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 06, 2025
Q2 2025
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
374+ 17.86% |
$33.6K - $41.9K
|
2.47K
$280K
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2.2K+ 5.95% |
$197K - $246K
|
39.1K
$4.43M
|
|
Aug 06, 2025
Q2 2025
|
Keystone Financial Services
|
BUY
|
- |
1.53K+ 1.94% |
$138K - $172K
|
80.4K
$9.1M
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-212- 6.18% |
$19K - $23.7K
|
3.22K
$365K
|
|
Aug 05, 2025
Q2 2025
|
5 T Wealth, LLC
Napa, CA |
SELL
|
- |
-4.37K- 15.68% |
$392K - $489K
|
23.5K
$2.66M
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
30.7K+ 4.81% |
$2.76M - $3.44M
|
668K
$75.7M
|
|
Aug 05, 2025
Q2 2025
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-1.74K- 1.26% |
$156K - $194K
|
136K
$15.4M
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-31- 47.69% |
$2.78K - $3.47K
|
34
$3.85K
|
|
Aug 05, 2025
Q2 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-57.1K- 11.08% |
$5.12M - $6.39M
|
458K
$51.9M
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-352- 3.05% |
$31.6K - $39.4K
|
11.2K
$1.27M
|
|
Aug 05, 2025
Q2 2025
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-36.2K- 53.16% |
$3.25M - $4.06M
|
31.9K
$3.62M
|
|
Aug 05, 2025
Q2 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1+ 0.56% |
$89.8 - $112
|
179
$20.3K
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1+ 0.71% |
$89.8 - $112
|
142
$16.1K
|
|
Aug 05, 2025
Q2 2025
|
Tsfg, LLC
|
SELL
|
- |
-338- 50.37% |
$30.4K - $37.9K
|
333
$37.7K
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-18.1K- 7.29% |
$1.62M - $2.02M
|
230K
$26M
|
|
Aug 05, 2025
Q2 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-1.24K- 10.49% |
$111K - $139K
|
10.6K
$1.2M
|
|
Aug 05, 2025
Q2 2025
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-9- 0.07% |
$808 - $1.01K
|
12.9K
$1.46M
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-513- 0.51% |
$46.1K - $57.5K
|
99.6K
$11.3M
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
SELL
|
- |
-1.7K- 2.04% |
$153K - $190K
|
81.7K
$9.25M
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
128+ 7.42% |
$11.5K - $14.3K
|
1.85K
$210K
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
7.48K+ 25.95% |
$672K - $838K
|
36.3K
$4.11M
|
|
Aug 05, 2025
Q2 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
590+ 5.68% |
$53K - $66.1K
|
11K
$1.24M
|
|
Aug 05, 2025
Q2 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-415- 4.48% |
$37.3K - $46.5K
|
8.84K
$1M
|
|
Aug 05, 2025
Q2 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-1.93K- 0.93% |
$174K - $217K
|
206K
$23.3M
|
|
Aug 05, 2025
Q2 2025
|
Pointe Capital Management LLC
|
BUY
|
- |
1.3K+ 55.47% |
$117K - $145K
|
3.64K
$412K
|
|
Aug 05, 2025
Q2 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-761- 2.17% |
$68.3K - $85.2K
|
34.2K
$3.88M
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.08% |
$89.8 - $112
|
1.21K
$136K
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
BUY
|
- |
131+ 0.52% |
$11.8K - $14.7K
|
25.1K
$2.85M
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
492+ 0.83% |
$44.2K - $55.1K
|
59.8K
$6.77M
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.93KNew |
$173K - $216K
|
1.93K
$218K
|
|
Aug 05, 2025
Q2 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-41- 55.41% |
$3.68K - $4.59K
|
33
$3.74K
|
|
Aug 05, 2025
Q2 2025
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
1.95KNew |
$175K - $218K
|
1.95K
$221K
|
|
Aug 04, 2025
Q2 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-2.15K- 4.9% |
$193K - $241K
|
41.8K
$4.74M
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-444- 1.59% |
$39.9K - $49.7K
|
27.5K
$3.12M
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.3K+ 6.11% |
$117K - $146K
|
22.6K
$2.56M
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-4.38K- 49.14% |
$394K - $491K
|
4.54K
$514K
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
114+ 0.88% |
$10.2K - $12.8K
|
13.1K
$1.48M
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-2.62K- 13.44% |
$235K - $293K
|
16.8K
$1.91M
|
|
Aug 04, 2025
Q2 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
891New |
$80K - $99.8K
|
891
$101K
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
12.3K+ 10.61% |
$1.1M - $1.38M
|
128K
$14.5M
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
8.6K+ 20.21% |
$772K - $963K
|
51.1K
$5.79M
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
BUY
|
- |
2.56K+ 24.4% |
$230K - $287K
|
13.1K
$1.48M
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
9.93K+ 5.33% |
$892K - $1.11M
|
196K
$22.2M
|
|
Aug 04, 2025
Q2 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
25+ 1.14% |
$2.25K - $2.8K
|
2.22K
$251K
|
|
Aug 04, 2025
Q2 2025
|
Amg National Trust Bank
|
BUY
|
- |
648+ 5.52% |
$58.2K - $72.6K
|
12.4K
$1.4M
|
|
Aug 04, 2025
Q2 2025
|
Univest Financial Corp
|
SELL
|
- |
-138- 2.18% |
$12.4K - $15.5K
|
6.2K
$703K
|
|
Aug 04, 2025
Q2 2025
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-121- 0.77% |
$10.9K - $13.6K
|
15.6K
$1.77M
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-140- 4.77% |
$12.6K - $15.7K
|
2.8K
$317K
|
|
Aug 04, 2025
Q2 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-208- 1.95% |
$18.7K - $23.3K
|
10.5K
$1.19M
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-50- 0.32% |
$4.49K - $5.6K
|
15.4K
$1.74M
|