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
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
134+ 7.02% |
$12.9K - $14.3K
|
2.04K
$227K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
76+ 1266.67% |
$7.3K - $8.08K
|
82
$9.13K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
211+ 527.5% |
$20.3K - $22.4K
|
251
$27.9K
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-8.24K- 1.21% |
$792K - $877K
|
675K
$75.1M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
1.74K+ 12.69% |
$167K - $185K
|
15.4K
$1.72M
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
73.1KNew |
$7.03M - $7.78M
|
73.1K
$8.14M
|
|
|
May 13, 2025
Q1 2025
|
Covenant Partners, LLC
|
SELL
|
- |
-43.2K- 17.17% |
$4.16M - $4.6M
|
209K
$23.2M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-4.35K- 1.72% |
$418K - $462K
|
248K
$27.6M
|
|
|
May 13, 2025
Q1 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-2.69K- 15.4% |
$258K - $286K
|
14.8K
$1.64M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
564+ 16.77% |
$54.2K - $60K
|
3.93K
$437K
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-560- 0.69% |
$53.8K - $59.6K
|
80.9K
$9.01M
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
SELL
|
- |
-2.36K- 47.56% |
$227K - $251K
|
2.6K
$290K
|
|
|
May 13, 2025
Q1 2025
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-8.6K- 30.0% |
$827K - $915K
|
20.1K
$2.23M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
433+ 4.61% |
$41.6K - $46.1K
|
9.83K
$1.09M
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-14.7K- 39.53% |
$1.41M - $1.56M
|
22.5K
$2.5M
|
|
|
May 13, 2025
Q1 2025
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
519+ 6.12% |
$49.9K - $55.2K
|
9K
$1M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-50.7K- 9.78% |
$4.87M - $5.39M
|
468K
$52.1M
|
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-101K- 46.22% |
$9.74M - $10.8M
|
118K
$13.1M
|
|
|
May 13, 2025
Q1 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-2.85K- 1.36% |
$274K - $304K
|
207K
$23.1M
|
|
|
May 13, 2025
Q1 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
SELL
|
- |
-7.19K- 37.1% |
$690K - $764K
|
12.2K
$1.36M
|
|
|
May 13, 2025
Q1 2025
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
SELL
|
- |
-200- 7.23% |
$19.2K - $21.3K
|
2.57K
$286K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-66.9K- 4.73% |
$6.43M - $7.12M
|
1.35M
$150M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-4.2K- 43.69% |
$403K - $446K
|
5.41K
$602K
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-2.66K- 52.04% |
$255K - $283K
|
2.45K
$273K
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
352New |
$33.8K - $37.4K
|
352
$39.2K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
3.38K+ 1.15% |
$324K - $359K
|
298K
$33.2M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
988+ 16.12% |
$94.9K - $105K
|
7.12K
$792K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-8.04K- 11.02% |
$773K - $855K
|
64.9K
$7.23M
|
|
|
May 13, 2025
Q1 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
78.3K+ 163.68% |
$7.52M - $8.32M
|
126K
$14M
|
|
|
May 13, 2025
Q1 2025
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-20.5K- 26.17% |
$1.97M - $2.18M
|
57.8K
$6.44M
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-24.3K- 42.23% |
$2.33M - $2.58M
|
33.2K
$3.7M
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
10.6K+ 13.76% |
$1.02M - $1.13M
|
87.7K
$9.76M
|
|
|
May 13, 2025
Q1 2025
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-1.1K- 15.75% |
$106K - $117K
|
5.88K
$655K
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-48.4K- 27.75% |
$4.65M - $5.14M
|
126K
$14M
|
|
|
May 13, 2025
Q1 2025
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-4.98K- 57.45% |
$478K - $529K
|
3.69K
$410K
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
903+ 7.99% |
$86.8K - $96.1K
|
12.2K
$1.36M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-49.7K- 36.08% |
$4.78M - $5.29M
|
88.1K
$9.8M
|
|
|
May 13, 2025
Q1 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-541- 3.61% |
$52K - $57.5K
|
14.5K
$1.61M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-384K- 48.04% |
$36.9M - $40.9M
|
415K
$46.3M
|
|
|
May 13, 2025
Q1 2025
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-7.2K- 18.24% |
$692K - $766K
|
32.3K
$3.59M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-640- 0.6% |
$61.5K - $68.1K
|
107K
$11.9M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-100K- 14.9% |
$9.62M - $10.7M
|
572K
$63.6M
|
|
|
May 13, 2025
Q1 2025
|
Dynamic Financial Group
Cedar Falls, IA |
BUY
|
- |
30+ 0.21% |
$2.88K - $3.19K
|
14.1K
$1.56M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.61K- 1.3% |
$155K - $171K
|
122K
$13.5M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-96.7K- 7.8% |
$9.29M - $10.3M
|
1.14M
$127M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
19.2K+ 30.37% |
$1.84M - $2.04M
|
82.3K
$9.16M
|
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-2.58K- 2.69% |
$248K - $275K
|
93.4K
$10.4M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-3.79K- 16.96% |
$364K - $403K
|
18.6K
$2.07M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-227K- 36.33% |
$21.8M - $24.1M
|
397K
$44.2M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
20KNew |
$1.92M - $2.13M
|
20K
$2.23M
|