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 31, 2025
Q2 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-168- 4.64% |
$15.1K - $18.8K
|
3.45K
$391K
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-169- 20.24% |
$15.2K - $18.9K
|
666
$75.4K
|
|
|
Aug 07, 2025
Q2 2025
|
Palisade Asset Management, LLC
|
SELL
|
- |
-171- 2.18% |
$15.4K - $19.2K
|
7.69K
$871K
|
|
|
Jul 28, 2025
Q2 2025
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-172- 0.41% |
$15.4K - $19.3K
|
41.8K
$4.73M
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-175- 0.89% |
$15.7K - $19.6K
|
19.5K
$2.21M
|
|
|
Aug 14, 2025
Q2 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
SELL
|
- |
-181- 16.71% |
$16.3K - $20.3K
|
902
$102K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-182- 8.25% |
$16.3K - $20.4K
|
2.03K
$229K
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-184- 1.62% |
$16.5K - $20.6K
|
11.1K
$1.26M
|
|
|
Aug 07, 2025
Q2 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-187- 6.02% |
$16.8K - $20.9K
|
2.92K
$331K
|
|
|
Aug 13, 2025
Q2 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-189- 1.07% |
$17K - $21.2K
|
17.5K
$1.98M
|
|
|
Aug 06, 2025
Q2 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-191- 0.34% |
$17.2K - $21.4K
|
56.1K
$6.35M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-194- 0.35% |
$17.4K - $21.7K
|
54.7K
$6.19M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-196- 1.39% |
$17.6K - $22K
|
13.9K
$1.58M
|
|
|
Jul 22, 2025
Q2 2025
|
Sage Financial Group Inc
|
SELL
|
- |
-196- 2.67% |
$17.6K - $22K
|
7.16K
$810K
|
|
|
Jul 31, 2025
Q2 2025
|
Fedenia Advisers LLC
Madison, WI |
SELL
|
- |
-207- 3.37% |
$18.6K - $23.2K
|
5.94K
$673K
|
|
|
Aug 04, 2025
Q2 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-208- 1.95% |
$18.7K - $23.3K
|
10.5K
$1.19M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-210- 7.04% |
$18.9K - $23.5K
|
2.77K
$314K
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-212- 6.18% |
$19K - $23.7K
|
3.22K
$365K
|
|
|
Jul 17, 2025
Q2 2025
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-225- 2.51% |
$20.2K - $25.2K
|
8.75K
$990K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-226- 11.06% |
$20.3K - $25.3K
|
1.82K
$206K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-228- 6.83% |
$20.5K - $25.5K
|
3.11K
$352K
|
|
|
Jul 25, 2025
Q2 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-231- 7.89% |
$20.7K - $25.9K
|
2.7K
$305K
|
|
|
Aug 14, 2025
Q2 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-235- 10.83% |
$21.1K - $26.3K
|
1.93K
$219K
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-243- 3.22% |
$21.8K - $27.2K
|
7.3K
$827K
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-254- 8.9% |
$22.8K - $28.4K
|
2.6K
$294K
|
|
|
Jul 18, 2025
Q2 2025
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-258- 1.36% |
$23.2K - $28.9K
|
18.7K
$2.12M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-262- 9.5% |
$23.5K - $29.3K
|
2.5K
$283K
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-264- 2.4% |
$23.7K - $29.6K
|
10.7K
$1.22M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-266- 2.16% |
$23.9K - $29.8K
|
12.1K
$1.37M
|
|
|
Jul 10, 2025
Q2 2025
|
Mkd Wealth Coaches, LLC
Troy, MI |
SELL
|
- |
-276- 1.52% |
$24.8K - $30.9K
|
17.9K
$2.03M
|
|
|
Aug 11, 2025
Q2 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-295- 6.45% |
$26.5K - $33K
|
4.28K
$485K
|
|
|
Jul 15, 2025
Q2 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-295- 2.59% |
$26.5K - $33K
|
11.1K
$1.26M
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-300- 56.18% |
$26.9K - $33.6K
|
234
$26.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-300- 4.52% |
$26.9K - $33.6K
|
6.34K
$718K
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-306- 13.35% |
$27.5K - $34.3K
|
1.99K
$225K
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-323- 5.71% |
$29K - $36.2K
|
5.33K
$604K
|
|
|
Jul 29, 2025
Q2 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-328- 13.89% |
$29.5K - $36.7K
|
2.03K
$230K
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-333- 8.33% |
$29.9K - $37.3K
|
3.67K
$415K
|
|
|
Aug 05, 2025
Q2 2025
|
Tsfg, LLC
|
SELL
|
- |
-338- 50.37% |
$30.4K - $37.9K
|
333
$37.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-347- 4.32% |
$31.2K - $38.9K
|
7.69K
$871K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-352- 3.05% |
$31.6K - $39.4K
|
11.2K
$1.27M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-361- 3.04% |
$32.4K - $40.4K
|
11.5K
$1.31M
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-361- 8.43% |
$32.4K - $40.4K
|
3.92K
$444K
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-362- 1.47% |
$32.5K - $40.5K
|
24.2K
$2.74M
|
|
|
Aug 08, 2025
Q2 2025
|
Charter Research & Investment Group, Inc.
Southport, CT |
SELL
|
- |
-365- 14.37% |
$32.8K - $40.9K
|
2.18K
$246K
|
|
|
Aug 12, 2025
Q2 2025
|
Wambolt & Associates, LLC
|
SELL
|
- |
-373- 1.83% |
$33.5K - $41.8K
|
20K
$2.27M
|
|
|
Jul 07, 2025
Q2 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
SELL
|
- |
-383- 6.05% |
$34.4K - $42.9K
|
5.95K
$674K
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-398- 1.27% |
$35.7K - $44.6K
|
31K
$3.51M
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-409- 8.89% |
$36.7K - $45.8K
|
4.19K
$475K
|
|
|
Jul 22, 2025
Q2 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
SELL
|
- |
-413- 2.5% |
$37.1K - $46.3K
|
16.1K
$1.82M
|