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 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
183+ 5.41% |
$17.6K - $19.5K
|
3.57K
$360K
|
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-29- 0.74% |
$2.79K - $3.08K
|
3.88K
$391K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
2.12KNew |
$204K - $225K
|
2.12K
$214K
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-30.9K- 42.83% |
$2.97M - $3.29M
|
41.2K
$4.16M
|
|
|
Apr 09, 2025
Q1 2025
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
85New |
$8.17K - $9.04K
|
85
$8.57K
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-186- 2.23% |
$17.9K - $19.8K
|
8.16K
$823K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
31.1K+ 107224.14% |
$2.99M - $3.31M
|
31.1K
$3.14M
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
31.8KNew |
$3.06M - $3.38M
|
31.8K
$3.21M
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-26.3K- 71.57% |
$2.53M - $2.8M
|
10.4K
$1.05M
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-110- 19.61% |
$10.6K - $11.7K
|
451
$45.5K
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
1+ 1.96% |
$96.1 - $106
|
52
$5.24K
|
|
|
Apr 09, 2025
Q1 2025
|
Affiance Financial, LLC
|
SELL
|
- |
-569- 1.94% |
$54.7K - $60.5K
|
28.7K
$2.89M
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-2.18K- 44.98% |
$209K - $231K
|
2.66K
$268K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
189K+ 72.79% |
$18.2M - $20.1M
|
449K
$45.3M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
500+ 1470.59% |
$48.1K - $53.2K
|
534
$53.8K
|
|
|
Apr 09, 2025
Q1 2025
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
1.23K+ 7.48% |
$119K - $131K
|
17.7K
$1.79M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-31.2K- 29.6% |
$3M - $3.32M
|
74.3K
$7.49M
|
|
|
Apr 09, 2025
Q1 2025
|
Legacy Financial Group LLC
|
SELL
|
- |
-17K- 28.31% |
$1.64M - $1.81M
|
43.1K
$4.35M
|
|
|
Apr 09, 2025
Q1 2025
|
Mkd Wealth Coaches, LLC
Troy, MI |
SELL
|
- |
-4.95K- 21.4% |
$476K - $527K
|
18.2K
$1.83M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
14.3K+ 4684.92% |
$1.37M - $1.52M
|
14.6K
$1.47M
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.02K- 16.35% |
$98.4K - $109K
|
5.24K
$528K
|
|
|
Apr 08, 2025
Q1 2025
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-100- 2.53% |
$9.61K - $10.6K
|
3.86K
$389K
|
|
|
Apr 08, 2025
Q1 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
SELL
|
- |
-6.41K- 27.24% |
$616K - $682K
|
17.1K
$1.73M
|
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
SELL
|
- |
-12.2K- 29.49% |
$1.18M - $1.3M
|
29.2K
$2.95M
|
|
|
Apr 08, 2025
Q1 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
2.05KNew |
$197K - $218K
|
2.05K
$207K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
63New |
$6.05K - $6.7K
|
63
$6.35K
|
|
|
Apr 08, 2025
Q1 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
5+ 0.06% |
$481 - $532
|
8.82K
$889K
|
|
|
Apr 08, 2025
Q1 2025
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
5K+ 222.22% |
$481K - $532K
|
7.25K
$731K
|
|
|
Apr 08, 2025
Q1 2025
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-7.69K- 16.52% |
$739K - $818K
|
38.9K
$3.92M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
5.39K+ 90.69% |
$518K - $573K
|
11.3K
$1.14M
|
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-212- 1.34% |
$20.4K - $22.6K
|
15.6K
$1.57M
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-6.35K- 71.04% |
$610K - $675K
|
2.59K
$261K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
50+ 2.41% |
$4.81K - $5.32K
|
2.13K
$215K
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
396+ 9900.0% |
$38.1K - $42.1K
|
400
$40.3K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-45- 0.55% |
$4.32K - $4.79K
|
8.11K
$818K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-888- 42.63% |
$85.3K - $94.5K
|
1.2K
$121K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
19.5K+ 4.29% |
$1.88M - $2.08M
|
475K
$47.9M
|
|
|
Apr 03, 2025
Q1 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-1.57K- 18.73% |
$151K - $167K
|
6.81K
$686K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-151- 5.03% |
$14.5K - $16.1K
|
2.85K
$288K
|
|
|
Apr 02, 2025
Q1 2025
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
1.04K+ 2.14% |
$99.7K - $110K
|
49.6K
$5M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-697- 12.74% |
$67K - $74.1K
|
4.77K
$481K
|
|
|
Apr 01, 2025
Q1 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-111- 2.98% |
$10.7K - $11.8K
|
3.62K
$365K
|
|
| Q4 2024 | |||||||
|
Apr 09, 2025
Q4 2024
|
Dynamic Financial Group
Cedar Falls, IA |
BUY
|
- |
14KNew |
$1.36M - $1.5M
|
14K
$1.41M
|
|
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
619+ 13.91% |
$59.9K - $66.2K
|
5.07K
$511K
|
|
|
Apr 01, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.58K+ 55.93% |
$250K - $276K
|
7.19K
$725K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
58New |
$5.62K - $6.2K
|
58
$5.85K
|
|
|
Mar 27, 2025
Q4 2024
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
3.42KNew |
$331K - $365K
|
3.42K
$344K
|
|
|
Mar 24, 2025
Q4 2024
|
Fulcrum Equity Management
|
BUY
|
- |
757+ 15.2% |
$73.3K - $80.9K
|
5.74K
$579K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
109New |
$10.6K - $11.6K
|
109
$11K
|
|
|
Mar 19, 2025
Q4 2024
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
58.7KNew |
$5.69M - $6.28M
|
58.7K
$5.92M
|
|