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 28, 2025
Q2 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
205+ 3.41% |
$18.4K - $23K
|
6.21K
$703K
|
|
|
Jul 28, 2025
Q2 2025
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-8.19K- 11.01% |
$735K - $917K
|
66.2K
$7.5M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
32.9K+ 626.2% |
$2.95M - $3.68M
|
38.1K
$4.32M
|
|
|
Jul 28, 2025
Q2 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-485- 2.79% |
$43.6K - $54.3K
|
16.9K
$1.91M
|
|
|
Jul 28, 2025
Q2 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
17+ 0.09% |
$1.53K - $1.9K
|
18K
$2.04M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-361- 3.04% |
$32.4K - $40.4K
|
11.5K
$1.31M
|
|
|
Jul 28, 2025
Q2 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-1.97K- 15.84% |
$177K - $220K
|
10.5K
$1.18M
|
|
|
Jul 28, 2025
Q2 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-858- 0.73% |
$77K - $96.1K
|
117K
$13.2M
|
|
|
Jul 28, 2025
Q2 2025
|
Barden Capital Management, Inc.
|
BUY
|
- |
21.3KNew |
$1.91M - $2.38M
|
21.3K
$2.41M
|
|
|
Jul 28, 2025
Q2 2025
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-168- 1.76% |
$15.1K - $18.8K
|
9.37K
$1.06M
|
|
|
Jul 25, 2025
Q2 2025
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
27.7K+ 71.4% |
$2.49M - $3.11M
|
66.6K
$7.54M
|
|
|
Jul 25, 2025
Q2 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
1.85KNew |
$166K - $207K
|
1.85K
$209K
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-140- 1.44% |
$12.6K - $15.7K
|
9.55K
$1.08M
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
23.3K+ 23.01% |
$2.09M - $2.61M
|
124K
$14.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.46K+ 17.79% |
$221K - $276K
|
16.3K
$1.85M
|
|
|
Jul 25, 2025
Q2 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
4.18KNew |
$375K - $468K
|
4.18K
$473K
|
|
|
Jul 25, 2025
Q2 2025
|
Means Investment Co., Inc.
|
BUY
|
- |
1.8KNew |
$162K - $201K
|
1.8K
$204K
|
|
|
Jul 25, 2025
Q2 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
14.7K+ 16.56% |
$1.32M - $1.64M
|
103K
$11.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-17K- 1.1% |
$1.52M - $1.9M
|
1.52M
$172M
|
|
|
Jul 25, 2025
Q2 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-231- 7.89% |
$20.7K - $25.9K
|
2.7K
$305K
|
|
|
Jul 25, 2025
Q2 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-58.3K- 96.22% |
$5.24M - $6.53M
|
2.29K
$260K
|
|
|
Jul 25, 2025
Q2 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
246New |
$22.1K - $27.6K
|
246
$27.9K
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
1K+ 34.32% |
$90K - $112K
|
3.92K
$444K
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
46+ 2.74% |
$4.13K - $5.15K
|
1.72K
$195K
|
|
|
Jul 25, 2025
Q2 2025
|
One Advisory Partners, LLC
|
BUY
|
- |
2.19K+ 2.73% |
$197K - $246K
|
82.7K
$9.37M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
26.4K+ 199.3% |
$2.37M - $2.95M
|
39.6K
$4.49M
|
|
|
Jul 25, 2025
Q2 2025
|
Wells Financial Advisors Inc
|
BUY
|
- |
915+ 153.78% |
$82.2K - $102K
|
1.51K
$171K
|
|
|
Jul 25, 2025
Q2 2025
|
Dynamic Financial Group
Cedar Falls, IA |
SELL
|
- |
-524- 3.73% |
$47.1K - $58.7K
|
13.5K
$1.53M
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-1.68K- 3.85% |
$151K - $188K
|
42K
$4.75M
|
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-74- 0.69% |
$6.65K - $8.29K
|
10.7K
$1.21M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-175K- 66.47% |
$15.7M - $19.6M
|
88.4K
$10M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-148K- 8.99% |
$13.3M - $16.6M
|
1.5M
$170M
|
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-7.5K- 15.58% |
$673K - $840K
|
40.6K
$4.6M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.47K- 1.76% |
$132K - $164K
|
81.6K
$9.25M
|
|
|
Jul 24, 2025
Q2 2025
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-3.27K- 7.25% |
$294K - $366K
|
41.8K
$4.74M
|
|
|
Jul 24, 2025
Q2 2025
|
Rice Partnership, LLC
|
BUY
|
- |
250New |
$22.5K - $28K
|
250
$28.3K
|
|
|
Jul 24, 2025
Q2 2025
|
Ma Private Wealth
|
SELL
|
- |
-78.7K- 32.94% |
$7.07M - $8.82M
|
160K
$18.2M
|
|
|
Jul 24, 2025
Q2 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
98+ 0.34% |
$8.8K - $11K
|
28.7K
$3.26M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
3.58K+ 10.94% |
$322K - $401K
|
36.3K
$4.11M
|
|
|
Jul 24, 2025
Q2 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
353+ 1.21% |
$31.7K - $39.5K
|
29.6K
$3.35M
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.66K- 13.1% |
$328K - $410K
|
24.3K
$2.75M
|
|
|
Jul 24, 2025
Q2 2025
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-1.1K- 1.9% |
$98.4K - $123K
|
56.7K
$6.42M
|
|
|
Jul 24, 2025
Q2 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
3.19K+ 12.24% |
$286K - $357K
|
29.2K
$3.31M
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
274+ 1.84% |
$24.6K - $30.7K
|
15.1K
$1.72M
|
|
|
Jul 24, 2025
Q2 2025
|
Jb Capital LLC
|
BUY
|
- |
7.72K+ 1.59% |
$693K - $864K
|
494K
$56M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-7.51K- 8.64% |
$674K - $841K
|
79.4K
$8.99M
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
SELL
|
- |
-10.6K- 31.49% |
$956K - $1.19M
|
23.2K
$2.62M
|
|
|
Jul 24, 2025
Q2 2025
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-883- 11.28% |
$79.3K - $98.9K
|
6.94K
$786K
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-2.74K- 8.69% |
$246K - $306K
|
28.7K
$3.26M
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
75.7KNew |
$6.8M - $8.48M
|
75.7K
$8.58M
|