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
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-17- 0.62% |
$1.53K - $1.9K
|
2.72K
$303K
|
|
|
Jul 15, 2025
Q2 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
SELL
|
- |
-20- 0.85% |
$1.8K - $2.24K
|
2.34K
$261K
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
SELL
|
- |
-39- 1.45% |
$3.5K - $4.37K
|
2.66K
$296K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-40- 0.84% |
$3.59K - $4.48K
|
4.73K
$527K
|
|
|
Jul 02, 2025
Q2 2025
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-75- 1.94% |
$6.74K - $8.4K
|
3.79K
$421K
|
|
|
Jul 09, 2025
Q2 2025
|
First Financial Corp
|
SELL
|
- |
-79- 4.61% |
$7.09K - $8.85K
|
1.63K
$182K
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
SELL
|
- |
-102- 1.64% |
$9.16K - $11.4K
|
6.14K
$683K
|
|
|
Jul 10, 2025
Q2 2025
|
Affiance Financial, LLC
|
SELL
|
- |
-142- 0.49% |
$12.8K - $15.9K
|
28.5K
$3.18M
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-163- 4.57% |
$14.6K - $18.3K
|
3.4K
$379K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-182- 8.25% |
$16.3K - $20.4K
|
2.03K
$225K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-228- 6.83% |
$20.5K - $25.5K
|
3.11K
$346K
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-254- 8.9% |
$22.8K - $28.4K
|
2.6K
$289K
|
|
|
Jul 10, 2025
Q2 2025
|
Mkd Wealth Coaches, LLC
Troy, MI |
SELL
|
- |
-276- 1.52% |
$24.8K - $30.9K
|
17.9K
$1.99M
|
|
|
Jul 15, 2025
Q2 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-295- 2.59% |
$26.5K - $33K
|
11.1K
$1.23M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-323- 5.71% |
$29K - $36.2K
|
5.33K
$594K
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-333- 8.33% |
$29.9K - $37.3K
|
3.67K
$408K
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-362- 1.47% |
$32.5K - $40.5K
|
24.2K
$2.69M
|
|
|
Jul 07, 2025
Q2 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
SELL
|
- |
-383- 6.05% |
$34.4K - $42.9K
|
5.95K
$663K
|
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
SELL
|
- |
-443- 47.33% |
$39.8K - $49.6K
|
493
$54.9K
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-506- 6.2% |
$45.4K - $56.7K
|
7.66K
$852K
|
|
|
Jul 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-587- 3.52% |
$52.7K - $65.7K
|
16.1K
$1.79M
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-610- 12.44% |
$54.8K - $68.3K
|
4.3K
$478K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-645- 3.9% |
$57.9K - $72.2K
|
15.9K
$1.77M
|
|
|
Jul 15, 2025
Q2 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-677- 7.68% |
$60.8K - $75.8K
|
8.14K
$906K
|
|
|
Jul 08, 2025
Q2 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-698- 3.04% |
$62.7K - $78.2K
|
22.3K
$2.48M
|
|
|
Jul 14, 2025
Q2 2025
|
Harbor Group, Inc.
|
SELL
|
- |
-760- 1.89% |
$68.2K - $85.1K
|
39.6K
$4.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-767- 2.3% |
$68.9K - $85.9K
|
32.6K
$3.63M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-829- 10.22% |
$74.4K - $92.8K
|
7.28K
$810K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-844- 11.51% |
$75.8K - $94.5K
|
6.49K
$722K
|
|
|
Jul 07, 2025
Q2 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-1.04K- 15.21% |
$92.9K - $116K
|
5.77K
$642K
|
|
|
Jul 11, 2025
Q2 2025
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-1.13K- 19.54% |
$101K - $126K
|
4.63K
$516K
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
SELL
|
- |
-2.06K- 7.03% |
$185K - $230K
|
27.2K
$3.03M
|
|
|
Jul 09, 2025
Q2 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-2.08K- 8.59% |
$187K - $233K
|
22.2K
$2.47M
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-2.27K- 30.32% |
$204K - $254K
|
5.22K
$581K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-2.39K- 47.04% |
$214K - $267K
|
2.69K
$299K
|
|
|
Jul 14, 2025
Q2 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-2.8K- 17.99% |
$251K - $314K
|
12.8K
$1.42M
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-3.16K- 17.86% |
$284K - $354K
|
14.5K
$1.62M
|
|
|
Jul 11, 2025
Q2 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
SELL
|
- |
-3.88K- 28.36% |
$348K - $434K
|
9.79K
$1.09M
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-4.16K- 4.08% |
$374K - $466K
|
97.9K
$10.9M
|
|
|
Jul 02, 2025
Q2 2025
|
Dentgroup LLC
|
SELL
|
- |
-4.37K- 39.06% |
$393K - $490K
|
6.83K
$760K
|
|
|
Jul 14, 2025
Q2 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
SELL
|
- |
-4.47K- 10.49% |
$401K - $500K
|
38.1K
$4.24M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-6.58K- 31.02% |
$591K - $737K
|
14.6K
$1.63M
|
|
|
Jul 15, 2025
Q2 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-8K- 3.87% |
$718K - $896K
|
199K
$22.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-8.03K- 4.97% |
$721K - $899K
|
154K
$17.1M
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-14.9K- 40.13% |
$1.33M - $1.66M
|
22.2K
$2.47M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-17.5K- 45.65% |
$1.57M - $1.96M
|
20.8K
$2.32M
|
|
|
Jul 09, 2025
Q2 2025
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-24.3K- 89.61% |
$2.18M - $2.72M
|
2.82K
$314K
|
|
|
Jul 14, 2025
Q2 2025
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-32.8K- 90.87% |
$2.94M - $3.67M
|
3.29K
$366K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-54.6K- 31.54% |
$4.91M - $6.12M
|
119K
$13.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-124K- 61.32% |
$11.1M - $13.9M
|
78.3K
$8.72M
|