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 24, 2025
Q3 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-87- 12.5% |
$9.31K - $9.96K
|
609
$69.5K
|
|
|
Oct 10, 2025
Q3 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-92- 0.94% |
$9.84K - $10.5K
|
9.72K
$1.11M
|
|
|
Oct 27, 2025
Q3 2025
|
Beacon Financial Planning, Inc
Hyannis, MA |
SELL
|
- |
-107- 2.0% |
$11.4K - $12.2K
|
5.23K
$597K
|
|
|
Oct 10, 2025
Q3 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-108- 0.6% |
$11.6K - $12.4K
|
17.8K
$2.03M
|
|
|
Oct 07, 2025
Q3 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-110- 1.96% |
$11.8K - $12.6K
|
5.5K
$628K
|
|
|
Oct 27, 2025
Q3 2025
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-113- 2.84% |
$12.1K - $12.9K
|
3.87K
$441K
|
|
|
Oct 01, 2025
Q3 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-119- 3.45% |
$12.7K - $13.6K
|
3.33K
$380K
|
|
|
Oct 20, 2025
Q3 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-135- 1.22% |
$14.4K - $15.5K
|
11K
$1.25M
|
|
|
Oct 07, 2025
Q3 2025
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-140- 3.7% |
$15K - $16K
|
3.65K
$416K
|
|
|
Oct 28, 2025
Q3 2025
|
Dynamic Financial Group
Cedar Falls, IA |
SELL
|
- |
-144- 1.06% |
$15.4K - $16.5K
|
13.4K
$1.53M
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-146- 1.47% |
$15.6K - $16.7K
|
9.77K
$1.12M
|
|
|
Oct 30, 2025
Q3 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-148- 5.58% |
$15.8K - $16.9K
|
2.5K
$286K
|
|
|
Oct 30, 2025
Q3 2025
|
Univest Financial Corp
|
SELL
|
- |
-155- 2.5% |
$16.6K - $17.7K
|
6.05K
$690K
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-166- 1.26% |
$17.8K - $19K
|
13K
$1.49M
|
|
|
Oct 31, 2025
Q3 2025
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-166- 2.27% |
$17.8K - $19K
|
7.15K
$816K
|
|
|
Oct 08, 2025
Q3 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-167- 48.41% |
$17.9K - $19.1K
|
178
$20.3K
|
|
|
Oct 02, 2025
Q3 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-177- 6.81% |
$18.9K - $20.3K
|
2.42K
$276K
|
|
|
Nov 04, 2025
Q3 2025
|
Essex Savings Bank
|
SELL
|
- |
-184- 6.93% |
$19.7K - $21.1K
|
2.47K
$282K
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-186- 9.03% |
$19.9K - $21.3K
|
1.87K
$214K
|
|
|
Oct 22, 2025
Q3 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
SELL
|
- |
-187- 7.98% |
$20K - $21.4K
|
2.16K
$246K
|
|
|
Nov 04, 2025
Q3 2025
|
Retirement Solution Inc.
|
SELL
|
- |
-217- 8.07% |
$23.2K - $24.8K
|
2.47K
$282K
|
|
|
Nov 04, 2025
Q3 2025
|
Peterson Wealth Services
|
SELL
|
- |
-232- 24.17% |
$24.8K - $26.6K
|
728
$83.1K
|
|
|
Oct 30, 2025
Q3 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-234- 2.24% |
$25K - $26.8K
|
10.2K
$1.17M
|
|
|
Oct 27, 2025
Q3 2025
|
Unified Investment Management
Atlanta, GA |
SELL
|
- |
-253- 6.14% |
$27.1K - $29K
|
3.87K
$441K
|
|
|
Oct 15, 2025
Q3 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-254- 12.57% |
$27.2K - $29.1K
|
1.77K
$202K
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-257- 8.27% |
$27.5K - $29.4K
|
2.85K
$325K
|
|
|
Oct 22, 2025
Q3 2025
|
Bcs Wealth Management
|
SELL
|
- |
-260- 12.38% |
$27.8K - $29.8K
|
1.84K
$210K
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-270- 21.72% |
$28.9K - $30.9K
|
973
$111K
|
|
|
Oct 24, 2025
Q3 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-271- 4.41% |
$29K - $31K
|
5.88K
$671K
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-275- 2.25% |
$29.4K - $31.5K
|
12K
$1.37M
|
|
|
Oct 28, 2025
Q3 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-336- 1.17% |
$35.9K - $38.5K
|
28.4K
$3.24M
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
SELL
|
- |
-344- 3.43% |
$36.8K - $39.4K
|
9.68K
$1.1M
|
|
|
Oct 09, 2025
Q3 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-345- 1.06% |
$36.9K - $39.5K
|
32.3K
$3.68M
|
|
|
Oct 14, 2025
Q3 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-395- 0.76% |
$42.3K - $45.2K
|
51.6K
$5.89M
|
|
|
Oct 30, 2025
Q3 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-399- 5.15% |
$42.7K - $45.7K
|
7.36K
$840K
|
|
|
Oct 20, 2025
Q3 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-404- 4.09% |
$43.2K - $46.2K
|
9.47K
$1.08M
|
|
|
Nov 03, 2025
Q3 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-410- 3.76% |
$43.9K - $46.9K
|
10.5K
$1.2M
|
|
|
Oct 07, 2025
Q3 2025
|
Cooper Financial Group
|
SELL
|
- |
-412- 6.45% |
$44.1K - $47.2K
|
5.97K
$682K
|
|
|
Oct 21, 2025
Q3 2025
|
First Pacific Financial
|
SELL
|
- |
-416- 1.06% |
$44.5K - $47.6K
|
38.9K
$4.44M
|
|
|
Oct 27, 2025
Q3 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-423- 54.23% |
$45.3K - $48.4K
|
357
$40.7K
|
|
|
Oct 24, 2025
Q3 2025
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-433- 4.62% |
$46.3K - $49.6K
|
8.94K
$1.02M
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-474- 10.02% |
$50.7K - $54.3K
|
4.26K
$486K
|
|
|
Oct 28, 2025
Q3 2025
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-491- 1.99% |
$52.5K - $56.2K
|
24.2K
$2.76M
|
|
|
Oct 14, 2025
Q3 2025
|
Harbor Group, Inc.
|
SELL
|
- |
-509- 1.29% |
$54.5K - $58.3K
|
39K
$4.46M
|
|
|
Oct 20, 2025
Q3 2025
|
Balance Wealth, LLC
Delaware, OH |
SELL
|
- |
-521- 4.67% |
$55.7K - $59.6K
|
10.6K
$1.21M
|
|
|
Oct 17, 2025
Q3 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-529- 3.29% |
$56.6K - $60.5K
|
15.5K
$1.77M
|
|
|
Oct 07, 2025
Q3 2025
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-564- 20.02% |
$60.3K - $64.6K
|
2.25K
$257K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-567- 4.33% |
$60.7K - $64.9K
|
12.5K
$1.43M
|
|
|
Oct 20, 2025
Q3 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-571- 0.55% |
$61.1K - $65.4K
|
104K
$11.9M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-591- 2.82% |
$63.2K - $67.6K
|
20.4K
$2.33M
|