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 14, 2025
Q4 2024
|
Mendel Capital Management LLC
|
SELL
|
- |
-345- 2.62% |
$33.4K - $36.9K
|
12.8K
$1.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
2.94K+ 25.24% |
$285K - $315K
|
14.6K
$1.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
26+ 0.19% |
$2.52K - $2.78K
|
13.7K
$1.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-300- 2.59% |
$29K - $32.1K
|
11.3K
$1.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.81K+ 0.42% |
$175K - $193K
|
434K
$44.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-151- 3.51% |
$14.6K - $16.1K
|
4.15K
$428K
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
5K+ 21.88% |
$484K - $534K
|
27.8K
$2.87M
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
48.7K+ 1634.09% |
$4.72M - $5.21M
|
51.7K
$5.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
337New |
$32.6K - $36K
|
337
$34.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-168K- 38.85% |
$16.2M - $17.9M
|
264K
$27.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.33K+ 16.12% |
$129K - $142K
|
9.6K
$990K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
195K+ 18.61% |
$18.8M - $20.8M
|
1.24M
$128M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
17K+ 9.48% |
$1.65M - $1.82M
|
196K
$20.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
500+ 2.03% |
$48.4K - $53.4K
|
25.1K
$2.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
7.8K+ 17.53% |
$756K - $834K
|
52.3K
$5.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
2.12K+ 16.48% |
$205K - $227K
|
15K
$1.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-109- 1.83% |
$10.6K - $11.6K
|
5.84K
$602K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.42K- 8.44% |
$137K - $151K
|
15.4K
$1.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-5.58K- 8.12% |
$540K - $596K
|
63.1K
$6.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
15K+ 16.76% |
$1.45M - $1.6M
|
105K
$10.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
7.45KNew |
$721K - $796K
|
7.45K
$768K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
8.55K+ 1.68% |
$828K - $914K
|
518K
$53.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
3.46K+ 19.69% |
$335K - $370K
|
21K
$2.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
13.4K+ 27.1% |
$1.3M - $1.43M
|
62.9K
$6.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
257+ 0.68% |
$24.9K - $27.5K
|
38K
$3.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.04K+ 51.93% |
$100K - $111K
|
3.03K
$313K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
366K+ 125.16% |
$35.4M - $39.1M
|
659K
$67.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
324+ 6.05% |
$31.4K - $34.6K
|
5.68K
$586K
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
14K+ 26.03% |
$1.35M - $1.49M
|
67.6K
$6.97M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
160K+ 11.04% |
$15.5M - $17.1M
|
1.61M
$166M
|
|
|
Feb 14, 2025
Q4 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-4.72K- 44.56% |
$457K - $505K
|
5.88K
$606K
|
|
|
Feb 14, 2025
Q4 2024
|
Harding Loevner LP
Bridgewater, NJ |
BUY
|
- |
28.4KNew |
$2.75M - $3.04M
|
28.4K
$2.93M
|
|
|
Feb 14, 2025
Q4 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
11.1KNew |
$1.08M - $1.19M
|
11.1K
$1.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-320K- 98.66% |
$30.9M - $34.2M
|
4.35K
$449K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-779- 1.08% |
$75.4K - $83.3K
|
71.1K
$7.33M
|
|
|
Feb 14, 2025
Q4 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
28.9K+ 15.21% |
$2.8M - $3.09M
|
219K
$22.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-51.8K- 68.72% |
$5.01M - $5.53M
|
23.6K
$2.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
4.98KNew |
$482K - $532K
|
4.98K
$514K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
29.9K+ 12.6% |
$2.89M - $3.19M
|
267K
$27.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
1.02K+ 7.64% |
$98.9K - $109K
|
14.4K
$1.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
42.9K+ 14.77% |
$4.15M - $4.58M
|
333K
$34.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-67- 0.64% |
$6.49K - $7.16K
|
10.4K
$1.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1+ 0.79% |
$96.8 - $107
|
127
$13.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
12.1K+ 8.39% |
$1.17M - $1.29M
|
156K
$16.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
1.26K+ 8.03% |
$122K - $135K
|
17K
$1.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-84- 1.53% |
$8.13K - $8.98K
|
5.42K
$559K
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-551- 6.84% |
$53.4K - $58.9K
|
7.5K
$774K
|
|
|
Feb 14, 2025
Q4 2024
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
27+ 0.72% |
$2.61K - $2.89K
|
3.79K
$391K
|
|
|
Feb 14, 2025
Q4 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
4.44K+ 8.37% |
$430K - $474K
|
57.5K
$5.93M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
52+ 4.86% |
$5.04K - $5.56K
|
1.12K
$116K
|