Latest Institutional Transactions on Msci Eafe Growth ETF (EFG)
This table provides information on the latest institutional transactions involving Msci Eafe Growth ETF (EFG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-23K- 47.24% |
$2.46M - $2.63M
|
25.7K
$2.95M
|
|
|
Oct 31, 2025
Q3 2025
|
Copia Wealth Management
Bend, OR |
SELL
|
- |
-11- 0.15% |
$1.18K - $1.26K
|
7.37K
$845K
|
|
|
Oct 31, 2025
Q3 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
3.29K+ 4.61% |
$352K - $377K
|
74.8K
$8.58M
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.29K+ 4.61% |
$352K - $377K
|
74.8K
$8.58M
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-11.3K- 58.2% |
$1.21M - $1.3M
|
8.14K
$934K
|
|
|
Oct 30, 2025
Q3 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
1.98K+ 11.78% |
$211K - $226K
|
18.7K
$2.15M
|
|
|
Oct 30, 2025
Q3 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
1.43K+ 4.85% |
$153K - $164K
|
31K
$3.55M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-77.3K- 61.43% |
$8.27M - $8.85M
|
48.5K
$5.57M
|
|
|
Oct 30, 2025
Q3 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-21.1K- 79.1% |
$2.26M - $2.41M
|
5.57K
$639K
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-51.8K- 81.25% |
$5.55M - $5.93M
|
12K
$1.37M
|
|
|
Oct 30, 2025
Q3 2025
|
Fiducient Advisors LLC
|
SELL
|
- |
-16.2K- 78.19% |
$1.74M - $1.86M
|
4.52K
$519K
|
|
|
Oct 30, 2025
Q3 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-399- 5.15% |
$42.7K - $45.7K
|
7.36K
$844K
|
|
|
Oct 30, 2025
Q3 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-21.7K- 61.7% |
$2.33M - $2.49M
|
13.5K
$1.55M
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-2.69K- 6.89% |
$288K - $308K
|
36.4K
$4.18M
|
|
|
Oct 30, 2025
Q3 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-868- 6.31% |
$92.9K - $99.4K
|
12.9K
$1.48M
|
|
|
Oct 30, 2025
Q3 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-879- 14.0% |
$94K - $101K
|
5.4K
$620K
|
|
|
Oct 30, 2025
Q3 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-148- 5.58% |
$15.8K - $16.9K
|
2.5K
$287K
|
|
|
Oct 30, 2025
Q3 2025
|
Univest Financial Corp
|
SELL
|
- |
-155- 2.5% |
$16.6K - $17.7K
|
6.05K
$694K
|
|
|
Oct 30, 2025
Q3 2025
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
9.88K+ 25.84% |
$1.06M - $1.13M
|
48.1K
$5.52M
|
|
|
Oct 30, 2025
Q3 2025
|
Forte Asset Management LLC
|
SELL
|
- |
-6.64K- 9.59% |
$711K - $760K
|
62.6K
$7.19M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.28M- 84.99% |
$137M - $146M
|
226K
$25.9M
|
|
|
Oct 30, 2025
Q3 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-234- 2.24% |
$25K - $26.8K
|
10.2K
$1.17M
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
5.28K+ 1.2% |
$565K - $604K
|
446K
$51.2M
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
37New |
$3.96K - $4.24K
|
37
$4.25K
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-4.12K- 52.83% |
$440K - $471K
|
3.68K
$422K
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
13.2K+ 3.05% |
$1.41M - $1.51M
|
447K
$51.2M
|
|
|
Oct 29, 2025
Q3 2025
|
Gate Pass Capital, LLC
Independence, OH |
BUY
|
- |
391+ 13.46% |
$41.8K - $44.8K
|
3.3K
$378K
|
|
|
Oct 29, 2025
Q3 2025
|
Courier Capital LLC
|
SELL
|
- |
-776- 0.92% |
$83K - $88.8K
|
83.2K
$9.55M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-880- 0.57% |
$94.2K - $101K
|
153K
$17.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
409+ 19.37% |
$43.8K - $46.8K
|
2.52K
$289K
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
491+ 4.6% |
$52.5K - $56.2K
|
11.2K
$1.28M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-567- 4.33% |
$60.7K - $64.9K
|
12.5K
$1.44M
|
|
|
Oct 29, 2025
Q3 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-7.38K- 40.9% |
$789K - $844K
|
10.7K
$1.22M
|
|
|
Oct 29, 2025
Q3 2025
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-1.53K- 9.79% |
$164K - $175K
|
14.1K
$1.62M
|
|
|
Oct 29, 2025
Q3 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-7.87K- 75.16% |
$842K - $901K
|
2.6K
$298K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
698New |
$74.7K - $79.9K
|
698
$80.1K
|
|
|
Oct 29, 2025
Q3 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
136+ 2.05% |
$14.6K - $15.6K
|
6.76K
$775K
|
|
|
Oct 29, 2025
Q3 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
113K+ 24.56% |
$12M - $12.9M
|
571K
$65.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
2.1KNew |
$225K - $240K
|
2.1K
$241K
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
SELL
|
- |
-883- 2.26% |
$94.5K - $101K
|
38.2K
$4.38M
|
|
|
Oct 29, 2025
Q3 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-19.5K- 60.27% |
$2.09M - $2.23M
|
12.9K
$1.48M
|
|
|
Oct 28, 2025
Q3 2025
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-491- 1.99% |
$52.5K - $56.2K
|
24.2K
$2.77M
|
|
|
Oct 28, 2025
Q3 2025
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
8.68K+ 13.03% |
$928K - $993K
|
75.3K
$8.64M
|
|
|
Oct 28, 2025
Q3 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
28+ 466.67% |
$3K - $3.2K
|
34
$3.9K
|
|
|
Oct 28, 2025
Q3 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-4.35K- 23.18% |
$465K - $498K
|
14.4K
$1.65M
|
|
|
Oct 28, 2025
Q3 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-336- 1.17% |
$35.9K - $38.5K
|
28.4K
$3.26M
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
SELL
|
- |
-14K- 55.62% |
$1.5M - $1.6M
|
11.2K
$1.28M
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-5.5K- 59.09% |
$589K - $630K
|
3.81K
$437K
|
|
|
Oct 28, 2025
Q3 2025
|
Journey Beyond Wealth, LLC
Roswell, GA |
BUY
|
- |
1.92KNew |
$206K - $220K
|
1.92K
$221K
|
|
|
Oct 28, 2025
Q3 2025
|
Dynamic Financial Group
Cedar Falls, IA |
SELL
|
- |
-144- 1.06% |
$15.4K - $16.5K
|
13.4K
$1.54M
|
|