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 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
792+ 94.51% |
$71.1K - $88.7K
|
1.63K
$185K
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
788+ 5.1% |
$70.8K - $88.3K
|
16.2K
$1.84M
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
787+ 6.34% |
$70.7K - $88.1K
|
13.2K
$1.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
762+ 23.07% |
$68.4K - $85.3K
|
4.07K
$460K
|
|
|
Aug 14, 2025
Q2 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
749+ 6.15% |
$67.3K - $83.9K
|
12.9K
$1.46M
|
|
|
Aug 13, 2025
Q2 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
743+ 0.99% |
$66.7K - $83.2K
|
75.8K
$8.58M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
740+ 3.84% |
$66.5K - $82.9K
|
20K
$2.27M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
729+ 1.76% |
$65.5K - $81.6K
|
42.1K
$4.76M
|
|
|
Jul 22, 2025
Q2 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
720+ 17.21% |
$64.7K - $80.6K
|
4.9K
$555K
|
|
|
Jul 07, 2025
Q2 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
710+ 4.15% |
$63.8K - $79.5K
|
17.8K
$2.02M
|
|
|
Jul 29, 2025
Q2 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
674+ 7.38% |
$60.5K - $75.5K
|
9.8K
$1.11M
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
671+ 101.67% |
$60.3K - $75.2K
|
1.33K
$151K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
669+ 2.09% |
$60.1K - $74.9K
|
32.7K
$3.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
664+ 31.19% |
$59.6K - $74.4K
|
2.79K
$316K
|
|
|
Aug 04, 2025
Q2 2025
|
Amg National Trust Bank
|
BUY
|
- |
648+ 5.52% |
$58.2K - $72.6K
|
12.4K
$1.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
640+ 6.42% |
$57.5K - $71.7K
|
10.6K
$1.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
629+ 1.89% |
$56.5K - $70.4K
|
33.8K
$3.83M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
600+ 2.83% |
$53.9K - $67.2K
|
21.8K
$2.47M
|
|
|
Jul 29, 2025
Q2 2025
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
596+ 1.95% |
$53.5K - $66.8K
|
31.1K
$3.52M
|
|
|
Aug 05, 2025
Q2 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
590+ 5.68% |
$53K - $66.1K
|
11K
$1.24M
|
|
|
Aug 01, 2025
Q2 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
577+ 22.01% |
$51.8K - $64.6K
|
3.2K
$362K
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
567+ 6.91% |
$50.9K - $63.5K
|
8.77K
$994K
|
|
|
Aug 08, 2025
Q2 2025
|
Omega Financial Group, LLC
|
BUY
|
- |
541+ 1.59% |
$48.6K - $60.6K
|
34.6K
$3.92M
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
515New |
$46.2K - $57.7K
|
515
$58.3K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
492+ 0.83% |
$44.2K - $55.1K
|
59.8K
$6.77M
|
|
|
Aug 11, 2025
Q2 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
487New |
$43.7K - $54.5K
|
487
$55.2K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
480+ 5.24% |
$43.1K - $53.8K
|
9.63K
$1.09M
|
|
|
Jul 15, 2025
Q2 2025
|
Tassel Capital Management, Inc.
Matthews, NC |
BUY
|
- |
479+ 15.23% |
$43K - $53.6K
|
3.63K
$411K
|
|
|
Aug 11, 2025
Q2 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
471+ 5.57% |
$42.3K - $52.8K
|
8.93K
$1.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
468+ 18.46% |
$42K - $52.4K
|
3K
$340K
|
|
|
Aug 12, 2025
Q2 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
453+ 0.38% |
$40.7K - $50.7K
|
121K
$13.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
452+ 8.38% |
$40.6K - $50.6K
|
5.85K
$662K
|
|
|
Jul 23, 2025
Q2 2025
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
449+ 6.28% |
$40.3K - $50.3K
|
7.6K
$860K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
446+ 0.17% |
$40.1K - $50K
|
264K
$29.9M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
445New |
$40K - $49.8K
|
445
$50.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
432+ 5.5% |
$38.8K - $48.4K
|
8.29K
$939K
|
|
|
Aug 12, 2025
Q2 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
426+ 7.45% |
$38.3K - $47.7K
|
6.15K
$696K
|
|
|
Aug 04, 2025
Q2 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
423+ 6.69% |
$38K - $47.4K
|
6.75K
$764K
|
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
404+ 7.04% |
$36.3K - $45.2K
|
6.14K
$695K
|
|
|
Jul 21, 2025
Q2 2025
|
West Financial Advisors, LLC
|
BUY
|
- |
386New |
$34.7K - $43.2K
|
386
$43.7K
|
|
|
Aug 06, 2025
Q2 2025
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
374+ 17.86% |
$33.6K - $41.9K
|
2.47K
$280K
|
|
|
Aug 11, 2025
Q2 2025
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
367+ 1.89% |
$33K - $41.1K
|
19.7K
$2.24M
|
|
|
Jul 24, 2025
Q2 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
353+ 1.21% |
$31.7K - $39.5K
|
29.6K
$3.35M
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
351+ 1526.09% |
$31.5K - $39.3K
|
374
$42.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
348+ 1.45% |
$31.3K - $39K
|
24.4K
$2.76M
|
|
|
Aug 11, 2025
Q2 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
346+ 0.37% |
$31.1K - $38.8K
|
93.7K
$10.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
338New |
$30.4K - $37.9K
|
338
$38.3K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
329+ 72.95% |
$29.5K - $36.8K
|
780
$88.3K
|
|
|
Jul 14, 2025
Q2 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
328+ 0.9% |
$29.5K - $36.7K
|
36.6K
$4.15M
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
316New |
$28.4K - $35.4K
|
316
$35.8K
|