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 09, 2025
Q1 2025
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
900+ 14.41% |
$86.5K - $95.7K
|
7.15K
$795K
|
|
|
May 09, 2025
Q1 2025
|
Wells Financial Advisors Inc
|
BUY
|
- |
50+ 9.17% |
$4.81K - $5.32K
|
595
$66.2K
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
357+ 6.66% |
$34.3K - $38K
|
5.72K
$637K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.22K- 31.14% |
$213K - $236K
|
4.9K
$545K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-173K- 39.59% |
$16.6M - $18.4M
|
264K
$29.4M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.91K- 43.85% |
$183K - $203K
|
2.44K
$272K
|
|
|
May 09, 2025
Q1 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-1.84K- 38.72% |
$177K - $196K
|
2.92K
$325K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-10.2K- 44.1% |
$976K - $1.08M
|
12.9K
$1.43M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-946- 0.27% |
$90.9K - $101K
|
350K
$38.9M
|
|
|
May 09, 2025
Q1 2025
|
Leisure Capital Management
|
SELL
|
- |
-1.67K- 27.14% |
$160K - $177K
|
4.48K
$498K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
7.08K+ 42.12% |
$680K - $753K
|
23.9K
$2.66M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
116K+ 34.17% |
$11.1M - $12.3M
|
455K
$50.7M
|
|
|
May 09, 2025
Q1 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
1.9K+ 21.08% |
$183K - $202K
|
10.9K
$1.21M
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
2.12KNew |
$203K - $225K
|
2.12K
$236K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-35.5K- 37.58% |
$3.41M - $3.78M
|
59K
$6.57M
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
661+ 379.89% |
$63.5K - $70.3K
|
835
$93K
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-186- 1.48% |
$17.9K - $19.8K
|
12.4K
$1.38M
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-65- 2.56% |
$6.25K - $6.91K
|
2.47K
$275K
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
449KNew |
$43.1M - $47.7M
|
449K
$50M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-2.8K- 37.97% |
$269K - $298K
|
4.57K
$509K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
4.05K+ 7.17% |
$390K - $431K
|
60.6K
$6.75M
|
|
|
May 09, 2025
Q1 2025
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
570+ 1.82% |
$54.8K - $60.6K
|
31.9K
$3.55M
|
|
|
May 09, 2025
Q1 2025
|
Wambolt & Associates, LLC
|
SELL
|
- |
-87- 0.42% |
$8.36K - $9.25K
|
20.4K
$2.27M
|
|
|
May 09, 2025
Q1 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
14+ 0.1% |
$1.35K - $1.49K
|
13.7K
$1.53M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
292New |
$28.1K - $31.1K
|
292
$32.5K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-399- 7.06% |
$38.3K - $42.4K
|
5.25K
$585K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-9.75K- 45.06% |
$937K - $1.04M
|
11.9K
$1.32M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-118K- 29.18% |
$11.3M - $12.5M
|
286K
$31.8M
|
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-222- 7.81% |
$21.3K - $23.6K
|
2.62K
$292K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-394K- 92.09% |
$37.8M - $41.9M
|
33.8K
$3.76M
|
|
|
May 08, 2025
Q1 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
4.08K+ 6.36% |
$392K - $434K
|
68.2K
$7.59M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
561+ 1.54% |
$53.9K - $59.7K
|
36.9K
$4.11M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.96K+ 17.82% |
$189K - $209K
|
13K
$1.44M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-101- 0.48% |
$9.71K - $10.7K
|
20.7K
$2.31M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-790- 2.45% |
$75.9K - $84K
|
31.4K
$3.5M
|
|
|
May 08, 2025
Q1 2025
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
24.7KNew |
$2.38M - $2.63M
|
24.7K
$2.75M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-64- 1.73% |
$6.15K - $6.81K
|
3.63K
$404K
|
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
BUY
|
- |
316+ 10.79% |
$30.4K - $33.6K
|
3.25K
$361K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-8.03K- 15.54% |
$772K - $854K
|
43.7K
$4.86M
|
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
SELL
|
- |
-499- 18.99% |
$48K - $53.1K
|
2.13K
$237K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-14- 0.12% |
$1.35K - $1.49K
|
11.8K
$1.31M
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-2.27K- 31.68% |
$218K - $242K
|
4.9K
$545K
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
17.7K+ 86.28% |
$1.7M - $1.89M
|
38.3K
$4.26M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.13K- 13.87% |
$205K - $227K
|
13.2K
$1.47M
|
|
|
May 08, 2025
Q1 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
62.8KNew |
$6.03M - $6.68M
|
62.8K
$6.99M
|
|
|
May 08, 2025
Q1 2025
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-567- 3.87% |
$54.5K - $60.3K
|
14.1K
$1.57M
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-11K- 21.41% |
$1.06M - $1.17M
|
40.3K
$4.49M
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-386- 18.29% |
$37.1K - $41.1K
|
1.72K
$192K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
20.6K+ 17.53% |
$1.98M - $2.19M
|
138K
$15.4M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-25.3K- 67.22% |
$2.43M - $2.69M
|
12.3K
$1.37M
|