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 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-17.6K- 7.84% |
$1.58M - $1.97M
|
207K
$23.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-17.8K- 36.64% |
$1.6M - $2M
|
30.8K
$3.49M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-18.1K- 7.29% |
$1.62M - $2.02M
|
230K
$26M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-18.1K- 5.65% |
$1.63M - $2.03M
|
302K
$34.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-19.2K- 15.13% |
$1.72M - $2.15M
|
107K
$12.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-20.1K- 24.48% |
$1.81M - $2.26M
|
62.1K
$7.04M
|
|
|
Aug 11, 2025
Q2 2025
|
First American Trust, Fsb
|
SELL
|
- |
-21.8K- 44.21% |
$1.96M - $2.44M
|
27.5K
$3.11M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-22.5K- 82.63% |
$2.02M - $2.52M
|
4.72K
$535K
|
|
|
Jul 09, 2025
Q2 2025
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-24.3K- 89.61% |
$2.18M - $2.72M
|
2.82K
$319K
|
|
|
Aug 11, 2025
Q2 2025
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-26K- 40.51% |
$2.34M - $2.91M
|
38.2K
$4.33M
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
SELL
|
- |
-26.9K- 68.31% |
$2.41M - $3.01M
|
12.5K
$1.41M
|
|
|
Aug 07, 2025
Q2 2025
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-28K- 34.2% |
$2.51M - $3.14M
|
53.9K
$6.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-28.9K- 49.66% |
$2.6M - $3.24M
|
29.3K
$3.32M
|
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-32.2K- 44.03% |
$2.89M - $3.61M
|
40.9K
$4.64M
|
|
|
Jul 14, 2025
Q2 2025
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-32.8K- 90.87% |
$2.94M - $3.67M
|
3.29K
$373K
|
|
|
Aug 05, 2025
Q2 2025
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-36.2K- 53.16% |
$3.25M - $4.06M
|
31.9K
$3.62M
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
SELL
|
- |
-37.3K- 5.69% |
$3.35M - $4.18M
|
618K
$70M
|
|
|
Aug 01, 2025
Q2 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-37.3K- 11.51% |
$3.35M - $4.18M
|
287K
$32.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-40.4K- 11.54% |
$3.62M - $4.52M
|
309K
$35M
|
|
|
Aug 13, 2025
Q2 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-41K- 91.3% |
$3.68M - $4.59M
|
3.9K
$442K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-42.8K- 2.82% |
$3.84M - $4.79M
|
1.47M
$167M
|
|
|
Jul 21, 2025
Q2 2025
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-45.8K- 23.95% |
$4.11M - $5.13M
|
145K
$16.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-45.9K- 62.51% |
$4.12M - $5.14M
|
27.5K
$3.12M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-54.6K- 31.54% |
$4.91M - $6.12M
|
119K
$13.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-57.1K- 11.08% |
$5.12M - $6.39M
|
458K
$51.9M
|
|
|
Jul 25, 2025
Q2 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-58.3K- 96.22% |
$5.24M - $6.53M
|
2.29K
$260K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-59.6K- 4.43% |
$5.36M - $6.68M
|
1.29M
$146M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-63.6K- 76.74% |
$5.71M - $7.12M
|
19.3K
$2.18M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-70.1K- 8.51% |
$6.3M - $7.86M
|
754K
$85.4M
|
|
|
Jul 24, 2025
Q2 2025
|
Ma Private Wealth
|
SELL
|
- |
-78.7K- 32.94% |
$7.07M - $8.82M
|
160K
$18.2M
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-85.9K- 59.37% |
$7.71M - $9.62M
|
58.8K
$6.66M
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-90.5K- 31.67% |
$8.12M - $10.1M
|
195K
$22.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-94K- 20.64% |
$8.44M - $10.5M
|
361K
$40.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-99.8K- 95.13% |
$8.96M - $11.2M
|
5.11K
$579K
|
|
|
Jul 09, 2025
Q2 2025
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-124K- 61.32% |
$11.1M - $13.9M
|
78.3K
$8.87M
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-131K- 47.74% |
$11.8M - $14.7M
|
144K
$16.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-148K- 8.99% |
$13.3M - $16.6M
|
1.5M
$170M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-149K- 13.01% |
$13.4M - $16.7M
|
995K
$113M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-170K- 4.11% |
$15.2M - $19M
|
3.96M
$448M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-175K- 66.47% |
$15.7M - $19.6M
|
88.4K
$10M
|
|
|
Jul 07, 2025
Q2 2025
|
Life Line Wealth Management LLC
Beverly Hills, CA |
SELL
|
- |
-240K- 95.38% |
$21.5M - $26.9M
|
11.6K
$1.32M
|
|
|
Aug 18, 2025
Q2 2025
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-293K- 70.5% |
$26.3M - $32.8M
|
123K
$13.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-434K- 57.17% |
$38.9M - $48.6M
|
325K
$36.8M
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-455K- 67.43% |
$40.9M - $51M
|
220K
$24.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-455K- 67.43% |
$40.9M - $51M
|
220K
$24.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-641K- 12.09% |
$57.5M - $71.7M
|
4.66M
$528M
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-900K- 96.25% |
$80.8M - $101M
|
35.1K
$3.97M
|