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 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-829- 10.22% |
$74.4K - $92.8K
|
7.28K
$825K
|
|
|
Aug 07, 2025
Q2 2025
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-837- 2.59% |
$75.2K - $93.7K
|
31.5K
$3.56M
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-844- 11.51% |
$75.8K - $94.5K
|
6.49K
$735K
|
|
|
Jul 28, 2025
Q2 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-858- 0.73% |
$77K - $96.1K
|
117K
$13.2M
|
|
|
Jul 24, 2025
Q2 2025
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-883- 11.28% |
$79.3K - $98.9K
|
6.94K
$786K
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-883- 1.79% |
$79.3K - $98.9K
|
48.3K
$5.47M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-884- 22.51% |
$79.4K - $99K
|
3.04K
$345K
|
|
|
Aug 11, 2025
Q2 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-901- 4.58% |
$80.9K - $101K
|
18.8K
$2.12M
|
|
|
Aug 06, 2025
Q2 2025
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-905- 5.57% |
$81.3K - $101K
|
15.3K
$1.74M
|
|
|
Aug 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-914- 24.28% |
$82.1K - $102K
|
2.85K
$323K
|
|
|
Jul 15, 2025
Q2 2025
|
Beacon Financial Planning, Inc
Hyannis, MA |
SELL
|
- |
-957- 15.2% |
$85.9K - $107K
|
5.34K
$605K
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-965- 2.03% |
$86.7K - $108K
|
46.5K
$5.27M
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-969- 0.77% |
$87K - $109K
|
125K
$14.1M
|
|
|
Aug 06, 2025
Q2 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
SELL
|
- |
-998- 3.03% |
$89.6K - $112K
|
31.9K
$3.61M
|
|
|
Aug 14, 2025
Q2 2025
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-1K- 6.21% |
$89.8K - $112K
|
15.1K
$1.71M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.01K- 0.76% |
$90.2K - $113K
|
131K
$14.8M
|
|
|
Jul 07, 2025
Q2 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-1.04K- 15.21% |
$92.9K - $116K
|
5.77K
$654K
|
|
|
Aug 08, 2025
Q2 2025
|
Security Financial Services, Inc.
|
SELL
|
- |
-1.06K- 3.72% |
$95.5K - $119K
|
27.5K
$3.11M
|
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
SELL
|
- |
-1.09K- 9.78% |
$97.5K - $122K
|
10K
$1.13M
|
|
|
Jul 24, 2025
Q2 2025
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-1.1K- 1.9% |
$98.4K - $123K
|
56.7K
$6.42M
|
|
|
Jul 11, 2025
Q2 2025
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-1.13K- 19.54% |
$101K - $126K
|
4.63K
$525K
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-1.15K- 71.73% |
$103K - $129K
|
454
$51.4K
|
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-1.17K- 6.52% |
$105K - $131K
|
16.8K
$1.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Lansing Street Advisors
|
SELL
|
- |
-1.2K- 2.89% |
$108K - $134K
|
40.3K
$4.56M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-1.2K- 13.02% |
$108K - $135K
|
8.03K
$910K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.22K- 1.64% |
$110K - $137K
|
73K
$8.27M
|
|
|
Aug 05, 2025
Q2 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-1.24K- 10.49% |
$111K - $139K
|
10.6K
$1.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-1.35K- 3.45% |
$121K - $151K
|
37.8K
$4.28M
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-1.36K- 12.78% |
$122K - $152K
|
9.28K
$1.05M
|
|
|
Aug 13, 2025
Q2 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-1.41K- 5.91% |
$126K - $158K
|
22.4K
$2.54M
|
|
|
Aug 07, 2025
Q2 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-1.44K- 4.25% |
$129K - $161K
|
32.4K
$3.67M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.47K- 1.76% |
$132K - $164K
|
81.6K
$9.25M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.51K- 1.11% |
$135K - $169K
|
135K
$15.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.53K- 10.86% |
$137K - $171K
|
12.6K
$1.42M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.65K- 6.93% |
$149K - $185K
|
22.2K
$2.52M
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-1.66K- 24.91% |
$149K - $186K
|
5K
$567K
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-1.68K- 3.85% |
$151K - $188K
|
42K
$4.75M
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
SELL
|
- |
-1.7K- 2.04% |
$153K - $190K
|
81.7K
$9.25M
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.72K- 14.79% |
$155K - $193K
|
9.92K
$1.12M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.73K- 15.8% |
$155K - $194K
|
9.22K
$1.04M
|
|
|
Aug 05, 2025
Q2 2025
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-1.74K- 1.26% |
$156K - $194K
|
136K
$15.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Country Club Bank
|
SELL
|
- |
-1.78K- 0.81% |
$160K - $199K
|
217K
$24.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.81K- 17.03% |
$162K - $202K
|
8.79K
$996K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.84K- 3.49% |
$166K - $206K
|
51K
$5.78M
|
|
|
Aug 12, 2025
Q2 2025
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.89K- 1.5% |
$170K - $212K
|
124K
$14.1M
|
|
|
Aug 05, 2025
Q2 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-1.93K- 0.93% |
$174K - $217K
|
206K
$23.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
SELL
|
- |
-1.94K- 24.81% |
$174K - $217K
|
5.88K
$666K
|
|
|
Jul 28, 2025
Q2 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-1.97K- 15.84% |
$177K - $220K
|
10.5K
$1.18M
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
SELL
|
- |
-2.06K- 7.03% |
$185K - $230K
|
27.2K
$3.08M
|
|
|
Jul 09, 2025
Q2 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-2.08K- 8.59% |
$187K - $233K
|
22.2K
$2.51M
|