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 17, 2025
Q3 2025
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-2.87K- 58.96% |
$307K - $328K
|
2K
$228K
|
|
|
Oct 09, 2025
Q3 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-2.91K- 12.7% |
$311K - $333K
|
20K
$2.28M
|
|
|
Oct 24, 2025
Q3 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-3.04K- 58.31% |
$326K - $348K
|
2.18K
$248K
|
|
|
Oct 14, 2025
Q3 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
SELL
|
- |
-3.3K- 55.44% |
$353K - $378K
|
2.65K
$303K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-3.33K- 51.09% |
$356K - $381K
|
3.18K
$363K
|
|
|
Nov 03, 2025
Q3 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-3.69K- 34.86% |
$395K - $422K
|
6.89K
$787K
|
|
|
Oct 22, 2025
Q3 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
SELL
|
- |
-3.95K- 13.51% |
$422K - $452K
|
25.3K
$2.88M
|
|
|
Oct 15, 2025
Q3 2025
|
Sagace Wealth Management LLC
St. Petersburg, FL |
SELL
|
- |
-4.01K- 10.04% |
$428K - $458K
|
35.9K
$4.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Fedenia Advisers LLC
Madison, WI |
SELL
|
- |
-4.07K- 68.5% |
$436K - $466K
|
1.87K
$214K
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-4.12K- 52.83% |
$440K - $471K
|
3.68K
$420K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-4.13K- 40.03% |
$441K - $472K
|
6.18K
$705K
|
|
|
Oct 28, 2025
Q3 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-4.35K- 23.18% |
$465K - $498K
|
14.4K
$1.64M
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-4.58K- 31.3% |
$490K - $524K
|
10K
$1.15M
|
|
|
Oct 17, 2025
Q3 2025
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-4.82K- 23.72% |
$515K - $551K
|
15.5K
$1.77M
|
|
|
Nov 03, 2025
Q3 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-4.88K- 72.3% |
$522K - $558K
|
1.87K
$213K
|
|
|
Oct 17, 2025
Q3 2025
|
5 T Wealth, LLC
Napa, CA |
SELL
|
- |
-5.2K- 22.17% |
$557K - $596K
|
18.3K
$2.09M
|
|
|
Oct 27, 2025
Q3 2025
|
Eastern Bank
|
SELL
|
- |
-5.38K- 23.22% |
$575K - $615K
|
17.8K
$2.03M
|
|
|
Nov 04, 2025
Q3 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-5.43K- 74.43% |
$581K - $622K
|
1.87K
$213K
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
SELL
|
- |
-5.47K- 10.98% |
$585K - $626K
|
44.3K
$5.06M
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-5.5K- 59.09% |
$589K - $630K
|
3.81K
$435K
|
|
|
Nov 04, 2025
Q3 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-5.67K- 54.23% |
$607K - $649K
|
4.79K
$546K
|
|
|
Oct 20, 2025
Q3 2025
|
Diversified Trust CO
|
SELL
|
- |
-5.89K- 61.1% |
$630K - $674K
|
3.75K
$428K
|
|
|
Oct 22, 2025
Q3 2025
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-5.91K- 4.06% |
$632K - $676K
|
140K
$15.9M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-6.03K- 21.93% |
$645K - $690K
|
21.5K
$2.45M
|
|
|
Oct 10, 2025
Q3 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
SELL
|
- |
-6.05K- 61.78% |
$647K - $692K
|
3.74K
$427K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-6.42K- 39.39% |
$687K - $735K
|
9.88K
$1.13M
|
|
|
Oct 27, 2025
Q3 2025
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-6.51K- 57.97% |
$697K - $745K
|
4.72K
$539K
|
|
|
Oct 30, 2025
Q3 2025
|
Forte Asset Management LLC
|
SELL
|
- |
-6.64K- 9.59% |
$711K - $760K
|
62.6K
$7.15M
|
|
|
Oct 17, 2025
Q3 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-6.75K- 70.65% |
$722K - $772K
|
2.8K
$320K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-6.98K- 33.76% |
$747K - $799K
|
13.7K
$1.56M
|
|
|
Oct 29, 2025
Q3 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-7.38K- 40.9% |
$789K - $844K
|
10.7K
$1.22M
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-7.82K- 72.87% |
$836K - $895K
|
2.91K
$332K
|
|
|
Oct 08, 2025
Q3 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
SELL
|
- |
-7.86K- 44.09% |
$841K - $900K
|
9.97K
$1.14M
|
|
|
Oct 29, 2025
Q3 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-7.87K- 75.16% |
$842K - $901K
|
2.6K
$297K
|
|
|
Nov 04, 2025
Q3 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-8.99K- 53.2% |
$961K - $1.03M
|
7.9K
$902K
|
|
|
Oct 22, 2025
Q3 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-9.42K- 6.99% |
$1.01M - $1.08M
|
125K
$14.3M
|
|
|
Oct 24, 2025
Q3 2025
|
Flp Wealth Management, LLC
Bentonville, AR |
SELL
|
- |
-9.62K- 65.01% |
$1.03M - $1.1M
|
5.18K
$591K
|
|
|
Nov 04, 2025
Q3 2025
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-9.63K- 74.9% |
$1.03M - $1.1M
|
3.23K
$369K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-9.92K- 19.51% |
$1.06M - $1.14M
|
40.9K
$4.67M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-10.5K- 26.53% |
$1.12M - $1.2M
|
29.1K
$3.32M
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-11.3K- 58.2% |
$1.21M - $1.3M
|
8.14K
$929K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-11.5K- 20.95% |
$1.23M - $1.31M
|
43.2K
$4.93M
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
SELL
|
- |
-14K- 55.62% |
$1.5M - $1.6M
|
11.2K
$1.27M
|
|
|
Oct 15, 2025
Q3 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
SELL
|
- |
-14.8K- 79.62% |
$1.59M - $1.7M
|
3.79K
$433K
|
|
|
Oct 07, 2025
Q3 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-15.2K- 94.49% |
$1.63M - $1.74M
|
887
$101K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-15.2K- 16.26% |
$1.63M - $1.74M
|
78.5K
$8.96M
|
|
|
Oct 09, 2025
Q3 2025
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-16.1K- 72.71% |
$1.72M - $1.84M
|
6.05K
$690K
|
|
|
Oct 30, 2025
Q3 2025
|
Fiducient Advisors LLC
|
SELL
|
- |
-16.2K- 78.19% |
$1.74M - $1.86M
|
4.52K
$516K
|
|
|
Oct 28, 2025
Q3 2025
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-16.9K- 85.56% |
$1.81M - $1.93M
|
2.85K
$325K
|
|
|
Oct 08, 2025
Q3 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-17K- 57.33% |
$1.82M - $1.94M
|
12.6K
$1.44M
|