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 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-96- 0.04% |
$9.23K - $10.2K
|
265K
$29.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-13K- 31.71% |
$1.25M - $1.38M
|
27.9K
$3.11M
|
|
|
Apr 16, 2025
Q1 2025
|
Rockland Trust CO
|
SELL
|
- |
-2.61K- 28.13% |
$251K - $277K
|
6.66K
$742K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-5- 1.35% |
$481 - $532
|
366
$40.7K
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-16.9K- 40.87% |
$1.63M - $1.8M
|
24.5K
$2.73M
|
|
|
Apr 16, 2025
Q1 2025
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
293+ 1.74% |
$28.2K - $31.2K
|
17.1K
$1.91M
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-18.8K- 32.38% |
$1.8M - $2M
|
39.2K
$4.36M
|
|
|
Apr 16, 2025
Q1 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
6New |
$577 - $638
|
6
$668
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
2.02K+ 12.71% |
$194K - $215K
|
17.9K
$2M
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-149- 6.05% |
$14.3K - $15.8K
|
2.32K
$258K
|
|
|
Apr 16, 2025
Q1 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
639New |
$61.4K - $68K
|
639
$71.1K
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-207- 0.65% |
$19.9K - $22K
|
31.5K
$3.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
3.39K+ 48.86% |
$326K - $361K
|
10.3K
$1.15M
|
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
SELL
|
- |
-50.9K- 98.79% |
$4.89M - $5.41M
|
622
$69.2K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
15New |
$1.44K - $1.6K
|
15
$1.67K
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-272K- 84.96% |
$26.1M - $28.9M
|
48.1K
$5.36M
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-61- 1.87% |
$5.86K - $6.49K
|
3.21K
$357K
|
|
|
Apr 15, 2025
Q1 2025
|
Paladin Advisory Group, LLC
|
BUY
|
- |
653+ 4.19% |
$62.8K - $69.5K
|
16.3K
$1.81M
|
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-1.95K- 19.77% |
$187K - $207K
|
7.9K
$879K
|
|
|
Apr 15, 2025
Q1 2025
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-2.44K- 41.22% |
$234K - $259K
|
3.47K
$387K
|
|
|
Apr 15, 2025
Q1 2025
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
1.3K+ 6.12% |
$125K - $138K
|
22.5K
$2.51M
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-52- 0.88% |
$5K - $5.53K
|
5.84K
$650K
|
|
|
Apr 14, 2025
Q1 2025
|
One Advisory Partners, LLC
|
SELL
|
- |
-54.6K- 40.43% |
$5.25M - $5.81M
|
80.5K
$8.96M
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-2.48K- 36.31% |
$239K - $264K
|
4.36K
$485K
|
|
|
Apr 14, 2025
Q1 2025
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-8.06K- 20.33% |
$774K - $857K
|
31.6K
$3.51M
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-193- 0.38% |
$18.5K - $20.5K
|
50.2K
$5.59M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-108- 2.44% |
$10.4K - $11.5K
|
4.32K
$480K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-7.1K- 40.19% |
$682K - $755K
|
10.6K
$1.18M
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
73+ 0.17% |
$7.02K - $7.77K
|
41.8K
$4.65M
|
|
|
Apr 14, 2025
Q1 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-1.45K- 16.97% |
$139K - $154K
|
7.08K
$788K
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
SELL
|
- |
-29- 1.36% |
$2.79K - $3.08K
|
2.1K
$234K
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-163- 43.82% |
$15.7K - $17.3K
|
209
$23.3K
|
|
|
Apr 14, 2025
Q1 2025
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-44.6K- 68.35% |
$4.28M - $4.74M
|
20.6K
$2.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
6.12K+ 8.41% |
$588K - $651K
|
78.8K
$8.77M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
3.69K+ 70.54% |
$355K - $393K
|
8.92K
$993K
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-68.2K- 21.86% |
$6.55M - $7.25M
|
244K
$27.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
532+ 20.66% |
$51.1K - $56.6K
|
3.11K
$346K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
62.8K+ 1622.8% |
$6.04M - $6.68M
|
66.7K
$7.43M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
477+ 9.7% |
$45.8K - $50.7K
|
5.4K
$601K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-396- 99.0% |
$38.1K - $42.1K
|
4
$445
|
|
|
Apr 11, 2025
Q1 2025
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-157K- 92.67% |
$15.1M - $16.7M
|
12.4K
$1.38M
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1.04K- 3.39% |
$100K - $111K
|
29.7K
$3.31M
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-3.1K- 42.01% |
$298K - $330K
|
4.28K
$476K
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
9.86K+ 30.97% |
$948K - $1.05M
|
41.7K
$4.64M
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-8.75K- 47.46% |
$841K - $931K
|
9.69K
$1.08M
|
|
|
Apr 11, 2025
Q1 2025
|
Ggm Financials LLC
Columbus, OH |
SELL
|
- |
-50- 1.74% |
$4.81K - $5.32K
|
2.83K
$315K
|
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-29- 0.74% |
$2.79K - $3.08K
|
3.88K
$432K
|
|
|
Apr 10, 2025
Q1 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-32.7K- 31.13% |
$3.15M - $3.48M
|
72.4K
$8.06M
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-20.9K- 38.9% |
$2.01M - $2.22M
|
32.8K
$3.65M
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-48.1K- 35.51% |
$4.63M - $5.12M
|
87.4K
$9.73M
|