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
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
275New |
$26.4K - $29.3K
|
275
$31.1K
|
|
|
Apr 16, 2025
Q1 2025
|
Rockland Trust CO
|
SELL
|
- |
-2.61K- 28.13% |
$251K - $277K
|
6.66K
$755K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-5- 1.35% |
$481 - $532
|
366
$41.5K
|
|
|
Apr 16, 2025
Q1 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
6New |
$577 - $638
|
6
$680
|
|
|
Apr 16, 2025
Q1 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
639New |
$61.4K - $68K
|
639
$72.4K
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-207- 0.65% |
$19.9K - $22K
|
31.5K
$3.56M
|
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
SELL
|
- |
-50.9K- 98.79% |
$4.89M - $5.41M
|
622
$70.4K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
15New |
$1.44K - $1.6K
|
15
$1.7K
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
SELL
|
- |
-29- 1.36% |
$2.79K - $3.08K
|
2.1K
$238K
|
|
|
Apr 14, 2025
Q1 2025
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-44.6K- 68.35% |
$4.28M - $4.74M
|
20.6K
$2.34M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-396- 99.0% |
$38.1K - $42.1K
|
4
$453
|
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-29- 0.74% |
$2.79K - $3.08K
|
3.88K
$440K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
2.12KNew |
$204K - $225K
|
2.12K
$240K
|
|
|
Apr 09, 2025
Q1 2025
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
85New |
$8.17K - $9.04K
|
85
$9.63K
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
1+ 1.96% |
$96.1 - $106
|
52
$5.89K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
63New |
$6.05K - $6.7K
|
63
$7.14K
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-6.35K- 71.04% |
$610K - $675K
|
2.59K
$293K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-888- 42.63% |
$85.3K - $94.5K
|
1.2K
$135K
|
|
| Q4 2024 | |||||||
|
Sep 08, 2025
Q4 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
4.57K+ 8.77% |
$442K - $488K
|
56.6K
$6.42M
|
|
|
Aug 25, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-2.38K- 14.68% |
$231K - $255K
|
13.9K
$1.57M
|
|
|
Aug 08, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.53K- 14.47% |
$148K - $164K
|
9.05K
$1.03M
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
58New |
$5.62K - $6.2K
|
58
$6.57K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
109New |
$10.6K - $11.6K
|
109
$12.3K
|
|
|
Mar 10, 2025
Q4 2024
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
BUY
|
- |
14.1KNew |
$1.36M - $1.5M
|
14.1K
$1.59M
|
|
|
Feb 26, 2025
Q4 2024
|
Yoffe Investment Management, LLC
Lemoyne, PA |
SELL
|
- |
-3.23K- 57.81% |
$313K - $345K
|
2.36K
$267K
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
7.45KNew |
$721K - $796K
|
7.45K
$844K
|
|
|
Feb 14, 2025
Q4 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-4.72K- 44.56% |
$457K - $505K
|
5.88K
$666K
|
|
|
Feb 14, 2025
Q4 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
11.1KNew |
$1.08M - $1.19M
|
11.1K
$1.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-551- 6.84% |
$53.4K - $58.9K
|
7.5K
$850K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
52+ 4.86% |
$5.04K - $5.56K
|
1.12K
$127K
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-18.8K- 61.49% |
$1.83M - $2.01M
|
11.8K
$1.34M
|
|
|
Feb 13, 2025
Q4 2024
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-60- 0.61% |
$5.81K - $6.41K
|
9.79K
$1.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
120New |
$11.6K - $12.8K
|
120
$13.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
19New |
$1.84K - $2.03K
|
19
$2.15K
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
55.1KNew |
$5.33M - $5.89M
|
55.1K
$6.24M
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
156New |
$15.1K - $16.7K
|
156
$17.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
BUY
|
- |
437New |
$42.3K - $46.7K
|
437
$49.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
13.2KNew |
$1.27M - $1.41M
|
13.2K
$1.49M
|
|
|
Feb 13, 2025
Q4 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
2.51K+ 11.53% |
$243K - $268K
|
24.3K
$2.75M
|
|
|
Feb 13, 2025
Q4 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-2.35K- 19.89% |
$227K - $251K
|
9.46K
$1.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
49+ 0.33% |
$4.74K - $5.24K
|
14.9K
$1.69M
|
|
|
Feb 13, 2025
Q4 2024
|
Family Office Research LLC
Bethesda, MD |
BUY
|
- |
2.07KNew |
$200K - $221K
|
2.07K
$234K
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
27.7KNew |
$2.69M - $2.97M
|
27.7K
$3.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Mcmorgan & CO LLC
San Francisco, CA |
SELL
|
- |
-62.3K- 25.97% |
$6.04M - $6.66M
|
178K
$20.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-143- 63.0% |
$13.8K - $15.3K
|
84
$9.51K
|
|
|
Feb 13, 2025
Q4 2024
|
Evensky & Katz LLC
|
BUY
|
- |
46+ 0.57% |
$4.45K - $4.92K
|
8.06K
$913K
|
|
|
Feb 13, 2025
Q4 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-456- 11.71% |
$44.2K - $48.7K
|
3.44K
$389K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-18- 2.04% |
$1.74K - $1.92K
|
866
$98.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
5.39KNew |
$521K - $576K
|
5.39K
$610K
|
|
|
Feb 12, 2025
Q4 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
3.66KNew |
$355K - $392K
|
3.66K
$415K
|
|