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 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.96K+ 0.65% |
$535K - $668K
|
929K
$105M
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
979+ 22.46% |
$87.9K - $110K
|
5.34K
$604K
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-243- 3.22% |
$21.8K - $27.2K
|
7.3K
$827K
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-124- 41.75% |
$11.1K - $13.9K
|
173
$19.6K
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
- |
1.87KNew |
$168K - $209K
|
1.87K
$212K
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.51K- 1.11% |
$135K - $169K
|
135K
$15.2M
|
|
Jul 17, 2025
Q2 2025
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-225- 2.51% |
$20.2K - $25.2K
|
8.75K
$990K
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-4.47K- 4.14% |
$401K - $501K
|
103K
$11.7M
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
SELL
|
- |
-6.4K- 50.05% |
$575K - $717K
|
6.39K
$723K
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
2.88KNew |
$259K - $323K
|
2.88K
$326K
|
|
Jul 17, 2025
Q2 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
SELL
|
- |
-4.21K- 18.44% |
$378K - $471K
|
18.6K
$2.11M
|
|
Jul 16, 2025
Q2 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
2.16K+ 7.88% |
$194K - $241K
|
29.5K
$3.34M
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-2.12K- 8.48% |
$190K - $238K
|
22.9K
$2.59M
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-2.29K- 4.3% |
$206K - $256K
|
51K
$5.78M
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-300- 56.18% |
$26.9K - $33.6K
|
234
$26.5K
|
|
Jul 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-63- 5.61% |
$5.66K - $7.06K
|
1.06K
$120K
|
|
Jul 16, 2025
Q2 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-799- 11.29% |
$71.8K - $89.5K
|
6.28K
$711K
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
3.31K+ 103.44% |
$297K - $371K
|
6.51K
$737K
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-22- 0.93% |
$1.98K - $2.46K
|
2.36K
$267K
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-2.11K- 17.73% |
$190K - $237K
|
9.81K
$1.11M
|
|
Jul 16, 2025
Q2 2025
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-23- 0.57% |
$2.07K - $2.58K
|
3.98K
$451K
|
|
Jul 16, 2025
Q2 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-573- 5.48% |
$51.5K - $64.2K
|
9.88K
$1.12M
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-104- 1.0% |
$9.34K - $11.6K
|
10.3K
$1.16M
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.19K+ 1.36% |
$107K - $133K
|
88.4K
$10M
|
|
Jul 15, 2025
Q2 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-8K- 3.87% |
$718K - $896K
|
199K
$22.5M
|
|
Jul 15, 2025
Q2 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
SELL
|
- |
-20- 0.85% |
$1.8K - $2.24K
|
2.34K
$265K
|
|
Jul 15, 2025
Q2 2025
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
1+ 0.02% |
$89.8 - $112
|
4.12K
$467K
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-610- 12.44% |
$54.8K - $68.3K
|
4.3K
$486K
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
792+ 94.51% |
$71.1K - $88.7K
|
1.63K
$185K
|
|
Jul 15, 2025
Q2 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
18+ 0.53% |
$1.62K - $2.02K
|
3.44K
$390K
|
|
Jul 15, 2025
Q2 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-295- 2.59% |
$26.5K - $33K
|
11.1K
$1.26M
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
1.48K+ 1.82% |
$133K - $165K
|
82.6K
$9.36M
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
1.72K+ 11.86% |
$154K - $192K
|
16.2K
$1.83M
|
|
Jul 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
9.36K+ 21.71% |
$841K - $1.05M
|
52.5K
$5.95M
|
|
Jul 15, 2025
Q2 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-677- 7.68% |
$60.8K - $75.8K
|
8.14K
$922K
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-2.27K- 30.32% |
$204K - $254K
|
5.22K
$591K
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-17.5K- 45.65% |
$1.57M - $1.96M
|
20.8K
$2.36M
|
|
Jul 15, 2025
Q2 2025
|
Alhambra Investment Partners LLC
|
BUY
|
- |
1.83KNew |
$164K - $205K
|
1.83K
$207K
|
|
Jul 15, 2025
Q2 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
1.98KNew |
$178K - $221K
|
1.98K
$224K
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
941+ 2.47% |
$84.5K - $105K
|
39.1K
$4.42M
|
|
Jul 15, 2025
Q2 2025
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-28.9K- 49.66% |
$2.6M - $3.24M
|
29.3K
$3.32M
|
|
Jul 15, 2025
Q2 2025
|
Beacon Financial Planning, Inc
Hyannis, MA |
SELL
|
- |
-957- 15.2% |
$85.9K - $107K
|
5.34K
$605K
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
1+ 0.03% |
$89.8 - $112
|
3.43K
$388K
|
|
Jul 15, 2025
Q2 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
914+ 4.43% |
$82.1K - $102K
|
21.5K
$2.44M
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
3.5K+ 22.78% |
$314K - $392K
|
18.8K
$2.13M
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
33+ 0.16% |
$2.96K - $3.7K
|
20.7K
$2.34M
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-146- 0.72% |
$13.1K - $16.4K
|
20.1K
$2.27M
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
48.8K+ 20.03% |
$4.38M - $5.47M
|
293K
$33.1M
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
SELL
|
- |
-23- 0.5% |
$2.07K - $2.58K
|
4.57K
$517K
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-361- 8.43% |
$32.4K - $40.4K
|
3.92K
$444K
|