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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
3.72K+ 6.37% |
$334K - $417K
|
62.2K
$7.04M
|
|
|
Jul 30, 2025
Q2 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-1- 0.31% |
$89.8 - $112
|
319
$36.1K
|
|
|
Jul 30, 2025
Q2 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
1.61K+ 15.17% |
$144K - $180K
|
12.2K
$1.38M
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.24K+ 25.98% |
$111K - $138K
|
5.99K
$679K
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-8.21K- 5.77% |
$737K - $920K
|
134K
$15.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
14.1K+ 25.02% |
$1.27M - $1.58M
|
70.7K
$8.01M
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
85+ 0.36% |
$7.63K - $9.52K
|
23.6K
$2.67M
|
|
|
Jul 30, 2025
Q2 2025
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-28- 0.15% |
$2.51K - $3.14K
|
18.1K
$2.05M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
46+ 0.55% |
$4.13K - $5.15K
|
8.48K
$961K
|
|
|
Jul 29, 2025
Q2 2025
|
Empirical Asset Management, LLC
|
SELL
|
- |
-669- 18.13% |
$60.1K - $74.9K
|
3.02K
$342K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-196- 1.39% |
$17.6K - $22K
|
13.9K
$1.58M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-63.6K- 76.74% |
$5.71M - $7.12M
|
19.3K
$2.18M
|
|
|
Jul 29, 2025
Q2 2025
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
29K+ 234.11% |
$2.61M - $3.25M
|
41.4K
$4.69M
|
|
|
Jul 29, 2025
Q2 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
1.83KNew |
$165K - $205K
|
1.83K
$208K
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
316New |
$28.4K - $35.4K
|
316
$35.8K
|
|
|
Jul 29, 2025
Q2 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
1.88K+ 23.74% |
$168K - $210K
|
9.77K
$1.11M
|
|
|
Jul 29, 2025
Q2 2025
|
Aspiriant, LLC
|
BUY
|
- |
1.89KNew |
$170K - $211K
|
1.89K
$214K
|
|
|
Jul 29, 2025
Q2 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-46- 0.19% |
$4.13K - $5.15K
|
24.3K
$2.75M
|
|
|
Jul 29, 2025
Q2 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-2.77K- 8.96% |
$249K - $311K
|
28.2K
$3.19M
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
156+ 3.55% |
$14K - $17.5K
|
4.55K
$515K
|
|
|
Jul 29, 2025
Q2 2025
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
596+ 1.95% |
$53.5K - $66.8K
|
31.1K
$3.52M
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-142- 6.19% |
$12.8K - $15.9K
|
2.15K
$244K
|
|
|
Jul 29, 2025
Q2 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-4- 0.17% |
$359 - $448
|
2.32K
$263K
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-29- 1.22% |
$2.6K - $3.25K
|
2.34K
$265K
|
|
|
Jul 29, 2025
Q2 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
10.2K+ 23.77% |
$919K - $1.15M
|
53.3K
$6.04M
|
|
|
Jul 29, 2025
Q2 2025
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-128- 0.43% |
$11.5K - $14.3K
|
29.6K
$3.35M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
4.54K+ 0.99% |
$407K - $508K
|
461K
$52.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
9+ 0.2% |
$808 - $1.01K
|
4.58K
$519K
|
|
|
Jul 29, 2025
Q2 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-328- 13.89% |
$29.5K - $36.7K
|
2.03K
$230K
|
|
|
Jul 29, 2025
Q2 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
674+ 7.38% |
$60.5K - $75.5K
|
9.8K
$1.11M
|
|
|
Jul 29, 2025
Q2 2025
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-5- 0.19% |
$449 - $560
|
2.59K
$293K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
1.11K+ 38.26% |
$99.3K - $124K
|
4K
$453K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
168+ 3.95% |
$15.1K - $18.8K
|
4.43K
$501K
|
|
|
Jul 29, 2025
Q2 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
813+ 9.57% |
$73K - $91.1K
|
9.31K
$1.05M
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
140New |
$12.6K - $15.7K
|
140
$15.9K
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
302+ 8.46% |
$27.1K - $33.8K
|
3.87K
$439K
|
|
|
Jul 28, 2025
Q2 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
1.79K+ 3.57% |
$161K - $201K
|
52K
$5.89M
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
985+ 8.37% |
$88.5K - $110K
|
12.7K
$1.44M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.22K- 1.64% |
$110K - $137K
|
73K
$8.27M
|
|
|
Jul 28, 2025
Q2 2025
|
Courier Capital LLC
|
BUY
|
- |
5.19K+ 6.59% |
$466K - $581K
|
84K
$9.51M
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
18.3K+ 4.28% |
$1.64M - $2.05M
|
445K
$50.4M
|
|
|
Jul 28, 2025
Q2 2025
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-172- 0.41% |
$15.4K - $19.3K
|
41.8K
$4.73M
|
|
|
Jul 28, 2025
Q2 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
1.38K+ 1.58% |
$124K - $155K
|
88.8K
$10.1M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-266- 2.16% |
$23.9K - $29.8K
|
12.1K
$1.37M
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-158- 3.36% |
$14.2K - $17.7K
|
4.55K
$515K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-3.52K- 8.06% |
$316K - $394K
|
40.1K
$4.55M
|
|
|
Jul 28, 2025
Q2 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
186+ 2.21% |
$16.7K - $20.8K
|
8.59K
$972K
|
|
|
Jul 28, 2025
Q2 2025
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
17.4K+ 77.09% |
$1.56M - $1.95M
|
39.9K
$4.52M
|
|
|
Jul 28, 2025
Q2 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
97+ 1.33% |
$8.71K - $10.9K
|
7.38K
$836K
|
|
|
Jul 28, 2025
Q2 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
3.34KNew |
$300K - $374K
|
3.34K
$379K
|