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 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
911+ 9.31% |
$87.5K - $96.9K
|
10.7K
$1.19M
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-213- 9.03% |
$20.5K - $22.7K
|
2.15K
$239K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.13K- 24.73% |
$108K - $120K
|
3.43K
$382K
|
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-5.45K- 17.88% |
$523K - $579K
|
25K
$2.78M
|
|
|
Apr 22, 2025
Q1 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
38+ 0.23% |
$3.65K - $4.04K
|
16.5K
$1.84M
|
|
|
Apr 21, 2025
Q1 2025
|
Sofi Wealth, LLC
|
BUY
|
- |
416K+ 3969.06% |
$40M - $44.3M
|
427K
$47.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
6.03K+ 20.85% |
$579K - $641K
|
34.9K
$3.89M
|
|
|
Apr 21, 2025
Q1 2025
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-52- 2.49% |
$5K - $5.53K
|
2.03K
$226K
|
|
|
Apr 21, 2025
Q1 2025
|
Pur Efi Wealth, LLC
Boston, MA |
SELL
|
- |
-1.57K- 27.26% |
$151K - $167K
|
4.18K
$466K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
14+ 11.02% |
$1.35K - $1.49K
|
141
$15.7K
|
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
25.8K+ 83.99% |
$2.48M - $2.75M
|
56.5K
$6.29M
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-184- 40.62% |
$17.7K - $19.6K
|
269
$29.9K
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
117+ 1.01% |
$11.2K - $12.4K
|
11.7K
$1.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
6.23K+ 6.56% |
$598K - $662K
|
101K
$11.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.58M- 60.98% |
$248M - $275M
|
1.65M
$184M
|
|
|
Apr 21, 2025
Q1 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
SELL
|
- |
-136- 1.08% |
$13.1K - $14.5K
|
12.5K
$1.39M
|
|
|
Apr 21, 2025
Q1 2025
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-5.1K- 48.61% |
$490K - $542K
|
5.39K
$600K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
175+ 7.94% |
$16.8K - $18.6K
|
2.38K
$265K
|
|
|
Apr 21, 2025
Q1 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
64New |
$6.15K - $6.81K
|
64
$7.12K
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
BUY
|
- |
95+ 3.78% |
$9.13K - $10.1K
|
2.61K
$291K
|
|
|
Apr 21, 2025
Q1 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
6.6K+ 15.94% |
$634K - $702K
|
48K
$5.34M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-80.8K- 48.19% |
$7.77M - $8.6M
|
86.9K
$9.68M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-764- 0.87% |
$73.4K - $81.3K
|
87.2K
$9.71M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-78.3K- 96.07% |
$7.52M - $8.33M
|
3.2K
$356K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
34+ 109.68% |
$3.27K - $3.62K
|
65
$7.24K
|
|
|
Apr 21, 2025
Q1 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
2KNew |
$192K - $213K
|
2K
$223K
|
|
|
Apr 21, 2025
Q1 2025
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-668- 2.57% |
$64.2K - $71.1K
|
25.4K
$2.82M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.45K+ 3.16% |
$140K - $155K
|
47.5K
$5.28M
|
|
|
Apr 18, 2025
Q1 2025
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
77+ 1.43% |
$7.4K - $8.19K
|
5.45K
$607K
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-808- 8.03% |
$77.6K - $85.9K
|
9.26K
$1.03M
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
179+ 5.28% |
$17.2K - $19K
|
3.57K
$397K
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-1.57K- 35.01% |
$151K - $167K
|
2.92K
$325K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-482- 12.47% |
$46.3K - $51.3K
|
3.38K
$376K
|
|
|
Apr 18, 2025
Q1 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.44KNew |
$234K - $260K
|
2.44K
$272K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
733+ 8.13% |
$70.4K - $78K
|
9.75K
$1.09M
|
|
|
Apr 17, 2025
Q1 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-753- 1.16% |
$72.4K - $80.1K
|
64.2K
$7.15M
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-4.22K- 57.09% |
$405K - $449K
|
3.17K
$353K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
466+ 0.86% |
$44.8K - $49.6K
|
54.5K
$6.06M
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-2K- 37.29% |
$192K - $212K
|
3.36K
$373K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
550+ 9166.67% |
$52.9K - $58.5K
|
556
$61.9K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-11.2K- 43.0% |
$1.08M - $1.19M
|
14.9K
$1.66M
|
|
|
Apr 17, 2025
Q1 2025
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
1.62K+ 21.96% |
$155K - $172K
|
8.97K
$999K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-690- 16.74% |
$66.3K - $73.4K
|
3.43K
$382K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-728K- 44.09% |
$70M - $77.4M
|
923K
$103M
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-793- 1.48% |
$76.2K - $84.4K
|
52.9K
$5.89M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-285K- 40.0% |
$27.3M - $30.3M
|
427K
$47.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-12- 0.21% |
$1.15K - $1.28K
|
5.61K
$624K
|
|
|
Apr 17, 2025
Q1 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
275New |
$26.4K - $29.3K
|
275
$30.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
SELL
|
- |
-372- 4.86% |
$35.7K - $39.6K
|
7.28K
$811K
|
|
|
Apr 17, 2025
Q1 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
3.22K+ 16.41% |
$309K - $342K
|
22.8K
$2.54M
|