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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-4.38K- 49.14% |
$394K - $491K
|
4.54K
$514K
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-4.39K- 5.43% |
$394K - $492K
|
76.5K
$8.67M
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.43K- 10.74% |
$398K - $496K
|
36.8K
$4.17M
|
|
|
Jul 14, 2025
Q2 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
SELL
|
- |
-4.47K- 10.49% |
$401K - $500K
|
38.1K
$4.32M
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-4.47K- 4.14% |
$401K - $501K
|
103K
$11.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-4.72K- 13.5% |
$423K - $528K
|
30.2K
$3.42M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-4.77K- 7.73% |
$428K - $534K
|
56.9K
$6.44M
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-4.85K- 17.47% |
$435K - $543K
|
22.9K
$2.59M
|
|
|
Jul 31, 2025
Q2 2025
|
Forte Asset Management LLC
|
SELL
|
- |
-4.99K- 6.72% |
$448K - $559K
|
69.3K
$7.85M
|
|
|
Aug 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-5.28K- 4.81% |
$475K - $592K
|
105K
$11.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-5.4K- 44.47% |
$485K - $605K
|
6.74K
$764K
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-5.6K- 29.83% |
$503K - $627K
|
13.2K
$1.49M
|
|
|
Aug 12, 2025
Q2 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-5.66K- 38.35% |
$508K - $634K
|
9.09K
$1.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-5.84K- 10.25% |
$524K - $654K
|
51.2K
$5.79M
|
|
|
Aug 13, 2025
Q2 2025
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-6.1K- 43.25% |
$548K - $683K
|
8K
$906K
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-6.22K- 2.51% |
$558K - $696K
|
241K
$27.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
SELL
|
- |
-6.4K- 50.05% |
$575K - $717K
|
6.39K
$723K
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-6.58K- 31.02% |
$591K - $737K
|
14.6K
$1.66M
|
|
|
Aug 14, 2025
Q2 2025
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-6.79K- 5.75% |
$609K - $760K
|
111K
$12.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-7.04K- 30.45% |
$632K - $788K
|
16.1K
$1.82M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-7.09K- 3.97% |
$637K - $794K
|
171K
$19.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-7.21K- 1.76% |
$648K - $808K
|
403K
$45.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Covenant Partners, LLC
|
SELL
|
- |
-7.22K- 3.46% |
$649K - $809K
|
201K
$22.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-7.41K- 12.96% |
$666K - $830K
|
49.8K
$5.64M
|
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-7.5K- 15.58% |
$673K - $840K
|
40.6K
$4.6M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-7.51K- 8.64% |
$674K - $841K
|
79.4K
$8.99M
|
|
|
Jul 15, 2025
Q2 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-8K- 3.87% |
$718K - $896K
|
199K
$22.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-8.03K- 4.97% |
$721K - $899K
|
154K
$17.4M
|
|
|
Jul 28, 2025
Q2 2025
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-8.19K- 11.01% |
$735K - $917K
|
66.2K
$7.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-8.21K- 5.77% |
$737K - $920K
|
134K
$15.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-8.49K- 14.49% |
$762K - $951K
|
50.1K
$5.68M
|
|
|
Aug 07, 2025
Q2 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-9.34K- 16.26% |
$838K - $1.05M
|
48.1K
$5.45M
|
|
|
Aug 13, 2025
Q2 2025
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-9.66K- 64.13% |
$867K - $1.08M
|
5.4K
$612K
|
|
|
Jul 28, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-10.3K- 93.31% |
$927K - $1.16M
|
740
$83.8K
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
SELL
|
- |
-10.6K- 31.49% |
$956K - $1.19M
|
23.2K
$2.62M
|
|
|
Aug 14, 2025
Q2 2025
|
Empire Life Investments Inc.
|
SELL
|
- |
-10.8K- 22.42% |
$973K - $1.21M
|
37.5K
$4.25M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-11K- 6.5% |
$986K - $1.23M
|
158K
$17.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-11.3K- 35.67% |
$1.01M - $1.26M
|
20.3K
$2.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-11.4K- 51.82% |
$1.03M - $1.28M
|
10.6K
$1.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Fiducient Advisors LLC
|
SELL
|
- |
-11.5K- 35.73% |
$1.04M - $1.29M
|
20.7K
$2.35M
|
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-11.8K- 22.46% |
$1.06M - $1.32M
|
40.7K
$4.61M
|
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-12.3K- 85.61% |
$1.1M - $1.37M
|
2.06K
$233K
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-12.8K- 3.09% |
$1.15M - $1.44M
|
403K
$45.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-13K- 8.71% |
$1.17M - $1.46M
|
137K
$15.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-14.2K- 12.77% |
$1.27M - $1.59M
|
96.6K
$10.9M
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-14.3K- 97.91% |
$1.28M - $1.6M
|
305
$34.5K
|
|
|
Aug 11, 2025
Q2 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-14.3K- 9.29% |
$1.29M - $1.61M
|
140K
$15.8M
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-14.9K- 40.13% |
$1.33M - $1.66M
|
22.2K
$2.51M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-17K- 1.1% |
$1.52M - $1.9M
|
1.52M
$172M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-17.5K- 45.65% |
$1.57M - $1.96M
|
20.8K
$2.36M
|