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 |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2023
Q2 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-225- 4.58% |
$21K - $21.8K
|
4.69K
$491K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-189- 6.08% |
$17.6K - $18.3K
|
2.92K
$306K
|
|
|
Jul 20, 2023
Q2 2023
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-100- 1.83% |
$9.32K - $9.7K
|
5.37K
$563K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-95- 1.23% |
$8.85K - $9.21K
|
7.64K
$801K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-91- 0.53% |
$8.48K - $8.82K
|
17.1K
$1.79M
|
|
|
Jul 20, 2023
Q2 2023
|
Rnc Capital Management LLC
|
SELL
|
- |
-65- 1.53% |
$6.05K - $6.3K
|
4.18K
$438K
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-53- 89.83% |
$4.94K - $5.14K
|
6
$629
|
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-32- 3.39% |
$2.98K - $3.1K
|
912
$95.6K
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
SELL
|
- |
-12.6K- 23.87% |
$1.06M - $1.18M
|
40.1K
$4.21M
|
|
|
Jun 01, 2023
Q1 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-5.19KClosed |
$438K - $487K
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-2.32K- 78.38% |
$195K - $217K
|
639
$67K
|
|
|
May 11, 2023
Q1 2023
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-2.01K- 37.85% |
$170K - $188K
|
3.3K
$346K
|
|
|
Jan 08, 2025
Q1 2023
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-973- 32.29% |
$82.1K - $91.2K
|
2.04K
$214K
|
|
|
Jul 18, 2023
Q1 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-841- 25.14% |
$70.9K - $78.8K
|
2.5K
$262K
|
|
|
May 15, 2023
Q1 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-750- 89.39% |
$63.3K - $70.3K
|
89
$9.33K
|
|
|
Apr 14, 2023
Q1 2023
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-637- 20.74% |
$53.7K - $59.7K
|
2.44K
$255K
|
|
|
Apr 26, 2023
Q1 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-556- 20.23% |
$46.9K - $52.1K
|
2.19K
$230K
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
CALL |
-400- 7.55% |
$33.7K - $37.5K
|
4.9K
$514K
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
SELL
|
- |
-147- 61.76% |
$12.4K - $13.8K
|
91
$9.54K
|
|
|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-59- 49.17% |
$4.98K - $5.53K
|
61
$6.39K
|
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-14Closed |
$1.18K - $1.31K
|
0
$0
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
SELL
|
- |
-98.3K- 97.04% |
$7.1M - $8.66M
|
3K
$314K
|
|
|
Feb 10, 2023
Q4 2022
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-56.6K- 93.39% |
$4.09M - $4.99M
|
4.01K
$420K
|
|
|
Jan 10, 2023
Q4 2022
|
Mcia Inc
|
SELL
|
- |
-50.2K- 29.94% |
$3.62M - $4.42M
|
117K
$12.3M
|
|
|
Feb 10, 2023
Q4 2022
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-34.5K- 81.13% |
$2.49M - $3.04M
|
8.01K
$840K
|
|
|
Apr 24, 2023
Q4 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-12.7KClosed |
$916K - $1.12M
|
0
$0
|
|
|
Feb 15, 2023
Q4 2022
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-10K- 79.56% |
$725K - $885K
|
2.58K
$270K
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
SELL
|
- |
-2.19K- 24.73% |
$158K - $193K
|
6.67K
$698K
|
|
|
Jan 27, 2023
Q4 2022
|
Mv Capital Management, Inc.
|
SELL
|
- |
-1.68K- 81.29% |
$121K - $148K
|
386
$40.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-921- 14.15% |
$66.5K - $81.2K
|
5.59K
$586K
|
|
|
Feb 02, 2023
Q4 2022
|
First National Trust CO
|
SELL
|
- |
-890- 25.45% |
$64.3K - $78.4K
|
2.61K
$273K
|
|
|
Jan 19, 2023
Q4 2022
|
Marion Wealth Management
|
SELL
|
- |
-812- 21.87% |
$58.6K - $71.6K
|
2.9K
$304K
|
|
|
Jan 20, 2023
Q4 2022
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-718- 9.01% |
$51.8K - $63.3K
|
7.25K
$760K
|
|
|
Feb 09, 2023
Q4 2022
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-607- 16.82% |
$43.8K - $53.5K
|
3K
$315K
|
|
|
Jan 10, 2023
Q4 2022
|
Vigilare Wealth Management
|
SELL
|
- |
-604- 16.16% |
$43.6K - $53.2K
|
3.13K
$328K
|
|
|
Feb 14, 2023
Q4 2022
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-165- 49.55% |
$11.9K - $14.5K
|
168
$17.6K
|
|
|
Feb 01, 2023
Q4 2022
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-88- 2.66% |
$6.35K - $7.76K
|
3.22K
$337K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-79- 10.73% |
$5.7K - $6.96K
|
657
$68.9K
|
|
|
Jan 18, 2023
Q4 2022
|
Webster Bank, N. A.
|
SELL
|
- |
-35- 2.63% |
$2.53K - $3.08K
|
1.3K
$136K
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-23- 4.66% |
$1.66K - $2.03K
|
471
$49.4K
|
|
| Q3 2022 | |||||||
|
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-55.1K- 56.46% |
$3.96M - $4.85M
|
42.5K
$4.45M
|
|
|
Nov 07, 2022
Q3 2022
|
Trellis Advisors, LLC
|
SELL
|
- |
-17.7K- 75.1% |
$1.27M - $1.56M
|
5.85K
$613K
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-13.3K- 8.0% |
$957K - $1.17M
|
153K
$16M
|
|
|
Nov 08, 2022
Q3 2022
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-8.49K- 55.21% |
$610K - $748K
|
6.89K
$722K
|
|
|
Nov 09, 2022
Q3 2022
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-3.04KClosed |
$219K - $268K
|
0
$0
|
|
|
Oct 12, 2022
Q3 2022
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-2.76K- 34.69% |
$199K - $243K
|
5.2K
$545K
|
|
|
Oct 21, 2022
Q3 2022
|
Sbk Financial, Inc.
Richmond, VA |
SELL
|
- |
-2.14K- 13.71% |
$154K - $189K
|
13.5K
$1.41M
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-736- 5.42% |
$52.9K - $64.8K
|
12.8K
$1.35M
|
|
|
Oct 19, 2022
Q3 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-690- 18.99% |
$49.6K - $60.8K
|
2.94K
$308K
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-278- 14.72% |
$20K - $24.5K
|
1.61K
$169K
|
|