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
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
72New |
$6.97K - $7.7K
|
72
$8.02K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
58New |
$5.62K - $6.2K
|
58
$6.46K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
58+ 0.62% |
$5.62K - $6.2K
|
9.35K
$1.04M
|
|
|
Jan 29, 2025
Q4 2024
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
58+ 0.72% |
$5.62K - $6.2K
|
8.16K
$908K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
52+ 4.86% |
$5.04K - $5.56K
|
1.12K
$125K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
52New |
$5.04K - $5.56K
|
52
$5.79K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
49+ 0.33% |
$4.74K - $5.24K
|
14.9K
$1.66M
|
|
|
Feb 13, 2025
Q4 2024
|
Evensky & Katz LLC
|
BUY
|
- |
46+ 0.57% |
$4.45K - $4.92K
|
8.06K
$897K
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
42+ 2.67% |
$4.07K - $4.49K
|
1.62K
$180K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
41New |
$3.97K - $4.38K
|
41
$4.56K
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
34+ 1.63% |
$3.29K - $3.63K
|
2.12K
$236K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
34New |
$3.29K - $3.63K
|
34
$3.78K
|
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
19New |
$1.84K - $2.03K
|
19
$2.12K
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
BUY
|
- |
17+ 0.68% |
$1.65K - $1.82K
|
2.52K
$280K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
16New |
$1.55K - $1.71K
|
16
$1.78K
|
|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
15+ 0.44% |
$1.45K - $1.6K
|
3.41K
$380K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
11New |
$1.07K - $1.18K
|
11
$1.22K
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
10+ 1.07% |
$968 - $1.07K
|
945
$105K
|
|
|
Apr 29, 2025
Q4 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
7+ 0.3% |
$678 - $748
|
2.34K
$260K
|
|
|
Jan 30, 2025
Q4 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
6+ 0.29% |
$581 - $641
|
2.08K
$231K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
5+ 0.75% |
$484 - $534
|
671
$74.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.6% |
$96.8 - $107
|
167
$18.6K
|
|
| Q3 2024 | |||||||
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
456K+ 9.17% |
$44.1M - $49.6M
|
5.42M
$604M
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
36KNew |
$3.49M - $3.92M
|
36K
$4.01M
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
16.4K+ 33.02% |
$1.59M - $1.79M
|
66.1K
$7.36M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
15.5K+ 49.47% |
$1.5M - $1.68M
|
46.7K
$5.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
9.04K+ 4.16% |
$876K - $984K
|
226K
$25.2M
|
|
|
Oct 04, 2024
Q3 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
7.8K+ 13.45% |
$756K - $849K
|
65.8K
$7.33M
|
|
|
Nov 05, 2024
Q3 2024
|
Strategic Equity Management
|
BUY
|
- |
7.19K+ 58.12% |
$696K - $782K
|
19.6K
$2.18M
|
|
|
Oct 21, 2024
Q3 2024
|
Moneywise, Inc.
|
BUY
|
- |
6.7K+ 94.55% |
$649K - $729K
|
13.8K
$1.54M
|
|
|
Nov 12, 2024
Q3 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
4.29KNew |
$416K - $467K
|
4.29K
$478K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
3.41KNew |
$331K - $371K
|
3.41K
$380K
|
|
|
Nov 07, 2024
Q3 2024
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
3.29KNew |
$319K - $358K
|
3.29K
$366K
|
|
|
Oct 11, 2024
Q3 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
BUY
|
- |
2.92KNew |
$282K - $317K
|
2.92K
$325K
|
|
|
Feb 19, 2025
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
2.53KNew |
$245K - $275K
|
2.53K
$281K
|
|
|
Nov 01, 2024
Q3 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
2.4KNew |
$232K - $261K
|
2.4K
$267K
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
BUY
|
- |
2.16KNew |
$209K - $235K
|
2.16K
$241K
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.15KNew |
$208K - $234K
|
2.15K
$239K
|
|
|
Nov 12, 2024
Q3 2024
|
Newport Capital Group, LLC
|
BUY
|
- |
1.94KNew |
$188K - $211K
|
1.94K
$216K
|
|
|
Oct 03, 2024
Q3 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
1.94KNew |
$188K - $211K
|
1.94K
$216K
|
|
|
Oct 10, 2024
Q3 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
1.91KNew |
$185K - $207K
|
1.91K
$212K
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
BUY
|
- |
1.9KNew |
$184K - $207K
|
1.9K
$212K
|
|
|
Oct 23, 2024
Q3 2024
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
1.9KNew |
$184K - $207K
|
1.9K
$212K
|
|
|
Oct 24, 2024
Q3 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
1.18KNew |
$114K - $128K
|
1.18K
$131K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Wealth Services
|
BUY
|
- |
960New |
$93K - $104K
|
960
$107K
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
819New |
$79.3K - $89.1K
|
819
$91.2K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
472New |
$45.7K - $51.3K
|
472
$52.5K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
365New |
$35.3K - $39.7K
|
365
$40.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
286+ 5.15% |
$27.7K - $31.1K
|
5.84K
$651K
|
|
|
Oct 23, 2024
Q3 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
275New |
$26.6K - $29.9K
|
275
$30.6K
|
|