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 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
356K+ 11098.07% |
$32M - $39.9M
|
359K
$40.7M
|
|
Aug 12, 2025
Q2 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
422K+ 94.03% |
$37.9M - $47.3M
|
871K
$98.6M
|
|
Aug 12, 2025
Q2 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-10- 0.31% |
$898 - $1.12K
|
3.17K
$358K
|
|
Aug 12, 2025
Q2 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
2.13KNew |
$191K - $238K
|
2.13K
$241K
|
|
Aug 12, 2025
Q2 2025
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.89K- 1.5% |
$170K - $212K
|
124K
$14.1M
|
|
Aug 12, 2025
Q2 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
2.92KNew |
$262K - $327K
|
2.92K
$330K
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-665- 36.14% |
$59.7K - $74.5K
|
1.18K
$133K
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-11.8K- 22.46% |
$1.06M - $1.32M
|
40.7K
$4.61M
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-226- 11.06% |
$20.3K - $25.3K
|
1.82K
$206K
|
|
Aug 12, 2025
Q2 2025
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-721- 32.77% |
$64.7K - $80.8K
|
1.48K
$168K
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
3.57K+ 1.9% |
$321K - $400K
|
192K
$21.7M
|
|
Aug 12, 2025
Q2 2025
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
109+ 2.61% |
$9.79K - $12.2K
|
4.28K
$485K
|
|
Aug 12, 2025
Q2 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-5.4K- 44.47% |
$485K - $605K
|
6.74K
$764K
|
|
Aug 12, 2025
Q2 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
3.88KNew |
$348K - $434K
|
3.88K
$439K
|
|
Aug 12, 2025
Q2 2025
|
Wambolt & Associates, LLC
|
SELL
|
- |
-373- 1.83% |
$33.5K - $41.8K
|
20K
$2.27M
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-1.35K- 3.45% |
$121K - $151K
|
37.8K
$4.28M
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-6.22K- 2.51% |
$558K - $696K
|
241K
$27.3M
|
|
Aug 12, 2025
Q2 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-4.29K- 5.8% |
$386K - $481K
|
69.7K
$7.9M
|
|
Aug 12, 2025
Q2 2025
|
Hobbs Wealth Management, LLC
Zionsville, IN |
BUY
|
- |
1.59K+ 4.61% |
$143K - $178K
|
36.1K
$4.08M
|
|
Aug 11, 2025
Q2 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
346+ 0.37% |
$31.1K - $38.8K
|
93.7K
$10.6M
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
4.45K+ 6.37% |
$399K - $498K
|
74.2K
$8.41M
|
|
Aug 11, 2025
Q2 2025
|
Sofi Wealth, LLC
|
BUY
|
- |
25.5K+ 5.98% |
$2.29M - $2.86M
|
452K
$51.2M
|
|
Aug 11, 2025
Q2 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-3.73K- 5.02% |
$335K - $418K
|
70.6K
$8M
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
4.53K+ 3.72% |
$406K - $507K
|
126K
$14.3M
|
|
Aug 11, 2025
Q2 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
9.05KNew |
$813K - $1.01M
|
9.05K
$1.03M
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-416- 31.61% |
$37.4K - $46.6K
|
900
$102K
|
|
Aug 11, 2025
Q2 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
1.8KNew |
$162K - $202K
|
1.8K
$204K
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
7.89K+ 11.04% |
$709K - $884K
|
79.3K
$8.99M
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1- 0.01% |
$89.8 - $112
|
9.12K
$1.03M
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
BUY
|
- |
2.59KNew |
$233K - $290K
|
2.59K
$293K
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.34K+ 0.62% |
$120K - $150K
|
216K
$24.5M
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-160- 38.74% |
$14.4K - $17.9K
|
253
$28.7K
|
|
Aug 11, 2025
Q2 2025
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
15.5K+ 19.68% |
$1.4M - $1.74M
|
94.5K
$10.7M
|
|
Aug 11, 2025
Q2 2025
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
367+ 1.89% |
$33K - $41.1K
|
19.7K
$2.24M
|
|
Aug 11, 2025
Q2 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-14.3K- 9.29% |
$1.29M - $1.61M
|
140K
$15.8M
|
|
Aug 11, 2025
Q2 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-513- 4.61% |
$46.1K - $57.5K
|
10.6K
$1.2M
|
|
Aug 11, 2025
Q2 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
37+ 0.7% |
$3.32K - $4.14K
|
5.33K
$603K
|
|
Aug 11, 2025
Q2 2025
|
Addison Capital CO
|
BUY
|
- |
1.2K+ 6.53% |
$108K - $134K
|
19.6K
$2.22M
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.23KNew |
$110K - $138K
|
1.23K
$139K
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-45.9K- 62.51% |
$4.12M - $5.14M
|
27.5K
$3.12M
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
2.77K+ 5.28% |
$249K - $310K
|
55.2K
$6.25M
|
|
Aug 11, 2025
Q2 2025
|
Mosaic Advisors LLC
Houston, TX |
BUY
|
- |
3.5KNew |
$315K - $392K
|
3.5K
$397K
|
|
Aug 11, 2025
Q2 2025
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-464- 8.71% |
$41.7K - $52K
|
4.86K
$551K
|
|
Aug 11, 2025
Q2 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
487New |
$43.7K - $54.5K
|
487
$55.2K
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-409- 8.89% |
$36.7K - $45.8K
|
4.19K
$475K
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-8.49K- 14.49% |
$762K - $951K
|
50.1K
$5.68M
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-12.8K- 3.09% |
$1.15M - $1.44M
|
403K
$45.6M
|
|
Aug 11, 2025
Q2 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
85+ 4.02% |
$7.63K - $9.52K
|
2.2K
$249K
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-439- 2.37% |
$39.4K - $49.2K
|
18.1K
$2.05M
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-169- 20.24% |
$15.2K - $18.9K
|
666
$75.4K
|