Purchases and Sales Made in Q3 2025 in Msci Eafe Growth ETF (EFG)
This table provides information about the institutional ownership of Msci Eafe Growth ETF (EFG) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
226K+ 50.68% |
$24.1M - $25.8M
|
671K
$77.7M
|
|
|
Oct 29, 2025
Q3 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
113K+ 24.56% |
$12M - $12.9M
|
571K
$66.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
70.1K+ 2004.6% |
$7.5M - $8.02M
|
73.6K
$8.53M
|
|
|
Oct 23, 2025
Q3 2025
|
Seneca Financial Advisors LLC
Rochester, NY |
BUY
|
- |
50.1K+ 63.46% |
$5.36M - $5.74M
|
129K
$15M
|
|
|
Oct 22, 2025
Q3 2025
|
Sofi Wealth, LLC
|
BUY
|
- |
50K+ 11.06% |
$5.35M - $5.73M
|
502K
$58.2M
|
|
|
Oct 15, 2025
Q3 2025
|
Centerline Wealth Advisors, LLC
Louisville, KY |
BUY
|
- |
31.8KNew |
$3.4M - $3.64M
|
31.8K
$3.68M
|
|
|
Oct 27, 2025
Q3 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
25.2KNew |
$2.69M - $2.88M
|
25.2K
$2.92M
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
20.5K+ 4.12% |
$2.2M - $2.35M
|
518K
$60.1M
|
|
|
Oct 16, 2025
Q3 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
15.3K+ 20.23% |
$1.64M - $1.75M
|
91.1K
$10.6M
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
14.1KNew |
$1.51M - $1.62M
|
14.1K
$1.64M
|
|
|
Oct 27, 2025
Q3 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
14.1K+ 4.82% |
$1.51M - $1.61M
|
307K
$35.5M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
14KNew |
$1.5M - $1.6M
|
14K
$1.62M
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
13.2K+ 3.05% |
$1.41M - $1.51M
|
447K
$51.8M
|
|
|
Oct 21, 2025
Q3 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
12.5K+ 6.56% |
$1.34M - $1.43M
|
203K
$23.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Aps Management Group, Inc.
Torrance, CA |
BUY
|
- |
11.6KNew |
$1.24M - $1.33M
|
11.6K
$1.35M
|
|
|
Oct 28, 2025
Q3 2025
|
Sol Capital Management CO
|
BUY
|
- |
11.1K+ 39.56% |
$1.19M - $1.27M
|
39.2K
$4.54M
|
|
|
Oct 30, 2025
Q3 2025
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
9.88K+ 25.84% |
$1.06M - $1.13M
|
48.1K
$5.57M
|
|
|
Oct 28, 2025
Q3 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
9.71K+ 9.41% |
$1.04M - $1.11M
|
113K
$13.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
9.6K+ 31.79% |
$1.03M - $1.1M
|
39.8K
$4.61M
|
|
|
Oct 09, 2025
Q3 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
9.47K+ 7.41% |
$1.01M - $1.08M
|
137K
$15.9M
|
|
|
Oct 28, 2025
Q3 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
9.28K+ 9.46% |
$993K - $1.06M
|
107K
$12.4M
|
|
|
Oct 28, 2025
Q3 2025
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
8.68K+ 13.03% |
$928K - $993K
|
75.3K
$8.73M
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
8.63K+ 17.91% |
$923K - $988K
|
56.8K
$6.59M
|
|
|
Oct 15, 2025
Q3 2025
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
8.13K+ 121.88% |
$870K - $931K
|
14.8K
$1.72M
|
|
|
Oct 28, 2025
Q3 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
7.62K+ 295.92% |
$815K - $872K
|
10.2K
$1.18M
|
|
|
Oct 21, 2025
Q3 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
7.46K+ 15.95% |
$798K - $854K
|
54.2K
$6.28M
|
|
|
Oct 15, 2025
Q3 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
7.44K+ 226.17% |
$796K - $852K
|
10.7K
$1.24M
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
7.17K+ 1.55% |
$767K - $821K
|
469K
$54.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
6.09K+ 8.61% |
$651K - $696K
|
76.8K
$8.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
5.81K+ 66.8% |
$622K - $665K
|
14.5K
$1.68M
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
BUY
|
- |
5.8K+ 2.14% |
$620K - $664K
|
276K
$32M
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
5.28K+ 1.2% |
$565K - $604K
|
446K
$51.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Old National Bancorp
|
BUY
|
- |
4.7KNew |
$503K - $538K
|
4.7K
$545K
|
|
|
Oct 21, 2025
Q3 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
4.55K+ 33.44% |
$487K - $521K
|
18.2K
$2.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Blalock Williams, LLC
Alexander City, AL |
BUY
|
- |
4.53KNew |
$485K - $519K
|
4.53K
$525K
|
|
|
Oct 17, 2025
Q3 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
4.43K+ 7.02% |
$474K - $507K
|
67.5K
$7.83M
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
4.39K+ 13.7% |
$469K - $502K
|
36.4K
$4.22M
|
|
|
Oct 21, 2025
Q3 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
3.62KNew |
$387K - $414K
|
3.62K
$419K
|
|
|
Oct 02, 2025
Q3 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
3.58KNew |
$383K - $410K
|
3.58K
$415K
|
|
|
Oct 21, 2025
Q3 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
3.49KNew |
$373K - $399K
|
3.49K
$404K
|
|
|
Oct 31, 2025
Q3 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
3.47K+ 9.83% |
$371K - $397K
|
38.8K
$4.49M
|
|
|
Oct 31, 2025
Q3 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
3.29K+ 4.61% |
$352K - $377K
|
74.8K
$8.67M
|
|
|
Oct 22, 2025
Q3 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
3.27KNew |
$350K - $374K
|
3.27K
$379K
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
3.01K+ 86.59% |
$322K - $344K
|
6.48K
$751K
|
|
|
Oct 20, 2025
Q3 2025
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
2.87K+ 17.79% |
$307K - $329K
|
19K
$2.2M
|
|
|
Oct 31, 2025
Q3 2025
|
Mendel Capital Management LLC
|
BUY
|
- |
2.61K+ 15.84% |
$279K - $299K
|
19.1K
$2.21M
|
|
|
Oct 03, 2025
Q3 2025
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
2.56K+ 7.67% |
$273K - $292K
|
35.9K
$4.16M
|
|
|
Oct 22, 2025
Q3 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
2.54K+ 17.41% |
$272K - $291K
|
17.1K
$1.99M
|
|
|
Oct 31, 2025
Q3 2025
|
Bam Wealth Management, LLC
Lakewood, CO |
BUY
|
- |
2.27KNew |
$243K - $260K
|
2.27K
$263K
|
|
|
Oct 24, 2025
Q3 2025
|
Washington Trust Bank
|
BUY
|
- |
2.24K+ 27.22% |
$240K - $256K
|
10.5K
$1.21M
|