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 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
105K+ 23.39% |
$9.43M - $11.8M
|
554K
$62.7M
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-24- 0.31% |
$2.16K - $2.69K
|
7.79K
$883K
|
|
Jul 22, 2025
Q2 2025
|
Country Club Bank
|
SELL
|
- |
-1.78K- 0.81% |
$160K - $199K
|
217K
$24.6M
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-969- 0.77% |
$87K - $109K
|
125K
$14.1M
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-884- 22.51% |
$79.4K - $99K
|
3.04K
$345K
|
|
Jul 22, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-827- 6.03% |
$74.3K - $92.6K
|
12.9K
$1.46M
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
166+ 1.57% |
$14.9K - $18.6K
|
10.7K
$1.21M
|
|
Jul 21, 2025
Q2 2025
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-67- 1.24% |
$6.02K - $7.5K
|
5.32K
$603K
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
5.77K+ 9.95% |
$518K - $647K
|
63.8K
$7.23M
|
|
Jul 21, 2025
Q2 2025
|
West Financial Advisors, LLC
|
BUY
|
- |
386New |
$34.7K - $43.2K
|
386
$43.7K
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
180+ 0.34% |
$16.2K - $20.2K
|
53.1K
$6.02M
|
|
Jul 21, 2025
Q2 2025
|
Quent Capital, LLC
|
BUY
|
- |
22.6K+ 4.75% |
$2.03M - $2.53M
|
498K
$56.4M
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-120- 8.31% |
$10.8K - $13.4K
|
1.32K
$150K
|
|
Jul 21, 2025
Q2 2025
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-45.8K- 23.95% |
$4.11M - $5.13M
|
145K
$16.5M
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
2.57KNew |
$231K - $288K
|
2.57K
$292K
|
|
Jul 21, 2025
Q2 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-650- 0.9% |
$58.4K - $72.8K
|
71.5K
$8.1M
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-7.41K- 12.96% |
$666K - $830K
|
49.8K
$5.64M
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-1.17K- 6.52% |
$105K - $131K
|
16.8K
$1.9M
|
|
Jul 21, 2025
Q2 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-59- 1.76% |
$5.3K - $6.61K
|
3.3K
$373K
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.82K- 45.97% |
$343K - $427K
|
4.49K
$508K
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.4K+ 2.46% |
$305K - $380K
|
141K
$16M
|
|
Jul 21, 2025
Q2 2025
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-3.75K- 11.8% |
$337K - $420K
|
28.1K
$3.18M
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-4.1K- 3.39% |
$368K - $459K
|
117K
$13.2M
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
515New |
$46.2K - $57.7K
|
515
$58.3K
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
26.8K+ 458.34% |
$2.4M - $3M
|
32.6K
$3.69M
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
36.1K+ 12.16% |
$3.24M - $4.04M
|
333K
$37.7M
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-589- 5.04% |
$52.9K - $66K
|
11.1K
$1.26M
|
|
Jul 18, 2025
Q2 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-25- 0.21% |
$2.25K - $2.8K
|
11.8K
$1.33M
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
14+ 0.69% |
$1.26K - $1.57K
|
2.05K
$232K
|
|
Jul 18, 2025
Q2 2025
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-258- 1.36% |
$23.2K - $28.9K
|
18.7K
$2.12M
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.43K- 10.74% |
$398K - $496K
|
36.8K
$4.17M
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
2.35K+ 987.39% |
$211K - $263K
|
2.59K
$293K
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
SELL
|
- |
-492- 1.24% |
$44.2K - $55.1K
|
39.3K
$4.45M
|
|
Jul 18, 2025
Q2 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
1.86K+ 3.03% |
$167K - $208K
|
63.1K
$7.15M
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-129- 0.31% |
$11.6K - $14.4K
|
41.7K
$4.72M
|
|
Jul 18, 2025
Q2 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
2.39K+ 7.71% |
$215K - $268K
|
33.4K
$3.78M
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-14- 0.69% |
$1.26K - $1.57K
|
2.02K
$229K
|
|
Jul 18, 2025
Q2 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
1.31K+ 21.79% |
$118K - $147K
|
7.32K
$829K
|
|
Jul 17, 2025
Q2 2025
|
Stone Point Wealth LLC
|
BUY
|
- |
2.34K+ 22.36% |
$210K - $262K
|
12.8K
$1.45M
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 0.1% |
$89.8 - $112
|
984
$111K
|
|
Jul 17, 2025
Q2 2025
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-2.38K- 7.78% |
$214K - $267K
|
28.2K
$3.19M
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
58+ 2.51% |
$5.21K - $6.5K
|
2.37K
$269K
|
|
Jul 17, 2025
Q2 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
886+ 1.85% |
$79.6K - $99.2K
|
48.9K
$5.54M
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-3.82K- 39.17% |
$343K - $428K
|
5.93K
$672K
|
|
Jul 17, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
58+ 0.34% |
$5.21K - $6.5K
|
17.3K
$1.95M
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
BUY
|
- |
40+ 1.53% |
$3.59K - $4.48K
|
2.65K
$300K
|
|
Jul 17, 2025
Q2 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
193+ 5.56% |
$17.3K - $21.6K
|
3.67K
$415K
|
|
Jul 17, 2025
Q2 2025
|
White Pine Investment CO
|
SELL
|
- |
-137- 0.25% |
$12.3K - $15.3K
|
55.1K
$6.24M
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
2.01KNew |
$180K - $225K
|
2.01K
$227K
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-50- 0.77% |
$4.49K - $5.6K
|
6.44K
$729K
|