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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Wells Financial Advisors Inc
|
BUY
|
- |
50+ 9.17% |
$4.81K - $5.32K
|
595
$66.2K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
50New |
$4.81K - $5.32K
|
50
$5.57K
|
|
|
Jul 15, 2025
Q1 2025
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
46+ 0.74% |
$4.42K - $4.89K
|
6.23K
$694K
|
|
|
May 05, 2025
Q1 2025
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
42New |
$4.04K - $4.47K
|
42
$4.68K
|
|
|
Apr 22, 2025
Q1 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
38+ 0.23% |
$3.65K - $4.04K
|
16.5K
$1.84M
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
34+ 109.68% |
$3.27K - $3.62K
|
65
$7.24K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
32+ 2.28% |
$3.08K - $3.4K
|
1.44K
$160K
|
|
|
May 13, 2025
Q1 2025
|
Dynamic Financial Group
Cedar Falls, IA |
BUY
|
- |
30+ 0.21% |
$2.88K - $3.19K
|
14.1K
$1.56M
|
|
|
May 05, 2025
Q1 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
26+ 1.2% |
$2.5K - $2.77K
|
2.2K
$244K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
23New |
$2.21K - $2.45K
|
23
$2.56K
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
20+ 0.07% |
$1.92K - $2.13K
|
29.1K
$3.24M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
15New |
$1.44K - $1.6K
|
15
$1.67K
|
|
|
May 09, 2025
Q1 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
14+ 0.1% |
$1.35K - $1.49K
|
13.7K
$1.53M
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
14+ 11.02% |
$1.35K - $1.49K
|
141
$15.7K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
13+ 0.08% |
$1.25K - $1.38K
|
16.2K
$1.81M
|
|
|
May 14, 2025
Q1 2025
|
Delta Investment Management, LLC
|
BUY
|
- |
12+ 0.56% |
$1.15K - $1.28K
|
2.17K
$241K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
12New |
$1.15K - $1.28K
|
12
$1.34K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
10New |
$961 - $1.06K
|
10
$1.11K
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
8+ 0.11% |
$769 - $851
|
7.59K
$845K
|
|
|
May 12, 2025
Q1 2025
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
7+ 0.02% |
$673 - $745
|
45.7K
$5.09M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
7+ 15.22% |
$673 - $745
|
53
$5.9K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
6+ 2.27% |
$577 - $638
|
270
$30.1K
|
|
|
May 02, 2025
Q1 2025
|
Hardy Reed LLC
|
BUY
|
- |
6+ 0.04% |
$577 - $638
|
13.9K
$1.54M
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
6New |
$577 - $638
|
6
$668
|
|
|
Apr 16, 2025
Q1 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
6New |
$577 - $638
|
6
$668
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
5+ 0.12% |
$481 - $532
|
4.15K
$462K
|
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
BUY
|
- |
5+ 3.91% |
$481 - $532
|
133
$14.8K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
BUY
|
- |
2+ 0.18% |
$192 - $213
|
1.14K
$127K
|
|
|
May 12, 2025
Q1 2025
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
1+ 0.05% |
$96.1 - $106
|
2.14K
$238K
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
1+ 1.96% |
$96.1 - $106
|
52
$5.79K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
211K+ 56.63% |
$20.4M - $22.6M
|
584K
$65M
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
55.1KNew |
$5.33M - $5.89M
|
55.1K
$6.13M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
46.5KNew |
$4.5M - $4.97M
|
46.5K
$5.18M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
29K+ 2.51% |
$2.81M - $3.1M
|
1.18M
$132M
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
27.7KNew |
$2.69M - $2.97M
|
27.7K
$3.09M
|
|
|
Mar 10, 2025
Q4 2024
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
BUY
|
- |
14.1KNew |
$1.36M - $1.5M
|
14.1K
$1.56M
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
13.2KNew |
$1.27M - $1.41M
|
13.2K
$1.46M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
12KNew |
$1.16M - $1.28M
|
12K
$1.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
11.1KNew |
$1.08M - $1.19M
|
11.1K
$1.24M
|
|
|
Feb 05, 2025
Q4 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
10.8KNew |
$1.04M - $1.15M
|
10.8K
$1.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
10.1KNew |
$976K - $1.08M
|
10.1K
$1.12M
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
9.57KNew |
$926K - $1.02M
|
9.57K
$1.06M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
9.24K+ 36.46% |
$895K - $988K
|
34.6K
$3.85M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
9.17KNew |
$888K - $980K
|
9.17K
$1.02M
|
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
9.14K+ 21.08% |
$885K - $977K
|
52.5K
$5.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
7.45KNew |
$721K - $796K
|
7.45K
$829K
|
|
|
Feb 12, 2025
Q4 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
5.39KNew |
$521K - $576K
|
5.39K
$599K
|
|
|
Jan 27, 2025
Q4 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
4.53KNew |
$438K - $484K
|
4.53K
$504K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
4.28KNew |
$415K - $458K
|
4.28K
$477K
|
|
|
Feb 05, 2025
Q4 2024
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
4.17KNew |
$404K - $446K
|
4.17K
$465K
|
|