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 23, 2025
Q2 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-2.09K- 29.12% |
$188K - $234K
|
5.09K
$576K
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-2.11K- 17.73% |
$190K - $237K
|
9.81K
$1.11M
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-2.12K- 8.48% |
$190K - $238K
|
22.9K
$2.59M
|
|
|
Jul 22, 2025
Q2 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-2.15K- 4.24% |
$193K - $241K
|
48.5K
$5.49M
|
|
|
Aug 04, 2025
Q2 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-2.15K- 4.9% |
$193K - $241K
|
41.8K
$4.74M
|
|
|
Aug 13, 2025
Q2 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-2.17K- 32.08% |
$194K - $242K
|
4.58K
$519K
|
|
|
Jul 31, 2025
Q2 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-2.26K- 22.6% |
$203K - $254K
|
7.76K
$878K
|
|
|
Aug 14, 2025
Q2 2025
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-2.26K- 24.05% |
$203K - $254K
|
7.15K
$810K
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-2.27K- 30.32% |
$204K - $254K
|
5.22K
$591K
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-2.29K- 4.3% |
$206K - $256K
|
51K
$5.78M
|
|
|
Aug 06, 2025
Q2 2025
|
Horan Securities, Inc.
|
SELL
|
- |
-2.34K- 23.93% |
$210K - $262K
|
7.43K
$841K
|
|
|
Jul 17, 2025
Q2 2025
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-2.38K- 7.78% |
$214K - $267K
|
28.2K
$3.19M
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-2.39K- 47.04% |
$214K - $267K
|
2.69K
$304K
|
|
|
Aug 11, 2025
Q2 2025
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-2.54K- 2.53% |
$228K - $284K
|
97.9K
$11.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Forthright Family Wealth Advisory LLC
Houston, TX |
SELL
|
- |
-2.61K- 3.01% |
$234K - $292K
|
84.1K
$9.52M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-2.62K- 13.44% |
$235K - $293K
|
16.8K
$1.91M
|
|
|
Jul 31, 2025
Q2 2025
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-2.64K- 3.71% |
$237K - $296K
|
68.5K
$7.76M
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-2.74K- 8.69% |
$246K - $306K
|
28.7K
$3.26M
|
|
|
Jul 29, 2025
Q2 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-2.77K- 8.96% |
$249K - $311K
|
28.2K
$3.19M
|
|
|
Jul 14, 2025
Q2 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-2.8K- 17.99% |
$251K - $314K
|
12.8K
$1.45M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2.94K- 14.18% |
$264K - $330K
|
17.8K
$2.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-3K- 14.5% |
$269K - $336K
|
17.7K
$2M
|
|
|
Aug 13, 2025
Q2 2025
|
Balance Wealth, LLC
Delaware, OH |
SELL
|
- |
-3.08K- 21.64% |
$276K - $345K
|
11.2K
$1.26M
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-3.16K- 17.86% |
$284K - $354K
|
14.5K
$1.64M
|
|
|
Jul 22, 2025
Q2 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-3.16K- 9.64% |
$284K - $354K
|
29.6K
$3.35M
|
|
|
Aug 06, 2025
Q2 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-3.23K- 3.68% |
$290K - $361K
|
84.5K
$9.57M
|
|
|
Jul 24, 2025
Q2 2025
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-3.27K- 7.25% |
$294K - $366K
|
41.8K
$4.74M
|
|
|
Aug 14, 2025
Q2 2025
|
Lantern Wealth Advisors, LLC
Melville, NY |
SELL
|
- |
-3.33K- 49.24% |
$299K - $373K
|
3.43K
$388K
|
|
|
Aug 01, 2025
Q2 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-3.38K- 19.75% |
$304K - $379K
|
13.7K
$1.56M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.47K- 3.94% |
$311K - $388K
|
84.6K
$9.58M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-3.5K- 5.93% |
$314K - $392K
|
55.5K
$6.29M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-3.52K- 8.06% |
$316K - $394K
|
40.1K
$4.55M
|
|
|
Jul 23, 2025
Q2 2025
|
Financial Life Advisors
|
SELL
|
- |
-3.6K- 4.02% |
$324K - $404K
|
86K
$9.75M
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.66K- 13.1% |
$328K - $410K
|
24.3K
$2.75M
|
|
|
Aug 11, 2025
Q2 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-3.73K- 5.02% |
$335K - $418K
|
70.6K
$8M
|
|
|
Jul 21, 2025
Q2 2025
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-3.75K- 11.8% |
$337K - $420K
|
28.1K
$3.18M
|
|
|
Jul 22, 2025
Q2 2025
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-3.8K- 25.27% |
$341K - $425K
|
11.2K
$1.27M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.82K- 45.97% |
$343K - $427K
|
4.49K
$508K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-3.82K- 39.17% |
$343K - $428K
|
5.93K
$672K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-3.83K- 7.0% |
$344K - $429K
|
50.8K
$5.76M
|
|
|
Jul 11, 2025
Q2 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
SELL
|
- |
-3.88K- 28.36% |
$348K - $434K
|
9.79K
$1.11M
|
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-4.1K- 3.39% |
$368K - $459K
|
117K
$13.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-4.16K- 4.08% |
$374K - $466K
|
97.9K
$11.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.17K- 1.05% |
$374K - $467K
|
393K
$44.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
SELL
|
- |
-4.21K- 18.44% |
$378K - $471K
|
18.6K
$2.11M
|
|
|
Aug 12, 2025
Q2 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-4.29K- 5.8% |
$386K - $481K
|
69.7K
$7.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-4.32K- 1.43% |
$388K - $484K
|
298K
$33.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-4.33K- 1.88% |
$389K - $485K
|
226K
$25.6M
|
|
|
Aug 05, 2025
Q2 2025
|
5 T Wealth, LLC
Napa, CA |
SELL
|
- |
-4.37K- 15.68% |
$392K - $489K
|
23.5K
$2.66M
|
|
|
Jul 02, 2025
Q2 2025
|
Dentgroup LLC
|
SELL
|
- |
-4.37K- 39.06% |
$393K - $490K
|
6.83K
$773K
|