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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
13.5K+ 232.23% |
$1.3M - $1.43M
|
19.3K
$2.15M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
12KNew |
$1.15M - $1.28M
|
12K
$1.34M
|
|
|
May 14, 2025
Q1 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-264- 7.34% |
$25.4K - $28.1K
|
3.33K
$371K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-382K- 23.71% |
$36.7M - $40.6M
|
1.23M
$137M
|
|
|
May 14, 2025
Q1 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
181+ 20.07% |
$17.4K - $19.3K
|
1.08K
$121K
|
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
870+ 9.56% |
$83.6K - $92.5K
|
9.98K
$1.11M
|
|
|
May 14, 2025
Q1 2025
|
Absolute Capital Management, LLC
|
SELL
|
- |
-5.27K- 48.18% |
$506K - $560K
|
5.67K
$631K
|
|
|
May 14, 2025
Q1 2025
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-50- 2.42% |
$4.81K - $5.32K
|
2.02K
$225K
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-2.8K- 4.65% |
$269K - $298K
|
57.4K
$6.39M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-12.8K- 4.76% |
$1.23M - $1.36M
|
255K
$28.4M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
17.9K+ 181.69% |
$1.72M - $1.9M
|
27.7K
$3.09M
|
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
SELL
|
- |
-13.6K- 44.16% |
$1.31M - $1.45M
|
17.2K
$1.92M
|
|
|
May 14, 2025
Q1 2025
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
2.45KNew |
$235K - $261K
|
2.45K
$273K
|
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
BUY
|
- |
508+ 1.72% |
$48.8K - $54K
|
30K
$3.34M
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-417- 11.44% |
$40.1K - $44.4K
|
3.23K
$359K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
12.6K+ 38.78% |
$1.21M - $1.34M
|
44.9K
$5M
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-8.18K- 26.3% |
$786K - $870K
|
22.9K
$2.55M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-45.5K- 6.53% |
$4.38M - $4.84M
|
652K
$72.6M
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
667+ 4.64% |
$64.1K - $70.9K
|
15.1K
$1.68M
|
|
|
May 14, 2025
Q1 2025
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
119+ 0.09% |
$11.4K - $12.7K
|
127K
$14.1M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.68K+ 591.2% |
$161K - $179K
|
1.96K
$219K
|
|
|
May 14, 2025
Q1 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
SELL
|
- |
-182- 4.41% |
$17.5K - $19.4K
|
3.94K
$439K
|
|
|
May 14, 2025
Q1 2025
|
Delta Investment Management, LLC
|
BUY
|
- |
12+ 0.56% |
$1.15K - $1.28K
|
2.17K
$241K
|
|
|
May 14, 2025
Q1 2025
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-680- 4.05% |
$65.3K - $72.3K
|
16.1K
$1.79M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-8.87K- 12.58% |
$853K - $944K
|
61.7K
$6.86M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.42K- 51.46% |
$137K - $151K
|
1.34K
$150K
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
5+ 0.12% |
$481 - $532
|
4.15K
$462K
|
|
|
May 14, 2025
Q1 2025
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-643- 0.91% |
$61.8K - $68.4K
|
70.3K
$7.83M
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
951+ 24.99% |
$91.4K - $101K
|
4.76K
$530K
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
8+ 0.11% |
$769 - $851
|
7.59K
$845K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-470- 6.08% |
$45.2K - $50K
|
7.26K
$808K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-332- 1.57% |
$31.9K - $35.3K
|
20.8K
$2.31M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-47.6K- 45.52% |
$4.58M - $5.06M
|
57K
$6.34M
|
|
|
May 14, 2025
Q1 2025
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-88- 1.46% |
$8.46K - $9.36K
|
5.94K
$661K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-869K- 41.31% |
$83.5M - $92.5M
|
1.23M
$137M
|
|
|
May 14, 2025
Q1 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
1.1K+ 5.0% |
$106K - $117K
|
23.1K
$2.57M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
2.19M+ 2387.47% |
$210M - $232M
|
2.28M
$253M
|
|
|
May 14, 2025
Q1 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
1.03K+ 1.39% |
$98.8K - $109K
|
74.8K
$8.33M
|
|
|
May 14, 2025
Q1 2025
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-4.03K- 20.39% |
$388K - $429K
|
15.7K
$1.75M
|
|
|
May 14, 2025
Q1 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-21.8K- 27.31% |
$2.1M - $2.32M
|
58K
$6.46M
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-1.11K- 25.98% |
$107K - $118K
|
3.17K
$353K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-112KClosed |
$10.7M - $11.9M
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-179K- 50.01% |
$17.2M - $19M
|
179K
$19.9M
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-36.8K- 49.1% |
$3.54M - $3.91M
|
38.1K
$4.24M
|
|
|
May 14, 2025
Q1 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
2.92KNew |
$281K - $311K
|
2.92K
$325K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
13+ 0.08% |
$1.25K - $1.38K
|
16.2K
$1.81M
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-305- 1.36% |
$29.3K - $32.4K
|
22.1K
$2.46M
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-70- 0.18% |
$6.73K - $7.45K
|
37.9K
$4.22M
|
|
|
May 14, 2025
Q1 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-12.1K- 38.05% |
$1.16M - $1.28M
|
19.7K
$2.19M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.28K- 1.23% |
$315K - $349K
|
264K
$29.3M
|