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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2025
Q3 2025
|
Financial Life Advisors
|
SELL
|
- |
-1.69K- 1.96% |
$181K - $193K
|
84.4K
$9.78M
|
|
|
Nov 03, 2025
Q3 2025
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1.73K- 5.86% |
$186K - $198K
|
27.8K
$3.23M
|
|
|
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
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-2.41K- 26.44% |
$258K - $276K
|
6.7K
$777K
|
|
|
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
|
|
|
Oct 14, 2025
Q3 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
SELL
|
- |
-3.3K- 55.44% |
$353K - $378K
|
2.65K
$307K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-3.33K- 51.09% |
$356K - $381K
|
3.18K
$369K
|
|
|
Nov 03, 2025
Q3 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-3.69K- 34.86% |
$395K - $422K
|
6.89K
$799K
|
|
|
Oct 22, 2025
Q3 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
SELL
|
- |
-3.95K- 13.51% |
$422K - $452K
|
25.3K
$2.93M
|
|
|
Oct 15, 2025
Q3 2025
|
Sagace Wealth Management LLC
St. Petersburg, FL |
SELL
|
- |
-4.01K- 10.04% |
$428K - $458K
|
35.9K
$4.16M
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-4.12K- 52.83% |
$440K - $471K
|
3.68K
$426K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-4.13K- 40.03% |
$441K - $472K
|
6.18K
$716K
|
|
|
Oct 28, 2025
Q3 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-4.35K- 23.18% |
$465K - $498K
|
14.4K
$1.67M
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-4.58K- 31.3% |
$490K - $524K
|
10K
$1.16M
|
|
|
Oct 17, 2025
Q3 2025
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-4.82K- 23.72% |
$515K - $551K
|
15.5K
$1.8M
|
|
|
Nov 03, 2025
Q3 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-4.88K- 72.3% |
$522K - $558K
|
1.87K
$217K
|
|
|
Oct 17, 2025
Q3 2025
|
5 T Wealth, LLC
Napa, CA |
SELL
|
- |
-5.2K- 22.17% |
$557K - $596K
|
18.3K
$2.12M
|
|
|
Oct 27, 2025
Q3 2025
|
Eastern Bank
|
SELL
|
- |
-5.38K- 23.22% |
$575K - $615K
|
17.8K
$2.06M
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
SELL
|
- |
-5.47K- 10.98% |
$585K - $626K
|
44.3K
$5.14M
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-5.5K- 59.09% |
$589K - $630K
|
3.81K
$442K
|
|
|
Oct 20, 2025
Q3 2025
|
Diversified Trust CO
|
SELL
|
- |
-5.89K- 61.1% |
$630K - $674K
|
3.75K
$434K
|
|
|
Oct 22, 2025
Q3 2025
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-5.91K- 4.06% |
$632K - $676K
|
140K
$16.2M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-6.03K- 21.93% |
$645K - $690K
|
21.5K
$2.49M
|
|
|
Oct 10, 2025
Q3 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
SELL
|
- |
-6.05K- 61.78% |
$647K - $692K
|
3.74K
$434K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-6.42K- 39.39% |
$687K - $735K
|
9.88K
$1.14M
|
|
|
Oct 27, 2025
Q3 2025
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-6.51K- 57.97% |
$697K - $745K
|
4.72K
$547K
|
|
|
Oct 30, 2025
Q3 2025
|
Forte Asset Management LLC
|
SELL
|
- |
-6.64K- 9.59% |
$711K - $760K
|
62.6K
$7.26M
|
|
|
Oct 17, 2025
Q3 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-6.75K- 70.65% |
$722K - $772K
|
2.8K
$325K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-6.98K- 33.76% |
$747K - $799K
|
13.7K
$1.59M
|
|
|
Oct 29, 2025
Q3 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-7.38K- 40.9% |
$789K - $844K
|
10.7K
$1.24M
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-7.82K- 72.87% |
$836K - $895K
|
2.91K
$337K
|
|
|
Oct 08, 2025
Q3 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
SELL
|
- |
-7.86K- 44.09% |
$841K - $900K
|
9.97K
$1.16M
|
|
|
Oct 29, 2025
Q3 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-7.87K- 75.16% |
$842K - $901K
|
2.6K
$301K
|
|
|
Oct 22, 2025
Q3 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-9.42K- 6.99% |
$1.01M - $1.08M
|
125K
$14.5M
|
|
|
Oct 24, 2025
Q3 2025
|
Flp Wealth Management, LLC
Bentonville, AR |
SELL
|
- |
-9.62K- 65.01% |
$1.03M - $1.1M
|
5.18K
$600K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-9.92K- 19.51% |
$1.06M - $1.14M
|
40.9K
$4.74M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-10.5K- 26.53% |
$1.12M - $1.2M
|
29.1K
$3.37M
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-11.3K- 58.2% |
$1.21M - $1.3M
|
8.14K
$944K
|