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 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
BUY
|
- |
305+ 2.53% |
$27.4K - $34.2K
|
12.4K
$1.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
302+ 8.46% |
$27.1K - $33.8K
|
3.87K
$439K
|
|
|
Jul 23, 2025
Q2 2025
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
BUY
|
- |
300+ 11.7% |
$26.9K - $33.6K
|
2.87K
$324K
|
|
|
Jul 02, 2025
Q2 2025
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
299+ 1.69% |
$26.9K - $33.5K
|
18K
$2.04M
|
|
|
Aug 11, 2025
Q2 2025
|
True Private Wealth Advisors
|
BUY
|
- |
297+ 11.2% |
$26.7K - $33.3K
|
2.95K
$334K
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
291+ 1.79% |
$26.1K - $32.6K
|
16.5K
$1.87M
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
290+ 66.67% |
$26K - $32.5K
|
725
$82.1K
|
|
|
Aug 07, 2025
Q2 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
285+ 2.76% |
$25.6K - $31.9K
|
10.6K
$1.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
280+ 4.45% |
$25.1K - $31.4K
|
6.58K
$745K
|
|
|
Aug 11, 2025
Q2 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
275+ 11.22% |
$24.7K - $30.8K
|
2.73K
$309K
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
274+ 1.84% |
$24.6K - $30.7K
|
15.1K
$1.72M
|
|
|
Aug 14, 2025
Q2 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
266+ 6.64% |
$23.9K - $29.8K
|
4.27K
$484K
|
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
264+ 6.35% |
$23.7K - $29.6K
|
4.42K
$501K
|
|
|
Jul 11, 2025
Q2 2025
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
259+ 2.96% |
$23.3K - $29K
|
9K
$1.02M
|
|
|
Jul 24, 2025
Q2 2025
|
Rice Partnership, LLC
|
BUY
|
- |
250New |
$22.5K - $28K
|
250
$28.3K
|
|
|
Jul 25, 2025
Q2 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
246New |
$22.1K - $27.6K
|
246
$27.9K
|
|
|
Jul 23, 2025
Q2 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
216+ 10.54% |
$19.4K - $24.2K
|
2.27K
$257K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
214+ 4.37% |
$19.2K - $24K
|
5.11K
$579K
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
212+ 2.1% |
$19K - $23.7K
|
10.3K
$1.17M
|
|
|
Aug 27, 2025
Q2 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
211+ 1.22% |
$18.9K - $23.6K
|
17.4K
$1.98M
|
|
|
Jul 28, 2025
Q2 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
205+ 3.41% |
$18.4K - $23K
|
6.21K
$703K
|
|
|
Jul 22, 2025
Q2 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
205+ 3.01% |
$18.4K - $23K
|
7.01K
$794K
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
202+ 0.16% |
$18.1K - $22.6K
|
128K
$14.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
195+ 0.86% |
$17.5K - $21.8K
|
22.8K
$2.58M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
194+ 1.07% |
$17.4K - $21.7K
|
18.3K
$2.07M
|
|
|
Jul 17, 2025
Q2 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
193+ 5.56% |
$17.3K - $21.6K
|
3.67K
$415K
|
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
190New |
$17.1K - $21.3K
|
190
$21.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
187+ 6.4% |
$16.8K - $20.9K
|
3.11K
$352K
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
187+ 3.46% |
$16.8K - $20.9K
|
5.59K
$633K
|
|
|
Jul 28, 2025
Q2 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
186+ 2.21% |
$16.7K - $20.8K
|
8.59K
$972K
|
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
180+ 0.34% |
$16.2K - $20.2K
|
53.1K
$6.02M
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
177+ 1.0% |
$15.9K - $19.8K
|
17.9K
$2.03M
|
|
|
Aug 01, 2025
Q2 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
173+ 0.44% |
$15.5K - $19.4K
|
39.9K
$4.52M
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
168+ 3.95% |
$15.1K - $18.8K
|
4.43K
$501K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
166+ 1.57% |
$14.9K - $18.6K
|
10.7K
$1.21M
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
161+ 3.29% |
$14.5K - $18K
|
5.06K
$573K
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
156+ 3.55% |
$14K - $17.5K
|
4.55K
$515K
|
|
|
Jul 23, 2025
Q2 2025
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
142+ 0.4% |
$12.8K - $15.9K
|
35.7K
$4.04M
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
140New |
$12.6K - $15.7K
|
140
$15.9K
|
|
|
Jul 10, 2025
Q2 2025
|
Pachira Investments Inc.
|
BUY
|
- |
132+ 0.99% |
$11.9K - $14.8K
|
13.4K
$1.52M
|
|
|
Jul 01, 2025
Q2 2025
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
131+ 0.95% |
$11.8K - $14.7K
|
13.9K
$1.57M
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
BUY
|
- |
131+ 0.52% |
$11.8K - $14.7K
|
25.1K
$2.85M
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
128+ 7.42% |
$11.5K - $14.3K
|
1.85K
$210K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
114+ 0.88% |
$10.2K - $12.8K
|
13.1K
$1.48M
|
|
|
Aug 07, 2025
Q2 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
110+ 0.17% |
$9.88K - $12.3K
|
64.3K
$7.28M
|
|
|
Aug 12, 2025
Q2 2025
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
109+ 2.61% |
$9.79K - $12.2K
|
4.28K
$485K
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
108+ 0.52% |
$9.7K - $12.1K
|
20.9K
$2.36M
|
|
|
Jul 24, 2025
Q2 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
98+ 0.34% |
$8.8K - $11K
|
28.7K
$3.26M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
97+ 3.62% |
$8.71K - $10.9K
|
2.78K
$315K
|
|
|
Jul 28, 2025
Q2 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
97+ 1.33% |
$8.71K - $10.9K
|
7.38K
$836K
|