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 |
---|---|---|---|---|---|---|---|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
47.4K+ 11.89% |
$4.26M - $5.31M
|
446K
$50.5M
|
|
Sep 03, 2025
Q2 2025
|
American Trust
Lexington, KY |
BUY
|
- |
2.54KNew |
$228K - $284K
|
2.54K
$288K
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
291+ 1.79% |
$26.1K - $32.6K
|
16.5K
$1.87M
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
3.47KNew |
$312K - $389K
|
3.47K
$393K
|
|
Aug 28, 2025
Q2 2025
|
Stark Wealth Management LLC
Bethlehem, PA |
BUY
|
- |
16.9KNew |
$1.52M - $1.9M
|
16.9K
$1.92M
|
|
Aug 27, 2025
Q2 2025
|
Seneca Financial Advisors LLC
Rochester, NY |
BUY
|
- |
66.3K+ 525.37% |
$5.96M - $7.43M
|
79K
$8.94M
|
|
Aug 27, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
127K+ 2486.72% |
$11.4M - $14.2M
|
132K
$15M
|
|
Aug 27, 2025
Q2 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
211+ 1.22% |
$18.9K - $23.6K
|
17.4K
$1.98M
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-455K- 67.43% |
$40.9M - $51M
|
220K
$24.9M
|
|
Aug 25, 2025
Q2 2025
|
Fulcrum Equity Management
|
SELL
|
- |
-24- 0.79% |
$2.16K - $2.69K
|
3K
$339K
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
351+ 1526.09% |
$31.5K - $39.3K
|
374
$42.4K
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.84K- 3.49% |
$166K - $206K
|
51K
$5.78M
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-85.9K- 59.37% |
$7.71M - $9.62M
|
58.8K
$6.66M
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
30+ 272.73% |
$2.69K - $3.36K
|
41
$4.64K
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-35- 1.82% |
$3.14K - $3.92K
|
1.89K
$214K
|
|
Aug 18, 2025
Q2 2025
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-293K- 70.5% |
$26.3M - $32.8M
|
123K
$13.9M
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
669+ 2.09% |
$60.1K - $74.9K
|
32.7K
$3.7M
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
234K+ 5.98% |
$21M - $26.2M
|
4.15M
$470M
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.33K+ 2.04% |
$119K - $149K
|
66.3K
$7.51M
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
59.5K+ 23.32% |
$5.34M - $6.66M
|
315K
$35.6M
|
|
Aug 15, 2025
Q2 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
2+ 1.2% |
$180 - $224
|
169
$19.1K
|
|
Aug 15, 2025
Q2 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-131- 2.31% |
$11.8K - $14.7K
|
5.55K
$628K
|
|
Aug 15, 2025
Q2 2025
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
47+ 1.0% |
$4.22K - $5.26K
|
4.77K
$540K
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
3.34K+ 48.41% |
$300K - $374K
|
10.2K
$1.16M
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.06K+ 2.36% |
$274K - $342K
|
132K
$15M
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
35.7K+ 38.61% |
$3.21M - $4M
|
128K
$14.5M
|
|
Aug 14, 2025
Q2 2025
|
Empire Life Investments Inc.
|
SELL
|
- |
-10.8K- 22.42% |
$973K - $1.21M
|
37.5K
$4.25M
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
91.5KNew |
$8.22M - $10.2M
|
91.5K
$10.4M
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-900K- 96.25% |
$80.8M - $101M
|
35.1K
$3.97M
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-149K- 13.01% |
$13.4M - $16.7M
|
995K
$113M
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
6.57K+ 263.79% |
$590K - $736K
|
9.06K
$1.03M
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-11K- 6.5% |
$986K - $1.23M
|
158K
$17.9M
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
5.36K+ 6.38% |
$481K - $600K
|
89.4K
$10.1M
|
|
Aug 14, 2025
Q2 2025
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-66- 3.06% |
$5.93K - $7.39K
|
2.09K
$237K
|
|
Aug 14, 2025
Q2 2025
|
Staley Capital Advisers Inc
|
BUY
|
- |
13K+ 9.0% |
$1.17M - $1.46M
|
157K
$17.8M
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.3K+ 0.79% |
$386K - $481K
|
549K
$62.1M
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
99.2K+ 8.03% |
$8.9M - $11.1M
|
1.33M
$151M
|
|
Aug 14, 2025
Q2 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-7.04K- 30.45% |
$632K - $788K
|
16.1K
$1.82M
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
71+ 0.24% |
$6.38K - $7.95K
|
29.2K
$3.3M
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
55.2KNew |
$4.96M - $6.19M
|
55.2K
$6.26M
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-59.6K- 4.43% |
$5.36M - $6.68M
|
1.29M
$146M
|
|
Aug 14, 2025
Q2 2025
|
Herold Advisors, Inc.
|
SELL
|
- |
-83- 3.19% |
$7.45K - $9.3K
|
2.52K
$285K
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2.94K- 14.18% |
$264K - $330K
|
17.8K
$2.02M
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
BUY
|
- |
7+ 0.07% |
$629 - $784
|
9.36K
$1.06M
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-160- 4.4% |
$14.4K - $17.9K
|
3.47K
$393K
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
22.3K+ 5.42% |
$2M - $2.5M
|
433K
$49.1M
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.39K+ 1.21% |
$304K - $380K
|
284K
$32.2M
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
432+ 5.5% |
$38.8K - $48.4K
|
8.29K
$939K
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-111- 1.53% |
$9.97K - $12.4K
|
7.14K
$809K
|
|
Aug 14, 2025
Q2 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
468+ 18.46% |
$42K - $52.4K
|
3K
$340K
|