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 |
|---|---|---|---|---|---|---|---|
|
Oct 03, 2025
Q3 2025
|
Dentgroup LLC
|
BUY
|
- |
533+ 7.81% |
$57K - $61K
|
7.36K
$840K
|
|
|
Oct 17, 2025
Q3 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
496+ 1.01% |
$53.1K - $56.8K
|
49.4K
$5.63M
|
|
|
Oct 20, 2025
Q3 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
493+ 1.35% |
$52.7K - $56.4K
|
37.1K
$4.23M
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
491+ 4.6% |
$52.5K - $56.2K
|
11.2K
$1.27M
|
|
|
Oct 10, 2025
Q3 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
486+ 3.21% |
$52K - $55.6K
|
15.6K
$1.78M
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
482New |
$51.6K - $55.2K
|
482
$55K
|
|
|
Oct 24, 2025
Q3 2025
|
Aventus Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
481+ 0.43% |
$51.5K - $55.1K
|
113K
$12.9M
|
|
|
Oct 24, 2025
Q3 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
476+ 2.94% |
$50.9K - $54.5K
|
16.6K
$1.9M
|
|
|
Oct 03, 2025
Q3 2025
|
First Citizens Financial Corp
|
BUY
|
- |
466+ 8.07% |
$49.9K - $53.3K
|
6.24K
$712K
|
|
|
Oct 02, 2025
Q3 2025
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
461+ 2.56% |
$49.3K - $52.8K
|
18.5K
$2.11M
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
453+ 5.26% |
$48.5K - $51.9K
|
9.07K
$1.03M
|
|
|
Oct 22, 2025
Q3 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
435+ 11.23% |
$46.5K - $49.8K
|
4.31K
$492K
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
429+ 587.67% |
$45.9K - $49.1K
|
502
$57.3K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
411+ 0.92% |
$44K - $47K
|
44.9K
$5.12M
|
|
|
Oct 07, 2025
Q3 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
411New |
$44K - $47K
|
411
$46.9K
|
|
|
Oct 29, 2025
Q3 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
409+ 19.37% |
$43.8K - $46.8K
|
2.52K
$288K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
393+ 16.68% |
$42K - $45K
|
2.75K
$314K
|
|
|
Oct 29, 2025
Q3 2025
|
Gate Pass Capital, LLC
Independence, OH |
BUY
|
- |
391+ 13.46% |
$41.8K - $44.8K
|
3.3K
$376K
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
386+ 3.48% |
$41.3K - $44.2K
|
11.5K
$1.31M
|
|
|
Oct 09, 2025
Q3 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
381+ 13.99% |
$40.8K - $43.6K
|
3.1K
$354K
|
|
|
Nov 03, 2025
Q3 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
370+ 5.69% |
$39.6K - $42.4K
|
6.87K
$784K
|
|
|
Oct 22, 2025
Q3 2025
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
357+ 1.47% |
$38.2K - $40.9K
|
24.6K
$2.81M
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
271+ 60.9% |
$29K - $31K
|
716
$81.7K
|
|
|
Oct 07, 2025
Q3 2025
|
Mkd Wealth Coaches, LLC
Troy, MI |
BUY
|
- |
260+ 1.45% |
$27.8K - $29.8K
|
18.2K
$2.07M
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
231+ 3.89% |
$24.7K - $26.4K
|
6.16K
$703K
|
|
|
Oct 15, 2025
Q3 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
231+ 9.65% |
$24.7K - $26.4K
|
2.63K
$300K
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
227New |
$24.3K - $26K
|
227
$25.9K
|
|
|
Oct 27, 2025
Q3 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
227New |
$24.3K - $26K
|
227
$25.9K
|
|
|
Oct 15, 2025
Q3 2025
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
225+ 2.57% |
$24.1K - $25.8K
|
8.97K
$1.02M
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
BUY
|
- |
214+ 8.26% |
$22.9K - $24.5K
|
2.8K
$320K
|
|
|
Oct 23, 2025
Q3 2025
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
201+ 4.31% |
$21.5K - $23K
|
4.87K
$555K
|
|
|
Oct 17, 2025
Q3 2025
|
Tripletail Wealth Management, LLC
Orlando, FL |
BUY
|
- |
188New |
$20.1K - $21.5K
|
188
$21.5K
|
|
|
Oct 20, 2025
Q3 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
184+ 37.94% |
$19.7K - $21.1K
|
669
$76.4K
|
|
|
Nov 03, 2025
Q3 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
179+ 0.81% |
$19.2K - $20.5K
|
22.3K
$2.55M
|
|
|
Oct 07, 2025
Q3 2025
|
First Community Trust Na
|
BUY
|
- |
166+ 33.67% |
$17.8K - $19K
|
659
$75.2K
|
|
|
Oct 21, 2025
Q3 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
145+ 6.24% |
$15.5K - $16.6K
|
2.47K
$282K
|
|
|
Oct 29, 2025
Q3 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
136+ 2.05% |
$14.6K - $15.6K
|
6.76K
$771K
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO
|
BUY
|
- |
114+ 9.98% |
$12.2K - $13K
|
1.26K
$143K
|
|
|
Oct 24, 2025
Q3 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
106+ 50.24% |
$11.3K - $12.1K
|
317
$36.2K
|
|
|
Oct 21, 2025
Q3 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
106+ 1.23% |
$11.3K - $12.1K
|
8.69K
$992K
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
91New |
$9.74K - $10.4K
|
91
$10.4K
|
|
|
Nov 04, 2025
Q3 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
91+ 0.22% |
$9.74K - $10.4K
|
41.9K
$4.78M
|
|
|
Nov 04, 2025
Q3 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
90+ 6.19% |
$9.63K - $10.3K
|
1.54K
$176K
|
|
|
Oct 08, 2025
Q3 2025
|
Wedmont Private Capital
|
BUY
|
- |
88+ 3.17% |
$9.42K - $10.1K
|
2.87K
$327K
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
87New |
$9.31K - $9.96K
|
87
$9.93K
|
|
|
Oct 23, 2025
Q3 2025
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
84+ 0.27% |
$8.99K - $9.61K
|
31.2K
$3.56M
|
|
|
Nov 04, 2025
Q3 2025
|
Tsfg, LLC
|
BUY
|
- |
83+ 24.92% |
$8.88K - $9.5K
|
416
$47.5K
|
|
|
Oct 15, 2025
Q3 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
83+ 1.37% |
$8.88K - $9.5K
|
6.14K
$701K
|
|
|
Oct 31, 2025
Q3 2025
|
James Investment Research Inc
|
BUY
|
- |
69+ 0.95% |
$7.38K - $7.9K
|
7.3K
$834K
|
|
|
Oct 28, 2025
Q3 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
68+ 1.11% |
$7.28K - $7.78K
|
6.21K
$709K
|