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 |
---|---|---|---|---|---|---|---|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-12.2K- 37.15% |
$1.01M - $1.18M
|
20.7K
$2.08M
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-8.99K- 20.07% |
$742K - $871K
|
35.8K
$3.61M
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-6.18K- 35.2% |
$510K - $599K
|
11.4K
$1.15M
|
|
Jan 19, 2024
Q4 2023
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-6.06K- 49.03% |
$500K - $588K
|
6.3K
$636K
|
|
Feb 09, 2024
Q4 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-3.13K- 60.21% |
$258K - $304K
|
2.07K
$209K
|
|
Feb 14, 2024
Q4 2023
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-2.89K- 32.42% |
$239K - $280K
|
6.03K
$608K
|
|
Jan 31, 2024
Q4 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-2.72K- 56.92% |
$225K - $264K
|
2.06K
$208K
|
|
Jan 03, 2024
Q4 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-2.47K- 4.03% |
$204K - $239K
|
58.9K
$5.94M
|
|
Feb 09, 2024
Q4 2023
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-1.92K- 21.53% |
$158K - $186K
|
6.98K
$704K
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-951- 3.47% |
$78.5K - $92.2K
|
26.4K
$2.67M
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-715- 16.63% |
$59K - $69.3K
|
3.59K
$362K
|
|
Feb 05, 2024
Q4 2023
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
SELL
|
- |
-619- 6.89% |
$51.1K - $60K
|
8.37K
$844K
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-466- 22.46% |
$38.5K - $45.2K
|
1.61K
$162K
|
|
Jan 05, 2024
Q4 2023
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-200- 3.28% |
$16.5K - $19.4K
|
5.91K
$596K
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
SELL
|
- |
-140- 4.64% |
$11.6K - $13.6K
|
2.88K
$290K
|
|
Jan 26, 2024
Q4 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-100- 58.48% |
$8.25K - $9.7K
|
71
$7.16K
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-90- 92.78% |
$7.43K - $8.73K
|
7
$706
|
|
Feb 06, 2024
Q4 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-84- 45.65% |
$6.93K - $8.15K
|
100
$10.1K
|
|
Jan 16, 2024
Q4 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-56- 93.33% |
$4.62K - $5.43K
|
4
$403
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-55- 1.65% |
$4.54K - $5.33K
|
3.27K
$330K
|
|
Jan 31, 2024
Q4 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-55- 57.29% |
$4.54K - $5.33K
|
41
$4.13K
|
|
Q3 2023 | |||||||
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-96.7KClosed |
$8.28M - $9.42M
|
0
$0
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-64K- 15.36% |
$5.47M - $6.23M
|
352K
$35.5M
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-44K- 13.01% |
$3.77M - $4.29M
|
294K
$29.7M
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-28K- 23.45% |
$2.39M - $2.73M
|
91.4K
$9.21M
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-14.5K- 61.4% |
$1.24M - $1.41M
|
9.11K
$918K
|
|
Nov 15, 2023
Q3 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-4.59K- 48.41% |
$392K - $447K
|
4.89K
$493K
|
|
Nov 03, 2023
Q3 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-2.66K- 92.81% |
$227K - $259K
|
206
$20.8K
|
|
Dec 19, 2024
Q3 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-2.27KClosed |
$194K - $221K
|
0
$0
|
|
Nov 14, 2023
Q3 2023
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-1.13K- 9.37% |
$96.4K - $110K
|
10.9K
$1.1M
|
|
Oct 10, 2023
Q3 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-223- 77.97% |
$19.1K - $21.7K
|
63
$6.35K
|
|
Nov 30, 2023
Q3 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-83Closed |
$7.1K - $8.08K
|
0
$0
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-59- 57.84% |
$5.05K - $5.75K
|
43
$4.34K
|
|
Oct 30, 2023
Q3 2023
|
Nvwm, LLC
|
SELL
|
- |
-38- 65.52% |
$3.25K - $3.7K
|
20
$2.02K
|
|
Oct 24, 2023
Q3 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-19- 14.73% |
$1.63K - $1.85K
|
110
$11.1K
|
|
Nov 03, 2023
Q3 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-17- 0.7% |
$1.45K - $1.66K
|
2.43K
$245K
|
|
Nov 14, 2023
Q3 2023
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-1- 0.02% |
$85.6 - $97.4
|
4.62K
$465K
|
|
Q2 2023 | |||||||
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-55.9K- 39.6% |
$5.21M - $5.42M
|
85.3K
$8.61M
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-20.4K- 47.45% |
$1.9M - $1.98M
|
22.6K
$2.28M
|
|
Feb 13, 2025
Q2 2023
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-13.2KClosed |
$1.23M - $1.28M
|
0
$0
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-7.03K- 5.85% |
$655K - $682K
|
113K
$11.4M
|
|
Jan 24, 2024
Q2 2023
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-2.29KClosed |
$214K - $222K
|
0
$0
|
|
Aug 08, 2023
Q2 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-1.91K- 38.51% |
$178K - $185K
|
3.05K
$307K
|
|
Aug 14, 2023
Q2 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-555- 5.19% |
$51.7K - $53.8K
|
10.1K
$1.02M
|
|
Aug 01, 2023
Q2 2023
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-414- 14.76% |
$38.6K - $40.1K
|
2.39K
$241K
|
|
Jul 17, 2023
Q2 2023
|
Bremer Bank National Association
|
SELL
|
- |
-280- 1.09% |
$26.1K - $27.1K
|
25.5K
$2.57M
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-272- 6.72% |
$25.3K - $26.4K
|
3.78K
$381K
|
|
Aug 02, 2023
Q2 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-225- 4.58% |
$21K - $21.8K
|
4.69K
$473K
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-189- 6.08% |
$17.6K - $18.3K
|
2.92K
$294K
|
|
Jul 20, 2023
Q2 2023
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-100- 1.83% |
$9.32K - $9.7K
|
5.37K
$542K
|