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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2025
Q3 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-7.38K- 40.9% |
$789K - $844K
|
10.7K
$1.24M
|
|
|
Oct 29, 2025
Q3 2025
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-1.53K- 9.79% |
$164K - $175K
|
14.1K
$1.63M
|
|
|
Oct 29, 2025
Q3 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-7.87K- 75.16% |
$842K - $901K
|
2.6K
$301K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
698New |
$74.7K - $79.9K
|
698
$80.9K
|
|
|
Oct 29, 2025
Q3 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
136+ 2.05% |
$14.6K - $15.6K
|
6.76K
$783K
|
|
|
Oct 29, 2025
Q3 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
113K+ 24.56% |
$12M - $12.9M
|
571K
$66.1M
|
|
|
Oct 29, 2025
Q3 2025
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
2.1KNew |
$225K - $240K
|
2.1K
$244K
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
SELL
|
- |
-883- 2.26% |
$94.5K - $101K
|
38.2K
$4.43M
|
|
|
Oct 29, 2025
Q3 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-19.5K- 60.27% |
$2.09M - $2.23M
|
12.9K
$1.49M
|
|
|
Oct 28, 2025
Q3 2025
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-491- 1.99% |
$52.5K - $56.2K
|
24.2K
$2.8M
|
|
|
Oct 28, 2025
Q3 2025
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
8.68K+ 13.03% |
$928K - $993K
|
75.3K
$8.73M
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
51+ 0.4% |
$5.46K - $5.84K
|
12.8K
$1.48M
|
|
|
Oct 28, 2025
Q3 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
28+ 466.67% |
$3K - $3.2K
|
34
$3.94K
|
|
|
Oct 28, 2025
Q3 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-4.35K- 23.18% |
$465K - $498K
|
14.4K
$1.67M
|
|
|
Oct 28, 2025
Q3 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-336- 1.17% |
$35.9K - $38.5K
|
28.4K
$3.29M
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
SELL
|
- |
-14K- 55.62% |
$1.5M - $1.6M
|
11.2K
$1.29M
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-5.5K- 59.09% |
$589K - $630K
|
3.81K
$442K
|
|
|
Oct 28, 2025
Q3 2025
|
Journey Beyond Wealth, LLC
Roswell, GA |
BUY
|
- |
1.92KNew |
$206K - $220K
|
1.92K
$223K
|
|
|
Oct 28, 2025
Q3 2025
|
Dynamic Financial Group
Cedar Falls, IA |
SELL
|
- |
-144- 1.06% |
$15.4K - $16.5K
|
13.4K
$1.55M
|
|
|
Oct 28, 2025
Q3 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1.78KNew |
$190K - $203K
|
1.78K
$206K
|
|
|
Oct 28, 2025
Q3 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
9.28K+ 9.46% |
$993K - $1.06M
|
107K
$12.4M
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
BUY
|
- |
5.8K+ 2.14% |
$620K - $664K
|
276K
$32M
|
|
|
Oct 28, 2025
Q3 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
68+ 1.11% |
$7.28K - $7.78K
|
6.21K
$720K
|
|
|
Oct 28, 2025
Q3 2025
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-663- 42.69% |
$70.9K - $75.9K
|
890
$103K
|
|
|
Oct 28, 2025
Q3 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
9.71K+ 9.41% |
$1.04M - $1.11M
|
113K
$13.1M
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
50+ 0.55% |
$5.35K - $5.72K
|
9.11K
$1.06M
|
|
|
Oct 28, 2025
Q3 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
7.62K+ 295.92% |
$815K - $872K
|
10.2K
$1.18M
|
|
|
Oct 28, 2025
Q3 2025
|
Sol Capital Management CO
|
BUY
|
- |
11.1K+ 39.56% |
$1.19M - $1.27M
|
39.2K
$4.54M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
14KNew |
$1.5M - $1.6M
|
14K
$1.62M
|
|
|
Oct 28, 2025
Q3 2025
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-596- 8.58% |
$63.8K - $68.2K
|
6.35K
$736K
|
|
|
Oct 28, 2025
Q3 2025
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-16.9K- 85.56% |
$1.81M - $1.93M
|
2.85K
$330K
|
|
|
Oct 27, 2025
Q3 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
5.81K+ 66.8% |
$622K - $665K
|
14.5K
$1.68M
|
|
|
Oct 27, 2025
Q3 2025
|
Stone House Investment Management, LLC
|
SELL
|
- |
-92.4K- 75.43% |
$9.88M - $10.6M
|
30.1K
$3.49M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-722K- 77.71% |
$77.3M - $82.7M
|
207K
$24M
|
|
|
Oct 27, 2025
Q3 2025
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-1.07K- 72.55% |
$115K - $123K
|
406
$47.1K
|
|
|
Oct 27, 2025
Q3 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
25New |
$2.67K - $2.86K
|
25
$2.9K
|
|
|
Oct 27, 2025
Q3 2025
|
West Wealth Group, LLC
|
SELL
|
- |
-91.3K- 65.47% |
$9.77M - $10.4M
|
48.1K
$5.58M
|
|
|
Oct 27, 2025
Q3 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-423- 54.23% |
$45.3K - $48.4K
|
357
$41.4K
|
|
|
Oct 27, 2025
Q3 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
227New |
$24.3K - $26K
|
227
$26.3K
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
20.5K+ 4.12% |
$2.2M - $2.35M
|
518K
$60.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
773+ 18.84% |
$82.7K - $88.5K
|
4.88K
$565K
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.73K+ 8.62% |
$185K - $198K
|
21.8K
$2.53M
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
7.17K+ 1.55% |
$767K - $821K
|
469K
$54.3M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-6.42K- 39.39% |
$687K - $735K
|
9.88K
$1.14M
|
|
|
Oct 27, 2025
Q3 2025
|
Unified Investment Management
Atlanta, GA |
SELL
|
- |
-253- 6.14% |
$27.1K - $29K
|
3.87K
$448K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-19.8K- 52.01% |
$2.12M - $2.27M
|
18.3K
$2.12M
|
|
|
Oct 27, 2025
Q3 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-17.4K- 33.36% |
$1.86M - $1.99M
|
34.7K
$4.02M
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-186- 9.03% |
$19.9K - $21.3K
|
1.87K
$217K
|
|
|
Oct 27, 2025
Q3 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-41- 1.52% |
$4.39K - $4.69K
|
2.66K
$308K
|
|
|
Oct 27, 2025
Q3 2025
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-113- 2.84% |
$12.1K - $12.9K
|
3.87K
$448K
|