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 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
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-30- 0.81% |
$2.88K - $3.19K
|
3.66K
$408K
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
78+ 84.78% |
$7.5K - $8.3K
|
170
$18.9K
|
|
|
Apr 23, 2025
Q1 2025
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-799- 28.21% |
$76.8K - $85K
|
2.03K
$226K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-914- 28.5% |
$87.8K - $97.2K
|
2.29K
$255K
|
|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
14.2KNew |
$1.37M - $1.51M
|
14.2K
$1.58M
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
565+ 1.44% |
$54.3K - $60.1K
|
39.8K
$4.43M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-1.6K- 7.61% |
$154K - $171K
|
19.5K
$2.17M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-224- 15.25% |
$21.5K - $23.8K
|
1.25K
$139K
|
|
|
Apr 23, 2025
Q1 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-2.08K- 6.3% |
$200K - $222K
|
31K
$3.45M
|
|
|
Apr 23, 2025
Q1 2025
|
White Pine Investment CO
|
BUY
|
- |
3.12K+ 5.99% |
$300K - $332K
|
55.2K
$6.15M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-37.4K- 25.09% |
$3.59M - $3.98M
|
112K
$12.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-50K- 41.24% |
$4.8M - $5.32M
|
71.2K
$7.92M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-4.98K- 31.27% |
$479K - $530K
|
11K
$1.22M
|
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-960- 37.5% |
$92.3K - $102K
|
1.6K
$178K
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
SELL
|
- |
-220- 1.65% |
$21.1K - $23.4K
|
13.1K
$1.46M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
303+ 3.35% |
$29.1K - $32.2K
|
9.35K
$1.04M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-795- 13.99% |
$76.4K - $84.6K
|
4.89K
$544K
|
|
|
Apr 23, 2025
Q1 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-305- 2.19% |
$29.3K - $32.4K
|
13.6K
$1.51M
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-4- 0.17% |
$384 - $425
|
2.33K
$259K
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
13.7KNew |
$1.32M - $1.46M
|
13.7K
$1.53M
|
|
|
Apr 23, 2025
Q1 2025
|
High Mark Wealth Management LLC
|
SELL
|
- |
-60- 11.01% |
$5.77K - $6.38K
|
485
$54K
|
|
|
Apr 23, 2025
Q1 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
5.83KNew |
$560K - $620K
|
5.83K
$649K
|
|
|
Apr 23, 2025
Q1 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
2.47K+ 37.1% |
$237K - $263K
|
9.13K
$1.02M
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Private Capital, LLC
|
SELL
|
- |
-5.6K- 39.92% |
$538K - $596K
|
8.43K
$939K
|
|
|
Apr 22, 2025
Q1 2025
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
465+ 2.97% |
$44.7K - $49.5K
|
16.1K
$1.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-6.74K- 38.68% |
$647K - $717K
|
10.7K
$1.19M
|
|
|
Apr 22, 2025
Q1 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
2.2K+ 35.13% |
$211K - $234K
|
8.46K
$942K
|
|
|
Apr 22, 2025
Q1 2025
|
Sage Financial Group Inc
|
BUY
|
- |
685+ 10.28% |
$65.8K - $72.9K
|
7.35K
$818K
|
|
|
Apr 22, 2025
Q1 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
2.68K+ 80.5% |
$257K - $285K
|
6.01K
$669K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-100K- 27.89% |
$9.66M - $10.7M
|
260K
$28.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-4- 0.15% |
$384 - $425
|
2.6K
$289K
|
|
|
Apr 22, 2025
Q1 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
SELL
|
- |
-1.02K- 9.26% |
$97.6K - $108K
|
9.96K
$1.11M
|
|
|
Apr 22, 2025
Q1 2025
|
Tassel Capital Management, Inc.
Matthews, NC |
BUY
|
- |
714+ 29.36% |
$68.6K - $75.9K
|
3.15K
$350K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-11.2K- 34.5% |
$1.08M - $1.2M
|
21.3K
$2.37M
|
|
|
Apr 22, 2025
Q1 2025
|
5 T Wealth, LLC
Napa, CA |
SELL
|
- |
-8.18K- 22.71% |
$786K - $870K
|
27.8K
$3.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
SELL
|
- |
-442- 11.54% |
$42.5K - $47K
|
3.39K
$377K
|
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
SELL
|
- |
-460K- 48.6% |
$44.2M - $48.9M
|
486K
$54.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
2.35KNew |
$226K - $250K
|
2.35K
$262K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.87K- 3.99% |
$180K - $199K
|
45K
$5.01M
|
|
|
Apr 22, 2025
Q1 2025
|
Keystone Financial Services
|
SELL
|
- |
-54.8K- 41.02% |
$5.27M - $5.83M
|
78.8K
$8.78M
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
2.41KNew |
$232K - $256K
|
2.41K
$268K
|
|
|
Apr 22, 2025
Q1 2025
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-8.35K- 46.68% |
$803K - $888K
|
9.54K
$1.06M
|
|
|
Apr 22, 2025
Q1 2025
|
Palisade Asset Management, LLC
|
SELL
|
- |
-171- 2.13% |
$16.4K - $18.2K
|
7.86K
$875K
|