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 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
94+ 0.78% |
$8.44K - $10.5K
|
12.1K
$1.37M
|
|
|
Jul 30, 2025
Q2 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
87+ 4.34% |
$7.81K - $9.74K
|
2.09K
$237K
|
|
|
Aug 11, 2025
Q2 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
85+ 4.02% |
$7.63K - $9.52K
|
2.2K
$249K
|
|
|
Jul 11, 2025
Q2 2025
|
Marshall & Sullivan Inc
|
BUY
|
- |
85New |
$7.63K - $9.52K
|
85
$9.63K
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
85+ 0.36% |
$7.63K - $9.52K
|
23.6K
$2.67M
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
82+ 4.1% |
$7.36K - $9.18K
|
2.08K
$236K
|
|
|
Jul 31, 2025
Q2 2025
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
81+ 0.99% |
$7.27K - $9.07K
|
8.24K
$933K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
77New |
$6.91K - $8.62K
|
77
$8.72K
|
|
|
Jul 07, 2025
Q2 2025
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
72+ 0.99% |
$6.47K - $8.06K
|
7.32K
$829K
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
71+ 0.24% |
$6.38K - $7.95K
|
29.2K
$3.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
63+ 1.98% |
$5.66K - $7.06K
|
3.24K
$367K
|
|
|
Aug 01, 2025
Q2 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
62+ 1.87% |
$5.57K - $6.94K
|
3.37K
$382K
|
|
|
Jul 17, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
58+ 0.34% |
$5.21K - $6.5K
|
17.3K
$1.95M
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
58+ 2.51% |
$5.21K - $6.5K
|
2.37K
$269K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
57New |
$5.12K - $6.38K
|
57
$6.46K
|
|
|
Jul 30, 2025
Q2 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
56+ 1.92% |
$5.03K - $6.27K
|
2.97K
$337K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
56+ 1.15% |
$5.03K - $6.27K
|
4.94K
$560K
|
|
|
Aug 11, 2025
Q2 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
53+ 2.57% |
$4.76K - $5.94K
|
2.11K
$239K
|
|
|
Aug 13, 2025
Q2 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
53New |
$4.76K - $5.94K
|
53
$6K
|
|
|
Aug 15, 2025
Q2 2025
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
47+ 1.0% |
$4.22K - $5.26K
|
4.77K
$540K
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
46+ 0.32% |
$4.13K - $5.15K
|
14.6K
$1.65M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
46+ 0.55% |
$4.13K - $5.15K
|
8.48K
$961K
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
46+ 2.74% |
$4.13K - $5.15K
|
1.72K
$195K
|
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
41+ 1.09% |
$3.68K - $4.59K
|
3.81K
$432K
|
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
BUY
|
- |
40+ 1.53% |
$3.59K - $4.48K
|
2.65K
$300K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
38+ 1.56% |
$3.41K - $4.26K
|
2.48K
$281K
|
|
|
Aug 11, 2025
Q2 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
37+ 0.7% |
$3.32K - $4.14K
|
5.33K
$603K
|
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
35+ 0.66% |
$3.14K - $3.92K
|
5.34K
$604K
|
|
|
Aug 13, 2025
Q2 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
35+ 0.4% |
$3.14K - $3.92K
|
8.88K
$1.01M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
33+ 0.16% |
$2.96K - $3.7K
|
20.7K
$2.34M
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
33+ 1.24% |
$2.96K - $3.7K
|
2.69K
$305K
|
|
|
Aug 08, 2025
Q2 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
32New |
$2.87K - $3.58K
|
32
$3.62K
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
30+ 272.73% |
$2.69K - $3.36K
|
41
$4.64K
|
|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
28+ 0.87% |
$2.51K - $3.14K
|
3.26K
$369K
|
|
|
Aug 04, 2025
Q2 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
25+ 1.14% |
$2.25K - $2.8K
|
2.22K
$251K
|
|
|
Jul 22, 2025
Q2 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
25+ 0.3% |
$2.25K - $2.8K
|
8.46K
$958K
|
|
|
Jul 22, 2025
Q2 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
24+ 0.4% |
$2.16K - $2.69K
|
6.06K
$686K
|
|
|
Jul 09, 2025
Q2 2025
|
Wolff Financial Management LLC
|
BUY
|
- |
19+ 0.5% |
$1.71K - $2.13K
|
3.82K
$432K
|
|
|
Aug 08, 2025
Q2 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
BUY
|
- |
19+ 0.9% |
$1.71K - $2.13K
|
2.13K
$241K
|
|
|
Jul 15, 2025
Q2 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
18+ 0.53% |
$1.62K - $2.02K
|
3.44K
$390K
|
|
|
Jul 28, 2025
Q2 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
17+ 0.09% |
$1.53K - $1.9K
|
18K
$2.04M
|
|
|
Aug 07, 2025
Q2 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
16+ 0.07% |
$1.44K - $1.79K
|
22.2K
$2.51M
|
|
|
Aug 11, 2025
Q2 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
15+ 1.04% |
$1.35K - $1.68K
|
1.45K
$165K
|
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
14+ 0.69% |
$1.26K - $1.57K
|
2.05K
$232K
|
|
|
Aug 06, 2025
Q2 2025
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
12+ 0.26% |
$1.08K - $1.34K
|
4.67K
$528K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
9+ 0.2% |
$808 - $1.01K
|
4.58K
$519K
|
|
|
Jul 14, 2025
Q2 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
8+ 0.33% |
$718 - $896
|
2.4K
$272K
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
BUY
|
- |
7+ 0.07% |
$629 - $784
|
9.36K
$1.06M
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
BUY
|
- |
4+ 0.03% |
$359 - $448
|
14.4K
$1.63M
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
3+ 0.15% |
$269 - $336
|
2.05K
$232K
|