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 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
156New |
$15.1K - $16.7K
|
156
$16.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
10.5K+ 26.87% |
$1.02M - $1.12M
|
49.6K
$5.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
BUY
|
- |
437New |
$42.3K - $46.7K
|
437
$45.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
1.9K+ 6.92% |
$184K - $203K
|
29.4K
$3.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
79+ 2.65% |
$7.65K - $8.44K
|
3.06K
$316K
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
46+ 1.59% |
$4.45K - $4.92K
|
2.94K
$304K
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
13.2KNew |
$1.27M - $1.41M
|
13.2K
$1.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-24- 1.47% |
$2.32K - $2.57K
|
1.61K
$166K
|
|
|
Feb 13, 2025
Q4 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
2.51K+ 11.53% |
$243K - $268K
|
24.3K
$2.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
40+ 0.27% |
$3.87K - $4.28K
|
14.7K
$1.51M
|
|
|
Feb 13, 2025
Q4 2024
|
Hobbs Wealth Management, LLC
Zionsville, IN |
BUY
|
- |
62.9KNew |
$6.09M - $6.73M
|
62.9K
$6.49M
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
242+ 11.4% |
$23.4K - $25.9K
|
2.37K
$244K
|
|
|
Feb 13, 2025
Q4 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-21.3K- 10.94% |
$2.06M - $2.27M
|
173K
$17.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-578- 6.26% |
$56K - $61.8K
|
8.66K
$893K
|
|
|
Feb 13, 2025
Q4 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
8.82K+ 210.28% |
$854K - $943K
|
13K
$1.34M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
5.65K+ 8.73% |
$547K - $604K
|
70.3K
$7.25M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
6.34K+ 141.88% |
$614K - $678K
|
10.8K
$1.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
19.4K+ 21.05% |
$1.88M - $2.08M
|
112K
$11.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Hudson Portfolio Management LLC
Garrison, NY |
BUY
|
- |
155+ 8.09% |
$15K - $16.6K
|
2.07K
$213K
|
|
|
Feb 13, 2025
Q4 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-2.35K- 19.89% |
$227K - $251K
|
9.46K
$975K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
146K+ 11.66% |
$14.2M - $15.7M
|
1.4M
$145M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-16- 0.21% |
$1.55K - $1.71K
|
7.73K
$797K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
49+ 0.33% |
$4.74K - $5.24K
|
14.9K
$1.54M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
78.8K+ 28.33% |
$7.63M - $8.43M
|
357K
$36.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
801+ 12.69% |
$77.6K - $85.6K
|
7.11K
$734K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
10.6K+ 48.9% |
$1.03M - $1.14M
|
32.4K
$3.34M
|
|
|
Feb 13, 2025
Q4 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
3.6KNew |
$348K - $384K
|
3.6K
$371K
|
|
|
Feb 13, 2025
Q4 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
149+ 7.02% |
$14.4K - $15.9K
|
2.27K
$234K
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
31.6K+ 33.38% |
$3.06M - $3.38M
|
126K
$13M
|
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-4.95K- 6.04% |
$480K - $529K
|
77.1K
$7.95M
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
711KNew |
$68.9M - $76M
|
711K
$73.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Family Office Research LLC
Bethesda, MD |
BUY
|
- |
2.07KNew |
$200K - $221K
|
2.07K
$213K
|
|
|
Feb 13, 2025
Q4 2024
|
Montag & Caldwell, LLC
Atlanta, GA |
SELL
|
- |
-2.01K- 46.28% |
$194K - $215K
|
2.33K
$240K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
172K+ 24.21% |
$16.7M - $18.4M
|
884K
$91.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
11.3K+ 13.05% |
$1.1M - $1.21M
|
98.2K
$10.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
491+ 14.81% |
$47.5K - $52.5K
|
3.81K
$393K
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
27.7KNew |
$2.69M - $2.97M
|
27.7K
$2.86M
|
|
|
Feb 13, 2025
Q4 2024
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
169+ 0.76% |
$16.4K - $18.1K
|
22.5K
$2.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
725+ 1.18% |
$70.2K - $77.5K
|
61.9K
$6.39M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
93.8K+ 13.29% |
$9.08M - $10M
|
800K
$82.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
403K+ 23.67% |
$39M - $43M
|
2.1M
$217M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
264New |
$25.6K - $28.2K
|
264
$27.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Mcmorgan & CO LLC
San Francisco, CA |
SELL
|
- |
-62.3K- 25.97% |
$6.04M - $6.66M
|
178K
$18.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
54.9K+ 13.88% |
$5.32M - $5.87M
|
450K
$46.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2.9K+ 41.95% |
$281K - $310K
|
9.81K
$1.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
99.3K+ 18.91% |
$9.61M - $10.6M
|
624K
$64.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
14.3K+ 12.79% |
$1.39M - $1.53M
|
127K
$13M
|
|
|
Feb 13, 2025
Q4 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-143- 63.0% |
$13.8K - $15.3K
|
84
$8.66K
|
|
|
Feb 13, 2025
Q4 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
251+ 2.56% |
$24.3K - $26.8K
|
10.1K
$1.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
9.25KNew |
$896K - $989K
|
9.25K
$954K
|