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 09, 2025
Q2 2025
|
Wolff Financial Management LLC
|
BUY
|
- |
19+ 0.5% |
$1.71K - $2.13K
|
3.82K
$432K
|
|
|
Jul 09, 2025
Q2 2025
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-24.3K- 89.61% |
$2.18M - $2.72M
|
2.82K
$319K
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
202+ 0.16% |
$18.1K - $22.6K
|
128K
$14.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-124K- 61.32% |
$11.1M - $13.9M
|
78.3K
$8.87M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-323- 5.71% |
$29K - $36.2K
|
5.33K
$604K
|
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
41+ 1.09% |
$3.68K - $4.59K
|
3.81K
$432K
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-767- 2.3% |
$68.9K - $85.9K
|
32.6K
$3.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-6.58K- 31.02% |
$591K - $737K
|
14.6K
$1.66M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.27K+ 2.29% |
$114K - $142K
|
56.9K
$6.45M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
820+ 1.71% |
$73.6K - $91.8K
|
48.7K
$5.52M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.45K+ 4.67% |
$131K - $163K
|
32.6K
$3.69M
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
3+ 0.15% |
$269 - $336
|
2.05K
$232K
|
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
190New |
$17.1K - $21.3K
|
190
$21.5K
|
|
|
Jul 08, 2025
Q2 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-698- 3.04% |
$62.7K - $78.2K
|
22.3K
$2.52M
|
|
|
Jul 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-587- 3.52% |
$52.7K - $65.7K
|
16.1K
$1.82M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-40- 0.84% |
$3.59K - $4.48K
|
4.73K
$536K
|
|
|
Jul 07, 2025
Q2 2025
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
72+ 0.99% |
$6.47K - $8.06K
|
7.32K
$829K
|
|
|
Jul 07, 2025
Q2 2025
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-17- 0.62% |
$1.53K - $1.9K
|
2.72K
$308K
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-14.9K- 40.13% |
$1.33M - $1.66M
|
22.2K
$2.51M
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-3.16K- 17.86% |
$284K - $354K
|
14.5K
$1.64M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
14.2K+ 769.48% |
$1.28M - $1.6M
|
16.1K
$1.82M
|
|
|
Jul 07, 2025
Q2 2025
|
Life Line Wealth Management LLC
Beverly Hills, CA |
SELL
|
- |
-240K- 95.38% |
$21.5M - $26.9M
|
11.6K
$1.32M
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-254- 8.9% |
$22.8K - $28.4K
|
2.6K
$294K
|
|
|
Jul 07, 2025
Q2 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-1.04K- 15.21% |
$92.9K - $116K
|
5.77K
$654K
|
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
SELL
|
- |
-443- 47.33% |
$39.8K - $49.6K
|
493
$55.8K
|
|
|
Jul 07, 2025
Q2 2025
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
2.36K+ 7.63% |
$212K - $265K
|
33.3K
$3.77M
|
|
|
Jul 07, 2025
Q2 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
710+ 4.15% |
$63.8K - $79.5K
|
17.8K
$2.02M
|
|
|
Jul 07, 2025
Q2 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
SELL
|
- |
-383- 6.05% |
$34.4K - $42.9K
|
5.95K
$674K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-182- 8.25% |
$16.3K - $20.4K
|
2.03K
$229K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-829- 10.22% |
$74.4K - $92.8K
|
7.28K
$825K
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
SELL
|
- |
-102- 1.64% |
$9.16K - $11.4K
|
6.14K
$695K
|
|
|
Jul 02, 2025
Q2 2025
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
2.53K+ 5.1% |
$227K - $283K
|
52.1K
$5.9M
|
|
|
Jul 02, 2025
Q2 2025
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-75- 1.94% |
$6.74K - $8.4K
|
3.79K
$429K
|
|
|
Jul 02, 2025
Q2 2025
|
Dentgroup LLC
|
SELL
|
- |
-4.37K- 39.06% |
$393K - $490K
|
6.83K
$773K
|
|
|
Jul 02, 2025
Q2 2025
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
299+ 1.69% |
$26.9K - $33.5K
|
18K
$2.04M
|
|
|
Jul 01, 2025
Q2 2025
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
131+ 0.95% |
$11.8K - $14.7K
|
13.9K
$1.57M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
329+ 72.95% |
$29.5K - $36.8K
|
780
$88.3K
|
|
| Q1 2025 | |||||||
|
Aug 15, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.17K+ 21.23% |
$113K - $125K
|
6.7K
$759K
|
|
|
Aug 15, 2025
Q1 2025
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
BUY
|
- |
16+ 0.9% |
$1.54K - $1.7K
|
1.8K
$204K
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
135New |
$13K - $14.4K
|
135
$15.3K
|
|
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.87K- 6.19% |
$180K - $199K
|
28.3K
$3.21M
|
|
|
Jul 15, 2025
Q1 2025
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
46+ 0.74% |
$4.42K - $4.89K
|
6.23K
$706K
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-671- 34.22% |
$64.5K - $71.4K
|
1.29K
$146K
|
|
|
Jun 06, 2025
Q1 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
SELL
|
- |
-4.82KClosed |
$463K - $513K
|
0
$0
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-128K- 70.25% |
$12.3M - $13.6M
|
54.3K
$6.15M
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
77New |
$7.4K - $8.19K
|
77
$8.72K
|
|
|
May 21, 2025
Q1 2025
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-24- 3.27% |
$2.31K - $2.55K
|
711
$80.5K
|
|
|
May 16, 2025
Q1 2025
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
125+ 11.26% |
$12K - $13.3K
|
1.24K
$140K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
SELL
|
- |
-5.94K- 50.69% |
$571K - $632K
|
5.78K
$655K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
12.1KNew |
$1.16M - $1.28M
|
12.1K
$1.37M
|
|