Purchases and Sales Made in Q3 2025 in Msci Eafe Growth ETF (EFG)
This table provides information about the institutional ownership of Msci Eafe Growth ETF (EFG) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2025
Q3 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
3.27K+ 10.24% |
$350K - $374K
|
35.2K
$4.02M
|
|
|
Oct 22, 2025
Q3 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
3.27KNew |
$350K - $374K
|
3.27K
$373K
|
|
|
Nov 03, 2025
Q3 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
3.2K+ 26.47% |
$342K - $366K
|
15.3K
$1.74M
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
3.01K+ 86.59% |
$322K - $344K
|
6.48K
$740K
|
|
|
Oct 20, 2025
Q3 2025
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
2.87K+ 17.79% |
$307K - $329K
|
19K
$2.17M
|
|
|
Nov 04, 2025
Q3 2025
|
A4 Wealth Advisors LLC
Huntersville, NC |
BUY
|
- |
2.79KNew |
$299K - $319K
|
2.79K
$319K
|
|
|
Oct 31, 2025
Q3 2025
|
Mendel Capital Management LLC
|
BUY
|
- |
2.61K+ 15.84% |
$279K - $299K
|
19.1K
$2.18M
|
|
|
Nov 04, 2025
Q3 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
2.61K+ 151.45% |
$279K - $299K
|
4.33K
$494K
|
|
|
Oct 03, 2025
Q3 2025
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
2.56K+ 7.67% |
$273K - $292K
|
35.9K
$4.09M
|
|
|
Oct 22, 2025
Q3 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
2.54K+ 17.41% |
$272K - $291K
|
17.1K
$1.96M
|
|
|
Oct 31, 2025
Q3 2025
|
Bam Wealth Management, LLC
Lakewood, CO |
BUY
|
- |
2.27KNew |
$243K - $260K
|
2.27K
$259K
|
|
|
Oct 24, 2025
Q3 2025
|
Washington Trust Bank
|
BUY
|
- |
2.24K+ 27.22% |
$240K - $256K
|
10.5K
$1.19M
|
|
|
Oct 22, 2025
Q3 2025
|
Stone Point Wealth LLC
|
BUY
|
- |
2.15K+ 16.81% |
$230K - $246K
|
14.9K
$1.7M
|
|
|
Oct 29, 2025
Q3 2025
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
2.1KNew |
$225K - $240K
|
2.1K
$240K
|
|
|
Oct 31, 2025
Q3 2025
|
Patten & Patten Inc
|
BUY
|
- |
2.09KNew |
$223K - $239K
|
2.09K
$238K
|
|
|
Oct 31, 2025
Q3 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
2.06KNew |
$220K - $236K
|
2.06K
$235K
|
|
|
Nov 04, 2025
Q3 2025
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
2.05K+ 11.41% |
$220K - $235K
|
20.1K
$2.29M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2K+ 4.04% |
$213K - $228K
|
51.4K
$5.86M
|
|
|
Oct 17, 2025
Q3 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
1.98K+ 22.17% |
$212K - $227K
|
10.9K
$1.25M
|
|
|
Oct 30, 2025
Q3 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
1.98K+ 11.78% |
$211K - $226K
|
18.7K
$2.14M
|
|
|
Nov 05, 2025
Q3 2025
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
1.93KNew |
$206K - $221K
|
1.93K
$220K
|
|
|
Oct 28, 2025
Q3 2025
|
Journey Beyond Wealth, LLC
Roswell, GA |
BUY
|
- |
1.92KNew |
$206K - $220K
|
1.92K
$219K
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1.92K+ 4.61% |
$206K - $220K
|
43.6K
$4.98M
|
|
|
Oct 31, 2025
Q3 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
1.85KNew |
$198K - $212K
|
1.85K
$211K
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.83KNew |
$195K - $209K
|
1.83K
$208K
|
|
|
Oct 28, 2025
Q3 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1.78KNew |
$190K - $203K
|
1.78K
$203K
|
|
|
Nov 04, 2025
Q3 2025
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
1.77K+ 23.34% |
$190K - $203K
|
9.37K
$1.07M
|
|
|
Oct 21, 2025
Q3 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
1.77KNew |
$189K - $203K
|
1.77K
$202K
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.73K+ 8.62% |
$185K - $198K
|
21.8K
$2.49M
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.66K+ 12.96% |
$178K - $190K
|
14.5K
$1.65M
|
|
|
Oct 20, 2025
Q3 2025
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
1.56K+ 7.44% |
$166K - $178K
|
22.5K
$2.56M
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.48K+ 122.49% |
$158K - $169K
|
2.68K
$306K
|
|
|
Oct 24, 2025
Q3 2025
|
Covenant Partners, LLC
|
BUY
|
- |
1.46K+ 0.72% |
$156K - $167K
|
203K
$23.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.45K+ 13.47% |
$155K - $166K
|
12.2K
$1.39M
|
|
|
Oct 30, 2025
Q3 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
1.43K+ 4.85% |
$153K - $164K
|
31K
$3.53M
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.22K+ 10.9% |
$130K - $139K
|
12.4K
$1.41M
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
1.07K+ 26.85% |
$115K - $123K
|
5.07K
$579K
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
1.01KNew |
$108K - $115K
|
1.01K
$115K
|
|
|
Oct 24, 2025
Q3 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
986+ 43.53% |
$105K - $113K
|
3.25K
$371K
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
842New |
$90.1K - $96.4K
|
842
$96.1K
|
|
|
Oct 23, 2025
Q3 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
798+ 8.14% |
$85.4K - $91.3K
|
10.6K
$1.21M
|
|
|
Oct 27, 2025
Q3 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
773+ 18.84% |
$82.7K - $88.5K
|
4.88K
$556K
|
|
|
Nov 03, 2025
Q3 2025
|
Activest Wealth Management
|
BUY
|
- |
760New |
$81.3K - $87K
|
760
$86.7K
|
|
|
Oct 15, 2025
Q3 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
737+ 387.89% |
$78.9K - $84.4K
|
927
$106K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
733+ 2.24% |
$78.4K - $83.9K
|
33.4K
$3.81M
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
710+ 1.25% |
$76K - $81.3K
|
57.6K
$6.58M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
698New |
$74.7K - $79.9K
|
698
$79.7K
|
|
|
Oct 21, 2025
Q3 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
687+ 2.62% |
$73.5K - $78.6K
|
26.9K
$3.07M
|
|
|
Oct 17, 2025
Q3 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
668+ 3.1% |
$71.5K - $76.5K
|
22.2K
$2.53M
|
|
|
Oct 14, 2025
Q3 2025
|
White Pine Investment CO
|
BUY
|
- |
643+ 1.17% |
$68.8K - $73.6K
|
55.7K
$6.36M
|