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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
Provident Wealth Management, LLC
|
SELL
|
- |
-849- 6.41% |
$82.2K - $90.7K
|
12.4K
$1.38M
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
3.43KNew |
$332K - $367K
|
3.43K
$382K
|
|
|
Feb 03, 2025
Q4 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-898- 26.0% |
$87K - $96K
|
2.56K
$285K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
522New |
$50.5K - $55.8K
|
522
$58.1K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
691+ 170.2% |
$66.9K - $73.9K
|
1.1K
$122K
|
|
|
Feb 03, 2025
Q4 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-252- 49.12% |
$24.4K - $26.9K
|
261
$29.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
29K+ 2.51% |
$2.81M - $3.1M
|
1.18M
$132M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
1.76KNew |
$170K - $188K
|
1.76K
$195K
|
|
|
Jan 31, 2025
Q4 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
2.18KNew |
$211K - $233K
|
2.18K
$243K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
9.24K+ 36.46% |
$895K - $988K
|
34.6K
$3.85M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
58+ 0.62% |
$5.62K - $6.2K
|
9.35K
$1.04M
|
|
|
Jan 30, 2025
Q4 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
6+ 0.29% |
$581 - $641
|
2.08K
$231K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
833+ 21.77% |
$80.7K - $89K
|
4.66K
$519K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-39- 3.82% |
$3.78K - $4.17K
|
983
$109K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
16New |
$1.55K - $1.71K
|
16
$1.78K
|
|
|
Jan 29, 2025
Q4 2024
|
Fsr Wealth Management Ltd.
Elmhurst, IL |
BUY
|
- |
2.08KNew |
$201K - $222K
|
2.08K
$231K
|
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-625- 72.67% |
$60.5K - $66.8K
|
235
$26.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
720New |
$69.7K - $77K
|
720
$80.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
2.09KNew |
$203K - $224K
|
2.09K
$233K
|
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-366- 8.93% |
$35.4K - $39.1K
|
3.73K
$415K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
339+ 300.0% |
$32.8K - $36.2K
|
452
$50.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
58+ 0.72% |
$5.62K - $6.2K
|
8.16K
$908K
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
34+ 1.63% |
$3.29K - $3.63K
|
2.12K
$236K
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-608- 0.17% |
$58.9K - $65K
|
347K
$38.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
34New |
$3.29K - $3.63K
|
34
$3.78K
|
|
|
Jan 28, 2025
Q4 2024
|
Conning Inc.
|
SELL
|
- |
-1.46K- 21.82% |
$141K - $156K
|
5.23K
$582K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
11New |
$1.07K - $1.18K
|
11
$1.22K
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
485New |
$47K - $51.8K
|
485
$54K
|
|
|
Jan 28, 2025
Q4 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-44- 1.82% |
$4.26K - $4.7K
|
2.38K
$264K
|
|
|
Jan 27, 2025
Q4 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-36K- 87.37% |
$3.48M - $3.85M
|
5.2K
$579K
|
|
|
Jan 27, 2025
Q4 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
4.53KNew |
$438K - $484K
|
4.53K
$504K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
880+ 271.6% |
$85.2K - $94.1K
|
1.2K
$134K
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-20- 0.86% |
$1.94K - $2.14K
|
2.3K
$256K
|
|
|
Jan 24, 2025
Q4 2024
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
2.3KNew |
$223K - $246K
|
2.3K
$256K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
101+ 88.6% |
$9.78K - $10.8K
|
215
$23.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
9.17KNew |
$888K - $980K
|
9.17K
$1.02M
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-121- 48.02% |
$11.7K - $12.9K
|
131
$14.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-1.22K- 31.72% |
$118K - $130K
|
2.62K
$292K
|
|
|
Jan 22, 2025
Q4 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-235- 6.55% |
$22.8K - $25.1K
|
3.36K
$373K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
500+ 9.58% |
$48.4K - $53.4K
|
5.72K
$636K
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
SELL
|
- |
-1.1K- 14.2% |
$106K - $117K
|
6.62K
$737K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
12KNew |
$1.16M - $1.28M
|
12K
$1.33M
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
460New |
$44.5K - $49.2K
|
460
$51.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
SELL
|
- |
-459- 59.77% |
$44.4K - $49.1K
|
309
$34.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Madrona Financial Services, LLC
|
SELL
|
- |
-19.7K- 37.16% |
$1.91M - $2.1M
|
33.3K
$3.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
BUY
|
- |
3.31KNew |
$320K - $353K
|
3.31K
$368K
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
SELL
|
- |
-481- 15.26% |
$46.6K - $51.4K
|
2.67K
$297K
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
178+ 106.59% |
$17.2K - $19K
|
345
$38.4K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
4.28KNew |
$415K - $458K
|
4.28K
$477K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
146New |
$14.1K - $15.6K
|
146
$16.3K
|