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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2025
Q1 2025
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-2.64K- 33.12% |
$254K - $281K
|
5.33K
$593K
|
|
|
Apr 28, 2025
Q1 2025
|
Fedenia Advisers LLC
Madison, WI |
SELL
|
- |
-3.7K- 37.59% |
$356K - $394K
|
6.15K
$685K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-7.73K- 35.43% |
$743K - $823K
|
14.1K
$1.57M
|
|
|
Apr 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-46.8K- 52.05% |
$4.49M - $4.97M
|
43.1K
$4.79M
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
8.33K+ 9.59% |
$800K - $886K
|
95.1K
$10.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-2.11K- 20.01% |
$203K - $225K
|
8.44K
$939K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-34.9K- 37.05% |
$3.35M - $3.71M
|
59.3K
$6.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
708+ 6.04% |
$68K - $75.3K
|
12.4K
$1.38M
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-8.74K- 43.74% |
$840K - $930K
|
11.2K
$1.25M
|
|
|
Apr 28, 2025
Q1 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-3.56K- 30.71% |
$342K - $379K
|
8.03K
$894K
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-88- 1.84% |
$8.46K - $9.36K
|
4.7K
$524K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
1.1K+ 5.39% |
$106K - $117K
|
21.5K
$2.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-499- 1.13% |
$48K - $53.1K
|
43.7K
$4.86M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
10New |
$961 - $1.06K
|
10
$1.11K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-17- 0.19% |
$1.63K - $1.81K
|
9.12K
$1.02M
|
|
|
Apr 28, 2025
Q1 2025
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-1.04K- 2.41% |
$99.7K - $110K
|
41.9K
$4.67M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-578K- 41.22% |
$55.5M - $61.5M
|
824K
$91.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
2.78K+ 2.36% |
$267K - $296K
|
121K
$13.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-6.51K- 35.5% |
$625K - $692K
|
11.8K
$1.32M
|
|
|
Apr 25, 2025
Q1 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
1.79K+ 7.01% |
$172K - $191K
|
27.4K
$3.05M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-15.1K- 43.43% |
$1.45M - $1.6M
|
19.6K
$2.19M
|
|
|
Apr 25, 2025
Q1 2025
|
Hobbs Wealth Management, LLC
Zionsville, IN |
SELL
|
- |
-28.5K- 45.22% |
$2.73M - $3.03M
|
34.5K
$3.84M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.65K- 30.56% |
$351K - $389K
|
8.3K
$924K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
50New |
$4.81K - $5.32K
|
50
$5.57K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
1.41K+ 13.22% |
$135K - $150K
|
12K
$1.34M
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
155New |
$14.9K - $16.5K
|
155
$17.3K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
12New |
$1.15K - $1.28K
|
12
$1.34K
|
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-15- 16.85% |
$1.44K - $1.6K
|
74
$8.24K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
339+ 8.36% |
$32.6K - $36.1K
|
4.4K
$489K
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
65New |
$6.25K - $6.91K
|
65
$7.24K
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
1.66K+ 1.91% |
$160K - $177K
|
88.6K
$9.86M
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-6.53K- 17.18% |
$628K - $695K
|
31.5K
$3.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-4.57K- 18.12% |
$439K - $486K
|
20.7K
$2.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-65.7K- 75.57% |
$6.31M - $6.98M
|
21.2K
$2.36M
|
|
|
Apr 25, 2025
Q1 2025
|
Lansing Street Advisors
|
BUY
|
- |
2.2K+ 5.61% |
$212K - $234K
|
41.5K
$4.62M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-8.36K- 45.85% |
$803K - $889K
|
9.88K
$1.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-3.9K- 33.26% |
$374K - $414K
|
7.82K
$870K
|
|
|
Apr 24, 2025
Q1 2025
|
Stone Point Wealth LLC
|
BUY
|
- |
554+ 5.6% |
$53.2K - $58.9K
|
10.4K
$1.16M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-7.7K- 41.04% |
$740K - $819K
|
11.1K
$1.23M
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
232+ 7.88% |
$22.3K - $24.7K
|
3.18K
$353K
|
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
810+ 10.54% |
$77.8K - $86.2K
|
8.5K
$946K
|
|
|
Apr 24, 2025
Q1 2025
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-2.3K- 3.45% |
$221K - $244K
|
64.2K
$7.15M
|
|
|
Apr 24, 2025
Q1 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
2.04KNew |
$196K - $216K
|
2.04K
$227K
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-410- 7.12% |
$39.4K - $43.6K
|
5.35K
$595K
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-2- 0.05% |
$192 - $213
|
4.12K
$459K
|
|
|
Apr 24, 2025
Q1 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
764+ 22.79% |
$73.4K - $81.3K
|
4.12K
$458K
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Life Advisors
|
SELL
|
- |
-11.5K- 11.35% |
$1.1M - $1.22M
|
89.6K
$9.98M
|
|
|
Apr 24, 2025
Q1 2025
|
Mendel Capital Management LLC
|
BUY
|
- |
2.05K+ 15.96% |
$197K - $218K
|
14.9K
$1.65M
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
5.74KNew |
$551K - $610K
|
5.74K
$639K
|
|
|
Apr 24, 2025
Q1 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-9.28K- 34.81% |
$891K - $987K
|
17.4K
$1.93M
|