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 30, 2025
Q2 2025
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-28- 0.15% |
$2.51K - $3.14K
|
18.1K
$2.07M
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-29- 1.22% |
$2.6K - $3.25K
|
2.34K
$267K
|
|
|
Jul 23, 2025
Q2 2025
|
Hardy Reed LLC
|
SELL
|
- |
-30- 0.22% |
$2.69K - $3.36K
|
13.8K
$1.58M
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-31- 47.69% |
$2.78K - $3.47K
|
34
$3.88K
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-35- 1.82% |
$3.14K - $3.92K
|
1.89K
$216K
|
|
|
Aug 14, 2025
Q2 2025
|
Darwin Advisors, LLC
|
SELL
|
- |
-37- 69.81% |
$3.32K - $4.14K
|
16
$1.83K
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
SELL
|
- |
-39- 1.45% |
$3.5K - $4.37K
|
2.66K
$303K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-40- 0.84% |
$3.59K - $4.48K
|
4.73K
$540K
|
|
|
Aug 05, 2025
Q2 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-41- 55.41% |
$3.68K - $4.59K
|
33
$3.77K
|
|
|
Jul 29, 2025
Q2 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-46- 0.19% |
$4.13K - $5.15K
|
24.3K
$2.77M
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-50- 0.32% |
$4.49K - $5.6K
|
15.4K
$1.75M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-50- 0.77% |
$4.49K - $5.6K
|
6.44K
$735K
|
|
|
Aug 14, 2025
Q2 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-59- 1.42% |
$5.3K - $6.61K
|
4.1K
$468K
|
|
|
Jul 21, 2025
Q2 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-59- 1.76% |
$5.3K - $6.61K
|
3.3K
$376K
|
|
|
Jul 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-63- 5.61% |
$5.66K - $7.06K
|
1.06K
$121K
|
|
|
Aug 14, 2025
Q2 2025
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-66- 3.06% |
$5.93K - $7.39K
|
2.09K
$239K
|
|
|
Jul 21, 2025
Q2 2025
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-67- 1.24% |
$6.02K - $7.5K
|
5.32K
$607K
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-69- 1.89% |
$6.2K - $7.73K
|
3.57K
$408K
|
|
|
Aug 13, 2025
Q2 2025
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-70- 3.47% |
$6.29K - $7.84K
|
1.95K
$223K
|
|
|
Aug 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-72- 1.97% |
$6.47K - $8.06K
|
3.59K
$410K
|
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-74- 0.69% |
$6.65K - $8.29K
|
10.7K
$1.22M
|
|
|
Jul 02, 2025
Q2 2025
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-75- 1.94% |
$6.74K - $8.4K
|
3.79K
$432K
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-75- 6.02% |
$6.74K - $8.4K
|
1.17K
$134K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-76- 92.68% |
$6.82K - $8.51K
|
6
$685
|
|
|
Jul 09, 2025
Q2 2025
|
First Financial Corp
|
SELL
|
- |
-79- 4.61% |
$7.09K - $8.85K
|
1.63K
$186K
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-80- 1.34% |
$7.18K - $8.96K
|
5.9K
$674K
|
|
|
Aug 12, 2025
Q2 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-81- 2.97% |
$7.27K - $9.07K
|
2.64K
$302K
|
|
|
Aug 14, 2025
Q2 2025
|
Herold Advisors, Inc.
|
SELL
|
- |
-83- 3.19% |
$7.45K - $9.3K
|
2.52K
$287K
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
SELL
|
- |
-102- 1.64% |
$9.16K - $11.4K
|
6.14K
$700K
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-104- 1.0% |
$9.34K - $11.6K
|
10.3K
$1.17M
|
|
|
Jul 31, 2025
Q2 2025
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-106- 0.37% |
$9.52K - $11.9K
|
28.7K
$3.27M
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-111- 1.53% |
$9.97K - $12.4K
|
7.14K
$815K
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
SELL
|
- |
-115- 7.83% |
$10.3K - $12.9K
|
1.35K
$154K
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
SELL
|
- |
-117- 21.55% |
$10.5K - $13.1K
|
426
$48.6K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-120- 8.31% |
$10.8K - $13.4K
|
1.32K
$151K
|
|
|
Aug 04, 2025
Q2 2025
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-121- 0.77% |
$10.9K - $13.6K
|
15.6K
$1.78M
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-124- 41.75% |
$11.1K - $13.9K
|
173
$19.7K
|
|
|
Jul 29, 2025
Q2 2025
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-128- 0.43% |
$11.5K - $14.3K
|
29.6K
$3.38M
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-129- 0.31% |
$11.6K - $14.4K
|
41.7K
$4.76M
|
|
|
Aug 15, 2025
Q2 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-131- 2.31% |
$11.8K - $14.7K
|
5.55K
$633K
|
|
|
Jul 17, 2025
Q2 2025
|
White Pine Investment CO
|
SELL
|
- |
-137- 0.25% |
$12.3K - $15.3K
|
55.1K
$6.29M
|
|
|
Aug 04, 2025
Q2 2025
|
Univest Financial Corp
|
SELL
|
- |
-138- 2.18% |
$12.4K - $15.5K
|
6.2K
$708K
|
|
|
Aug 13, 2025
Q2 2025
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-139- 3.63% |
$12.5K - $15.6K
|
3.69K
$421K
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-140- 4.77% |
$12.6K - $15.7K
|
2.8K
$319K
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-140- 1.44% |
$12.6K - $15.7K
|
9.55K
$1.09M
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-142- 6.19% |
$12.8K - $15.9K
|
2.15K
$245K
|
|
|
Jul 10, 2025
Q2 2025
|
Affiance Financial, LLC
|
SELL
|
- |
-142- 0.49% |
$12.8K - $15.9K
|
28.5K
$3.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-144- 53.33% |
$12.9K - $16.1K
|
126
$14.4K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-144- 0.32% |
$12.9K - $16.1K
|
44.8K
$5.11M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-146- 0.72% |
$13.1K - $16.4K
|
20.1K
$2.29M
|