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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
740+ 3.84% |
$66.5K - $82.9K
|
20K
$2.32M
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
SELL
|
- |
-153- 0.77% |
$13.7K - $17.1K
|
19.8K
$2.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-4.32K- 1.43% |
$388K - $484K
|
298K
$34.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.16K+ 1.65% |
$104K - $130K
|
71.5K
$8.29M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-641K- 12.09% |
$57.5M - $71.7M
|
4.66M
$540M
|
|
|
Aug 13, 2025
Q2 2025
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-70- 3.47% |
$6.29K - $7.84K
|
1.95K
$226K
|
|
|
Aug 13, 2025
Q2 2025
|
Forthright Family Wealth Advisory LLC
Houston, TX |
SELL
|
- |
-2.61K- 3.01% |
$234K - $292K
|
84.1K
$9.75M
|
|
|
Aug 13, 2025
Q2 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
762+ 23.07% |
$68.4K - $85.3K
|
4.07K
$471K
|
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
264+ 6.35% |
$23.7K - $29.6K
|
4.42K
$513K
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
SELL
|
- |
-37.3K- 5.69% |
$3.35M - $4.18M
|
618K
$71.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
22.7K+ 4.85% |
$2.04M - $2.54M
|
490K
$56.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
889+ 2.33% |
$79.8K - $99.6K
|
39K
$4.52M
|
|
|
Aug 13, 2025
Q2 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-189- 1.07% |
$17K - $21.2K
|
17.5K
$2.03M
|
|
|
Aug 13, 2025
Q2 2025
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-564- 2.81% |
$50.6K - $63.2K
|
19.5K
$2.26M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-825- 8.39% |
$74.1K - $92.4K
|
9.01K
$1.04M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
94+ 0.78% |
$8.44K - $10.5K
|
12.1K
$1.4M
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
2.41KNew |
$216K - $270K
|
2.41K
$279K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
214+ 4.37% |
$19.2K - $24K
|
5.11K
$593K
|
|
|
Aug 13, 2025
Q2 2025
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-139- 3.63% |
$12.5K - $15.6K
|
3.69K
$427K
|
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
35+ 0.66% |
$3.14K - $3.92K
|
5.34K
$618K
|
|
|
Aug 13, 2025
Q2 2025
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-6.1K- 43.25% |
$548K - $683K
|
8K
$927K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
1.03K+ 1.77% |
$92.3K - $115K
|
59.2K
$6.86M
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
SELL
|
- |
-1.94K- 24.81% |
$174K - $217K
|
5.88K
$682K
|
|
|
Aug 13, 2025
Q2 2025
|
Avestar Capital, LLC
|
BUY
|
- |
1.79K+ 7.83% |
$161K - $201K
|
24.7K
$2.87M
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
BUY
|
- |
4+ 0.03% |
$359 - $448
|
14.4K
$1.67M
|
|
|
Aug 13, 2025
Q2 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-41K- 91.3% |
$3.68M - $4.59M
|
3.9K
$452K
|
|
|
Aug 13, 2025
Q2 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-1.41K- 5.91% |
$126K - $158K
|
22.4K
$2.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
851+ 5.89% |
$76.4K - $95.3K
|
15.3K
$1.77M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
27KNew |
$2.42M - $3.02M
|
27K
$3.13M
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-20.1K- 24.48% |
$1.81M - $2.26M
|
62.1K
$7.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-90.5K- 31.67% |
$8.12M - $10.1M
|
195K
$22.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
52.3K+ 49.01% |
$4.69M - $5.85M
|
159K
$18.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
38+ 1.56% |
$3.41K - $4.26K
|
2.48K
$288K
|
|
|
Aug 13, 2025
Q2 2025
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-9.66K- 64.13% |
$867K - $1.08M
|
5.4K
$626K
|
|
|
Aug 13, 2025
Q2 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
1.05K+ 2.81% |
$93.8K - $117K
|
38.3K
$4.44M
|
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.17K+ 6.83% |
$105K - $131K
|
18.2K
$2.12M
|
|
|
Aug 13, 2025
Q2 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-347- 4.32% |
$31.2K - $38.9K
|
7.69K
$891K
|
|
|
Aug 13, 2025
Q2 2025
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
5.55KNew |
$499K - $622K
|
5.55K
$644K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-483- 5.19% |
$43.4K - $54.1K
|
8.82K
$1.02M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-40.4K- 11.54% |
$3.62M - $4.52M
|
309K
$35.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
2.98K+ 3.44% |
$268K - $334K
|
89.7K
$10.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-4.77K- 7.73% |
$428K - $534K
|
56.9K
$6.59M
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
108+ 0.52% |
$9.7K - $12.1K
|
20.9K
$2.42M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
20.7K+ 843.41% |
$1.85M - $2.31M
|
23.1K
$2.68M
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
2.38K+ 6.28% |
$214K - $267K
|
40.3K
$4.67M
|
|
|
Aug 13, 2025
Q2 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
1.6K+ 7.21% |
$143K - $179K
|
23.7K
$2.75M
|
|
|
Aug 13, 2025
Q2 2025
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-151- 0.27% |
$13.6K - $16.9K
|
55.9K
$6.48M
|
|
|
Aug 13, 2025
Q2 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
1+ 1.39% |
$89.8 - $112
|
73
$8.46K
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-4.39K- 5.43% |
$394K - $492K
|
76.5K
$8.87M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.36K+ 9.69% |
$392K - $488K
|
49.4K
$5.72M
|