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 |
---|---|---|---|---|---|---|---|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
SELL
|
- |
-2.36K- 47.56% |
$227K - $251K
|
2.6K
$290K
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-2.32K- 4.16% |
$223K - $246K
|
53.3K
$5.94M
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-2.31K- 37.65% |
$222K - $246K
|
3.83K
$426K
|
|
Apr 24, 2025
Q1 2025
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-2.3K- 3.45% |
$221K - $244K
|
64.2K
$7.15M
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
SELL
|
- |
-2.29K- 56.64% |
$220K - $243K
|
1.75K
$195K
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-2.27K- 31.68% |
$218K - $242K
|
4.9K
$545K
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-2.26K- 19.34% |
$217K - $240K
|
9.43K
$1.05M
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.22K- 31.14% |
$213K - $236K
|
4.9K
$545K
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-2.2K- 16.69% |
$212K - $234K
|
11K
$1.22M
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-2.17K- 49.7% |
$209K - $231K
|
2.2K
$245K
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.13K- 13.87% |
$205K - $227K
|
13.2K
$1.47M
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-2.11K- 20.01% |
$203K - $225K
|
8.44K
$939K
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-2.1K- 16.8% |
$202K - $223K
|
10.4K
$1.16M
|
|
Apr 23, 2025
Q1 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-2.08K- 6.3% |
$200K - $222K
|
31K
$3.45M
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-2.08K- 1.09% |
$200K - $221K
|
188K
$21M
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-2.02K- 4.28% |
$194K - $214K
|
45.1K
$5.02M
|
|
May 02, 2025
Q1 2025
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-2.01K- 6.16% |
$193K - $213K
|
30.6K
$3.4M
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-2K- 37.29% |
$192K - $212K
|
3.36K
$373K
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.97K- 35.13% |
$190K - $210K
|
3.64K
$405K
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-1.95K- 19.77% |
$187K - $207K
|
7.9K
$879K
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.91K- 43.85% |
$183K - $203K
|
2.44K
$272K
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.87K- 3.99% |
$180K - $199K
|
45K
$5.01M
|
|
May 09, 2025
Q1 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-1.84K- 38.72% |
$177K - $196K
|
2.92K
$325K
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.83K- 13.61% |
$176K - $195K
|
11.6K
$1.3M
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-1.7K- 29.74% |
$163K - $180K
|
4.01K
$446K
|
|
May 09, 2025
Q1 2025
|
Leisure Capital Management
|
SELL
|
- |
-1.67K- 27.14% |
$160K - $177K
|
4.48K
$498K
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-1.66K- 18.15% |
$160K - $177K
|
7.49K
$834K
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.64K- 28.2% |
$158K - $175K
|
4.18K
$466K
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.61K- 1.3% |
$155K - $171K
|
122K
$13.5M
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-1.6K- 7.61% |
$154K - $171K
|
19.5K
$2.17M
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-1.57K- 35.01% |
$151K - $167K
|
2.92K
$325K
|
|
Apr 21, 2025
Q1 2025
|
Pur Efi Wealth, LLC
Boston, MA |
SELL
|
- |
-1.57K- 27.26% |
$151K - $167K
|
4.18K
$466K
|
|
May 01, 2025
Q1 2025
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-1.57K- 7.94% |
$150K - $167K
|
18.1K
$2.02M
|
|
May 14, 2025
Q1 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-1.55K- 12.93% |
$149K - $165K
|
10.4K
$1.16M
|
|
May 15, 2025
Q1 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-1.54K- 18.82% |
$148K - $164K
|
6.64K
$739K
|
|
May 14, 2025
Q1 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-1.54K- 6.05% |
$148K - $163K
|
23.8K
$2.65M
|
|
May 15, 2025
Q1 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-1.52K- 26.76% |
$146K - $162K
|
4.16K
$463K
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-1.48K- 43.47% |
$142K - $157K
|
1.93K
$214K
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-1.47K- 63.68% |
$141K - $156K
|
838
$93.3K
|
|
Apr 14, 2025
Q1 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-1.45K- 16.97% |
$139K - $154K
|
7.08K
$788K
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.43K- 4.74% |
$138K - $153K
|
28.8K
$3.21M
|
|
May 01, 2025
Q1 2025
|
Omega Financial Group, LLC
|
SELL
|
- |
-1.43K- 4.03% |
$137K - $152K
|
34K
$3.79M
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.42K- 51.46% |
$137K - $151K
|
1.34K
$150K
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-1.41K- 0.68% |
$135K - $150K
|
207K
$23M
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1.32K- 54.15% |
$127K - $141K
|
1.12K
$125K
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
SELL
|
- |
-1.31K- 0.59% |
$126K - $139K
|
219K
$24.4M
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.22K- 13.45% |
$117K - $130K
|
7.86K
$875K
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-1.15K- 17.25% |
$110K - $122K
|
5.5K
$612K
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.13K- 24.73% |
$108K - $120K
|
3.43K
$382K
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-1.11K- 25.98% |
$107K - $118K
|
3.17K
$353K
|