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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
876+ 6.17% |
$84.8K - $93.6K
|
15.1K
$1.55M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-3.42K- 45.32% |
$331K - $365K
|
4.12K
$423K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
4.79K+ 55.25% |
$464K - $512K
|
13.5K
$1.38M
|
|
|
Feb 06, 2025
Q4 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
4.58K+ 9.4% |
$444K - $490K
|
53.3K
$5.47M
|
|
|
Feb 06, 2025
Q4 2024
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
2.89KNew |
$280K - $309K
|
2.89K
$296K
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
1.25K+ 1.05% |
$121K - $133K
|
120K
$12.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
15.9K+ 13.01% |
$1.54M - $1.7M
|
138K
$14.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
4.28KNew |
$414K - $457K
|
4.28K
$439K
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-805- 18.27% |
$77.9K - $86K
|
3.6K
$369K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-28- 0.08% |
$2.71K - $2.99K
|
36.4K
$3.73M
|
|
|
Feb 05, 2025
Q4 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
10.8KNew |
$1.04M - $1.15M
|
10.8K
$1.11M
|
|
|
Feb 05, 2025
Q4 2024
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
2.89KNew |
$280K - $309K
|
2.89K
$297K
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-7.43K- 16.67% |
$720K - $794K
|
37.1K
$3.81M
|
|
|
Feb 05, 2025
Q4 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
1.98K+ 1.46% |
$192K - $212K
|
138K
$14.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
805KNew |
$78M - $86.1M
|
805K
$82.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
401+ 3.95% |
$38.8K - $42.9K
|
10.5K
$1.08M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1.7K- 40.93% |
$165K - $182K
|
2.46K
$252K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
20+ 0.55% |
$1.94K - $2.14K
|
3.65K
$374K
|
|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-8.74K- 33.39% |
$846K - $934K
|
17.4K
$1.79M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-11.1K- 55.94% |
$1.07M - $1.18M
|
8.71K
$893K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
8.77K+ 0.54% |
$849K - $937K
|
1.64M
$168M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
201+ 5.26% |
$19.5K - $21.5K
|
4.02K
$413K
|
|
|
Feb 05, 2025
Q4 2024
|
Athena Investment Management
|
SELL
|
- |
-9- 0.2% |
$871 - $962
|
4.53K
$464K
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-23.2K- 14.97% |
$2.25M - $2.48M
|
132K
$13.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
795+ 8.02% |
$77K - $85K
|
10.7K
$1.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
28.4K+ 14.42% |
$2.75M - $3.04M
|
226K
$23.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
129+ 6.51% |
$12.5K - $13.8K
|
2.11K
$216K
|
|
|
Feb 05, 2025
Q4 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-48.2K- 42.95% |
$4.67M - $5.16M
|
64.1K
$6.57M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.65K+ 637.07% |
$160K - $176K
|
1.91K
$196K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
524+ 18.19% |
$50.7K - $56K
|
3.41K
$349K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
284New |
$27.5K - $30.4K
|
284
$29.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
7.79K+ 7.69% |
$754K - $832K
|
109K
$11.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
4.17KNew |
$404K - $446K
|
4.17K
$428K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
527New |
$51K - $56.3K
|
527
$54K
|
|
|
Feb 05, 2025
Q4 2024
|
Glassman Wealth Services
|
BUY
|
- |
128New |
$12.4K - $13.7K
|
128
$13.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
41New |
$3.97K - $4.38K
|
41
$4.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-348- 11.95% |
$33.7K - $37.2K
|
2.56K
$263K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
SELL
|
- |
-957K- 12.43% |
$92.6M - $102M
|
6.74M
$691M
|
|
|
Feb 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
10.4K+ 33.34% |
$1M - $1.11M
|
41.4K
$4.25M
|
|
|
Feb 04, 2025
Q4 2024
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
4.26K+ 6.39% |
$412K - $455K
|
70.9K
$7.27M
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
4.34K+ 90.01% |
$420K - $463K
|
9.15K
$938K
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
63+ 5.94% |
$6.1K - $6.73K
|
1.12K
$115K
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
9.57KNew |
$926K - $1.02M
|
9.57K
$981K
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
2.93KNew |
$284K - $313K
|
2.93K
$300K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
6.13K+ 18.02% |
$593K - $655K
|
40.1K
$4.12M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
8.6K+ 10.01% |
$833K - $919K
|
94.5K
$9.69M
|
|
|
Feb 04, 2025
Q4 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-43- 1.97% |
$4.16K - $4.6K
|
2.14K
$219K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
275K+ 10.85% |
$26.6M - $29.4M
|
2.81M
$288M
|
|
|
Feb 04, 2025
Q4 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
8.17K+ 25.04% |
$791K - $873K
|
40.8K
$4.18M
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-2.4K- 97.72% |
$232K - $257K
|
56
$5.74K
|