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 |
---|---|---|---|---|---|---|---|
Feb 12, 2025
Q4 2024
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
4.17KNew |
$404K - $446K
|
4.17K
$465K
|
|
Feb 12, 2025
Q4 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
3.66KNew |
$355K - $392K
|
3.66K
$408K
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
3.43KNew |
$332K - $367K
|
3.43K
$382K
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
BUY
|
- |
3.31KNew |
$320K - $353K
|
3.31K
$368K
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
3.07KNew |
$298K - $329K
|
3.07K
$342K
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
2.93KNew |
$284K - $313K
|
2.93K
$326K
|
|
Feb 05, 2025
Q4 2024
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
2.89KNew |
$280K - $309K
|
2.89K
$322K
|
|
Feb 13, 2025
Q4 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
2.51K+ 11.53% |
$243K - $268K
|
24.3K
$2.7M
|
|
Jan 24, 2025
Q4 2024
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
2.3KNew |
$223K - $246K
|
2.3K
$256K
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
2.26K+ 2.16% |
$218K - $241K
|
107K
$11.9M
|
|
Jan 31, 2025
Q4 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
2.18KNew |
$211K - $233K
|
2.18K
$243K
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
BUY
|
- |
2.13KNew |
$206K - $227K
|
2.13K
$237K
|
|
Feb 14, 2025
Q4 2024
|
Keyvantage Wealth, LLC
Bethlehem, PA |
BUY
|
- |
2.11KNew |
$204K - $225K
|
2.11K
$235K
|
|
Jan 29, 2025
Q4 2024
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
2.09KNew |
$203K - $224K
|
2.09K
$233K
|
|
Jan 29, 2025
Q4 2024
|
Fsr Wealth Management Ltd.
Elmhurst, IL |
BUY
|
- |
2.08KNew |
$201K - $222K
|
2.08K
$231K
|
|
Feb 13, 2025
Q4 2024
|
Family Office Research LLC
Bethesda, MD |
BUY
|
- |
2.07KNew |
$200K - $221K
|
2.07K
$230K
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
1.76KNew |
$170K - $188K
|
1.76K
$195K
|
|
Feb 14, 2025
Q4 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
1.14K+ 20.21% |
$110K - $121K
|
6.76K
$752K
|
|
Feb 11, 2025
Q4 2024
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
983+ 50.59% |
$95.2K - $105K
|
2.93K
$326K
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
949New |
$91.9K - $101K
|
949
$106K
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
938+ 24.04% |
$90.8K - $100K
|
4.84K
$539K
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
880+ 271.6% |
$85.2K - $94.1K
|
1.2K
$134K
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
833+ 21.77% |
$80.7K - $89K
|
4.66K
$519K
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
720New |
$69.7K - $77K
|
720
$80.2K
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
696New |
$67.4K - $74.4K
|
696
$77.5K
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
691+ 170.2% |
$66.9K - $73.9K
|
1.1K
$122K
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
527New |
$51K - $56.3K
|
527
$58.7K
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
522New |
$50.5K - $55.8K
|
522
$58.1K
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
500+ 9.58% |
$48.4K - $53.4K
|
5.72K
$636K
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
485New |
$47K - $51.8K
|
485
$54K
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
460New |
$44.5K - $49.2K
|
460
$51.2K
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
BUY
|
- |
437New |
$42.3K - $46.7K
|
437
$48.6K
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
413New |
$40K - $44.1K
|
413
$46K
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
360+ 40.77% |
$34.9K - $38.5K
|
1.24K
$138K
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
339+ 300.0% |
$32.8K - $36.2K
|
452
$50.3K
|
|
Jan 15, 2025
Q4 2024
|
Perkins Coie Trust CO
|
BUY
|
- |
309New |
$29.9K - $33K
|
309
$34.4K
|
|
Jan 13, 2025
Q4 2024
|
Gpwm LLC
|
BUY
|
- |
309New |
$29.9K - $33K
|
309
$34.4K
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
308+ 1283.33% |
$29.8K - $32.9K
|
332
$37K
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
250+ 7.67% |
$24.2K - $26.7K
|
3.51K
$391K
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
200New |
$19.4K - $21.4K
|
200
$22.3K
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
178+ 106.59% |
$17.2K - $19K
|
345
$38.4K
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
156New |
$15.1K - $16.7K
|
156
$17.4K
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
146New |
$14.1K - $15.6K
|
146
$16.3K
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
121+ 7.78% |
$11.7K - $12.9K
|
1.68K
$187K
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
120New |
$11.6K - $12.8K
|
120
$13.4K
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
112New |
$10.8K - $12K
|
112
$12.5K
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
109New |
$10.6K - $11.6K
|
109
$12.1K
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
101+ 88.6% |
$9.78K - $10.8K
|
215
$23.9K
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
100New |
$9.68K - $10.7K
|
100
$11.1K
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
79+ 11.79% |
$7.65K - $8.44K
|
749
$83.4K
|