77K+ 9.95% |
$518K - $647K
|
63.8K
$7.15M
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
BUY
|
- |
5.47K+ 2.06% |
$491K - $612K
|
270K
$30.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
5.04K+ 12.09% |
$453K - $565K
|
46.8K
$5.24M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
4.65K+ 61.24% |
$417K - $521K
|
12.2K
$1.37M
|
|
|
Jul 10, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
4.43K+ 103.8% |
$398K - $496K
|
8.7K
$975K
|
|
|
Jul 25, 2025
Q2 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
4.18KNew |
$375K - $468K
|
4.18K
$469K
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
3.93K+ 13.98% |
$353K - $440K
|
32K
$3.59M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
3.58K+ 10.94% |
$322K - $401K
|
36.3K
$4.07M
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
3.5K+ 22.78% |
$314K - $392K
|
18.8K
$2.11M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.4K+ 2.46% |
$305K - $380K
|
141K
$15.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
3.31K+ 103.44% |
$297K - $371K
|
6.51K
$730K
|
|
|
Jul 24, 2025
Q2 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
3.19K+ 12.24% |
$286K - $357K
|
29.2K
$3.27M
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
2.96KNew |
$266K - $331K
|
2.96K
$331K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
2.88KNew |
$259K - $323K
|
2.88K
$323K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
2.65KNew |
$238K - $297K
|
2.65K
$297K
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
2.57KNew |
$231K - $288K
|
2.57K
$289K
|
|
|
Jul 02, 2025
Q2 2025
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
2.53K+ 5.1% |
$227K - $283K
|
52.1K
$5.84M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.48K+ 2.22% |
$223K - $278K
|
114K
$12.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.46K+ 17.79% |
$221K - $276K
|
16.3K
$1.83M
|
|
|
Jul 10, 2025
Q2 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
2.39KNew |
$215K - $268K
|
2.39K
$268K
|
|
|
Jul 18, 2025
Q2 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
2.39K+ 7.71% |
$215K - $268K
|
33.4K
$3.74M
|
|
|
Jul 07, 2025
Q2 2025
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
2.36K+ 7.63% |
$212K - $265K
|
33.3K
$3.73M
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
2.35K+ 987.39% |
$211K - $263K
|
2.59K
$290K
|
|
|
Jul 17, 2025
Q2 2025
|
Stone Point Wealth LLC
|
BUY
|
- |
2.34K+ 22.36% |
$210K - $262K
|
12.8K
$1.43M
|
|
|
Jul 25, 2025
Q2 2025
|
One Advisory Partners, LLC
|
BUY
|
- |
2.19K+ 2.73% |
$197K - $246K
|
82.7K
$9.27M
|
|
|
Jul 16, 2025
Q2 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
2.16K+ 7.88% |
$194K - $241K
|
29.5K
$3.31M
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
2.13KNew |
$191K - $238K
|
2.13K
$238K
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
2.06K+ 47.64% |
$185K - $230K
|
6.37K
$714K
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
2.01KNew |
$180K - $225K
|
2.01K
$225K
|