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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2025
Q1 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
2.05KNew |
$197K - $218K
|
2.05K
$228K
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-7.19K- 17.61% |
$691K - $765K
|
33.6K
$3.74M
|
|
|
May 06, 2025
Q1 2025
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-2.36K- 7.58% |
$227K - $251K
|
28.8K
$3.21M
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-11.1K- 50.32% |
$1.07M - $1.19M
|
11K
$1.23M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-184K- 21.41% |
$17.7M - $19.6M
|
676K
$75.2M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
1.73K+ 21.23% |
$166K - $184K
|
9.86K
$1.1M
|
|
|
May 06, 2025
Q1 2025
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-95- 0.07% |
$9.13K - $10.1K
|
138K
$15.3M
|
|
|
May 06, 2025
Q1 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-29.5K- 50.18% |
$2.83M - $3.13M
|
29.3K
$3.26M
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.24K+ 5.54% |
$119K - $131K
|
23.5K
$2.62M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-200- 1.77% |
$19.2K - $21.3K
|
11.1K
$1.23M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-329- 10.07% |
$31.6K - $35K
|
2.94K
$327K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-137K- 27.24% |
$13.1M - $14.5M
|
365K
$40.7M
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-2.1K- 16.8% |
$202K - $223K
|
10.4K
$1.16M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-529K- 29.71% |
$50.9M - $56.3M
|
1.25M
$139M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-2.49K- 4.52% |
$239K - $264K
|
52.5K
$5.85M
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-3.34K- 34.57% |
$321K - $355K
|
6.33K
$704K
|
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-124K- 53.46% |
$11.9M - $13.2M
|
108K
$12M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-168K- 47.37% |
$16.1M - $17.8M
|
186K
$20.7M
|
|
|
May 06, 2025
Q1 2025
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-69- 53.49% |
$6.63K - $7.34K
|
60
$6.68K
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
11.1KNew |
$1.07M - $1.18M
|
11.1K
$1.24M
|
|
|
May 06, 2025
Q1 2025
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-5.23K- 14.63% |
$502K - $556K
|
30.5K
$3.39M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-25.9K- 37.81% |
$2.48M - $2.75M
|
42.5K
$4.73M
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
10.6KNew |
$1.02M - $1.13M
|
10.6K
$1.18M
|
|
|
May 05, 2025
Q1 2025
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-4K- 4.83% |
$385K - $426K
|
78.9K
$8.79M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-7.52K- 43.46% |
$722K - $800K
|
9.78K
$1.09M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-14.7K- 43.86% |
$1.41M - $1.56M
|
18.8K
$2.09M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-41.9K- 36.95% |
$4.02M - $4.45M
|
71.5K
$7.95M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-13.7K- 35.4% |
$1.32M - $1.46M
|
25K
$2.78M
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
SELL
|
- |
-111- 0.94% |
$10.7K - $11.8K
|
11.7K
$1.31M
|
|
|
May 05, 2025
Q1 2025
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
42New |
$4.04K - $4.47K
|
42
$4.68K
|
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
9.2K+ 5.42% |
$884K - $979K
|
179K
$19.9M
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2.23K+ 0.55% |
$215K - $238K
|
411K
$45.8M
|
|
|
May 05, 2025
Q1 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
26+ 1.2% |
$2.5K - $2.77K
|
2.2K
$244K
|
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-4.52K- 46.09% |
$434K - $481K
|
5.29K
$589K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
8.77K+ 7.11% |
$842K - $932K
|
132K
$14.7M
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-12.5K- 5.66% |
$1.2M - $1.33M
|
208K
$23.1M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
15.9K+ 54.49% |
$1.53M - $1.69M
|
45K
$5.01M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-7.4K- 18.43% |
$711K - $787K
|
32.7K
$3.65M
|
|
|
May 05, 2025
Q1 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-359- 2.95% |
$34.5K - $38.2K
|
11.8K
$1.31M
|
|
|
May 05, 2025
Q1 2025
|
West Wealth Group, LLC
|
SELL
|
- |
-62.4K- 31.95% |
$5.99M - $6.64M
|
133K
$14.8M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-67.9K- 49.81% |
$6.52M - $7.22M
|
68.4K
$7.62M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-12.5K- 31.2% |
$1.2M - $1.33M
|
27.5K
$3.06M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
435New |
$41.8K - $46.3K
|
435
$48.4K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
BUY
|
- |
2+ 0.18% |
$192 - $213
|
1.14K
$127K
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
SELL
|
- |
-2.29K- 56.64% |
$220K - $243K
|
1.75K
$195K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.02K+ 14.19% |
$98K - $108K
|
8.21K
$914K
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-49.5K- 39.98% |
$4.76M - $5.27M
|
74.4K
$8.28M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-979- 9.58% |
$94.1K - $104K
|
9.24K
$1.03M
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-353- 3.4% |
$33.9K - $37.5K
|
10K
$1.12M
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
70.2K+ 409.33% |
$6.74M - $7.46M
|
87.3K
$9.72M
|