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 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-2.95K- 42.46% |
$284K - $314K
|
4K
$453K
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
SELL
|
- |
-2.8K- 9.54% |
$269K - $298K
|
26.6K
$3.01M
|
|
Apr 16, 2025
Q1 2025
|
Rockland Trust CO
|
SELL
|
- |
-2.61K- 28.13% |
$251K - $277K
|
6.66K
$755K
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
SELL
|
- |
-2.29K- 56.64% |
$220K - $243K
|
1.75K
$198K
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-2.2K- 16.69% |
$212K - $234K
|
11K
$1.24M
|
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.87K- 6.19% |
$180K - $199K
|
28.3K
$3.21M
|
|
May 09, 2025
Q1 2025
|
Leisure Capital Management
|
SELL
|
- |
-1.67K- 27.14% |
$160K - $177K
|
4.48K
$507K
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.64K- 28.2% |
$158K - $175K
|
4.18K
$474K
|
|
May 14, 2025
Q1 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-1.55K- 12.93% |
$149K - $165K
|
10.4K
$1.18M
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.42K- 51.46% |
$137K - $151K
|
1.34K
$152K
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1.32K- 54.15% |
$127K - $141K
|
1.12K
$127K
|
|
May 13, 2025
Q1 2025
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-1.1K- 15.75% |
$106K - $117K
|
5.88K
$666K
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.05K- 2.43% |
$101K - $112K
|
42.2K
$4.78M
|
|
Apr 22, 2025
Q1 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
SELL
|
- |
-1.02K- 9.26% |
$97.6K - $108K
|
9.96K
$1.13M
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-960- 37.5% |
$92.3K - $102K
|
1.6K
$181K
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-888- 42.63% |
$85.3K - $94.5K
|
1.2K
$135K
|
|
Apr 23, 2025
Q1 2025
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-799- 28.21% |
$76.8K - $85K
|
2.03K
$230K
|
|
May 15, 2025
Q1 2025
|
Cook Wealth Management Group LLC
Raleigh, NC |
SELL
|
- |
-761- 6.97% |
$73.1K - $80.9K
|
10.2K
$1.15M
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-671- 34.22% |
$64.5K - $71.4K
|
1.29K
$146K
|
|
May 01, 2025
Q1 2025
|
Lokken Investment Group LLC
|
SELL
|
- |
-557- 20.05% |
$53.5K - $59.2K
|
2.22K
$252K
|
|
May 01, 2025
Q1 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-540- 26.47% |
$51.9K - $57.4K
|
1.5K
$170K
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-514- 14.66% |
$49.4K - $54.7K
|
2.99K
$339K
|
|
May 01, 2025
Q1 2025
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-463- 17.0% |
$44.5K - $49.2K
|
2.26K
$256K
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
SELL
|
- |
-442- 11.54% |
$42.5K - $47K
|
3.39K
$384K
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-410- 7.12% |
$39.4K - $43.6K
|
5.35K
$606K
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-396- 99.0% |
$38.1K - $42.1K
|
4
$453
|
|
Apr 23, 2025
Q1 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-305- 2.19% |
$29.3K - $32.4K
|
13.6K
$1.54M
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
SELL
|
- |
-275- 9.63% |
$26.4K - $29.3K
|
2.58K
$292K
|
|
May 14, 2025
Q1 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-264- 7.34% |
$25.4K - $28.1K
|
3.33K
$377K
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-207- 0.65% |
$19.9K - $22K
|
31.5K
$3.56M
|
|
May 07, 2025
Q1 2025
|
Miller Investment Management, LP
West Conshohocken, PA |
SELL
|
- |
-205- 8.35% |
$19.7K - $21.8K
|
2.25K
$255K
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-200- 1.77% |
$19.2K - $21.3K
|
11.1K
$1.26M
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-184- 40.62% |
$17.7K - $19.6K
|
269
$30.5K
|
|
Apr 29, 2025
Q1 2025
|
Stage Harbor Financial, LLC
Needham, MA |
SELL
|
- |
-159- 6.69% |
$15.3K - $16.9K
|
2.22K
$251K
|
|
May 06, 2025
Q1 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-94- 4.21% |
$9.03K - $10K
|
2.14K
$242K
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-93- 2.07% |
$8.94K - $9.89K
|
4.39K
$497K
|
|
May 06, 2025
Q1 2025
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-69- 53.49% |
$6.63K - $7.34K
|
60
$6.8K
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-65- 2.56% |
$6.25K - $6.91K
|
2.47K
$280K
|
|
May 07, 2025
Q1 2025
|
Bellwether Advisors, LLC
|
SELL
|
- |
-63- 18.69% |
$6.05K - $6.7K
|
274
$31K
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-60- 0.44% |
$5.77K - $6.38K
|
13.7K
$1.56M
|
|
Apr 23, 2025
Q1 2025
|
High Mark Wealth Management LLC
|
SELL
|
- |
-60- 11.01% |
$5.77K - $6.38K
|
485
$54.9K
|
|
May 12, 2025
Q1 2025
|
Cypress Capital Group
|
SELL
|
- |
-39- 0.65% |
$3.75K - $4.15K
|
5.96K
$675K
|
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-34- 0.23% |
$3.27K - $3.62K
|
14.6K
$1.65M
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-33- 37.93% |
$3.17K - $3.51K
|
54
$6.12K
|
|
May 07, 2025
Q1 2025
|
Ballast Advisors LLC
|
SELL
|
- |
-32- 4.49% |
$3.08K - $3.4K
|
681
$77.1K
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
SELL
|
- |
-29- 1.36% |
$2.79K - $3.08K
|
2.1K
$238K
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-29- 0.74% |
$2.79K - $3.08K
|
3.88K
$440K
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-26- 5.01% |
$2.5K - $2.77K
|
493
$55.8K
|
|
May 21, 2025
Q1 2025
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-24- 3.27% |
$2.31K - $2.55K
|
711
$80.5K
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-12- 0.21% |
$1.15K - $1.28K
|
5.61K
$635K
|