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 02, 2025
Q2 2025
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
2.53K+ 5.1% |
$227K - $283K
|
52.1K
$5.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.48K+ 2.22% |
$223K - $278K
|
114K
$12.9M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.46K+ 17.79% |
$221K - $276K
|
16.3K
$1.85M
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
2.43K+ 63.51% |
$218K - $272K
|
6.25K
$707K
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
2.41KNew |
$216K - $270K
|
2.41K
$273K
|
|
|
Jul 10, 2025
Q2 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
2.39KNew |
$215K - $268K
|
2.39K
$271K
|
|
|
Jul 18, 2025
Q2 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
2.39K+ 7.71% |
$215K - $268K
|
33.4K
$3.78M
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
2.38K+ 6.28% |
$214K - $267K
|
40.3K
$4.57M
|
|
|
Jul 07, 2025
Q2 2025
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
2.36K+ 7.63% |
$212K - $265K
|
33.3K
$3.77M
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
2.35K+ 987.39% |
$211K - $263K
|
2.59K
$293K
|
|
|
Jul 17, 2025
Q2 2025
|
Stone Point Wealth LLC
|
BUY
|
- |
2.34K+ 22.36% |
$210K - $262K
|
12.8K
$1.45M
|
|
|
Aug 07, 2025
Q2 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
2.26KNew |
$203K - $253K
|
2.26K
$256K
|
|
|
Aug 01, 2025
Q2 2025
|
James Investment Research Inc
|
BUY
|
- |
2.24K+ 44.87% |
$201K - $251K
|
7.24K
$819K
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.24K+ 3.07% |
$201K - $250K
|
74.9K
$8.49M
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2.2K+ 5.95% |
$197K - $246K
|
39.1K
$4.43M
|
|
|
Jul 25, 2025
Q2 2025
|
One Advisory Partners, LLC
|
BUY
|
- |
2.19K+ 2.73% |
$197K - $246K
|
82.7K
$9.37M
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
2.18K+ 8.91% |
$196K - $244K
|
26.7K
$3.02M
|
|
|
Jul 16, 2025
Q2 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
2.16K+ 7.88% |
$194K - $241K
|
29.5K
$3.34M
|
|
|
Aug 12, 2025
Q2 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
2.13KNew |
$191K - $238K
|
2.13K
$241K
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
2.13KNew |
$191K - $238K
|
2.13K
$241K
|
|
|
Aug 14, 2025
Q2 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
2.12K+ 13.96% |
$190K - $237K
|
17.3K
$1.96M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
2.06K+ 47.64% |
$185K - $230K
|
6.37K
$722K
|
|
|
Aug 04, 2025
Q2 2025
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
2.05K+ 6.42% |
$184K - $229K
|
33.9K
$3.84M
|
|
|
Aug 08, 2025
Q2 2025
|
Maple Capital Management, Inc.
|
BUY
|
- |
2.01KNew |
$180K - $225K
|
2.01K
$228K
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
2.01KNew |
$180K - $225K
|
2.01K
$227K
|
|
|
Jul 15, 2025
Q2 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
1.98KNew |
$178K - $221K
|
1.98K
$224K
|
|
|
Aug 05, 2025
Q2 2025
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
1.95KNew |
$175K - $218K
|
1.95K
$221K
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.93KNew |
$173K - $216K
|
1.93K
$218K
|
|
|
Aug 12, 2025
Q2 2025
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
1.92K+ 21.35% |
$173K - $215K
|
10.9K
$1.24M
|
|
|
Aug 14, 2025
Q2 2025
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
1.9KNew |
$171K - $213K
|
1.9K
$215K
|
|
|
Jul 29, 2025
Q2 2025
|
Aspiriant, LLC
|
BUY
|
- |
1.89KNew |
$170K - $211K
|
1.89K
$214K
|
|
|
Jul 29, 2025
Q2 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
1.88K+ 23.74% |
$168K - $210K
|
9.77K
$1.11M
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
- |
1.87KNew |
$168K - $209K
|
1.87K
$212K
|
|
|
Jul 18, 2025
Q2 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
1.86K+ 3.03% |
$167K - $208K
|
63.1K
$7.15M
|
|
|
Jul 25, 2025
Q2 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
1.85KNew |
$166K - $207K
|
1.85K
$209K
|
|
|
Jul 29, 2025
Q2 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
1.83KNew |
$165K - $205K
|
1.83K
$208K
|
|
|
Jul 15, 2025
Q2 2025
|
Alhambra Investment Partners LLC
|
BUY
|
- |
1.83KNew |
$164K - $205K
|
1.83K
$207K
|
|
|
Jul 09, 2025
Q2 2025
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
1.81KNew |
$162K - $202K
|
1.81K
$205K
|
|
|
Aug 11, 2025
Q2 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
1.8KNew |
$162K - $202K
|
1.8K
$204K
|
|
|
Aug 13, 2025
Q2 2025
|
Scotia Capital Inc.
|
BUY
|
- |
1.8KNew |
$162K - $202K
|
1.8K
$204K
|
|
|
Jul 25, 2025
Q2 2025
|
Means Investment Co., Inc.
|
BUY
|
- |
1.8KNew |
$162K - $201K
|
1.8K
$204K
|
|
|
Aug 13, 2025
Q2 2025
|
Avestar Capital, LLC
|
BUY
|
- |
1.79K+ 7.83% |
$161K - $201K
|
24.7K
$2.8M
|
|
|
Jul 28, 2025
Q2 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
1.79K+ 3.57% |
$161K - $201K
|
52K
$5.89M
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
1.72K+ 11.86% |
$154K - $192K
|
16.2K
$1.83M
|
|
|
Aug 06, 2025
Q2 2025
|
Washington Trust Bank
|
BUY
|
- |
1.65K+ 25.08% |
$148K - $185K
|
8.23K
$932K
|
|
|
Aug 14, 2025
Q2 2025
|
Mendel Capital Management LLC
|
BUY
|
- |
1.63K+ 10.96% |
$146K - $182K
|
16.5K
$1.87M
|
|
|
Aug 06, 2025
Q2 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
1.62K+ 4.81% |
$145K - $181K
|
35.2K
$3.99M
|
|
|
Jul 31, 2025
Q2 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.62K+ 66.19% |
$145K - $181K
|
4.06K
$459K
|
|
|
Jul 30, 2025
Q2 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
1.61K+ 15.17% |
$144K - $180K
|
12.2K
$1.38M
|
|
|
Aug 13, 2025
Q2 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
1.6K+ 7.21% |
$143K - $179K
|
23.7K
$2.69M
|