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 29, 2025
Q3 2025
|
Gate Pass Capital, LLC
Independence, OH |
BUY
|
- |
391+ 13.46% |
$41.8K - $44.8K
|
3.3K
$382K
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
386+ 3.48% |
$41.3K - $44.2K
|
11.5K
$1.33M
|
|
|
Oct 09, 2025
Q3 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
381+ 13.99% |
$40.8K - $43.6K
|
3.1K
$360K
|
|
|
Oct 22, 2025
Q3 2025
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
357+ 1.47% |
$38.2K - $40.9K
|
24.6K
$2.85M
|
|
|
Oct 07, 2025
Q3 2025
|
Mkd Wealth Coaches, LLC
Troy, MI |
BUY
|
- |
260+ 1.45% |
$27.8K - $29.8K
|
18.2K
$2.11M
|
|
|
Oct 15, 2025
Q3 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
231+ 9.65% |
$24.7K - $26.4K
|
2.63K
$304K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
231+ 3.89% |
$24.7K - $26.4K
|
6.16K
$714K
|
|
|
Oct 27, 2025
Q3 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
227New |
$24.3K - $26K
|
227
$26.3K
|
|
|
Oct 15, 2025
Q3 2025
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
225+ 2.57% |
$24.1K - $25.8K
|
8.97K
$1.04M
|
|
|
Oct 23, 2025
Q3 2025
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
201+ 4.31% |
$21.5K - $23K
|
4.87K
$564K
|
|
|
Oct 17, 2025
Q3 2025
|
Tripletail Wealth Management, LLC
Orlando, FL |
BUY
|
- |
188New |
$20.1K - $21.5K
|
188
$21.8K
|
|
|
Oct 20, 2025
Q3 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
184+ 37.94% |
$19.7K - $21.1K
|
669
$77.5K
|
|
|
Oct 07, 2025
Q3 2025
|
First Community Trust Na
|
BUY
|
- |
166+ 33.67% |
$17.8K - $19K
|
659
$76.4K
|
|
|
Oct 21, 2025
Q3 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
145+ 6.24% |
$15.5K - $16.6K
|
2.47K
$286K
|
|
|
Oct 29, 2025
Q3 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
136+ 2.05% |
$14.6K - $15.6K
|
6.76K
$783K
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO
|
BUY
|
- |
114+ 9.98% |
$12.2K - $13K
|
1.26K
$146K
|
|
|
Oct 21, 2025
Q3 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
106+ 1.23% |
$11.3K - $12.1K
|
8.69K
$1.01M
|
|
|
Oct 24, 2025
Q3 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
106+ 50.24% |
$11.3K - $12.1K
|
317
$36.7K
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
91New |
$9.74K - $10.4K
|
91
$10.5K
|
|
|
Oct 08, 2025
Q3 2025
|
Wedmont Private Capital
|
BUY
|
- |
88+ 3.17% |
$9.42K - $10.1K
|
2.87K
$332K
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
87New |
$9.31K - $9.96K
|
87
$10.1K
|
|
|
Oct 23, 2025
Q3 2025
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
84+ 0.27% |
$8.99K - $9.61K
|
31.2K
$3.61M
|
|
|
Oct 15, 2025
Q3 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
83+ 1.37% |
$8.88K - $9.5K
|
6.14K
$711K
|
|
|
Oct 31, 2025
Q3 2025
|
James Investment Research Inc
|
BUY
|
- |
69+ 0.95% |
$7.38K - $7.9K
|
7.3K
$847K
|
|
|
Oct 28, 2025
Q3 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
68+ 1.11% |
$7.28K - $7.78K
|
6.21K
$720K
|
|
|
Oct 06, 2025
Q3 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
60+ 11.65% |
$6.42K - $6.87K
|
575
$66.6K
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
60+ 0.38% |
$6.42K - $6.87K
|
15.9K
$1.85M
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
51+ 0.4% |
$5.46K - $5.84K
|
12.8K
$1.48M
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
50+ 0.55% |
$5.35K - $5.72K
|
9.11K
$1.06M
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
37New |
$3.96K - $4.24K
|
37
$4.29K
|
|
|
Oct 21, 2025
Q3 2025
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
28New |
$3K - $3.2K
|
28
$3.25K
|
|
|
Oct 28, 2025
Q3 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
28+ 466.67% |
$3K - $3.2K
|
34
$3.94K
|
|
|
Oct 27, 2025
Q3 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
25New |
$2.67K - $2.86K
|
25
$2.9K
|
|
|
Oct 22, 2025
Q3 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
24+ 13.87% |
$2.57K - $2.75K
|
197
$22.8K
|
|
|
Oct 16, 2025
Q3 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
20+ 74.07% |
$2.14K - $2.29K
|
47
$5.45K
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
13+ 0.51% |
$1.39K - $1.49K
|
2.58K
$299K
|
|
|
Oct 16, 2025
Q3 2025
|
Provident Wealth Management, LLC
|
BUY
|
- |
13New |
$1.39K - $1.49K
|
13
$1.51K
|
|
|
Oct 02, 2025
Q3 2025
|
Investors Research Corp
|
BUY
|
- |
11+ 17.46% |
$1.18K - $1.26K
|
74
$8.58K
|
|
|
Oct 17, 2025
Q3 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
8New |
$856 - $916
|
8
$927
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
6+ 9.84% |
$642 - $687
|
67
$7.77K
|
|
|
Oct 27, 2025
Q3 2025
|
Tassel Capital Management, Inc.
Matthews, NC |
BUY
|
- |
3+ 0.08% |
$321 - $343
|
3.63K
$421K
|
|
|
Oct 27, 2025
Q3 2025
|
Orin Green Financial, LLC
|
BUY
|
- |
3+ 0.12% |
$321 - $343
|
2.56K
$297K
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
2New |
$214 - $229
|
2
$232
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1+ 10.0% |
$107 - $114
|
11
$1.28K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
SELL
|
- |
-2- -0.0% |
$214 - $229
|
53.8K
$6.24M
|
|
|
Oct 09, 2025
Q3 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-4- 0.12% |
$428 - $458
|
3.4K
$394K
|
|
|
Oct 31, 2025
Q3 2025
|
Copia Wealth Management
Bend, OR |
SELL
|
- |
-11- 0.15% |
$1.18K - $1.26K
|
7.37K
$854K
|
|
|
Oct 31, 2025
Q3 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-12- 0.33% |
$1.28K - $1.37K
|
3.58K
$415K
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-17- 5.33% |
$1.82K - $1.95K
|
302
$35K
|
|
|
Oct 10, 2025
Q3 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-17- 0.52% |
$1.82K - $1.95K
|
3.28K
$380K
|