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 24, 2025
Q3 2025
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-433- 4.62% |
$46.3K - $49.6K
|
8.94K
$1.04M
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-474- 10.02% |
$50.7K - $54.3K
|
4.26K
$494K
|
|
|
Oct 28, 2025
Q3 2025
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-491- 1.99% |
$52.5K - $56.2K
|
24.2K
$2.8M
|
|
|
Oct 14, 2025
Q3 2025
|
Harbor Group, Inc.
|
SELL
|
- |
-509- 1.29% |
$54.5K - $58.3K
|
39K
$4.53M
|
|
|
Oct 20, 2025
Q3 2025
|
Balance Wealth, LLC
Delaware, OH |
SELL
|
- |
-521- 4.67% |
$55.7K - $59.6K
|
10.6K
$1.23M
|
|
|
Oct 17, 2025
Q3 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-529- 3.29% |
$56.6K - $60.5K
|
15.5K
$1.8M
|
|
|
Oct 07, 2025
Q3 2025
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-564- 20.02% |
$60.3K - $64.6K
|
2.25K
$261K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-567- 4.33% |
$60.7K - $64.9K
|
12.5K
$1.45M
|
|
|
Oct 20, 2025
Q3 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-571- 0.55% |
$61.1K - $65.4K
|
104K
$12M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-591- 2.82% |
$63.2K - $67.6K
|
20.4K
$2.36M
|
|
|
Oct 28, 2025
Q3 2025
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-596- 8.58% |
$63.8K - $68.2K
|
6.35K
$736K
|
|
|
Oct 22, 2025
Q3 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-638- 1.25% |
$68.3K - $73K
|
50.4K
$5.84M
|
|
|
Oct 28, 2025
Q3 2025
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-663- 42.69% |
$70.9K - $75.9K
|
890
$103K
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-676- 2.86% |
$72.3K - $77.4K
|
22.9K
$2.66M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-694- 24.85% |
$74.3K - $79.4K
|
2.1K
$243K
|
|
|
Oct 17, 2025
Q3 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-696- 1.31% |
$74.5K - $79.7K
|
52.4K
$6.08M
|
|
|
Oct 29, 2025
Q3 2025
|
Courier Capital LLC
|
SELL
|
- |
-776- 0.92% |
$83K - $88.8K
|
83.2K
$9.65M
|
|
|
Oct 30, 2025
Q3 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-868- 6.31% |
$92.9K - $99.4K
|
12.9K
$1.49M
|
|
|
Oct 30, 2025
Q3 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-879- 14.0% |
$94K - $101K
|
5.4K
$626K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-880- 0.57% |
$94.2K - $101K
|
153K
$17.7M
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
SELL
|
- |
-883- 2.26% |
$94.5K - $101K
|
38.2K
$4.43M
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-982- 7.95% |
$105K - $112K
|
11.4K
$1.32M
|
|
|
Oct 30, 2025
Q3 2025
|
Emergent Wealth Advisors, LLC
Williamsville, NY |
SELL
|
- |
-1.01K- 6.63% |
$108K - $115K
|
14.2K
$1.64M
|
|
|
Oct 23, 2025
Q3 2025
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-1.05K- 2.52% |
$112K - $120K
|
40.7K
$4.72M
|
|
|
Oct 27, 2025
Q3 2025
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-1.07K- 72.55% |
$115K - $123K
|
406
$47.1K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-1.18K- 7.02% |
$127K - $135K
|
15.7K
$1.82M
|
|
|
Oct 21, 2025
Q3 2025
|
Pur Efi Wealth, LLC
Boston, MA |
SELL
|
- |
-1.25K- 25.58% |
$134K - $144K
|
3.65K
$423K
|
|
|
Oct 24, 2025
Q3 2025
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-1.26K- 23.6% |
$134K - $144K
|
4.07K
$471K
|
|
|
Oct 20, 2025
Q3 2025
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-1.27K- 4.42% |
$136K - $145K
|
27.4K
$3.18M
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
SELL
|
- |
-1.27K- 19.62% |
$136K - $146K
|
5.21K
$604K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.34K- 2.35% |
$143K - $153K
|
55.6K
$6.44M
|
|
|
Oct 22, 2025
Q3 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-1.43K- 11.19% |
$153K - $164K
|
11.3K
$1.31M
|
|
|
Oct 29, 2025
Q3 2025
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-1.53K- 9.79% |
$164K - $175K
|
14.1K
$1.63M
|
|
|
Oct 14, 2025
Q3 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-1.55K- 6.99% |
$166K - $177K
|
20.6K
$2.39M
|
|
|
Oct 07, 2025
Q3 2025
|
Country Club Bank
|
SELL
|
- |
-1.59K- 0.73% |
$170K - $182K
|
216K
$25M
|
|
|
Oct 20, 2025
Q3 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-1.61K- 11.1% |
$172K - $185K
|
12.9K
$1.5M
|
|
|
Oct 27, 2025
Q3 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-1.8K- 45.8% |
$192K - $205K
|
2.12K
$246K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.83K- 43.63% |
$195K - $209K
|
2.36K
$273K
|
|
|
Oct 14, 2025
Q3 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-1.94K- 2.34% |
$207K - $221K
|
80.7K
$9.35M
|
|
|
Oct 27, 2025
Q3 2025
|
Conning Inc.
|
SELL
|
- |
-1.97K- 37.72% |
$211K - $226K
|
3.26K
$377K
|
|
|
Oct 17, 2025
Q3 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-2.06K- 23.31% |
$221K - $236K
|
6.78K
$786K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.17K- 11.88% |
$232K - $248K
|
16.1K
$1.86M
|
|
|
Oct 14, 2025
Q3 2025
|
Affiance Financial, LLC
|
SELL
|
- |
-2.23K- 7.81% |
$239K - $255K
|
26.3K
$3.05M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-2.25K- 26.5% |
$241K - $257K
|
6.24K
$723K
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-2.59K- 97.81% |
$278K - $297K
|
58
$6.72K
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-2.69K- 6.89% |
$288K - $308K
|
36.4K
$4.22M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
SELL
|
- |
-2.86K- 43.55% |
$306K - $328K
|
3.71K
$430K
|
|
|
Oct 17, 2025
Q3 2025
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-2.87K- 58.96% |
$307K - $328K
|
2K
$231K
|
|
|
Oct 09, 2025
Q3 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-2.91K- 12.7% |
$311K - $333K
|
20K
$2.32M
|
|
|
Oct 24, 2025
Q3 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-3.04K- 58.31% |
$326K - $348K
|
2.18K
$252K
|