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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
21+ 0.23% |
$2.03K - $2.24K
|
9.14K
$942K
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-1.75K- 27.47% |
$169K - $187K
|
4.61K
$475K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-225- 2.43% |
$21.8K - $24K
|
9.05K
$933K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.35K+ 0.58% |
$131K - $144K
|
235K
$24.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
11.9K+ 11.36% |
$1.15M - $1.27M
|
117K
$12M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.5K+ 36.23% |
$242K - $267K
|
9.4K
$969K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
114K+ 29.5% |
$11.1M - $12.2M
|
502K
$51.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
11.1K+ 23.79% |
$1.07M - $1.19M
|
57.7K
$5.95M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
38.5K+ 22.74% |
$3.73M - $4.12M
|
208K
$21.4M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-32.5K- 4.4% |
$3.14M - $3.47M
|
705K
$72.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
876+ 6.17% |
$84.8K - $93.6K
|
15.1K
$1.55M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-3.42K- 45.32% |
$331K - $365K
|
4.12K
$425K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
4.79K+ 55.25% |
$464K - $512K
|
13.5K
$1.39M
|
|
|
Feb 06, 2025
Q4 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
4.58K+ 9.4% |
$444K - $490K
|
53.3K
$5.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
2.89KNew |
$280K - $309K
|
2.89K
$298K
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
1.25K+ 1.05% |
$121K - $133K
|
120K
$12.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
15.9K+ 13.01% |
$1.54M - $1.7M
|
138K
$14.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
4.28KNew |
$414K - $457K
|
4.28K
$441K
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
SELL
|
- |
-1.1K- 3.61% |
$107K - $118K
|
29.5K
$3.04M
|
|
|
Feb 06, 2025
Q4 2024
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
21.3K+ 21.32% |
$2.06M - $2.28M
|
121K
$12.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
40.4KNew |
$3.92M - $4.32M
|
40.4K
$4.17M
|
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
SELL
|
- |
-2.71K- 31.14% |
$263K - $290K
|
6K
$619K
|
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
49.5K+ 163.63% |
$4.8M - $5.3M
|
79.8K
$8.23M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
557+ 5.47% |
$53.9K - $59.5K
|
10.7K
$1.11M
|
|
|
Feb 06, 2025
Q4 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-6- 0.02% |
$581 - $641
|
30.7K
$3.17M
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
305+ 2.79% |
$29.5K - $32.6K
|
11.2K
$1.16M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
19.8K+ 40.79% |
$1.92M - $2.12M
|
68.4K
$7.05M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
34.7K+ 10.88% |
$3.36M - $3.71M
|
354K
$36.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-1.87K- 28.69% |
$181K - $200K
|
4.64K
$479K
|
|
|
Feb 06, 2025
Q4 2024
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-401- 9.03% |
$38.8K - $42.9K
|
4.04K
$417K
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
9.08K+ 84.6% |
$880K - $971K
|
19.8K
$2.04M
|
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-3.09K- 37.9% |
$299K - $330K
|
5.06K
$522K
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-752- 3.26% |
$72.8K - $80.4K
|
22.3K
$2.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
949New |
$91.9K - $101K
|
949
$97.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
672KNew |
$65.1M - $71.8M
|
672K
$69.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-29- 23.58% |
$2.81K - $3.1K
|
94
$9.69K
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
2.41K+ 5.13% |
$233K - $258K
|
49.4K
$5.09M
|
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
BUY
|
- |
2.13KNew |
$206K - $227K
|
2.13K
$219K
|
|
|
Feb 06, 2025
Q4 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-194- 0.62% |
$18.8K - $20.7K
|
31.3K
$3.23M
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
SELL
|
- |
-640- 5.13% |
$62K - $68.4K
|
11.8K
$1.22M
|
|
|
Feb 06, 2025
Q4 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
22+ 0.08% |
$2.13K - $2.35K
|
26K
$2.68M
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-490- 1.03% |
$47.4K - $52.4K
|
47.1K
$4.86M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
87.8K+ 1203.58% |
$8.51M - $9.39M
|
95.1K
$9.81M
|
|
|
Feb 06, 2025
Q4 2024
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
5.18KNew |
$502K - $554K
|
5.18K
$534K
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-805- 18.27% |
$77.9K - $86K
|
3.6K
$371K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-28- 0.08% |
$2.71K - $2.99K
|
36.4K
$3.75M
|
|
|
Feb 05, 2025
Q4 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
10.8KNew |
$1.04M - $1.15M
|
10.8K
$1.11M
|
|
|
Feb 05, 2025
Q4 2024
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
2.89KNew |
$280K - $309K
|
2.89K
$298K
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-7.43K- 16.67% |
$720K - $794K
|
37.1K
$3.83M
|
|
|
Feb 05, 2025
Q4 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
1.98K+ 1.46% |
$192K - $212K
|
138K
$14.2M
|