Latest Institutional Transactions on Msci Eafe Growth ETF (EFG)
This table provides information on the latest institutional transactions involving Msci Eafe Growth ETF (EFG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
2.02KNew |
$194K - $215K
|
2.02K
$210K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-49.5K- 7.01% |
$4.75M - $5.26M
|
656K
$68.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
2.74KNew |
$263K - $291K
|
2.74K
$285K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-62.7K- 81.62% |
$6.02M - $6.67M
|
14.1K
$1.47M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.68K+ 3.34% |
$258K - $285K
|
82.9K
$8.61M
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-30.5K- 28.9% |
$2.93M - $3.24M
|
75K
$7.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
683+ 4.02% |
$65.6K - $72.7K
|
17.7K
$1.84M
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
5.29KNew |
$508K - $563K
|
5.29K
$550K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.25K+ 11.88% |
$120K - $133K
|
11.8K
$1.22M
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-11- 0.01% |
$1.06K - $1.17K
|
73.5K
$7.64M
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-25.4K- 15.75% |
$2.45M - $2.71M
|
136K
$14.2M
|
|
|
Apr 30, 2025
Q1 2025
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-29.9K- 45.67% |
$2.87M - $3.18M
|
35.5K
$3.69M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
98+ 8.05% |
$9.42K - $10.4K
|
1.32K
$137K
|
|
|
Apr 30, 2025
Q1 2025
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
1.28K+ 1.49% |
$123K - $136K
|
86.7K
$9.01M
|
|
|
Apr 30, 2025
Q1 2025
|
Bridges Investment Management Inc
|
SELL
|
- |
-436- 6.77% |
$41.9K - $46.4K
|
6K
$624K
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-3.99K- 11.42% |
$383K - $424K
|
31K
$3.22M
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
32+ 2.28% |
$3.08K - $3.4K
|
1.44K
$149K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
16.8K+ 3.82% |
$1.62M - $1.79M
|
457K
$47.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-4.58K- 24.86% |
$440K - $487K
|
13.8K
$1.44M
|
|
|
Apr 29, 2025
Q1 2025
|
Macroview Investment Management LLC
|
SELL
|
- |
-619- 8.34% |
$59.5K - $65.8K
|
6.81K
$707K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-43K- 42.36% |
$4.13M - $4.57M
|
58.5K
$6.08M
|
|
|
Apr 29, 2025
Q1 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
70+ 0.68% |
$6.73K - $7.45K
|
10.3K
$1.07M
|
|
|
Apr 29, 2025
Q1 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
425+ 14.77% |
$40.8K - $45.2K
|
3.3K
$343K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
7+ 15.22% |
$673 - $745
|
53
$5.51K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-187K- 38.72% |
$18M - $19.9M
|
297K
$30.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
1.07K+ 14.52% |
$102K - $113K
|
8.4K
$873K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-55.2K- 27.97% |
$5.31M - $5.87M
|
142K
$14.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-6.11K- 17.94% |
$587K - $650K
|
27.9K
$2.91M
|
|
|
Apr 29, 2025
Q1 2025
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-8.06K- 34.9% |
$775K - $858K
|
15K
$1.56M
|
|
|
Apr 29, 2025
Q1 2025
|
Stage Harbor Financial, LLC
Needham, MA |
SELL
|
- |
-159- 6.69% |
$15.3K - $16.9K
|
2.22K
$230K
|
|
|
Apr 29, 2025
Q1 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-706- 22.77% |
$67.8K - $75.1K
|
2.4K
$249K
|
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
75New |
$7.21K - $7.98K
|
75
$7.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Bush Investment Group, LLC
Valdosta, GA |
SELL
|
- |
-12.4K- 47.48% |
$1.19M - $1.32M
|
13.7K
$1.43M
|
|
|
Apr 29, 2025
Q1 2025
|
Forte Asset Management LLC
|
BUY
|
- |
1.38K+ 1.89% |
$133K - $147K
|
74.3K
$7.72M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-13.7M- 44.93% |
$1.32B - $1.46B
|
16.8M
$1.75B
|
|
|
Apr 29, 2025
Q1 2025
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
147+ 0.61% |
$14.1K - $15.6K
|
24.3K
$2.53M
|
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-927- 7.09% |
$89.1K - $98.6K
|
12.1K
$1.26M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-60- 0.44% |
$5.77K - $6.38K
|
13.7K
$1.43M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
462+ 1.05% |
$44.4K - $49.1K
|
44.6K
$4.64M
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-7.6K- 50.19% |
$730K - $808K
|
7.54K
$784K
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
6New |
$577 - $638
|
6
$624
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2.04K+ 11.19% |
$196K - $217K
|
20.2K
$2.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-86.9K- 42.55% |
$8.36M - $9.25M
|
117K
$12.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-186- 1.27% |
$17.9K - $19.8K
|
14.4K
$1.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Washington Trust Bank
|
SELL
|
- |
-6.1K- 48.12% |
$586K - $649K
|
6.58K
$684K
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-10.6K- 48.93% |
$1.02M - $1.13M
|
11.1K
$1.15M
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-11.3K- 52.08% |
$1.09M - $1.2M
|
10.4K
$1.08M
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-18.3K- 45.28% |
$1.76M - $1.95M
|
22.1K
$2.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-233- 2.17% |
$22.4K - $24.8K
|
10.5K
$1.09M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
89+ 1.43% |
$8.55K - $9.47K
|
6.3K
$655K
|