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
|
Highland Capital Management, LLC
|
BUY
|
- |
2+ 0.05% |
$180 - $224
|
4.12K
$467K
|
|
|
Aug 15, 2025
Q2 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
2+ 1.2% |
$180 - $224
|
169
$19.1K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
BUY
|
- |
2+ 0.18% |
$180 - $224
|
1.14K
$129K
|
|
|
Jul 23, 2025
Q2 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
2+ 0.77% |
$180 - $224
|
263
$29.8K
|
|
|
Jul 22, 2025
Q2 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
2+ 0.96% |
$180 - $224
|
211
$23.9K
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
1+ 0.03% |
$89.8 - $112
|
3.43K
$388K
|
|
|
Jul 15, 2025
Q2 2025
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
1+ 0.02% |
$89.8 - $112
|
4.12K
$467K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1+ 0.71% |
$89.8 - $112
|
142
$16.1K
|
|
|
Aug 05, 2025
Q2 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1+ 0.56% |
$89.8 - $112
|
179
$20.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
1+ 1.39% |
$89.8 - $112
|
73
$8.27K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 0.1% |
$89.8 - $112
|
984
$111K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.08% |
$89.8 - $112
|
1.21K
$136K
|
|
|
Aug 08, 2025
Q2 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
1+ 1.56% |
$89.8 - $112
|
65
$7.36K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1- 0.01% |
$89.8 - $112
|
9.12K
$1.03M
|
|
|
Jul 30, 2025
Q2 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-1- 0.31% |
$89.8 - $112
|
319
$36.1K
|
|
|
Aug 06, 2025
Q2 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-3- 0.13% |
$269 - $336
|
2.34K
$265K
|
|
|
Jul 29, 2025
Q2 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-4- 0.17% |
$359 - $448
|
2.32K
$263K
|
|
|
Jul 29, 2025
Q2 2025
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-5- 0.19% |
$449 - $560
|
2.59K
$293K
|
|
|
Aug 05, 2025
Q2 2025
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-9- 0.07% |
$808 - $1.01K
|
12.9K
$1.46M
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-9- 0.27% |
$808 - $1.01K
|
3.37K
$382K
|
|
|
Aug 12, 2025
Q2 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-10- 0.31% |
$898 - $1.12K
|
3.17K
$358K
|
|
|
Aug 14, 2025
Q2 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-10- 0.09% |
$898 - $1.12K
|
11.2K
$1.27M
|
|
|
Jul 31, 2025
Q2 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-11- 0.34% |
$988 - $1.23K
|
3.23K
$366K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-14- 3.74% |
$1.26K - $1.57K
|
360
$40.8K
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-14- 0.69% |
$1.26K - $1.57K
|
2.02K
$229K
|
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-15- 0.62% |
$1.35K - $1.68K
|
2.4K
$271K
|
|
|
Aug 06, 2025
Q2 2025
|
Decker Retirement Planning Inc.
Levi, UT |
SELL
|
- |
-15- 0.36% |
$1.35K - $1.68K
|
4.1K
$465K
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-16- 0.28% |
$1.44K - $1.79K
|
5.7K
$646K
|
|
|
Jul 07, 2025
Q2 2025
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-17- 0.62% |
$1.53K - $1.9K
|
2.72K
$308K
|
|
|
Jul 15, 2025
Q2 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
SELL
|
- |
-20- 0.85% |
$1.8K - $2.24K
|
2.34K
$265K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-22- 0.93% |
$1.98K - $2.46K
|
2.36K
$267K
|
|
|
Aug 14, 2025
Q2 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-22- 0.65% |
$1.98K - $2.46K
|
3.39K
$384K
|
|
|
Jul 16, 2025
Q2 2025
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-23- 0.57% |
$2.07K - $2.58K
|
3.98K
$451K
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
SELL
|
- |
-23- 0.5% |
$2.07K - $2.58K
|
4.57K
$517K
|
|
|
Aug 08, 2025
Q2 2025
|
Glassman Wealth Services
|
SELL
|
- |
-24- 18.05% |
$2.16K - $2.69K
|
109
$12.3K
|
|
|
Aug 25, 2025
Q2 2025
|
Fulcrum Equity Management
|
SELL
|
- |
-24- 0.79% |
$2.16K - $2.69K
|
3K
$339K
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-24- 0.31% |
$2.16K - $2.69K
|
7.79K
$883K
|
|
|
Jul 18, 2025
Q2 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-25- 0.21% |
$2.25K - $2.8K
|
11.8K
$1.33M
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-25- 0.09% |
$2.25K - $2.8K
|
27.8K
$3.15M
|
|
|
Jul 30, 2025
Q2 2025
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-28- 0.15% |
$2.51K - $3.14K
|
18.1K
$2.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
SELL
|
- |
-28- 0.71% |
$2.51K - $3.14K
|
3.92K
$444K
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-29- 1.22% |
$2.6K - $3.25K
|
2.34K
$265K
|
|
|
Jul 23, 2025
Q2 2025
|
Hardy Reed LLC
|
SELL
|
- |
-30- 0.22% |
$2.69K - $3.36K
|
13.8K
$1.57M
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-31- 47.69% |
$2.78K - $3.47K
|
34
$3.85K
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-35- 1.82% |
$3.14K - $3.92K
|
1.89K
$214K
|
|
|
Aug 14, 2025
Q2 2025
|
Darwin Advisors, LLC
|
SELL
|
- |
-37- 69.81% |
$3.32K - $4.14K
|
16
$1.81K
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
SELL
|
- |
-39- 1.45% |
$3.5K - $4.37K
|
2.66K
$301K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-40- 0.84% |
$3.59K - $4.48K
|
4.73K
$536K
|
|
|
Aug 05, 2025
Q2 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-41- 55.41% |
$3.68K - $4.59K
|
33
$3.74K
|