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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
2.06KNew |
$220K - $236K
|
2.06K
$239K
|
|
|
Oct 31, 2025
Q3 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-12- 0.33% |
$1.28K - $1.37K
|
3.58K
$415K
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
13+ 0.51% |
$1.39K - $1.49K
|
2.58K
$299K
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.83KNew |
$195K - $209K
|
1.83K
$212K
|
|
|
Oct 31, 2025
Q3 2025
|
Bam Wealth Management, LLC
Lakewood, CO |
BUY
|
- |
2.27KNew |
$243K - $260K
|
2.27K
$263K
|
|
|
Oct 31, 2025
Q3 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
1.85KNew |
$198K - $212K
|
1.85K
$214K
|
|
|
Oct 31, 2025
Q3 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-54K- 71.23% |
$5.77M - $6.18M
|
21.8K
$2.53M
|
|
|
Oct 31, 2025
Q3 2025
|
Mendel Capital Management LLC
|
BUY
|
- |
2.61K+ 15.84% |
$279K - $299K
|
19.1K
$2.21M
|
|
|
Oct 31, 2025
Q3 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
226K+ 50.68% |
$24.1M - $25.8M
|
671K
$77.7M
|
|
|
Oct 31, 2025
Q3 2025
|
Patten & Patten Inc
|
BUY
|
- |
2.09KNew |
$223K - $239K
|
2.09K
$242K
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO
|
BUY
|
- |
114+ 9.98% |
$12.2K - $13K
|
1.26K
$146K
|
|
|
Oct 31, 2025
Q3 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
3.47K+ 9.83% |
$371K - $397K
|
38.8K
$4.49M
|
|
|
Oct 31, 2025
Q3 2025
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-166- 2.27% |
$17.8K - $19K
|
7.15K
$829K
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-33.5K- 60.28% |
$3.58M - $3.83M
|
22K
$2.56M
|
|
|
Oct 31, 2025
Q3 2025
|
James Investment Research Inc
|
BUY
|
- |
69+ 0.95% |
$7.38K - $7.9K
|
7.3K
$847K
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-18K- 30.62% |
$1.93M - $2.06M
|
40.8K
$4.73M
|
|
|
Oct 31, 2025
Q3 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-43- 0.47% |
$4.6K - $4.92K
|
9.08K
$1.05M
|
|
|
Oct 31, 2025
Q3 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-67.7K- 48.35% |
$7.24M - $7.74M
|
72.3K
$8.38M
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-23K- 47.24% |
$2.46M - $2.63M
|
25.7K
$2.98M
|
|
|
Oct 31, 2025
Q3 2025
|
Copia Wealth Management
Bend, OR |
SELL
|
- |
-11- 0.15% |
$1.18K - $1.26K
|
7.37K
$854K
|
|
|
Oct 31, 2025
Q3 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
3.29K+ 4.61% |
$352K - $377K
|
74.8K
$8.67M
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-11.3K- 58.2% |
$1.21M - $1.3M
|
8.14K
$944K
|
|
|
Oct 30, 2025
Q3 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
1.98K+ 11.78% |
$211K - $226K
|
18.7K
$2.17M
|
|
|
Oct 30, 2025
Q3 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
1.43K+ 4.85% |
$153K - $164K
|
31K
$3.59M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-77.3K- 61.43% |
$8.27M - $8.85M
|
48.5K
$5.63M
|
|
|
Oct 30, 2025
Q3 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-21.1K- 79.1% |
$2.26M - $2.41M
|
5.57K
$646K
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-51.8K- 81.25% |
$5.55M - $5.93M
|
12K
$1.39M
|
|
|
Oct 30, 2025
Q3 2025
|
Fiducient Advisors LLC
|
SELL
|
- |
-16.2K- 78.19% |
$1.74M - $1.86M
|
4.52K
$524K
|
|
|
Oct 30, 2025
Q3 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-399- 5.15% |
$42.7K - $45.7K
|
7.36K
$853K
|
|
|
Oct 30, 2025
Q3 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-21.7K- 61.7% |
$2.33M - $2.49M
|
13.5K
$1.56M
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-2.69K- 6.89% |
$288K - $308K
|
36.4K
$4.22M
|
|
|
Oct 30, 2025
Q3 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-868- 6.31% |
$92.9K - $99.4K
|
12.9K
$1.49M
|
|
|
Oct 30, 2025
Q3 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-879- 14.0% |
$94K - $101K
|
5.4K
$626K
|
|
|
Oct 30, 2025
Q3 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-148- 5.58% |
$15.8K - $16.9K
|
2.5K
$290K
|
|
|
Oct 30, 2025
Q3 2025
|
Univest Financial Corp
|
SELL
|
- |
-155- 2.5% |
$16.6K - $17.7K
|
6.05K
$701K
|
|
|
Oct 30, 2025
Q3 2025
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
9.88K+ 25.84% |
$1.06M - $1.13M
|
48.1K
$5.57M
|
|
|
Oct 30, 2025
Q3 2025
|
Forte Asset Management LLC
|
SELL
|
- |
-6.64K- 9.59% |
$711K - $760K
|
62.6K
$7.26M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.28M- 84.99% |
$137M - $146M
|
226K
$26.2M
|
|
|
Oct 30, 2025
Q3 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-234- 2.24% |
$25K - $26.8K
|
10.2K
$1.18M
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
5.28K+ 1.2% |
$565K - $604K
|
446K
$51.7M
|
|
|
Oct 30, 2025
Q3 2025
|
Emergent Wealth Advisors, LLC
Williamsville, NY |
SELL
|
- |
-1.01K- 6.63% |
$108K - $115K
|
14.2K
$1.64M
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
37New |
$3.96K - $4.24K
|
37
$4.29K
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-4.12K- 52.83% |
$440K - $471K
|
3.68K
$426K
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
13.2K+ 3.05% |
$1.41M - $1.51M
|
447K
$51.8M
|
|
|
Oct 29, 2025
Q3 2025
|
Gate Pass Capital, LLC
Independence, OH |
BUY
|
- |
391+ 13.46% |
$41.8K - $44.8K
|
3.3K
$382K
|
|
|
Oct 29, 2025
Q3 2025
|
Courier Capital LLC
|
SELL
|
- |
-776- 0.92% |
$83K - $88.8K
|
83.2K
$9.65M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-880- 0.57% |
$94.2K - $101K
|
153K
$17.7M
|
|
|
Oct 29, 2025
Q3 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
409+ 19.37% |
$43.8K - $46.8K
|
2.52K
$292K
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
491+ 4.6% |
$52.5K - $56.2K
|
11.2K
$1.29M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-567- 4.33% |
$60.7K - $64.9K
|
12.5K
$1.45M
|