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 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-313- 3.42% |
$30.1K - $33.3K
|
8.85K
$985K
|
|
|
May 02, 2025
Q1 2025
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-14.6K- 43.45% |
$1.4M - $1.55M
|
19K
$2.12M
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
SELL
|
- |
-12K- 56.32% |
$1.15M - $1.28M
|
9.3K
$1.04M
|
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-290K- 36.03% |
$27.9M - $30.9M
|
515K
$57.3M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-74- 0.63% |
$7.11K - $7.87K
|
11.6K
$1.29M
|
|
|
May 02, 2025
Q1 2025
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-22.3K- 31.37% |
$2.14M - $2.37M
|
48.7K
$5.42M
|
|
|
May 02, 2025
Q1 2025
|
Hardy Reed LLC
|
BUY
|
- |
6+ 0.04% |
$577 - $638
|
13.9K
$1.54M
|
|
|
May 02, 2025
Q1 2025
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-641- 13.81% |
$61.6K - $68.2K
|
4K
$445K
|
|
|
May 02, 2025
Q1 2025
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-2.01K- 6.16% |
$193K - $213K
|
30.6K
$3.4M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
51+ 0.55% |
$4.9K - $5.42K
|
9.3K
$1.04M
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-514- 14.66% |
$49.4K - $54.7K
|
2.99K
$333K
|
|
|
May 01, 2025
Q1 2025
|
Ma Private Wealth
|
SELL
|
- |
-405- 0.17% |
$38.9K - $43.1K
|
239K
$26.6M
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
88+ 1.04% |
$8.46K - $9.36K
|
8.54K
$951K
|
|
|
May 01, 2025
Q1 2025
|
Omega Financial Group, LLC
|
SELL
|
- |
-1.43K- 4.03% |
$137K - $152K
|
34K
$3.79M
|
|
|
May 01, 2025
Q1 2025
|
Fulcrum Equity Management
|
SELL
|
- |
-2.72K- 47.35% |
$261K - $289K
|
3.02K
$336K
|
|
|
May 01, 2025
Q1 2025
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-15.8K- 20.67% |
$1.51M - $1.68M
|
60.4K
$6.73M
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
SELL
|
- |
-275- 9.63% |
$26.4K - $29.3K
|
2.58K
$287K
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-2.32K- 4.16% |
$223K - $246K
|
53.3K
$5.94M
|
|
|
May 01, 2025
Q1 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
334+ 1.93% |
$32.1K - $35.5K
|
17.7K
$1.97M
|
|
|
May 01, 2025
Q1 2025
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-463- 17.0% |
$44.5K - $49.2K
|
2.26K
$252K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-173- 5.65% |
$16.6K - $18.4K
|
2.89K
$322K
|
|
|
May 01, 2025
Q1 2025
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-24.5K- 11.34% |
$2.35M - $2.6M
|
191K
$21.3M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-1.28M- 45.37% |
$123M - $136M
|
1.54M
$171M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
543New |
$52.2K - $57.8K
|
543
$60.4K
|
|
|
May 01, 2025
Q1 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
404New |
$38.8K - $43K
|
404
$45K
|
|
|
May 01, 2025
Q1 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-25.7K- 33.68% |
$2.47M - $2.73M
|
50.6K
$5.63M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
23New |
$2.21K - $2.45K
|
23
$2.56K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
SELL
|
- |
-203- 0.24% |
$19.5K - $21.6K
|
83.4K
$9.28M
|
|
|
May 01, 2025
Q1 2025
|
Pointe Capital Management LLC
|
BUY
|
- |
2.34KNew |
$225K - $249K
|
2.34K
$261K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
87+ 2.09% |
$8.36K - $9.25K
|
4.26K
$474K
|
|
|
May 01, 2025
Q1 2025
|
Lokken Investment Group LLC
|
SELL
|
- |
-557- 20.05% |
$53.5K - $59.2K
|
2.22K
$247K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-5.32K- 31.56% |
$511K - $566K
|
11.5K
$1.28M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-17.7K- 24.4% |
$1.7M - $1.88M
|
54.9K
$6.11M
|
|
|
May 01, 2025
Q1 2025
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-1.57K- 7.94% |
$150K - $167K
|
18.1K
$2.02M
|
|
|
May 01, 2025
Q1 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-540- 26.47% |
$51.9K - $57.4K
|
1.5K
$167K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1.32K- 54.15% |
$127K - $141K
|
1.12K
$125K
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
2.02KNew |
$194K - $215K
|
2.02K
$225K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-33- 37.93% |
$3.17K - $3.51K
|
54
$6.01K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-49.5K- 7.01% |
$4.75M - $5.26M
|
656K
$73M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-62.7K- 81.62% |
$6.02M - $6.67M
|
14.1K
$1.57M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.68K+ 3.34% |
$258K - $285K
|
82.9K
$9.22M
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-30.5K- 28.9% |
$2.93M - $3.24M
|
75K
$8.35M
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
5.29KNew |
$508K - $563K
|
5.29K
$589K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.25K+ 11.88% |
$120K - $133K
|
11.8K
$1.31M
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-11- 0.01% |
$1.06K - $1.17K
|
73.5K
$8.18M
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-25.4K- 15.75% |
$2.45M - $2.71M
|
136K
$15.2M
|
|
|
Apr 30, 2025
Q1 2025
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-29.9K- 45.67% |
$2.87M - $3.18M
|
35.5K
$3.95M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
98+ 8.05% |
$9.42K - $10.4K
|
1.32K
$146K
|
|
|
Apr 30, 2025
Q1 2025
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
1.28K+ 1.49% |
$123K - $136K
|
86.7K
$9.65M
|
|
|
Apr 30, 2025
Q1 2025
|
Bridges Investment Management Inc
|
SELL
|
- |
-436- 6.77% |
$41.9K - $46.4K
|
6K
$668K
|