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 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-18.1K- 5.65% |
$1.63M - $2.03M
|
302K
$34.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
5.44K+ 237.1% |
$488K - $609K
|
7.73K
$876K
|
|
|
Aug 14, 2025
Q2 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
2.12K+ 13.96% |
$190K - $237K
|
17.3K
$1.96M
|
|
|
Aug 14, 2025
Q2 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
871+ 3.22% |
$78.2K - $97.6K
|
27.9K
$3.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-144- 53.33% |
$12.9K - $16.1K
|
126
$14.3K
|
|
|
Aug 14, 2025
Q2 2025
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-6.79K- 5.75% |
$609K - $760K
|
111K
$12.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
446+ 0.17% |
$40.1K - $50K
|
264K
$29.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Lantern Wealth Advisors, LLC
Melville, NY |
SELL
|
- |
-3.33K- 49.24% |
$299K - $373K
|
3.43K
$388K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.33K+ 1.98% |
$299K - $373K
|
171K
$19.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-76- 92.68% |
$6.82K - $8.51K
|
6
$680
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
20.6K+ 3.15% |
$1.85M - $2.3M
|
673K
$76.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
348+ 1.45% |
$31.3K - $39K
|
24.4K
$2.76M
|
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
195+ 0.86% |
$17.5K - $21.8K
|
22.8K
$2.58M
|
|
|
Aug 13, 2025
Q2 2025
|
Scotia Capital Inc.
|
BUY
|
- |
1.8KNew |
$162K - $202K
|
1.8K
$204K
|
|
|
Aug 13, 2025
Q2 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
53New |
$4.76K - $5.94K
|
53
$6K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-14- 3.74% |
$1.26K - $1.57K
|
360
$40.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.91K+ 8.31% |
$261K - $325K
|
37.9K
$4.29M
|
|
|
Aug 13, 2025
Q2 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
35+ 0.4% |
$3.14K - $3.92K
|
8.88K
$1.01M
|
|
|
Aug 13, 2025
Q2 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
1.53K+ 2.43% |
$137K - $171K
|
64.3K
$7.28M
|
|
|
Aug 13, 2025
Q2 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
3.53K+ 1.7% |
$317K - $395K
|
211K
$23.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-262- 9.5% |
$23.5K - $29.3K
|
2.5K
$283K
|
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-448- 13.05% |
$40.2K - $50.2K
|
2.99K
$338K
|
|
|
Aug 13, 2025
Q2 2025
|
West Wealth Group, LLC
|
BUY
|
- |
6.53K+ 4.92% |
$587K - $732K
|
139K
$15.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
740+ 3.84% |
$66.5K - $82.9K
|
20K
$2.27M
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
SELL
|
- |
-153- 0.77% |
$13.7K - $17.1K
|
19.8K
$2.25M
|
|
|
Aug 13, 2025
Q2 2025
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-4.32K- 1.43% |
$388K - $484K
|
298K
$33.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.16K+ 1.65% |
$104K - $130K
|
71.5K
$8.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-641K- 12.09% |
$57.5M - $71.7M
|
4.66M
$528M
|
|
|
Aug 13, 2025
Q2 2025
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-70- 3.47% |
$6.29K - $7.84K
|
1.95K
$221K
|
|
|
Aug 13, 2025
Q2 2025
|
Forthright Family Wealth Advisory LLC
Houston, TX |
SELL
|
- |
-2.61K- 3.01% |
$234K - $292K
|
84.1K
$9.52M
|
|
|
Aug 13, 2025
Q2 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
762+ 23.07% |
$68.4K - $85.3K
|
4.07K
$460K
|
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
264+ 6.35% |
$23.7K - $29.6K
|
4.42K
$501K
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
18K+ 23.69% |
$1.61M - $2.01M
|
93.7K
$10.6M
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
SELL
|
- |
-37.3K- 5.69% |
$3.35M - $4.18M
|
618K
$70M
|
|
|
Aug 13, 2025
Q2 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
743+ 0.99% |
$66.7K - $83.2K
|
75.8K
$8.58M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
22.7K+ 4.85% |
$2.04M - $2.54M
|
490K
$55.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
889+ 2.33% |
$79.8K - $99.6K
|
39K
$4.42M
|
|
|
Aug 13, 2025
Q2 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-189- 1.07% |
$17K - $21.2K
|
17.5K
$1.98M
|
|
|
Aug 13, 2025
Q2 2025
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-564- 2.81% |
$50.6K - $63.2K
|
19.5K
$2.21M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-825- 8.39% |
$74.1K - $92.4K
|
9.01K
$1.02M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
94+ 0.78% |
$8.44K - $10.5K
|
12.1K
$1.37M
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
2.41KNew |
$216K - $270K
|
2.41K
$273K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
214+ 4.37% |
$19.2K - $24K
|
5.11K
$579K
|
|
|
Aug 13, 2025
Q2 2025
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-139- 3.63% |
$12.5K - $15.6K
|
3.69K
$418K
|
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
35+ 0.66% |
$3.14K - $3.92K
|
5.34K
$604K
|
|
|
Aug 13, 2025
Q2 2025
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-6.1K- 43.25% |
$548K - $683K
|
8K
$906K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
1.03K+ 1.77% |
$92.3K - $115K
|
59.2K
$6.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
SELL
|
- |
-1.94K- 24.81% |
$174K - $217K
|
5.88K
$666K
|
|
|
Aug 13, 2025
Q2 2025
|
Avestar Capital, LLC
|
BUY
|
- |
1.79K+ 7.83% |
$161K - $201K
|
24.7K
$2.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
BUY
|
- |
4+ 0.03% |
$359 - $448
|
14.4K
$1.63M
|