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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2023
Q3 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-2.66K- 92.81% |
$227K - $259K
|
206
$20.4K
|
|
|
Nov 03, 2023
Q3 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-17- 0.7% |
$1.45K - $1.66K
|
2.43K
$240K
|
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
40New |
$3.42K - $3.9K
|
40
$3.95K
|
|
|
Nov 01, 2023
Q3 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
18.1KNew |
$1.55M - $1.77M
|
18.1K
$1.79M
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
67New |
$5.73K - $6.53K
|
67
$6.62K
|
|
|
Oct 30, 2023
Q3 2023
|
Nvwm, LLC
|
SELL
|
- |
-38- 65.52% |
$3.25K - $3.7K
|
20
$1.98K
|
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
11.4K+ 3.54% |
$977K - $1.11M
|
334K
$33M
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-28K- 23.45% |
$2.39M - $2.73M
|
91.4K
$9.03M
|
|
|
Oct 26, 2023
Q3 2023
|
Dividend Assets Capital, LLC
|
BUY
|
- |
300New |
$25.7K - $29.2K
|
300
$29.7K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
12.3K+ 337.36% |
$1.06M - $1.2M
|
16K
$1.58M
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Management Solutions, LLC
|
BUY
|
- |
1.18K+ 28.93% |
$101K - $115K
|
5.25K
$519K
|
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
943New |
$80.7K - $91.8K
|
943
$93.2K
|
|
|
Oct 24, 2023
Q3 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-19- 14.73% |
$1.63K - $1.85K
|
110
$10.9K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
28New |
$2.4K - $2.73K
|
28
$2.77K
|
|
|
Oct 19, 2023
Q3 2023
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
2.36KNew |
$202K - $230K
|
2.36K
$234K
|
|
|
Oct 16, 2023
Q3 2023
|
Essex LLC
|
BUY
|
- |
2.41KNew |
$206K - $234K
|
2.41K
$238K
|
|
|
Oct 13, 2023
Q3 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-2.01K- 16.71% |
$172K - $196K
|
10K
$991K
|
|
|
Oct 13, 2023
Q3 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
296+ 62.58% |
$25.3K - $28.8K
|
769
$76K
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-59- 57.84% |
$5.05K - $5.75K
|
43
$4.25K
|
|
|
Oct 10, 2023
Q3 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
15New |
$1.28K - $1.46K
|
15
$1.48K
|
|
|
Oct 10, 2023
Q3 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-223- 77.97% |
$19.1K - $21.7K
|
63
$6.23K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
79New |
$6.76K - $7.69K
|
79
$7.81K
|
|
| Q2 2023 | |||||||
|
Jan 24, 2024
Q2 2023
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-2.29KClosed |
$214K - $222K
|
0
$0
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-7.03K- 5.85% |
$655K - $682K
|
113K
$11.2M
|
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-32- 3.39% |
$2.98K - $3.1K
|
912
$90.1K
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-53- 89.83% |
$4.94K - $5.14K
|
6
$593
|
|
|
Aug 15, 2023
Q2 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
2.91KNew |
$271K - $282K
|
2.91K
$288K
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
171KNew |
$15.9M - $16.5M
|
171K
$16.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
200New |
$18.6K - $19.4K
|
200
$19.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1New |
$93.2 - $97
|
1
$98.8
|
|
|
Aug 14, 2023
Q2 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-555- 5.19% |
$51.7K - $53.8K
|
10.1K
$1M
|
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2.49KNew |
$232K - $242K
|
2.49K
$246K
|
|
|
Aug 14, 2023
Q2 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
165K+ 1109.1% |
$15.4M - $16M
|
180K
$17.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-189- 6.08% |
$17.6K - $18.3K
|
2.92K
$288K
|
|
|
Aug 14, 2023
Q2 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
641New |
$59.7K - $62.1K
|
641
$63.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
200New |
$18.6K - $19.4K
|
200
$19.8K
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
293+ 3.99% |
$27.3K - $28.4K
|
7.64K
$755K
|
|
|
Aug 11, 2023
Q2 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
2.25KNew |
$210K - $218K
|
2.25K
$222K
|
|
|
Aug 10, 2023
Q2 2023
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
6.47KNew |
$603K - $628K
|
6.47K
$640K
|
|
|
Aug 10, 2023
Q2 2023
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
2.1KNew |
$196K - $204K
|
2.1K
$208K
|
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
BUY
|
- |
18New |
$1.68K - $1.75K
|
18
$1.78K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
243New |
$22.6K - $23.6K
|
243
$24K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
31New |
$2.89K - $3.01K
|
31
$3.06K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-272- 6.72% |
$25.3K - $26.4K
|
3.78K
$373K
|
|
|
Aug 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
292New |
$27.2K - $28.3K
|
292
$28.9K
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
13New |
$1.21K - $1.26K
|
13
$1.28K
|
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
BUY
|
- |
270New |
$25.2K - $26.2K
|
270
$26.7K
|
|
|
Aug 08, 2023
Q2 2023
|
Integrity Financial Corp
|
SELL
|
- |
-87- 14.36% |
$8.1K - $8.43K
|
519
$51.3K
|
|
|
Aug 08, 2023
Q2 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-1.91K- 38.51% |
$178K - $185K
|
3.05K
$301K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
326New |
$30.4K - $31.6K
|
326
$32.2K
|
|