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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
6.35K+ 245.3% |
$614K - $678K
|
8.93K
$935K
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
194+ 0.5% |
$18.8K - $20.7K
|
39.3K
$4.11M
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
14.3K+ 11.79% |
$1.38M - $1.53M
|
136K
$14.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
3+ 0.07% |
$290 - $321
|
4.26K
$446K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
3.35KNew |
$325K - $358K
|
3.35K
$351K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
6.89K+ 1.64% |
$667K - $737K
|
428K
$44.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
2.82K+ 2.85% |
$273K - $301K
|
101K
$10.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
3.33K+ 31.77% |
$323K - $356K
|
13.8K
$1.45M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
27+ 1.02% |
$2.61K - $2.89K
|
2.68K
$281K
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-864- 9.38% |
$83.7K - $92.3K
|
8.35K
$874K
|
|
|
Jan 13, 2025
Q4 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
5.6K+ 3.42% |
$542K - $598K
|
169K
$17.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
8.58K+ 22.53% |
$831K - $917K
|
46.6K
$4.88M
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
5+ 500.0% |
$484 - $534
|
6
$628
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-679- 10.55% |
$65.7K - $72.6K
|
5.76K
$603K
|
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
2.56K+ 35.95% |
$248K - $274K
|
9.69K
$1.01M
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
5+ 0.75% |
$484 - $534
|
671
$70.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
4.42KNew |
$428K - $473K
|
4.42K
$463K
|
|
|
Jan 13, 2025
Q4 2024
|
Gpwm LLC
|
BUY
|
- |
309New |
$29.9K - $33K
|
309
$32.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
12.7K+ 21.26% |
$1.23M - $1.36M
|
72.7K
$7.61M
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
437+ 7.66% |
$42.3K - $46.7K
|
6.14K
$643K
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
10.8K+ 30.01% |
$1.05M - $1.16M
|
46.8K
$4.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
2.13KNew |
$206K - $228K
|
2.13K
$223K
|
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
18.2K+ 132.63% |
$1.76M - $1.94M
|
31.9K
$3.33M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-39.6K- 95.01% |
$3.84M - $4.23M
|
2.08K
$218K
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
SELL
|
- |
-149- 8.01% |
$14.4K - $15.9K
|
1.71K
$179K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
453New |
$43.9K - $48.4K
|
453
$47.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
3.07KNew |
$298K - $329K
|
3.07K
$322K
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
6.35K+ 4.24% |
$614K - $678K
|
156K
$16.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
6+ 0.13% |
$581 - $641
|
4.79K
$502K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.61K+ 4.87% |
$156K - $172K
|
34.7K
$3.63M
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
112New |
$10.8K - $12K
|
112
$11.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-8.15K- 25.89% |
$789K - $871K
|
23.3K
$2.44M
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
97+ 4.88% |
$9.39K - $10.4K
|
2.08K
$218K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
3.62K+ 4.64% |
$350K - $386K
|
81.5K
$8.53M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
609+ 0.4% |
$59K - $65.1K
|
154K
$16.1M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
540+ 32.47% |
$52.3K - $57.7K
|
2.2K
$231K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
79+ 11.79% |
$7.65K - $8.44K
|
749
$78.4K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
22+ 0.69% |
$2.13K - $2.35K
|
3.21K
$335K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.21KNew |
$311K - $343K
|
3.21K
$336K
|
|
|
Jan 08, 2025
Q4 2024
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
16.5KNew |
$1.6M - $1.76M
|
16.5K
$1.73M
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
2.52K+ 37.99% |
$244K - $269K
|
9.15K
$958K
|
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
57.8KNew |
$5.6M - $6.18M
|
57.8K
$6.06M
|
|
|
Jan 06, 2025
Q4 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-55- 1.37% |
$5.33K - $5.88K
|
3.96K
$415K
|
|
|
Jan 06, 2025
Q4 2024
|
Ridgeline Wealth, LLC
Mesa, AZ |
BUY
|
- |
14.9KNew |
$1.44M - $1.59M
|
14.9K
$1.56M
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
BUY
|
- |
127+ 1.54% |
$12.3K - $13.6K
|
8.38K
$877K
|
|
|
Jan 03, 2025
Q4 2024
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-450- 0.92% |
$43.6K - $48.1K
|
48.6K
$5.08M
|
|
|
Jan 03, 2025
Q4 2024
|
Dentgroup LLC
|
BUY
|
- |
3.09K+ 31.7% |
$299K - $330K
|
12.8K
$1.34M
|
|
| Q3 2024 | |||||||
|
Feb 13, 2025
Q3 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
1.79K+ 43.76% |
$173K - $195K
|
5.88K
$616K
|
|
|
Feb 10, 2025
Q3 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-3.79K- 6.51% |
$367K - $412K
|
54.4K
$5.69M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-40.5K- 16.55% |
$3.92M - $4.4M
|
204K
$21.4M
|
|