Purchases and Sales Made in Q4 2025 in Msci Eafe Growth ETF (EFG)
This table provides information about the institutional ownership of Msci Eafe Growth ETF (EFG) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
41.1K+ 163.39% |
$4.64M - $4.84M
|
66.3K
$7.61M
|
|
|
Jan 08, 2026
Q4 2025
|
Asempa Wealth Advisors
Baton Rouge, LA |
BUY
|
- |
8.85KNew |
$999K - $1.04M
|
8.85K
$1.02M
|
|
|
Jan 06, 2026
Q4 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
6.45KNew |
$728K - $759K
|
6.45K
$740K
|
|
|
Jan 08, 2026
Q4 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
2.22KNew |
$250K - $261K
|
2.22K
$254K
|
|
|
Jan 08, 2026
Q4 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
1.84K+ 52.77% |
$208K - $216K
|
5.33K
$611K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.56K+ 38925.0% |
$176K - $183K
|
1.56K
$179K
|
|
|
Jan 06, 2026
Q4 2025
|
Barden Capital Management, Inc.
|
BUY
|
- |
965+ 4.5% |
$109K - $113K
|
22.4K
$2.57M
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
438+ 0.48% |
$49.5K - $51.5K
|
91.5K
$10.5M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
253+ 0.17% |
$28.6K - $29.8K
|
153K
$17.6M
|
|
|
Jan 08, 2026
Q4 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
169+ 7.92% |
$19.1K - $19.9K
|
2.3K
$264K
|
|
|
Jan 08, 2026
Q4 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
151+ 2.1% |
$17K - $17.8K
|
7.35K
$843K
|
|
|
Jan 06, 2026
Q4 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
131New |
$14.8K - $15.4K
|
131
$15K
|
|
|
Jan 07, 2026
Q4 2025
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
50+ 1.08% |
$5.65K - $5.88K
|
4.68K
$537K
|
|
|
Jan 08, 2026
Q4 2025
|
Tompkins Financial Corp
|
BUY
|
- |
28+ 15.73% |
$3.16K - $3.29K
|
206
$23.6K
|
|
|
Jan 05, 2026
Q4 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
22+ 42.31% |
$2.48K - $2.59K
|
74
$8.49K
|
|
|
Jan 05, 2026
Q4 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
20New |
$2.26K - $2.35K
|
20
$2.29K
|
|
|
Jan 06, 2026
Q4 2025
|
First Citizens Financial Corp
|
BUY
|
- |
15+ 0.24% |
$1.69K - $1.76K
|
6.25K
$717K
|
|
|
Jan 07, 2026
Q4 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
14+ 0.18% |
$1.58K - $1.65K
|
7.67K
$880K
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
3+ 0.1% |
$339 - $353
|
2.87K
$329K
|
|
|
Jan 08, 2026
Q4 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1+ 0.03% |
$113 - $118
|
3.62K
$416K
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-5- 0.12% |
$565 - $588
|
4.25K
$488K
|
|
|
Jan 07, 2026
Q4 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
SELL
|
- |
-11- 0.53% |
$1.24K - $1.29K
|
2.06K
$236K
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-47- 1.38% |
$5.31K - $5.53K
|
3.35K
$385K
|
|
|
Jan 06, 2026
Q4 2025
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-75- 2.06% |
$8.47K - $8.82K
|
3.57K
$410K
|
|
|
Jan 08, 2026
Q4 2025
|
Adirondack Trust CO
|
SELL
|
- |
-110- 35.6% |
$12.4K - $12.9K
|
199
$22.8K
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-299- 14.08% |
$33.8K - $35.2K
|
1.83K
$209K
|
|
|
Jan 06, 2026
Q4 2025
|
Collective Family Office LLC
|
SELL
|
- |
-555- 6.72% |
$62.7K - $65.3K
|
7.7K
$883K
|
|
|
Jan 08, 2026
Q4 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-872- 12.65% |
$98.5K - $103K
|
6.02K
$691K
|
|
|
Jan 07, 2026
Q4 2025
|
Cooper Financial Group
|
SELL
|
- |
-903- 15.12% |
$102K - $106K
|
5.07K
$582K
|
|
|
Jan 07, 2026
Q4 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
SELL
|
- |
-1.47K- 14.78% |
$166K - $173K
|
8.49K
$974K
|
|
|
Jan 08, 2026
Q4 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
SELL
|
- |
-1.51K- 40.26% |
$170K - $177K
|
2.24K
$256K
|
|
|
Jan 02, 2026
Q4 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-1.96K- 44.6% |
$221K - $230K
|
2.43K
$279K
|
|
|
Jan 08, 2026
Q4 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-3.93K- 31.06% |
$443K - $462K
|
8.71K
$1M
|
|
|
Jan 06, 2026
Q4 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-9.98K- 64.21% |
$1.13M - $1.17M
|
5.57K
$639K
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-12.9K- 82.57% |
$1.46M - $1.52M
|
2.73K
$313K
|
|
|
Jan 08, 2026
Q4 2025
|
Centerline Wealth Advisors, LLC
Louisville, KY |
SELL
|
- |
-25.2K- 79.22% |
$2.84M - $2.96M
|
6.61K
$758K
|
|
|
Jan 06, 2026
Q4 2025
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-45.3K- 83.55% |
$5.11M - $5.33M
|
8.92K
$1.02M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-185K- 44.26% |
$20.9M - $21.7M
|
233K
$26.7M
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-409K- 60.91% |
$46.1M - $48.1M
|
262K
$30.1M
|
|