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 |
---|---|---|---|---|---|---|---|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
14KNew |
$1.26M - $1.57M
|
14K
$1.54M
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
13.9K+ 1.13% |
$1.25M - $1.56M
|
1.24M
$137M
|
|
Aug 14, 2025
Q2 2025
|
Staley Capital Advisers Inc
|
BUY
|
- |
13K+ 9.0% |
$1.17M - $1.46M
|
157K
$17.4M
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
12.3K+ 27.51% |
$1.1M - $1.38M
|
56.9K
$6.28M
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
12.3K+ 10.61% |
$1.1M - $1.38M
|
128K
$14.1M
|
|
Aug 06, 2025
Q2 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
11.7K+ 29.12% |
$1.05M - $1.32M
|
52.1K
$5.75M
|
|
Aug 07, 2025
Q2 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
11.5K+ 6.44% |
$1.04M - $1.29M
|
191K
$21M
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
11.4K+ 24.83% |
$1.03M - $1.28M
|
57.4K
$6.34M
|
|
Aug 06, 2025
Q2 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
10.5KNew |
$940K - $1.17M
|
10.5K
$1.16M
|
|
Jul 31, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
10.5K+ 1413.78% |
$939K - $1.17M
|
11.2K
$1.24M
|
|
Jul 29, 2025
Q2 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
10.2K+ 23.77% |
$919K - $1.15M
|
53.3K
$5.88M
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
10.2K+ 94.93% |
$912K - $1.14M
|
20.9K
$2.3M
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
9.93K+ 5.33% |
$892K - $1.11M
|
196K
$21.6M
|
|
Jul 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
9.36K+ 21.71% |
$841K - $1.05M
|
52.5K
$5.79M
|
|
Jul 23, 2025
Q2 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
9.27KNew |
$832K - $1.04M
|
9.27K
$1.02M
|
|
Aug 14, 2025
Q2 2025
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
9.11K+ 101.97% |
$818K - $1.02M
|
18K
$1.99M
|
|
Aug 11, 2025
Q2 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
9.05KNew |
$813K - $1.01M
|
9.05K
$999K
|
|
Aug 14, 2025
Q2 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
9.01K+ 4.42% |
$809K - $1.01M
|
213K
$23.5M
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.88K+ 2.43% |
$798K - $995K
|
374K
$41.3M
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
8.6K+ 20.21% |
$772K - $963K
|
51.1K
$5.64M
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
7.89K+ 11.04% |
$709K - $884K
|
79.3K
$8.75M
|
|
Jul 24, 2025
Q2 2025
|
Jb Capital LLC
|
BUY
|
- |
7.72K+ 1.59% |
$693K - $864K
|
494K
$54.5M
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
7.61K+ 387.82% |
$684K - $853K
|
9.58K
$1.06M
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
7.48K+ 25.95% |
$672K - $838K
|
36.3K
$4.01M
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
7.46K+ 152.58% |
$669K - $835K
|
12.3K
$1.36M
|
|
Jul 23, 2025
Q2 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
6.72K+ 9.28% |
$603K - $752K
|
79.1K
$8.73M
|
|
Aug 07, 2025
Q2 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
6.62KNew |
$595K - $742K
|
6.62K
$731K
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
6.57K+ 263.79% |
$590K - $736K
|
9.06K
$1M
|
|
Aug 13, 2025
Q2 2025
|
West Wealth Group, LLC
|
BUY
|
- |
6.53K+ 4.92% |
$587K - $732K
|
139K
$15.4M
|
|
Aug 01, 2025
Q2 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
6.48KNew |
$581K - $725K
|
6.48K
$714K
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.96K+ 0.65% |
$535K - $668K
|
929K
$103M
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
5.85K+ 62.02% |
$525K - $655K
|
15.3K
$1.68M
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
5.77K+ 9.95% |
$518K - $647K
|
63.8K
$7.04M
|
|
Aug 13, 2025
Q2 2025
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
5.55KNew |
$499K - $622K
|
5.55K
$613K
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
BUY
|
- |
5.47K+ 2.06% |
$491K - $612K
|
270K
$29.8M
|
|
Aug 14, 2025
Q2 2025
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
5.44K+ 237.1% |
$488K - $609K
|
7.73K
$853K
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
5.36K+ 6.38% |
$481K - $600K
|
89.4K
$9.86M
|
|
Jul 28, 2025
Q2 2025
|
Courier Capital LLC
|
BUY
|
- |
5.19K+ 6.59% |
$466K - $581K
|
84K
$9.27M
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
5.12K+ 14.79% |
$459K - $573K
|
39.7K
$4.38M
|
|
Jul 22, 2025
Q2 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
5.04K+ 12.09% |
$453K - $565K
|
46.8K
$5.16M
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
5.01K+ 0.43% |
$450K - $561K
|
1.17M
$129M
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
4.65K+ 61.24% |
$417K - $521K
|
12.2K
$1.35M
|
|
Jul 29, 2025
Q2 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
4.54K+ 0.99% |
$407K - $508K
|
461K
$50.9M
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
4.53K+ 3.72% |
$406K - $507K
|
126K
$13.9M
|
|
Aug 07, 2025
Q2 2025
|
Apeiron Ria LLC
|
BUY
|
- |
4.48K+ 8.45% |
$402K - $502K
|
57.5K
$6.34M
|
|
Aug 07, 2025
Q2 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
4.45K+ 10.17% |
$400K - $498K
|
48.2K
$5.32M
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
4.45K+ 6.37% |
$399K - $498K
|
74.2K
$8.19M
|
|
Jul 10, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
4.43K+ 103.8% |
$398K - $496K
|
8.7K
$960K
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.36K+ 9.69% |
$392K - $488K
|
49.4K
$5.45M
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
4.33K+ 19.28% |
$389K - $485K
|
26.8K
$2.96M
|