Latest Institutional Sells of Msci Eafe Growth ETF (EFG)
This list provides information on the latest institutional transactions involving Msci Eafe Growth ETF (EFG) stock that were sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 08, 2024
Q3 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-94- 0.54% |
$9.1K - $10.2K
|
17.3K
$1.75M
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-88- 2.07% |
$8.52K - $9.57K
|
4.17K
$421K
|
|
Oct 28, 2024
Q3 2024
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-87- 0.28% |
$8.43K - $9.46K
|
31.2K
$3.14M
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-82- 3.46% |
$7.94K - $8.92K
|
2.29K
$231K
|
|
Oct 30, 2024
Q3 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-68- 8.71% |
$6.59K - $7.4K
|
713
$71.9K
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-57- 1.83% |
$5.52K - $6.2K
|
3.06K
$309K
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
SELL
|
- |
-55- 3.79% |
$5.33K - $5.98K
|
1.4K
$141K
|
|
Nov 13, 2024
Q3 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-51- 2.2% |
$4.94K - $5.55K
|
2.27K
$229K
|
|
Nov 04, 2024
Q3 2024
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-28- 20.14% |
$2.71K - $3.05K
|
111
$11.2K
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-22- 0.45% |
$2.13K - $2.39K
|
4.88K
$492K
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-8- 0.15% |
$775 - $870
|
5.51K
$555K
|
|
Oct 16, 2024
Q3 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-6- 0.26% |
$581 - $653
|
2.29K
$231K
|
|
Nov 06, 2024
Q3 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-5- 0.03% |
$484 - $544
|
18K
$1.82M
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-1- 0.02% |
$96.8 - $109
|
4.98K
$502K
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-5.47K- 69.38% |
$531K - $581K
|
2.41K
$243K
|
|
Aug 13, 2024
Q2 2024
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-4.28K- 35.03% |
$416K - $455K
|
7.95K
$801K
|
|
Oct 31, 2024
Q2 2024
|
Life Line Wealth Management LLC
Beverly Hills, CA |
SELL
|
- |
-2.98KClosed |
$290K - $317K
|
0
$0
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-2.22K- 47.53% |
$215K - $235K
|
2.45K
$247K
|
|
Aug 01, 2024
Q2 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-1.7K- 39.51% |
$165K - $181K
|
2.6K
$263K
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-1.65K- 45.38% |
$160K - $175K
|
1.99K
$200K
|
|
Aug 02, 2024
Q2 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-982- 16.12% |
$95.4K - $104K
|
5.11K
$515K
|
|
Jul 24, 2024
Q2 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-964- 30.13% |
$93.7K - $102K
|
2.24K
$225K
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-775- 11.83% |
$75.3K - $82.3K
|
5.78K
$582K
|
|
Jul 30, 2024
Q2 2024
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-735- 15.96% |
$71.4K - $78.1K
|
3.87K
$390K
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-363- 4.34% |
$35.3K - $38.6K
|
8.01K
$808K
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-252- 7.69% |
$24.5K - $26.8K
|
3.03K
$305K
|
|
Aug 05, 2024
Q2 2024
|
Regis Management CO LLC
|
SELL
|
- |
-215- 8.72% |
$20.9K - $22.8K
|
2.25K
$227K
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-210- 0.45% |
$20.4K - $22.3K
|
46.2K
$4.66M
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-140- 32.04% |
$13.6K - $14.9K
|
297
$29.9K
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-132- 3.63% |
$12.8K - $14K
|
3.51K
$354K
|
|
Jul 25, 2024
Q2 2024
|
Hyman Charles D
|
SELL
|
- |
-105- 0.16% |
$10.2K - $11.2K
|
67.1K
$6.77M
|
|
Aug 09, 2024
Q2 2024
|
Neumann Capital Management, LLC
|
SELL
|
- |
-102- 4.58% |
$9.91K - $10.8K
|
2.13K
$214K
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-100- 2.63% |
$9.72K - $10.6K
|
3.7K
$373K
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
SELL
|
- |
-63- 63.64% |
$6.12K - $6.69K
|
36
$3.63K
|
|
Aug 08, 2024
Q2 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-61- 1.14% |
$5.93K - $6.48K
|
5.3K
$534K
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-59- 44.7% |
$5.73K - $6.27K
|
73
$7.36K
|
|
Jul 25, 2024
Q2 2024
|
My Personal Cfo, LLC
|
SELL
|
- |
-29- 1.17% |
$2.82K - $3.08K
|
2.45K
$247K
|
|
Jul 18, 2024
Q2 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-27- 0.57% |
$2.62K - $2.87K
|
4.67K
$471K
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-17- 94.44% |
$1.65K - $1.81K
|
1
$101
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-11- 29.73% |
$1.07K - $1.17K
|
26
$2.62K
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-9- 0.44% |
$875 - $956
|
2.05K
$207K
|
|
Mar 11, 2025
Q2 2024
|
Private Capital Management LLC
|
SELL
|
- |
-5- 2.7% |
$486 - $531
|
180
$18.2K
|
|
Q1 2024 | |||||||
Jun 11, 2024
Q1 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-2.01K- 34.49% |
$188K - $210K
|
3.81K
$384K
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-1.05K- 9.69% |
$98.7K - $110K
|
9.82K
$990K
|
|
May 15, 2024
Q1 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-985- 30.54% |
$92.4K - $103K
|
2.24K
$226K
|
|
Apr 22, 2024
Q1 2024
|
Cortland Associates Inc
|
SELL
|
- |
-292- 10.05% |
$27.4K - $30.6K
|
2.61K
$264K
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-182- 5.04% |
$17.1K - $19.1K
|
3.43K
$346K
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-52- 14.73% |
$4.88K - $5.45K
|
301
$30.4K
|
|
May 14, 2024
Q1 2024
|
Miller Investment Management, LP
West Conshohocken, PA |
SELL
|
- |
-15- 0.61% |
$1.41K - $1.57K
|
2.46K
$248K
|
|
Q4 2023 | |||||||
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-141K- 26.5% |
$11.6M - $13.7M
|
391K
$39.5M
|