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 |
|---|---|---|---|---|---|---|---|
|
Aug 03, 2023
Q2 2023
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
5.85KNew |
$545K - $567K
|
5.85K
$652K
|
|
|
Aug 02, 2023
Q2 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-225- 4.58% |
$21K - $21.8K
|
4.69K
$522K
|
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
5New |
$466 - $485
|
5
$557
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-95- 1.23% |
$8.85K - $9.21K
|
7.64K
$850K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-91- 0.53% |
$8.48K - $8.82K
|
17.1K
$1.9M
|
|
|
Aug 01, 2023
Q2 2023
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-414- 14.76% |
$38.6K - $40.1K
|
2.39K
$266K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
4.56K+ 3.58% |
$425K - $442K
|
132K
$14.7M
|
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-20.4K- 47.45% |
$1.9M - $1.98M
|
22.6K
$2.52M
|
|
|
Jul 26, 2023
Q2 2023
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
2.27KNew |
$211K - $220K
|
2.27K
$253K
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-55.9K- 39.6% |
$5.21M - $5.42M
|
85.3K
$9.5M
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
4.05K+ 38.56% |
$377K - $393K
|
14.6K
$1.62M
|
|
|
Jul 25, 2023
Q2 2023
|
Albion Financial Group
|
BUY
|
- |
48New |
$4.47K - $4.65K
|
48
$5.34K
|
|
|
Jul 24, 2023
Q2 2023
|
Wealthpoint, LLC
|
BUY
|
- |
2.33KNew |
$217K - $226K
|
2.33K
$259K
|
|
|
Jul 21, 2023
Q2 2023
|
Columbus Macro, LLC
|
BUY
|
- |
2.3KNew |
$214K - $223K
|
2.3K
$256K
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
514New |
$47.9K - $49.8K
|
514
$57.2K
|
|
|
Jul 20, 2023
Q2 2023
|
Rnc Capital Management LLC
|
SELL
|
- |
-65- 1.53% |
$6.05K - $6.3K
|
4.18K
$465K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
191New |
$17.8K - $18.5K
|
191
$21.3K
|
|
|
Jul 17, 2023
Q2 2023
|
Bremer Bank National Association
|
SELL
|
- |
-280- 1.09% |
$26.1K - $27.1K
|
25.5K
$2.84M
|
|
|
Jul 13, 2023
Q2 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
12.1KNew |
$1.12M - $1.17M
|
12.1K
$1.34M
|
|
|
Jul 11, 2023
Q2 2023
|
Ignite Planners, LLC
|
BUY
|
- |
3.47KNew |
$323K - $336K
|
3.47K
$386K
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
85New |
$7.92K - $8.24K
|
85
$9.46K
|
|
|
Jul 05, 2023
Q2 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
99New |
$9.22K - $9.6K
|
99
$11K
|
|
| Q1 2023 | |||||||
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-14Closed |
$1.18K - $1.31K
|
0
$0
|
|
|
Jul 18, 2023
Q1 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-841- 25.14% |
$70.9K - $78.8K
|
2.5K
$279K
|
|
|
Jun 01, 2023
Q1 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-5.19KClosed |
$438K - $487K
|
0
$0
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
10+ 1000.0% |
$844 - $937
|
11
$1.22K
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
CALL |
-400- 7.55% |
$33.7K - $37.5K
|
4.9K
$545K
|
|
|
May 15, 2023
Q1 2023
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
9.51K+ 22.27% |
$802K - $891K
|
52.2K
$5.81M
|
|
|
May 15, 2023
Q1 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-750- 89.39% |
$63.3K - $70.3K
|
89
$9.91K
|
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
186New |
$15.7K - $17.4K
|
186
$20.7K
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
3.59KNew |
$303K - $336K
|
3.59K
$400K
|
|
|
May 12, 2023
Q1 2023
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-2.32K- 78.38% |
$195K - $217K
|
639
$71.1K
|
|
|
May 12, 2023
Q1 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
19New |
$1.6K - $1.78K
|
19
$2.12K
|
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
SELL
|
- |
-12.6K- 23.87% |
$1.06M - $1.18M
|
40.1K
$4.47M
|
|
|
May 12, 2023
Q1 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
84New |
$7.09K - $7.87K
|
84
$9.35K
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
61New |
$5.15K - $5.71K
|
61
$6.79K
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
332+ 6.99% |
$28K - $31.1K
|
5.08K
$566K
|
|
|
May 11, 2023
Q1 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
7.16KNew |
$604K - $671K
|
7.16K
$797K
|
|
|
May 09, 2023
Q1 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
1.59KNew |
$134K - $149K
|
1.59K
$177K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.2MNew |
$101M - $112M
|
1.2M
$133M
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
49New |
$4.13K - $4.59K
|
49
$5.45K
|
|
|
May 05, 2023
Q1 2023
|
Paragon Advisors, LLC
|
BUY
|
- |
64.2K+ 339.85% |
$5.41M - $6.01M
|
83K
$9.24M
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
8New |
$675 - $749
|
8
$891
|
|
|
May 03, 2023
Q1 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
3.21KNew |
$271K - $301K
|
3.21K
$358K
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
SELL
|
- |
-147- 61.76% |
$12.4K - $13.8K
|
91
$10.1K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
91New |
$7.68K - $8.52K
|
91
$10.1K
|
|
|
Apr 26, 2023
Q1 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-556- 20.23% |
$46.9K - $52.1K
|
2.19K
$244K
|
|
|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-59- 49.17% |
$4.98K - $5.53K
|
61
$6.79K
|
|
|
Apr 21, 2023
Q1 2023
|
Successful Portfolios LLC
|
BUY
|
- |
877+ 9.66% |
$74K - $82.2K
|
9.95K
$1.11M
|
|
|
Apr 20, 2023
Q1 2023
|
Wbh Advisory Inc
|
BUY
|
- |
3.54KNew |
$299K - $332K
|
3.54K
$394K
|
|