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 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-131K- 47.74% |
$11.8M - $14.7M
|
144K
$16.3M
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.73K- 15.8% |
$155K - $194K
|
9.22K
$1.04M
|
|
Aug 04, 2025
Q2 2025
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
2.05K+ 6.42% |
$184K - $229K
|
33.9K
$3.84M
|
|
Aug 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-72- 1.97% |
$6.47K - $8.06K
|
3.59K
$407K
|
|
Aug 04, 2025
Q2 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
423+ 6.69% |
$38K - $47.4K
|
6.75K
$764K
|
|
Aug 01, 2025
Q2 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
173+ 0.44% |
$15.5K - $19.4K
|
39.9K
$4.52M
|
|
Aug 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-5.28K- 4.81% |
$475K - $592K
|
105K
$11.8M
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
SELL
|
- |
-1.09K- 9.78% |
$97.5K - $122K
|
10K
$1.13M
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-75- 6.02% |
$6.74K - $8.4K
|
1.17K
$133K
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-607- 5.49% |
$54.5K - $68K
|
10.5K
$1.18M
|
|
Aug 01, 2025
Q2 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
35.3KNew |
$3.17M - $3.95M
|
35.3K
$4M
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-80- 1.34% |
$7.18K - $8.96K
|
5.9K
$668K
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
82+ 4.1% |
$7.36K - $9.18K
|
2.08K
$236K
|
|
Aug 01, 2025
Q2 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-3.38K- 19.75% |
$304K - $379K
|
13.7K
$1.56M
|
|
Aug 01, 2025
Q2 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
62+ 1.87% |
$5.57K - $6.94K
|
3.37K
$382K
|
|
Aug 01, 2025
Q2 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
6.48KNew |
$581K - $725K
|
6.48K
$733K
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-12.3K- 85.61% |
$1.1M - $1.37M
|
2.06K
$233K
|
|
Aug 01, 2025
Q2 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-37.3K- 11.51% |
$3.35M - $4.18M
|
287K
$32.5M
|
|
Aug 01, 2025
Q2 2025
|
James Investment Research Inc
|
BUY
|
- |
2.24K+ 44.87% |
$201K - $251K
|
7.24K
$819K
|
|
Aug 01, 2025
Q2 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
577+ 22.01% |
$51.8K - $64.6K
|
3.2K
$362K
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
77New |
$6.91K - $8.62K
|
77
$8.72K
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.11K+ 0.43% |
$99.6K - $124K
|
261K
$29.6M
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-1.15K- 71.73% |
$103K - $129K
|
454
$51.4K
|
|
Jul 31, 2025
Q2 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.62K+ 66.19% |
$145K - $181K
|
4.06K
$459K
|
|
Jul 31, 2025
Q2 2025
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
81+ 0.99% |
$7.27K - $9.07K
|
8.24K
$933K
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
5.85K+ 62.02% |
$525K - $655K
|
15.3K
$1.73M
|
|
Jul 31, 2025
Q2 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-168- 4.64% |
$15.1K - $18.8K
|
3.45K
$391K
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
SELL
|
- |
-640- 1.18% |
$57.5K - $71.7K
|
53.8K
$6.09M
|
|
Jul 31, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
10.5K+ 1413.78% |
$939K - $1.17M
|
11.2K
$1.27M
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
10.2K+ 94.93% |
$912K - $1.14M
|
20.9K
$2.36M
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-14.3K- 97.91% |
$1.28M - $1.6M
|
305
$34.5K
|
|
Jul 31, 2025
Q2 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-2.26K- 22.6% |
$203K - $254K
|
7.76K
$878K
|
|
Jul 31, 2025
Q2 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-11- 0.34% |
$988 - $1.23K
|
3.23K
$366K
|
|
Jul 31, 2025
Q2 2025
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-2.64K- 3.71% |
$237K - $296K
|
68.5K
$7.76M
|
|
Jul 31, 2025
Q2 2025
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-415- 11.26% |
$37.3K - $46.5K
|
3.27K
$370K
|
|
Jul 31, 2025
Q2 2025
|
Forte Asset Management LLC
|
SELL
|
- |
-4.99K- 6.72% |
$448K - $559K
|
69.3K
$7.85M
|
|
Jul 31, 2025
Q2 2025
|
Fedenia Advisers LLC
Madison, WI |
SELL
|
- |
-207- 3.37% |
$18.6K - $23.2K
|
5.94K
$673K
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
567+ 6.91% |
$50.9K - $63.5K
|
8.77K
$994K
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
108K+ 0.64% |
$9.72M - $12.1M
|
16.9M
$1.92B
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.24K+ 3.07% |
$201K - $250K
|
74.9K
$8.49M
|
|
Jul 31, 2025
Q2 2025
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-106- 0.37% |
$9.52K - $11.9K
|
28.7K
$3.25M
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-175- 0.89% |
$15.7K - $19.6K
|
19.5K
$2.21M
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
161+ 3.29% |
$14.5K - $18K
|
5.06K
$573K
|
|
Jul 30, 2025
Q2 2025
|
Covenant Partners, LLC
|
SELL
|
- |
-7.22K- 3.46% |
$649K - $809K
|
201K
$22.8M
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
BUY
|
- |
2+ 0.18% |
$180 - $224
|
1.14K
$129K
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
290+ 66.67% |
$26K - $32.5K
|
725
$82.1K
|
|
Jul 30, 2025
Q2 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
56+ 1.92% |
$5.03K - $6.27K
|
2.97K
$337K
|
|
Jul 30, 2025
Q2 2025
|
Patten Group, Inc.
|
BUY
|
- |
2.81K+ 9.36% |
$252K - $314K
|
32.8K
$3.71M
|
|
Jul 30, 2025
Q2 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
87+ 4.34% |
$7.81K - $9.74K
|
2.09K
$237K
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-550- 2.56% |
$49.4K - $61.6K
|
21K
$2.37M
|