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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2025
Q3 2025
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-1.05K- 2.52% |
$112K - $120K
|
40.7K
$4.72M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
411+ 0.92% |
$44K - $47K
|
44.9K
$5.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
SELL
|
- |
-3.95K- 13.51% |
$422K - $452K
|
25.3K
$2.93M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-219K- 33.0% |
$23.5M - $25.1M
|
445K
$51.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-1.43K- 11.19% |
$153K - $164K
|
11.3K
$1.31M
|
|
|
Oct 22, 2025
Q3 2025
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
357+ 1.47% |
$38.2K - $40.9K
|
24.6K
$2.85M
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-39- 0.86% |
$4.17K - $4.46K
|
4.5K
$521K
|
|
|
Oct 22, 2025
Q3 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
24+ 13.87% |
$2.57K - $2.75K
|
197
$22.8K
|
|
|
Oct 22, 2025
Q3 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
3.27KNew |
$350K - $374K
|
3.27K
$379K
|
|
|
Oct 22, 2025
Q3 2025
|
Stone Point Wealth LLC
|
BUY
|
- |
2.15K+ 16.81% |
$230K - $246K
|
14.9K
$1.73M
|
|
|
Oct 22, 2025
Q3 2025
|
Sofi Wealth, LLC
|
BUY
|
- |
50K+ 11.06% |
$5.35M - $5.73M
|
502K
$58.2M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-591- 2.82% |
$63.2K - $67.6K
|
20.4K
$2.36M
|
|
|
Oct 22, 2025
Q3 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
2.54K+ 17.41% |
$272K - $291K
|
17.1K
$1.99M
|
|
|
Oct 22, 2025
Q3 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
435+ 11.23% |
$46.5K - $49.8K
|
4.31K
$499K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.83K- 43.63% |
$195K - $209K
|
2.36K
$273K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
733+ 2.24% |
$78.4K - $83.9K
|
33.4K
$3.87M
|
|
|
Oct 22, 2025
Q3 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-9.42K- 6.99% |
$1.01M - $1.08M
|
125K
$14.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
6+ 9.84% |
$642 - $687
|
67
$7.77K
|
|
|
Oct 22, 2025
Q3 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
SELL
|
- |
-37- 1.1% |
$3.96K - $4.24K
|
3.33K
$386K
|
|
|
Oct 22, 2025
Q3 2025
|
Bcs Wealth Management
|
SELL
|
- |
-260- 12.38% |
$27.8K - $29.8K
|
1.84K
$213K
|
|
|
Oct 22, 2025
Q3 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-638- 1.25% |
$68.3K - $73K
|
50.4K
$5.84M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-9.92K- 19.51% |
$1.06M - $1.14M
|
40.9K
$4.74M
|
|
|
Oct 22, 2025
Q3 2025
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-5.91K- 4.06% |
$632K - $676K
|
140K
$16.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-474- 10.02% |
$50.7K - $54.3K
|
4.26K
$494K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-15.2K- 16.26% |
$1.63M - $1.74M
|
78.5K
$9.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
SELL
|
- |
-187- 7.98% |
$20K - $21.4K
|
2.16K
$250K
|
|
|
Oct 22, 2025
Q3 2025
|
Aps Management Group, Inc.
Torrance, CA |
BUY
|
- |
11.6KNew |
$1.24M - $1.33M
|
11.6K
$1.35M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
60+ 0.38% |
$6.42K - $6.87K
|
15.9K
$1.85M
|
|
|
Oct 21, 2025
Q3 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
145+ 6.24% |
$15.5K - $16.6K
|
2.47K
$286K
|
|
|
Oct 21, 2025
Q3 2025
|
Pur Efi Wealth, LLC
Boston, MA |
SELL
|
- |
-1.25K- 25.58% |
$134K - $144K
|
3.65K
$423K
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-109K- 87.42% |
$11.7M - $12.5M
|
15.7K
$1.82M
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1.92K+ 4.61% |
$206K - $220K
|
43.6K
$5.05M
|
|
|
Oct 21, 2025
Q3 2025
|
First Pacific Financial
|
SELL
|
- |
-416- 1.06% |
$44.5K - $47.6K
|
38.9K
$4.51M
|
|
|
Oct 21, 2025
Q3 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-57K- 72.05% |
$6.1M - $6.53M
|
22.1K
$2.56M
|
|
|
Oct 21, 2025
Q3 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
106+ 1.23% |
$11.3K - $12.1K
|
8.69K
$1.01M
|
|
|
Oct 21, 2025
Q3 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
3.62KNew |
$387K - $414K
|
3.62K
$419K
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
SELL
|
- |
-344- 3.43% |
$36.8K - $39.4K
|
9.68K
$1.12M
|
|
|
Oct 21, 2025
Q3 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
7.46K+ 15.95% |
$798K - $854K
|
54.2K
$6.28M
|
|
|
Oct 21, 2025
Q3 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
1.77KNew |
$189K - $203K
|
1.77K
$205K
|
|
|
Oct 21, 2025
Q3 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-75- 3.27% |
$8.02K - $8.58K
|
2.22K
$257K
|
|
|
Oct 21, 2025
Q3 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
3.49KNew |
$373K - $399K
|
3.49K
$404K
|
|
|
Oct 21, 2025
Q3 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-31.5K- 85.58% |
$3.37M - $3.61M
|
5.31K
$615K
|
|
|
Oct 21, 2025
Q3 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
687+ 2.62% |
$73.5K - $78.6K
|
26.9K
$3.12M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-21.2K- 53.32% |
$2.27M - $2.42M
|
18.5K
$2.15M
|
|
|
Oct 21, 2025
Q3 2025
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-62.2K- 93.94% |
$6.65M - $7.12M
|
4.01K
$465K
|
|
|
Oct 21, 2025
Q3 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
12.5K+ 6.56% |
$1.34M - $1.43M
|
203K
$23.5M
|
|
|
Oct 21, 2025
Q3 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
4.55K+ 33.44% |
$487K - $521K
|
18.2K
$2.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
70.1K+ 2004.6% |
$7.5M - $8.02M
|
73.6K
$8.53M
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.22K+ 10.9% |
$130K - $139K
|
12.4K
$1.43M
|
|
|
Oct 21, 2025
Q3 2025
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
28New |
$3K - $3.2K
|
28
$3.25K
|