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 07, 2025
Q2 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
4.45K+ 10.17% |
$400K - $498K
|
48.2K
$5.46M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
4.45K+ 6.37% |
$399K - $498K
|
74.2K
$8.41M
|
|
|
Jul 10, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
4.43K+ 103.8% |
$398K - $496K
|
8.7K
$985K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.36K+ 9.69% |
$392K - $488K
|
49.4K
$5.59M
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
4.33K+ 19.28% |
$389K - $485K
|
26.8K
$3.03M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.3K+ 0.79% |
$386K - $481K
|
549K
$62.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
4.18KNew |
$375K - $468K
|
4.18K
$473K
|
|
|
Aug 07, 2025
Q2 2025
|
Future Fund LLC
Chicago, IL |
BUY
|
- |
4.13KNew |
$371K - $462K
|
4.13K
$468K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
4.11K+ 0.61% |
$369K - $460K
|
680K
$77M
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
3.93K+ 13.98% |
$353K - $440K
|
32K
$3.63M
|
|
|
Aug 12, 2025
Q2 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
3.88KNew |
$348K - $434K
|
3.88K
$439K
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.86K+ 9.18% |
$347K - $433K
|
45.9K
$5.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
3.72K+ 6.37% |
$334K - $417K
|
62.2K
$7.04M
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
3.71K+ 5.88% |
$333K - $415K
|
66.7K
$7.55M
|
|
|
Aug 14, 2025
Q2 2025
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
3.59K+ 12.31% |
$322K - $402K
|
32.8K
$3.71M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
3.58K+ 10.94% |
$322K - $401K
|
36.3K
$4.11M
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
3.57K+ 1.9% |
$321K - $400K
|
192K
$21.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
3.54K+ 0.81% |
$317K - $396K
|
441K
$49.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
3.53K+ 1.7% |
$317K - $395K
|
211K
$23.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Mosaic Advisors LLC
Houston, TX |
BUY
|
- |
3.5KNew |
$315K - $392K
|
3.5K
$397K
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
3.5K+ 22.78% |
$314K - $392K
|
18.8K
$2.13M
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
3.47KNew |
$312K - $389K
|
3.47K
$393K
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.4K+ 2.46% |
$305K - $380K
|
141K
$16M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.39K+ 1.21% |
$304K - $380K
|
284K
$32.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
3.38K+ 2.83% |
$303K - $378K
|
122K
$13.9M
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
3.34K+ 48.41% |
$300K - $374K
|
10.2K
$1.16M
|
|
|
Jul 28, 2025
Q2 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
3.34KNew |
$300K - $374K
|
3.34K
$379K
|
|
|
Aug 06, 2025
Q2 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
3.34KNew |
$300K - $374K
|
3.34K
$378K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.33K+ 1.98% |
$299K - $373K
|
171K
$19.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
3.31K+ 103.44% |
$297K - $371K
|
6.51K
$737K
|
|
|
Jul 24, 2025
Q2 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
3.19K+ 12.24% |
$286K - $357K
|
29.2K
$3.31M
|
|
|
Aug 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
3.15K+ 25.77% |
$283K - $352K
|
15.4K
$1.74M
|
|
|
Aug 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
3.1KNew |
$278K - $347K
|
3.1K
$351K
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.06K+ 2.36% |
$274K - $342K
|
132K
$15M
|
|
|
Aug 13, 2025
Q2 2025
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
2.98K+ 3.44% |
$268K - $334K
|
89.7K
$10.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
2.96KNew |
$266K - $331K
|
2.96K
$335K
|
|
|
Aug 12, 2025
Q2 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
2.92KNew |
$262K - $327K
|
2.92K
$330K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.91K+ 8.31% |
$261K - $325K
|
37.9K
$4.29M
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
2.88KNew |
$259K - $323K
|
2.88K
$326K
|
|
|
Aug 08, 2025
Q2 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
2.82KNew |
$253K - $316K
|
2.82K
$320K
|
|
|
Jul 30, 2025
Q2 2025
|
Patten Group, Inc.
|
BUY
|
- |
2.81K+ 9.36% |
$252K - $314K
|
32.8K
$3.71M
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
2.77K+ 5.28% |
$249K - $310K
|
55.2K
$6.25M
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
BUY
|
- |
2.72K+ 2.16% |
$244K - $305K
|
129K
$14.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Retirement Solution Inc.
|
BUY
|
- |
2.69KNew |
$241K - $301K
|
2.69K
$305K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
2.65KNew |
$238K - $297K
|
2.65K
$300K
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
BUY
|
- |
2.59KNew |
$233K - $290K
|
2.59K
$293K
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
2.57KNew |
$231K - $288K
|
2.57K
$292K
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
BUY
|
- |
2.56K+ 24.4% |
$230K - $287K
|
13.1K
$1.48M
|
|
|
Aug 14, 2025
Q2 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
2.54KNew |
$228K - $284K
|
2.54K
$288K
|
|
|
Sep 03, 2025
Q2 2025
|
American Trust
Lexington, KY |
BUY
|
- |
2.54KNew |
$228K - $284K
|
2.54K
$288K
|