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 12, 2025
Q1 2025
|
Charter Research & Investment Group, Inc.
Southport, CT |
BUY
|
- |
2.54KNew |
$244K - $270K
|
2.54K
$283K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-254- 0.36% |
$24.4K - $27K
|
69.8K
$7.77M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-25.5K- 36.22% |
$2.45M - $2.71M
|
44.9K
$4.99M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
64+ 3.6% |
$6.15K - $6.81K
|
1.84K
$205K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-10.5K- 8.32% |
$1.01M - $1.12M
|
116K
$12.9M
|
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
370+ 11.15% |
$35.6K - $39.4K
|
3.69K
$411K
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-243K- 42.88% |
$23.4M - $25.9M
|
324K
$36.1M
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-11.6K- 24.94% |
$1.12M - $1.24M
|
35K
$3.9M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.41M- 33.06% |
$231M - $256M
|
4.87M
$542M
|
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-3K- 16.61% |
$288K - $319K
|
15.1K
$1.68M
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
336+ 0.31% |
$32.3K - $35.7K
|
110K
$12.2M
|
|
|
May 12, 2025
Q1 2025
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
7+ 0.02% |
$673 - $745
|
45.7K
$5.09M
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
BUY
|
- |
70+ 5.01% |
$6.73K - $7.45K
|
1.47K
$163K
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-39.6K- 40.3% |
$3.8M - $4.21M
|
58.6K
$6.52M
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
2.99K+ 11.89% |
$287K - $318K
|
28.1K
$3.13M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-10.9K- 52.02% |
$1.05M - $1.16M
|
10.1K
$1.12M
|
|
|
May 12, 2025
Q1 2025
|
Horan Securities, Inc.
|
BUY
|
- |
1.75K+ 21.82% |
$168K - $186K
|
9.77K
$1.09M
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-66.8K- 30.23% |
$6.42M - $7.11M
|
154K
$17.2M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-94- 1.89% |
$9.03K - $10K
|
4.89K
$544K
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-36.9K- 42.85% |
$3.54M - $3.92M
|
49.2K
$5.48M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-2.82K- 11.33% |
$271K - $300K
|
22K
$2.45M
|
|
|
May 12, 2025
Q1 2025
|
Cypress Capital Group
|
SELL
|
- |
-39- 0.65% |
$3.75K - $4.15K
|
5.96K
$664K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.83K- 13.61% |
$176K - $195K
|
11.6K
$1.3M
|
|
|
May 12, 2025
Q1 2025
|
Staley Capital Advisers Inc
|
BUY
|
- |
6.52K+ 4.73% |
$627K - $694K
|
144K
$16.1M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-592- 19.47% |
$56.9K - $63K
|
2.45K
$273K
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-5.74K- 39.26% |
$551K - $610K
|
8.87K
$988K
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-34.9K- 32.07% |
$3.36M - $3.72M
|
74K
$8.24M
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
SELL
|
- |
-1.04K- 7.5% |
$99.7K - $110K
|
12.8K
$1.42M
|
|
|
May 12, 2025
Q1 2025
|
First American Trust, Fsb
|
BUY
|
- |
14.7K+ 42.32% |
$1.41M - $1.56M
|
49.3K
$5.49M
|
|
|
May 12, 2025
Q1 2025
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
1+ 0.05% |
$96.1 - $106
|
2.14K
$238K
|
|
|
May 12, 2025
Q1 2025
|
Athena Investment Management
|
BUY
|
- |
91+ 2.01% |
$8.75K - $9.68K
|
4.62K
$514K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
180+ 47.0% |
$17.3K - $19.1K
|
563
$62.7K
|
|
|
May 12, 2025
Q1 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-14.3K- 34.57% |
$1.37M - $1.52M
|
27.1K
$3.01M
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
SELL
|
- |
-54.1K- 31.25% |
$5.2M - $5.76M
|
119K
$13.3M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-20.6K- 8.74% |
$1.98M - $2.19M
|
215K
$23.9M
|
|
|
May 12, 2025
Q1 2025
|
Montag & Caldwell, LLC
Atlanta, GA |
SELL
|
- |
-37- 1.59% |
$3.56K - $3.94K
|
2.29K
$255K
|
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-2.02K- 4.28% |
$194K - $214K
|
45.1K
$5.02M
|
|
|
May 12, 2025
Q1 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
SELL
|
- |
-961- 13.74% |
$92.4K - $102K
|
6.03K
$671K
|
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
364+ 5.34% |
$35K - $38.7K
|
7.18K
$799K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-17K- 1.44% |
$1.64M - $1.81M
|
1.16M
$129M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-147K- 18.12% |
$14.1M - $15.6M
|
664K
$73.9M
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-336- 10.98% |
$32.3K - $35.7K
|
2.72K
$303K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-5.76K- 6.48% |
$554K - $613K
|
83.1K
$9.25M
|
|
|
May 09, 2025
Q1 2025
|
Empire Life Investments Inc.
|
BUY
|
- |
11.1K+ 29.81% |
$1.07M - $1.18M
|
48.3K
$5.38M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-467- 9.22% |
$44.9K - $49.7K
|
4.6K
$512K
|
|
|
May 09, 2025
Q1 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-3.71K- 8.81% |
$357K - $395K
|
38.4K
$4.28M
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
64New |
$6.15K - $6.81K
|
64
$7.12K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.35K+ 4.49% |
$226K - $250K
|
54.7K
$6.09M
|
|
|
May 09, 2025
Q1 2025
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
614+ 15.2% |
$59K - $65.3K
|
4.65K
$518K
|
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-26- 5.01% |
$2.5K - $2.77K
|
493
$54.9K
|