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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Novus Advisors, LLC
Greenville, SC |
SELL
|
- |
-736- 15.5% |
$66.1K - $82.4K
|
4.01K
$458K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-743- 1.03% |
$66.7K - $83.2K
|
71.5K
$8.16M
|
|
|
Jul 14, 2025
Q2 2025
|
Harbor Group, Inc.
|
SELL
|
- |
-760- 1.89% |
$68.2K - $85.1K
|
39.6K
$4.51M
|
|
|
Aug 05, 2025
Q2 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-761- 2.17% |
$68.3K - $85.2K
|
34.2K
$3.91M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-764- 7.74% |
$68.6K - $85.6K
|
9.11K
$1.04M
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-767- 2.3% |
$68.9K - $85.9K
|
32.6K
$3.72M
|
|
|
Aug 12, 2025
Q2 2025
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-789- 13.29% |
$70.9K - $88.4K
|
5.15K
$588K
|
|
|
Jul 16, 2025
Q2 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-799- 11.29% |
$71.8K - $89.5K
|
6.28K
$717K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-825- 8.39% |
$74.1K - $92.4K
|
9.01K
$1.03M
|
|
|
Jul 22, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-827- 6.03% |
$74.3K - $92.6K
|
12.9K
$1.47M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-829- 10.22% |
$74.4K - $92.8K
|
7.28K
$831K
|
|
|
Aug 07, 2025
Q2 2025
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-837- 2.59% |
$75.2K - $93.7K
|
31.5K
$3.59M
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-844- 11.51% |
$75.8K - $94.5K
|
6.49K
$740K
|
|
|
Jul 28, 2025
Q2 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-858- 0.73% |
$77K - $96.1K
|
117K
$13.3M
|
|
|
Jul 24, 2025
Q2 2025
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-883- 11.28% |
$79.3K - $98.9K
|
6.94K
$793K
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-883- 1.79% |
$79.3K - $98.9K
|
48.3K
$5.52M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-884- 22.51% |
$79.4K - $99K
|
3.04K
$347K
|
|
|
Aug 11, 2025
Q2 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-901- 4.58% |
$80.9K - $101K
|
18.8K
$2.14M
|
|
|
Aug 06, 2025
Q2 2025
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-905- 5.57% |
$81.3K - $101K
|
15.3K
$1.75M
|
|
|
Aug 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-914- 24.28% |
$82.1K - $102K
|
2.85K
$325K
|
|
|
Jul 15, 2025
Q2 2025
|
Beacon Financial Planning, Inc
Hyannis, MA |
SELL
|
- |
-957- 15.2% |
$85.9K - $107K
|
5.34K
$609K
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-965- 2.03% |
$86.7K - $108K
|
46.5K
$5.31M
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-969- 0.77% |
$87K - $109K
|
125K
$14.2M
|
|
|
Aug 06, 2025
Q2 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
SELL
|
- |
-998- 3.03% |
$89.6K - $112K
|
31.9K
$3.64M
|
|
|
Aug 14, 2025
Q2 2025
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-1K- 6.21% |
$89.8K - $112K
|
15.1K
$1.72M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.01K- 0.76% |
$90.2K - $113K
|
131K
$15M
|
|
|
Jul 07, 2025
Q2 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-1.04K- 15.21% |
$92.9K - $116K
|
5.77K
$659K
|
|
|
Aug 08, 2025
Q2 2025
|
Security Financial Services, Inc.
|
SELL
|
- |
-1.06K- 3.72% |
$95.5K - $119K
|
27.5K
$3.14M
|
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
SELL
|
- |
-1.09K- 9.78% |
$97.5K - $122K
|
10K
$1.14M
|
|
|
Jul 24, 2025
Q2 2025
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-1.1K- 1.9% |
$98.4K - $123K
|
56.7K
$6.47M
|
|
|
Jul 11, 2025
Q2 2025
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-1.13K- 19.54% |
$101K - $126K
|
4.63K
$529K
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-1.15K- 71.73% |
$103K - $129K
|
454
$51.8K
|
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-1.17K- 6.52% |
$105K - $131K
|
16.8K
$1.91M
|
|
|
Jul 23, 2025
Q2 2025
|
Lansing Street Advisors
|
SELL
|
- |
-1.2K- 2.89% |
$108K - $134K
|
40.3K
$4.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-1.2K- 13.02% |
$108K - $135K
|
8.03K
$917K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.22K- 1.64% |
$110K - $137K
|
73K
$8.34M
|
|
|
Aug 05, 2025
Q2 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-1.24K- 10.49% |
$111K - $139K
|
10.6K
$1.21M
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-1.35K- 3.45% |
$121K - $151K
|
37.8K
$4.32M
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-1.36K- 12.78% |
$122K - $152K
|
9.28K
$1.06M
|
|
|
Aug 13, 2025
Q2 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-1.41K- 5.91% |
$126K - $158K
|
22.4K
$2.56M
|
|
|
Aug 07, 2025
Q2 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-1.44K- 4.25% |
$129K - $161K
|
32.4K
$3.69M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.47K- 1.76% |
$132K - $164K
|
81.6K
$9.32M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.51K- 1.11% |
$135K - $169K
|
135K
$15.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.53K- 10.86% |
$137K - $171K
|
12.6K
$1.43M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.65K- 6.93% |
$149K - $185K
|
22.2K
$2.54M
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-1.66K- 24.91% |
$149K - $186K
|
5K
$571K
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-1.68K- 3.85% |
$151K - $188K
|
42K
$4.79M
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
SELL
|
- |
-1.7K- 2.04% |
$153K - $190K
|
81.7K
$9.32M
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.72K- 14.79% |
$155K - $193K
|
9.92K
$1.13M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.73K- 15.8% |
$155K - $194K
|
9.22K
$1.05M
|