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 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
62New |
$6.63K - $7.1K
|
62
$7.08K
|
|
|
Oct 06, 2025
Q3 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
60+ 11.65% |
$6.42K - $6.87K
|
575
$65.6K
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
60+ 0.38% |
$6.42K - $6.87K
|
15.9K
$1.82M
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
51+ 0.4% |
$5.46K - $5.84K
|
12.8K
$1.46M
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
50+ 0.55% |
$5.35K - $5.72K
|
9.11K
$1.04M
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
37New |
$3.96K - $4.24K
|
37
$4.22K
|
|
|
Nov 04, 2025
Q3 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
36New |
$3.85K - $4.12K
|
36
$4.11K
|
|
|
Oct 21, 2025
Q3 2025
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
28New |
$3K - $3.2K
|
28
$3.2K
|
|
|
Oct 28, 2025
Q3 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
28+ 466.67% |
$3K - $3.2K
|
34
$3.88K
|
|
|
Oct 27, 2025
Q3 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
25New |
$2.67K - $2.86K
|
25
$2.85K
|
|
|
Oct 22, 2025
Q3 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
24+ 13.87% |
$2.57K - $2.75K
|
197
$22.5K
|
|
|
Oct 16, 2025
Q3 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
20+ 74.07% |
$2.14K - $2.29K
|
47
$5.36K
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
18+ 0.56% |
$1.93K - $2.06K
|
3.24K
$369K
|
|
|
Nov 03, 2025
Q3 2025
|
Sym Financial Corp
|
BUY
|
- |
15New |
$1.6K - $1.72K
|
15
$1.71K
|
|
|
Nov 04, 2025
Q3 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
15+ 0.24% |
$1.6K - $1.72K
|
6.22K
$710K
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
13+ 0.51% |
$1.39K - $1.49K
|
2.58K
$294K
|
|
|
Oct 16, 2025
Q3 2025
|
Provident Wealth Management, LLC
|
BUY
|
- |
13New |
$1.39K - $1.49K
|
13
$1.48K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
13New |
$1.39K - $1.49K
|
13
$1.48K
|
|
|
Oct 02, 2025
Q3 2025
|
Investors Research Corp
|
BUY
|
- |
11+ 17.46% |
$1.18K - $1.26K
|
74
$8.45K
|
|
|
Oct 17, 2025
Q3 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
8New |
$856 - $916
|
8
$913
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
6+ 9.84% |
$642 - $687
|
67
$7.65K
|
|
|
Oct 27, 2025
Q3 2025
|
Orin Green Financial, LLC
|
BUY
|
- |
3+ 0.12% |
$321 - $343
|
2.56K
$293K
|
|
|
Oct 27, 2025
Q3 2025
|
Tassel Capital Management, Inc.
Matthews, NC |
BUY
|
- |
3+ 0.08% |
$321 - $343
|
3.63K
$414K
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
2New |
$214 - $229
|
2
$228
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1+ 10.0% |
$107 - $114
|
11
$1.26K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
SELL
|
- |
-2- -0.0% |
$214 - $229
|
53.8K
$6.14M
|
|
|
Oct 09, 2025
Q3 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-4- 0.12% |
$428 - $458
|
3.4K
$388K
|
|
|
Oct 31, 2025
Q3 2025
|
Copia Wealth Management
Bend, OR |
SELL
|
- |
-11- 0.15% |
$1.18K - $1.26K
|
7.37K
$841K
|
|
|
Oct 31, 2025
Q3 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-12- 0.33% |
$1.28K - $1.37K
|
3.58K
$408K
|
|
|
Oct 10, 2025
Q3 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-17- 0.52% |
$1.82K - $1.95K
|
3.28K
$374K
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-17- 5.33% |
$1.82K - $1.95K
|
302
$34.5K
|
|
|
Oct 07, 2025
Q3 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-21- 0.54% |
$2.25K - $2.4K
|
3.86K
$441K
|
|
|
Nov 03, 2025
Q3 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
SELL
|
- |
-21- 0.55% |
$2.25K - $2.4K
|
3.79K
$433K
|
|
|
Oct 16, 2025
Q3 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
SELL
|
- |
-23- 1.1% |
$2.46K - $2.63K
|
2.07K
$236K
|
|
|
Oct 16, 2025
Q3 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-28- 0.65% |
$3K - $3.2K
|
4.27K
$487K
|
|
|
Oct 14, 2025
Q3 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-32- 0.02% |
$3.42K - $3.66K
|
199K
$22.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-36- 0.34% |
$3.85K - $4.12K
|
10.6K
$1.21M
|
|
|
Oct 22, 2025
Q3 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
SELL
|
- |
-37- 1.1% |
$3.96K - $4.24K
|
3.33K
$381K
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-39- 0.86% |
$4.17K - $4.46K
|
4.5K
$513K
|
|
|
Oct 10, 2025
Q3 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-40- 0.14% |
$4.28K - $4.58K
|
28.1K
$3.21M
|
|
|
Oct 27, 2025
Q3 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-41- 1.52% |
$4.39K - $4.69K
|
2.66K
$303K
|
|
|
Oct 31, 2025
Q3 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-43- 0.47% |
$4.6K - $4.92K
|
9.08K
$1.04M
|
|
|
Nov 04, 2025
Q3 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-44- 1.28% |
$4.71K - $5.04K
|
3.4K
$388K
|
|
|
Oct 24, 2025
Q3 2025
|
Macroview Investment Management LLC
|
SELL
|
- |
-46- 0.66% |
$4.92K - $5.27K
|
6.96K
$795K
|
|
|
Oct 09, 2025
Q3 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-46- 1.25% |
$4.92K - $5.27K
|
3.62K
$413K
|
|
|
Oct 17, 2025
Q3 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-62- 2.9% |
$6.63K - $7.1K
|
2.08K
$237K
|
|
|
Oct 21, 2025
Q3 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-75- 3.27% |
$8.02K - $8.58K
|
2.22K
$253K
|
|
|
Oct 09, 2025
Q3 2025
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-79- 0.15% |
$8.45K - $9.04K
|
52.1K
$5.94M
|
|
|
Oct 20, 2025
Q3 2025
|
Wolff Financial Management LLC
|
SELL
|
- |
-81- 2.12% |
$8.67K - $9.27K
|
3.74K
$426K
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-86- 2.55% |
$9.2K - $9.84K
|
3.29K
$375K
|