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 11, 2025
Q2 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
640+ 6.42% |
$57.5K - $71.7K
|
10.6K
$1.2M
|
|
Aug 11, 2025
Q2 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
53+ 2.57% |
$4.76K - $5.94K
|
2.11K
$239K
|
|
Aug 11, 2025
Q2 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-295- 6.45% |
$26.5K - $33K
|
4.28K
$485K
|
|
Aug 11, 2025
Q2 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
861+ 3.89% |
$77.3K - $96.4K
|
23K
$2.6M
|
|
Aug 11, 2025
Q2 2025
|
True Private Wealth Advisors
|
BUY
|
- |
297+ 11.2% |
$26.7K - $33.3K
|
2.95K
$334K
|
|
Aug 11, 2025
Q2 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
275+ 11.22% |
$24.7K - $30.8K
|
2.73K
$309K
|
|
Aug 11, 2025
Q2 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-901- 4.58% |
$80.9K - $101K
|
18.8K
$2.12M
|
|
Aug 11, 2025
Q2 2025
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-26K- 40.51% |
$2.34M - $2.91M
|
38.2K
$4.33M
|
|
Aug 11, 2025
Q2 2025
|
First American Trust, Fsb
|
SELL
|
- |
-21.8K- 44.21% |
$1.96M - $2.44M
|
27.5K
$3.11M
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.65K- 6.93% |
$149K - $185K
|
22.2K
$2.52M
|
|
Aug 11, 2025
Q2 2025
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-2.54K- 2.53% |
$228K - $284K
|
97.9K
$11.1M
|
|
Aug 11, 2025
Q2 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
15+ 1.04% |
$1.35K - $1.68K
|
1.45K
$165K
|
|
Aug 11, 2025
Q2 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
471+ 5.57% |
$42.3K - $52.8K
|
8.93K
$1.01M
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-69- 1.89% |
$6.2K - $7.73K
|
3.57K
$405K
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
5.01K+ 0.43% |
$450K - $561K
|
1.17M
$132M
|
|
Aug 08, 2025
Q2 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-535- 0.78% |
$48K - $59.9K
|
67.9K
$7.69M
|
|
Aug 08, 2025
Q2 2025
|
Maple Capital Management, Inc.
|
BUY
|
- |
2.01KNew |
$180K - $225K
|
2.01K
$228K
|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
28+ 0.87% |
$2.51K - $3.14K
|
3.26K
$369K
|
|
Aug 08, 2025
Q2 2025
|
Charter Research & Investment Group, Inc.
Southport, CT |
SELL
|
- |
-365- 14.37% |
$32.8K - $40.9K
|
2.18K
$246K
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-1.2K- 13.02% |
$108K - $135K
|
8.03K
$910K
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-154- 61.35% |
$13.8K - $17.2K
|
97
$11K
|
|
Aug 08, 2025
Q2 2025
|
Omega Financial Group, LLC
|
BUY
|
- |
541+ 1.59% |
$48.6K - $60.6K
|
34.6K
$3.92M
|
|
Aug 08, 2025
Q2 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
32New |
$2.87K - $3.58K
|
32
$3.62K
|
|
Aug 08, 2025
Q2 2025
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
851+ 4.96% |
$76.4K - $95.3K
|
18K
$2.04M
|
|
Aug 08, 2025
Q2 2025
|
Glassman Wealth Services
|
SELL
|
- |
-24- 18.05% |
$2.16K - $2.69K
|
109
$12.3K
|
|
Aug 08, 2025
Q2 2025
|
Wrapmanager Inc
|
SELL
|
- |
-165- 7.75% |
$14.8K - $18.5K
|
1.96K
$222K
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-3.5K- 5.93% |
$314K - $392K
|
55.5K
$6.29M
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
2.43K+ 63.51% |
$218K - $272K
|
6.25K
$707K
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
65.4K+ 12.29% |
$5.87M - $7.32M
|
597K
$67.7M
|
|
Aug 08, 2025
Q2 2025
|
Security Financial Services, Inc.
|
SELL
|
- |
-1.06K- 3.72% |
$95.5K - $119K
|
27.5K
$3.11M
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.72K- 14.79% |
$155K - $193K
|
9.92K
$1.12M
|
|
Aug 08, 2025
Q2 2025
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-648- 1.42% |
$58.2K - $72.6K
|
45.1K
$5.11M
|
|
Aug 08, 2025
Q2 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
2.82KNew |
$253K - $316K
|
2.82K
$320K
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.88K+ 2.43% |
$798K - $995K
|
374K
$42.4M
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
62.8K+ 5.01% |
$5.64M - $7.03M
|
1.32M
$149M
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-144- 0.32% |
$12.9K - $16.1K
|
44.8K
$5.07M
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-13K- 8.71% |
$1.17M - $1.46M
|
137K
$15.5M
|
|
Aug 08, 2025
Q2 2025
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-17.8K- 36.64% |
$1.6M - $2M
|
30.8K
$3.49M
|
|
Aug 08, 2025
Q2 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
BUY
|
- |
19+ 0.9% |
$1.71K - $2.13K
|
2.13K
$241K
|
|
Aug 08, 2025
Q2 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
1+ 1.56% |
$89.8 - $112
|
65
$7.36K
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
787+ 6.34% |
$70.7K - $88.1K
|
13.2K
$1.5M
|
|
Aug 08, 2025
Q2 2025
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
250KNew |
$22.5M - $28M
|
250K
$28.3M
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-546- 4.71% |
$49K - $61.2K
|
11K
$1.25M
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
56+ 1.15% |
$5.03K - $6.27K
|
4.94K
$560K
|
|
Aug 07, 2025
Q2 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
285+ 2.76% |
$25.6K - $31.9K
|
10.6K
$1.2M
|
|
Aug 07, 2025
Q2 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
2.26KNew |
$203K - $253K
|
2.26K
$256K
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
14.7KNew |
$1.32M - $1.64M
|
14.7K
$1.66M
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.01K- 0.76% |
$90.2K - $113K
|
131K
$14.8M
|
|
Aug 07, 2025
Q2 2025
|
Palisade Asset Management, LLC
|
SELL
|
- |
-171- 2.18% |
$15.4K - $19.2K
|
7.69K
$871K
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
3.71K+ 5.88% |
$333K - $415K
|
66.7K
$7.55M
|