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 28, 2025
Q3 2025
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-596- 8.58% |
$63.8K - $68.2K
|
6.35K
$724K
|
|
|
Nov 03, 2025
Q3 2025
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-600- 2.13% |
$64.2K - $68.7K
|
27.6K
$3.15M
|
|
|
Oct 22, 2025
Q3 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-638- 1.25% |
$68.3K - $73K
|
50.4K
$5.75M
|
|
|
Oct 28, 2025
Q3 2025
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-663- 42.69% |
$70.9K - $75.9K
|
890
$102K
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
SELL
|
- |
-664- 2.14% |
$71K - $76K
|
30.4K
$3.47M
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-676- 2.86% |
$72.3K - $77.4K
|
22.9K
$2.62M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-694- 24.85% |
$74.3K - $79.4K
|
2.1K
$240K
|
|
|
Oct 17, 2025
Q3 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-696- 1.31% |
$74.5K - $79.7K
|
52.4K
$5.98M
|
|
|
Oct 29, 2025
Q3 2025
|
Courier Capital LLC
|
SELL
|
- |
-776- 0.92% |
$83K - $88.8K
|
83.2K
$9.5M
|
|
|
Oct 30, 2025
Q3 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-868- 6.31% |
$92.9K - $99.4K
|
12.9K
$1.47M
|
|
|
Oct 30, 2025
Q3 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-879- 14.0% |
$94K - $101K
|
5.4K
$616K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-880- 0.57% |
$94.2K - $101K
|
153K
$17.4M
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
SELL
|
- |
-883- 2.26% |
$94.5K - $101K
|
38.2K
$4.36M
|
|
|
Nov 04, 2025
Q3 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-907- 27.14% |
$97K - $104K
|
2.44K
$278K
|
|
|
Nov 04, 2025
Q3 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-925- 1.44% |
$99K - $106K
|
63.4K
$7.23M
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-982- 7.95% |
$105K - $112K
|
11.4K
$1.3M
|
|
|
Oct 30, 2025
Q3 2025
|
Emergent Wealth Advisors, LLC
Williamsville, NY |
SELL
|
- |
-1.01K- 6.63% |
$108K - $115K
|
14.2K
$1.62M
|
|
|
Oct 23, 2025
Q3 2025
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-1.05K- 2.52% |
$112K - $120K
|
40.7K
$4.65M
|
|
|
Oct 27, 2025
Q3 2025
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-1.07K- 72.55% |
$115K - $123K
|
406
$46.3K
|
|
|
Nov 04, 2025
Q3 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-1.12K- 86.59% |
$120K - $128K
|
173
$19.7K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-1.18K- 7.02% |
$127K - $135K
|
15.7K
$1.79M
|
|
|
Nov 04, 2025
Q3 2025
|
Keybank National Association
|
SELL
|
- |
-1.2K- 9.16% |
$128K - $137K
|
11.9K
$1.35M
|
|
|
Oct 21, 2025
Q3 2025
|
Pur Efi Wealth, LLC
Boston, MA |
SELL
|
- |
-1.25K- 25.58% |
$134K - $144K
|
3.65K
$416K
|
|
|
Oct 24, 2025
Q3 2025
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-1.26K- 23.6% |
$134K - $144K
|
4.07K
$464K
|
|
|
Oct 20, 2025
Q3 2025
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-1.27K- 4.42% |
$136K - $145K
|
27.4K
$3.13M
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
SELL
|
- |
-1.27K- 19.62% |
$136K - $146K
|
5.21K
$595K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.34K- 2.35% |
$143K - $153K
|
55.6K
$6.34M
|
|
|
Oct 22, 2025
Q3 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-1.43K- 11.19% |
$153K - $164K
|
11.3K
$1.29M
|
|
|
Nov 03, 2025
Q3 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-1.43K- 11.13% |
$153K - $164K
|
11.4K
$1.31M
|
|
|
Oct 29, 2025
Q3 2025
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-1.53K- 9.79% |
$164K - $175K
|
14.1K
$1.61M
|
|
|
Oct 14, 2025
Q3 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-1.55K- 6.99% |
$166K - $177K
|
20.6K
$2.35M
|
|
|
Oct 07, 2025
Q3 2025
|
Country Club Bank
|
SELL
|
- |
-1.59K- 0.73% |
$170K - $182K
|
216K
$24.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-1.61K- 11.1% |
$172K - $185K
|
12.9K
$1.47M
|
|
|
Nov 03, 2025
Q3 2025
|
Financial Life Advisors
|
SELL
|
- |
-1.69K- 1.96% |
$181K - $193K
|
84.4K
$9.63M
|
|
|
Nov 03, 2025
Q3 2025
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1.73K- 5.86% |
$186K - $198K
|
27.8K
$3.18M
|
|
|
Oct 27, 2025
Q3 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-1.8K- 45.8% |
$192K - $205K
|
2.12K
$242K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.83K- 43.63% |
$195K - $209K
|
2.36K
$269K
|
|
|
Oct 14, 2025
Q3 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-1.94K- 2.34% |
$207K - $221K
|
80.7K
$9.21M
|
|
|
Oct 27, 2025
Q3 2025
|
Conning Inc.
|
SELL
|
- |
-1.97K- 37.72% |
$211K - $226K
|
3.26K
$371K
|
|
|
Oct 17, 2025
Q3 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-2.06K- 23.31% |
$221K - $236K
|
6.78K
$774K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.17K- 11.88% |
$232K - $248K
|
16.1K
$1.84M
|
|
|
Nov 04, 2025
Q3 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-2.22K- 1.9% |
$237K - $254K
|
115K
$13.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Affiance Financial, LLC
|
SELL
|
- |
-2.23K- 7.81% |
$239K - $255K
|
26.3K
$3M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-2.25K- 26.5% |
$241K - $257K
|
6.24K
$712K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.34K- 5.82% |
$250K - $267K
|
37.8K
$4.31M
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-2.41K- 26.44% |
$258K - $276K
|
6.7K
$765K
|
|
|
Nov 03, 2025
Q3 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-2.51K- 6.18% |
$269K - $287K
|
38.1K
$4.35M
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-2.59K- 97.81% |
$278K - $297K
|
58
$6.62K
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-2.69K- 6.89% |
$288K - $308K
|
36.4K
$4.16M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
SELL
|
- |
-2.86K- 43.55% |
$306K - $328K
|
3.71K
$424K
|