Purchases and Sales Made in Q2 2025 in Msci Eafe Growth ETF (EFG)
This table provides information about the institutional ownership of Msci Eafe Growth ETF (EFG) during Q2 2025. The information is specifically focused on institutions that hold shares of MSCI EAFE GROWTH ETF.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
16.7K+ 1.06% |
$1.5M - $1.87M
|
1.6M
$178M
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
14.2K+ 769.48% |
$1.28M - $1.6M
|
16.1K
$1.79M
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
12.3K+ 27.51% |
$1.1M - $1.38M
|
56.9K
$6.34M
|
|
Jul 10, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
4.43K+ 103.8% |
$398K - $496K
|
8.7K
$968K
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
2.96KNew |
$266K - $331K
|
2.96K
$329K
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
2.65KNew |
$238K - $297K
|
2.65K
$295K
|
|
Jul 02, 2025
Q2 2025
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
2.53K+ 5.1% |
$227K - $283K
|
52.1K
$5.8M
|
|
Jul 10, 2025
Q2 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
2.39KNew |
$215K - $268K
|
2.39K
$267K
|
|
Jul 07, 2025
Q2 2025
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
2.36K+ 7.63% |
$212K - $265K
|
33.3K
$3.71M
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
2.13KNew |
$191K - $238K
|
2.13K
$237K
|
|
Jul 09, 2025
Q2 2025
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
1.81KNew |
$162K - $202K
|
1.81K
$201K
|
|
Jul 09, 2025
Q2 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
1.52K+ 6.16% |
$137K - $170K
|
26.2K
$2.92M
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.45K+ 4.67% |
$131K - $163K
|
32.6K
$3.63M
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.27K+ 2.29% |
$114K - $142K
|
56.9K
$6.34M
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
866+ 0.59% |
$77.8K - $97K
|
147K
$16.4M
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
820+ 1.71% |
$73.6K - $91.8K
|
48.7K
$5.42M
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
729+ 1.76% |
$65.5K - $81.6K
|
42.1K
$4.68M
|
|
Jul 07, 2025
Q2 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
710+ 4.15% |
$63.8K - $79.5K
|
17.8K
$1.98M
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
671+ 101.67% |
$60.3K - $75.2K
|
1.33K
$148K
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
664+ 31.19% |
$59.6K - $74.4K
|
2.79K
$311K
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
480+ 5.24% |
$43.1K - $53.8K
|
9.63K
$1.07M
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
329+ 72.95% |
$29.5K - $36.8K
|
780
$86.8K
|
|
Jul 14, 2025
Q2 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
328+ 0.9% |
$29.5K - $36.7K
|
36.6K
$4.08M
|
|
Jul 02, 2025
Q2 2025
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
299+ 1.69% |
$26.9K - $33.5K
|
18K
$2.01M
|
|
Jul 11, 2025
Q2 2025
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
259+ 2.96% |
$23.3K - $29K
|
9K
$1M
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
202+ 0.16% |
$18.1K - $22.6K
|
128K
$14.2M
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
194+ 1.07% |
$17.4K - $21.7K
|
18.3K
$2.03M
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
190New |
$17.1K - $21.3K
|
190
$21.2K
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
177+ 1.0% |
$15.9K - $19.8K
|
17.9K
$1.99M
|
|
Jul 10, 2025
Q2 2025
|
Pachira Investments Inc.
|
BUY
|
- |
132+ 0.99% |
$11.9K - $14.8K
|
13.4K
$1.49M
|
|
Jul 01, 2025
Q2 2025
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
131+ 0.95% |
$11.8K - $14.7K
|
13.9K
$1.54M
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
97+ 3.62% |
$8.71K - $10.9K
|
2.78K
$309K
|
|
Jul 11, 2025
Q2 2025
|
Marshall & Sullivan Inc
|
BUY
|
- |
85New |
$7.63K - $9.52K
|
85
$9.46K
|
|
Jul 07, 2025
Q2 2025
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
72+ 0.99% |
$6.47K - $8.06K
|
7.32K
$815K
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
57New |
$5.12K - $6.38K
|
57
$6.35K
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
46+ 0.32% |
$4.13K - $5.15K
|
14.6K
$1.62M
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
41+ 1.09% |
$3.68K - $4.59K
|
3.81K
$424K
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
33+ 1.24% |
$2.96K - $3.7K
|
2.69K
$300K
|
|
Jul 09, 2025
Q2 2025
|
Wolff Financial Management LLC
|
BUY
|
- |
19+ 0.5% |
$1.71K - $2.13K
|
3.82K
$425K
|
|
Jul 14, 2025
Q2 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
8+ 0.33% |
$718 - $896
|
2.4K
$268K
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
3+ 0.15% |
$269 - $336
|
2.05K
$228K
|
|
Jul 15, 2025
Q2 2025
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
1+ 0.02% |
$89.8 - $112
|
4.12K
$459K
|
|
Jul 07, 2025
Q2 2025
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-17- 0.62% |
$1.53K - $1.9K
|
2.72K
$303K
|
|
Jul 15, 2025
Q2 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
SELL
|
- |
-20- 0.85% |
$1.8K - $2.24K
|
2.34K
$261K
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
SELL
|
- |
-39- 1.45% |
$3.5K - $4.37K
|
2.66K
$296K
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-40- 0.84% |
$3.59K - $4.48K
|
4.73K
$527K
|
|
Jul 02, 2025
Q2 2025
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-75- 1.94% |
$6.74K - $8.4K
|
3.79K
$421K
|
|
Jul 09, 2025
Q2 2025
|
First Financial Corp
|
SELL
|
- |
-79- 4.61% |
$7.09K - $8.85K
|
1.63K
$182K
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
SELL
|
- |
-102- 1.64% |
$9.16K - $11.4K
|
6.14K
$683K
|
|
Jul 10, 2025
Q2 2025
|
Affiance Financial, LLC
|
SELL
|
- |
-142- 0.49% |
$12.8K - $15.9K
|
28.5K
$3.18M
|