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 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-12.4K- 44.59% |
$1.19M - $1.32M
|
15.4K
$1.72M
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
SELL
|
- |
-398- 5.91% |
$38.2K - $42.3K
|
6.34K
$706K
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.17K+ 21.04% |
$113K - $125K
|
6.75K
$751K
|
|
|
May 08, 2025
Q1 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
SELL
|
- |
-9.76K- 27.27% |
$938K - $1.04M
|
26K
$2.9M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-125K- 7.59% |
$12M - $13.2M
|
1.52M
$169M
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
3.41K+ 0.78% |
$327K - $362K
|
437K
$48.7M
|
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
BUY
|
- |
5+ 3.91% |
$481 - $532
|
133
$14.8K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.06K+ 1.71% |
$102K - $112K
|
63K
$7.01M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-141K- 18.07% |
$13.5M - $15M
|
638K
$71M
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
146K+ 252.27% |
$14M - $15.5M
|
203K
$22.6M
|
|
|
May 08, 2025
Q1 2025
|
Novus Advisors, LLC
Greenville, SC |
SELL
|
- |
-433- 8.36% |
$41.6K - $46.1K
|
4.75K
$529K
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-11.6K- 62.68% |
$1.11M - $1.23M
|
6.9K
$768K
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
6.49KNew |
$623K - $690K
|
6.49K
$722K
|
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
SELL
|
- |
-21K- 42.42% |
$2.02M - $2.24M
|
28.6K
$3.18M
|
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
528+ 0.44% |
$50.7K - $56.2K
|
121K
$13.4M
|
|
|
May 07, 2025
Q1 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
2.36KNew |
$227K - $251K
|
2.36K
$263K
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-44.5K- 33.76% |
$4.28M - $4.73M
|
87.4K
$9.72M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-349K- 39.64% |
$33.6M - $37.2M
|
532K
$59.2M
|
|
|
May 07, 2025
Q1 2025
|
Ballast Advisors LLC
|
SELL
|
- |
-32- 4.49% |
$3.08K - $3.4K
|
681
$75.8K
|
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-1.48M- 98.85% |
$142M - $157M
|
17.1K
$1.91M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.4M- 37.18% |
$327M - $362M
|
5.75M
$640M
|
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
2.06KNew |
$198K - $219K
|
2.06K
$229K
|
|
|
May 07, 2025
Q1 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-3.41K- 42.74% |
$328K - $363K
|
4.57K
$509K
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-11.5K- 10.29% |
$1.1M - $1.22M
|
100K
$11.1M
|
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-2.72K- 53.65% |
$261K - $289K
|
2.35K
$261K
|
|
|
May 07, 2025
Q1 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-12.2K- 29.79% |
$1.17M - $1.29M
|
28.6K
$3.19M
|
|
|
May 07, 2025
Q1 2025
|
Bellwether Advisors, LLC
|
SELL
|
- |
-63- 18.69% |
$6.05K - $6.7K
|
274
$30.5K
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-2.17K- 49.7% |
$209K - $231K
|
2.2K
$245K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
3.17K+ 7.8% |
$304K - $337K
|
43.7K
$4.87M
|
|
|
May 07, 2025
Q1 2025
|
Miller Investment Management, LP
West Conshohocken, PA |
SELL
|
- |
-205- 8.35% |
$19.7K - $21.8K
|
2.25K
$250K
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
1.65K+ 8.05% |
$158K - $175K
|
22.1K
$2.46M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
62K+ 33.49% |
$5.96M - $6.6M
|
247K
$27.5M
|
|
|
May 06, 2025
Q1 2025
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-156K- 34.02% |
$15M - $16.6M
|
302K
$33.7M
|
|
|
May 06, 2025
Q1 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-94- 4.21% |
$9.03K - $10K
|
2.14K
$238K
|
|
|
May 06, 2025
Q1 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
SELL
|
- |
-107- 3.13% |
$10.3K - $11.4K
|
3.31K
$368K
|
|
|
May 06, 2025
Q1 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
2.05KNew |
$197K - $218K
|
2.05K
$228K
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-7.19K- 17.61% |
$691K - $765K
|
33.6K
$3.74M
|
|
|
May 06, 2025
Q1 2025
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-2.36K- 7.58% |
$227K - $251K
|
28.8K
$3.21M
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-11.1K- 50.32% |
$1.07M - $1.19M
|
11K
$1.23M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-184K- 21.41% |
$17.7M - $19.6M
|
676K
$75.2M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
1.73K+ 21.23% |
$166K - $184K
|
9.86K
$1.1M
|
|
|
May 06, 2025
Q1 2025
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-95- 0.07% |
$9.13K - $10.1K
|
138K
$15.3M
|
|
|
May 06, 2025
Q1 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-29.5K- 50.18% |
$2.83M - $3.13M
|
29.3K
$3.26M
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.24K+ 5.54% |
$119K - $131K
|
23.5K
$2.62M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-200- 1.77% |
$19.2K - $21.3K
|
11.1K
$1.23M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-329- 10.07% |
$31.6K - $35K
|
2.94K
$327K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-137K- 27.24% |
$13.1M - $14.5M
|
365K
$40.7M
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-2.1K- 16.8% |
$202K - $223K
|
10.4K
$1.16M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-529K- 29.71% |
$50.9M - $56.3M
|
1.25M
$139M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-2.49K- 4.52% |
$239K - $264K
|
52.5K
$5.85M
|