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
|
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
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-862K- 18.51% |
$92.2M - $98.7M
|
3.8M
$433M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.18M- 73.89% |
$126M - $135M
|
417K
$47.6M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.28M- 84.99% |
$137M - $146M
|
226K
$25.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-1.35M- 88.79% |
$144M - $154M
|
170K
$19.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-12.6M- 74.34% |
$1.35B - $1.44B
|
4.34M
$495M
|