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
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-415- 11.26% |
$37.3K - $46.5K
|
3.27K
$370K
|
|
|
Aug 05, 2025
Q2 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-415- 4.48% |
$37.3K - $46.5K
|
8.84K
$1M
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-416- 31.61% |
$37.4K - $46.6K
|
900
$102K
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-439- 2.37% |
$39.4K - $49.2K
|
18.1K
$2.05M
|
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
SELL
|
- |
-443- 47.33% |
$39.8K - $49.6K
|
493
$55.8K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-444- 1.59% |
$39.9K - $49.7K
|
27.5K
$3.12M
|
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-448- 13.05% |
$40.2K - $50.2K
|
2.99K
$338K
|
|
|
Aug 11, 2025
Q2 2025
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-464- 8.71% |
$41.7K - $52K
|
4.86K
$551K
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-467- 4.77% |
$41.9K - $52.3K
|
9.31K
$1.05M
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-483- 5.19% |
$43.4K - $54.1K
|
8.82K
$999K
|
|
|
Jul 28, 2025
Q2 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-485- 2.79% |
$43.6K - $54.3K
|
16.9K
$1.91M
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
SELL
|
- |
-492- 1.24% |
$44.2K - $55.1K
|
39.3K
$4.45M
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-506- 6.2% |
$45.4K - $56.7K
|
7.66K
$867K
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-513- 0.51% |
$46.1K - $57.5K
|
99.6K
$11.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-513- 4.61% |
$46.1K - $57.5K
|
10.6K
$1.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Dynamic Financial Group
Cedar Falls, IA |
SELL
|
- |
-524- 3.73% |
$47.1K - $58.7K
|
13.5K
$1.53M
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-532- 5.15% |
$47.8K - $59.6K
|
9.81K
$1.11M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-535- 0.78% |
$48K - $59.9K
|
67.9K
$7.69M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-546- 4.71% |
$49K - $61.2K
|
11K
$1.25M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-550- 2.56% |
$49.4K - $61.6K
|
21K
$2.37M
|
|
|
Aug 13, 2025
Q2 2025
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-564- 2.81% |
$50.6K - $63.2K
|
19.5K
$2.21M
|
|
|
Jul 16, 2025
Q2 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-573- 5.48% |
$51.5K - $64.2K
|
9.88K
$1.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-573- 14.65% |
$51.5K - $64.2K
|
3.34K
$378K
|
|
|
Jul 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-587- 3.52% |
$52.7K - $65.7K
|
16.1K
$1.82M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-587- 1.3% |
$52.7K - $65.7K
|
44.5K
$5.03M
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-589- 5.04% |
$52.9K - $66K
|
11.1K
$1.26M
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-607- 5.49% |
$54.5K - $68K
|
10.5K
$1.18M
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-610- 12.44% |
$54.8K - $68.3K
|
4.3K
$486K
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
SELL
|
- |
-640- 1.18% |
$57.5K - $71.7K
|
53.8K
$6.09M
|
|
|
Aug 12, 2025
Q2 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-644- 0.38% |
$57.8K - $72.1K
|
168K
$19M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-645- 3.9% |
$57.9K - $72.2K
|
15.9K
$1.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-648- 1.42% |
$58.2K - $72.6K
|
45.1K
$5.11M
|
|
|
Jul 21, 2025
Q2 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-650- 0.9% |
$58.4K - $72.8K
|
71.5K
$8.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-665- 36.14% |
$59.7K - $74.5K
|
1.18K
$133K
|
|
|
Jul 29, 2025
Q2 2025
|
Empirical Asset Management, LLC
|
SELL
|
- |
-669- 18.13% |
$60.1K - $74.9K
|
3.02K
$342K
|
|
|
Jul 15, 2025
Q2 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-677- 7.68% |
$60.8K - $75.8K
|
8.14K
$922K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-678- 9.53% |
$60.9K - $75.9K
|
6.44K
$729K
|
|
|
Jul 23, 2025
Q2 2025
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-689- 2.72% |
$61.9K - $77.2K
|
24.7K
$2.79M
|
|
|
Jul 08, 2025
Q2 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-698- 3.04% |
$62.7K - $78.2K
|
22.3K
$2.52M
|
|
|
Aug 12, 2025
Q2 2025
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-721- 32.77% |
$64.7K - $80.8K
|
1.48K
$168K
|
|
|
Aug 14, 2025
Q2 2025
|
Novus Advisors, LLC
Greenville, SC |
SELL
|
- |
-736- 15.5% |
$66.1K - $82.4K
|
4.01K
$455K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-743- 1.03% |
$66.7K - $83.2K
|
71.5K
$8.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Harbor Group, Inc.
|
SELL
|
- |
-760- 1.89% |
$68.2K - $85.1K
|
39.6K
$4.48M
|
|
|
Aug 05, 2025
Q2 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-761- 2.17% |
$68.3K - $85.2K
|
34.2K
$3.88M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-764- 7.74% |
$68.6K - $85.6K
|
9.11K
$1.03M
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-767- 2.3% |
$68.9K - $85.9K
|
32.6K
$3.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-789- 13.29% |
$70.9K - $88.4K
|
5.15K
$583K
|
|
|
Jul 16, 2025
Q2 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-799- 11.29% |
$71.8K - $89.5K
|
6.28K
$711K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-825- 8.39% |
$74.1K - $92.4K
|
9.01K
$1.02M
|
|
|
Jul 22, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-827- 6.03% |
$74.3K - $92.6K
|
12.9K
$1.46M
|