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 27, 2025
Q3 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-17.4K- 33.36% |
$1.86M - $1.99M
|
34.7K
$3.96M
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-18K- 30.62% |
$1.93M - $2.06M
|
40.8K
$4.65M
|
|
|
Oct 29, 2025
Q3 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-19.5K- 60.27% |
$2.09M - $2.23M
|
12.9K
$1.47M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-19.8K- 52.01% |
$2.12M - $2.27M
|
18.3K
$2.09M
|
|
|
Nov 03, 2025
Q3 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-19.9K- 89.63% |
$2.13M - $2.28M
|
2.31K
$263K
|
|
|
Oct 30, 2025
Q3 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-21.1K- 79.1% |
$2.26M - $2.41M
|
5.57K
$636K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-21.2K- 53.32% |
$2.27M - $2.42M
|
18.5K
$2.12M
|
|
|
Oct 30, 2025
Q3 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-21.7K- 61.7% |
$2.33M - $2.49M
|
13.5K
$1.54M
|
|
|
Oct 07, 2025
Q3 2025
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-22.7K- 80.76% |
$2.42M - $2.59M
|
5.4K
$616K
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-23K- 47.24% |
$2.46M - $2.63M
|
25.7K
$2.93M
|
|
|
Oct 14, 2025
Q3 2025
|
Security Financial Services, Inc.
|
SELL
|
- |
-24.6K- 89.43% |
$2.63M - $2.82M
|
2.91K
$332K
|
|
|
Oct 14, 2025
Q3 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-24.9K- 43.4% |
$2.67M - $2.86M
|
32.5K
$3.71M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-26.8K- 22.6% |
$2.87M - $3.07M
|
91.8K
$10.5M
|
|
|
Oct 14, 2025
Q3 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-26.8K- 82.25% |
$2.87M - $3.07M
|
5.79K
$661K
|
|
|
Oct 27, 2025
Q3 2025
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-28.1K- 78.84% |
$3.01M - $3.22M
|
7.55K
$861K
|
|
|
Oct 17, 2025
Q3 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-29.1K- 69.66% |
$3.12M - $3.33M
|
12.7K
$1.45M
|
|
|
Oct 21, 2025
Q3 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-31.5K- 85.58% |
$3.37M - $3.61M
|
5.31K
$606K
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-33.5K- 60.28% |
$3.58M - $3.83M
|
22K
$2.52M
|
|
|
Oct 20, 2025
Q3 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
SELL
|
- |
-35.3K- 92.63% |
$3.78M - $4.04M
|
2.81K
$321K
|
|
|
Oct 24, 2025
Q3 2025
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-39.6K- 74.32% |
$4.24M - $4.53M
|
13.7K
$1.56M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-42.7K- 68.66% |
$4.57M - $4.89M
|
19.5K
$2.22M
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-42.9K- 88.75% |
$4.59M - $4.91M
|
5.44K
$621K
|
|
|
Oct 15, 2025
Q3 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-50.8K- 57.21% |
$5.43M - $5.81M
|
38K
$4.34M
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-51.8K- 81.25% |
$5.55M - $5.93M
|
12K
$1.37M
|
|
|
Nov 04, 2025
Q3 2025
|
Forthright Family Wealth Advisory LLC
Houston, TX |
SELL
|
- |
-53.6K- 63.77% |
$5.74M - $6.14M
|
30.5K
$3.48M
|
|
|
Oct 31, 2025
Q3 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-54K- 71.23% |
$5.77M - $6.18M
|
21.8K
$2.49M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-56.4K- 42.08% |
$6.04M - $6.46M
|
77.6K
$8.86M
|
|
|
Oct 21, 2025
Q3 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-57K- 72.05% |
$6.1M - $6.53M
|
22.1K
$2.52M
|
|
|
Nov 04, 2025
Q3 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-58K- 82.07% |
$6.2M - $6.63M
|
12.7K
$1.45M
|
|
|
Nov 03, 2025
Q3 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-61.7K- 59.61% |
$6.6M - $7.06M
|
41.8K
$4.77M
|
|
|
Oct 21, 2025
Q3 2025
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-62.2K- 93.94% |
$6.65M - $7.12M
|
4.01K
$458K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-63.4K- 55.56% |
$6.79M - $7.26M
|
50.7K
$5.79M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-66K- 83.08% |
$7.06M - $7.55M
|
13.4K
$1.53M
|
|
|
Oct 31, 2025
Q3 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-67.7K- 48.35% |
$7.24M - $7.74M
|
72.3K
$8.25M
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-74.5K- 76.09% |
$7.97M - $8.52M
|
23.4K
$2.67M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-77.3K- 61.43% |
$8.27M - $8.85M
|
48.5K
$5.54M
|
|
|
Oct 27, 2025
Q3 2025
|
West Wealth Group, LLC
|
SELL
|
- |
-91.3K- 65.47% |
$9.77M - $10.4M
|
48.1K
$5.49M
|
|
|
Oct 27, 2025
Q3 2025
|
Stone House Investment Management, LLC
|
SELL
|
- |
-92.4K- 75.43% |
$9.88M - $10.6M
|
30.1K
$3.43M
|
|
|
Oct 15, 2025
Q3 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-92.7K- 79.57% |
$9.92M - $10.6M
|
23.8K
$2.72M
|
|
|
Oct 10, 2025
Q3 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-105K- 71.3% |
$11.2M - $12M
|
42.2K
$4.81M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-106K- 48.3% |
$11.4M - $12.2M
|
114K
$13M
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-109K- 87.42% |
$11.7M - $12.5M
|
15.7K
$1.79M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-147K- 44.26% |
$15.8M - $16.9M
|
186K
$21.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-165K- 24.23% |
$17.6M - $18.9M
|
515K
$58.8M
|
|
|
Oct 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-202K- 70.3% |
$21.6M - $23.1M
|
85.2K
$9.72M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-219K- 33.0% |
$23.5M - $25.1M
|
445K
$50.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Jb Capital LLC
|
SELL
|
- |
-382K- 77.31% |
$40.9M - $43.7M
|
112K
$12.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-398K- 71.89% |
$42.6M - $45.6M
|
156K
$17.8M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-497K- 83.17% |
$53.2M - $56.9M
|
101K
$11.5M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-722K- 77.71% |
$77.3M - $82.7M
|
207K
$23.6M
|