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 13, 2025
Q2 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
3.54K+ 0.81% |
$317K - $396K
|
441K
$49.9M
|
|
Aug 13, 2025
Q2 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-41K- 91.3% |
$3.68M - $4.59M
|
3.9K
$442K
|
|
Aug 13, 2025
Q2 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-1.41K- 5.91% |
$126K - $158K
|
22.4K
$2.54M
|
|
Aug 13, 2025
Q2 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
851+ 5.89% |
$76.4K - $95.3K
|
15.3K
$1.73M
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
27KNew |
$2.42M - $3.02M
|
27K
$3.06M
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-20.1K- 24.48% |
$1.81M - $2.26M
|
62.1K
$7.04M
|
|
Aug 13, 2025
Q2 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-90.5K- 31.67% |
$8.12M - $10.1M
|
195K
$22.1M
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
52.3K+ 49.01% |
$4.69M - $5.85M
|
159K
$18M
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
38+ 1.56% |
$3.41K - $4.26K
|
2.48K
$281K
|
|
Aug 13, 2025
Q2 2025
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-9.66K- 64.13% |
$867K - $1.08M
|
5.4K
$612K
|
|
Aug 13, 2025
Q2 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
1.05K+ 2.81% |
$93.8K - $117K
|
38.3K
$4.34M
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.17K+ 6.83% |
$105K - $131K
|
18.2K
$2.07M
|
|
Aug 13, 2025
Q2 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-347- 4.32% |
$31.2K - $38.9K
|
7.69K
$871K
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
2.18K+ 8.91% |
$196K - $244K
|
26.7K
$3.02M
|
|
Aug 13, 2025
Q2 2025
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
5.55KNew |
$499K - $622K
|
5.55K
$629K
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-483- 5.19% |
$43.4K - $54.1K
|
8.82K
$999K
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-40.4K- 11.54% |
$3.62M - $4.52M
|
309K
$35M
|
|
Aug 13, 2025
Q2 2025
|
Balance Wealth, LLC
Delaware, OH |
SELL
|
- |
-3.08K- 21.64% |
$276K - $345K
|
11.2K
$1.26M
|
|
Aug 13, 2025
Q2 2025
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
2.98K+ 3.44% |
$268K - $334K
|
89.7K
$10.2M
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-4.77K- 7.73% |
$428K - $534K
|
56.9K
$6.44M
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
108+ 0.52% |
$9.7K - $12.1K
|
20.9K
$2.36M
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
20.7K+ 843.41% |
$1.85M - $2.31M
|
23.1K
$2.62M
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
2.38K+ 6.28% |
$214K - $267K
|
40.3K
$4.57M
|
|
Aug 13, 2025
Q2 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
1.6K+ 7.21% |
$143K - $179K
|
23.7K
$2.69M
|
|
Aug 13, 2025
Q2 2025
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-151- 0.27% |
$13.6K - $16.9K
|
55.9K
$6.33M
|
|
Aug 13, 2025
Q2 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
1+ 1.39% |
$89.8 - $112
|
73
$8.27K
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-4.39K- 5.43% |
$394K - $492K
|
76.5K
$8.67M
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
5.12K+ 14.79% |
$459K - $573K
|
39.7K
$4.5M
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.36K+ 9.69% |
$392K - $488K
|
49.4K
$5.59M
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-25- 0.09% |
$2.25K - $2.8K
|
27.8K
$3.15M
|
|
Aug 12, 2025
Q2 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
453+ 0.38% |
$40.7K - $50.7K
|
121K
$13.7M
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-9- 0.27% |
$808 - $1.01K
|
3.37K
$382K
|
|
Aug 12, 2025
Q2 2025
|
Fiducient Advisors LLC
|
SELL
|
- |
-11.5K- 35.73% |
$1.04M - $1.29M
|
20.7K
$2.35M
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.47K- 3.94% |
$311K - $388K
|
84.6K
$9.58M
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-1.36K- 12.78% |
$122K - $152K
|
9.28K
$1.05M
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
187+ 3.46% |
$16.8K - $20.9K
|
5.59K
$633K
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 12, 2025
Q2 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-644- 0.38% |
$57.8K - $72.1K
|
168K
$19M
|
|
Aug 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-914- 24.28% |
$82.1K - $102K
|
2.85K
$323K
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.25K+ 0.42% |
$112K - $139K
|
299K
$33.9M
|
|
Aug 12, 2025
Q2 2025
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
1.92K+ 21.35% |
$173K - $215K
|
10.9K
$1.24M
|
|
Aug 12, 2025
Q2 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-81- 2.97% |
$7.27K - $9.07K
|
2.64K
$299K
|
|
Aug 12, 2025
Q2 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
426+ 7.45% |
$38.3K - $47.7K
|
6.15K
$696K
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
325K+ 5.66% |
$29.2M - $36.4M
|
6.07M
$688M
|
|
Aug 12, 2025
Q2 2025
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-789- 13.29% |
$70.9K - $88.4K
|
5.15K
$583K
|
|
Aug 12, 2025
Q2 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-5.66K- 38.35% |
$508K - $634K
|
9.09K
$1.03M
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-678- 9.53% |
$60.9K - $75.9K
|
6.44K
$729K
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-7.09K- 3.97% |
$637K - $794K
|
171K
$19.4M
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.53K- 10.86% |
$137K - $171K
|
12.6K
$1.42M
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-532- 5.15% |
$47.8K - $59.6K
|
9.81K
$1.11M
|