Latest Institutional Purchases of Msci Eafe Growth ETF (EFG)
This list provides information on the latest institutional transactions involving Msci Eafe Growth ETF (EFG) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
65New |
$6.25K - $6.91K
|
65
$7.36K
|
|
|
Apr 21, 2025
Q1 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
64New |
$6.15K - $6.81K
|
64
$7.25K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
63New |
$6.05K - $6.7K
|
63
$7.14K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
50New |
$4.81K - $5.32K
|
50
$5.66K
|
|
|
Jul 15, 2025
Q1 2025
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
46+ 0.74% |
$4.42K - $4.89K
|
6.23K
$706K
|
|
|
May 05, 2025
Q1 2025
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
42New |
$4.04K - $4.47K
|
42
$4.76K
|
|
|
Aug 15, 2025
Q1 2025
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
BUY
|
- |
16+ 0.9% |
$1.54K - $1.7K
|
1.8K
$204K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
15New |
$1.44K - $1.6K
|
15
$1.7K
|
|
|
May 14, 2025
Q1 2025
|
Delta Investment Management, LLC
|
BUY
|
- |
12+ 0.56% |
$1.15K - $1.28K
|
2.17K
$246K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
12New |
$1.15K - $1.28K
|
12
$1.36K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
10New |
$961 - $1.06K
|
10
$1.13K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
7+ 15.22% |
$673 - $745
|
53
$6K
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
6New |
$577 - $638
|
6
$680
|
|
|
Apr 16, 2025
Q1 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
6New |
$577 - $638
|
6
$680
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
5+ 0.12% |
$481 - $532
|
4.15K
$470K
|
|
|
May 12, 2025
Q1 2025
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
1+ 0.05% |
$96.1 - $106
|
2.14K
$242K
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
1+ 1.96% |
$96.1 - $106
|
52
$5.89K
|
|
| Q4 2024 | |||||||
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
55.1KNew |
$5.33M - $5.89M
|
55.1K
$6.24M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
29K+ 2.51% |
$2.81M - $3.1M
|
1.18M
$134M
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
27.7KNew |
$2.69M - $2.97M
|
27.7K
$3.14M
|
|
|
Mar 10, 2025
Q4 2024
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
BUY
|
- |
14.1KNew |
$1.36M - $1.5M
|
14.1K
$1.59M
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
13.2KNew |
$1.27M - $1.41M
|
13.2K
$1.49M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
12KNew |
$1.16M - $1.28M
|
12K
$1.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
11.1KNew |
$1.08M - $1.19M
|
11.1K
$1.26M
|
|
|
Feb 05, 2025
Q4 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
10.8KNew |
$1.04M - $1.15M
|
10.8K
$1.22M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
10.1KNew |
$976K - $1.08M
|
10.1K
$1.14M
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
9.57KNew |
$926K - $1.02M
|
9.57K
$1.08M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
9.17KNew |
$888K - $980K
|
9.17K
$1.04M
|
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
9.14K+ 21.08% |
$885K - $977K
|
52.5K
$5.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
7.45KNew |
$721K - $796K
|
7.45K
$844K
|
|
|
Feb 12, 2025
Q4 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
5.39KNew |
$521K - $576K
|
5.39K
$610K
|
|
|
Sep 08, 2025
Q4 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
4.57K+ 8.77% |
$442K - $488K
|
56.6K
$6.42M
|
|
|
Jan 27, 2025
Q4 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
4.53KNew |
$438K - $484K
|
4.53K
$513K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
4.28KNew |
$415K - $458K
|
4.28K
$485K
|
|
|
Feb 05, 2025
Q4 2024
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
4.17KNew |
$404K - $446K
|
4.17K
$473K
|
|
|
Feb 12, 2025
Q4 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
3.66KNew |
$355K - $392K
|
3.66K
$415K
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
BUY
|
- |
3.31KNew |
$320K - $353K
|
3.31K
$375K
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
3.07KNew |
$298K - $329K
|
3.07K
$348K
|
|
|
Feb 05, 2025
Q4 2024
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
2.89KNew |
$280K - $309K
|
2.89K
$328K
|
|
|
Feb 13, 2025
Q4 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
2.51K+ 11.53% |
$243K - $268K
|
24.3K
$2.75M
|
|
|
Jan 24, 2025
Q4 2024
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
2.3KNew |
$223K - $246K
|
2.3K
$260K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
2.26K+ 2.16% |
$218K - $241K
|
107K
$12.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
BUY
|
- |
2.13KNew |
$206K - $227K
|
2.13K
$241K
|
|
|
Jan 29, 2025
Q4 2024
|
Fsr Wealth Management Ltd.
Elmhurst, IL |
BUY
|
- |
2.08KNew |
$201K - $222K
|
2.08K
$235K
|
|
|
Feb 13, 2025
Q4 2024
|
Family Office Research LLC
Bethesda, MD |
BUY
|
- |
2.07KNew |
$200K - $221K
|
2.07K
$234K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
1.76KNew |
$170K - $188K
|
1.76K
$199K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
949New |
$91.9K - $101K
|
949
$107K
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
938+ 24.04% |
$90.8K - $100K
|
4.84K
$548K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
833+ 21.77% |
$80.7K - $89K
|
4.66K
$528K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
720New |
$69.7K - $77K
|
720
$81.5K
|
|