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 28, 2025
Q3 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1.78KNew |
$190K - $203K
|
1.78K
$204K
|
|
|
Oct 28, 2025
Q3 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
9.28K+ 9.46% |
$993K - $1.06M
|
107K
$12.3M
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
BUY
|
- |
5.8K+ 2.14% |
$620K - $664K
|
276K
$31.7M
|
|
|
Oct 28, 2025
Q3 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
68+ 1.11% |
$7.28K - $7.78K
|
6.21K
$712K
|
|
|
Oct 28, 2025
Q3 2025
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-663- 42.69% |
$70.9K - $75.9K
|
890
$102K
|
|
|
Oct 28, 2025
Q3 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
9.71K+ 9.41% |
$1.04M - $1.11M
|
113K
$13M
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
50+ 0.55% |
$5.35K - $5.72K
|
9.11K
$1.05M
|
|
|
Oct 28, 2025
Q3 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
7.62K+ 295.92% |
$815K - $872K
|
10.2K
$1.17M
|
|
|
Oct 28, 2025
Q3 2025
|
Sol Capital Management CO
|
BUY
|
- |
11.1K+ 39.56% |
$1.19M - $1.27M
|
39.2K
$4.49M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
14KNew |
$1.5M - $1.6M
|
14K
$1.6M
|
|
|
Oct 28, 2025
Q3 2025
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-596- 8.58% |
$63.8K - $68.2K
|
6.35K
$728K
|
|
|
Oct 28, 2025
Q3 2025
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-16.9K- 85.56% |
$1.81M - $1.93M
|
2.85K
$327K
|
|
|
Oct 27, 2025
Q3 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
5.81K+ 66.8% |
$622K - $665K
|
14.5K
$1.66M
|
|
|
Oct 27, 2025
Q3 2025
|
Stone House Investment Management, LLC
|
SELL
|
- |
-92.4K- 75.43% |
$9.88M - $10.6M
|
30.1K
$3.45M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-722K- 77.71% |
$77.3M - $82.7M
|
207K
$23.8M
|
|
|
Oct 27, 2025
Q3 2025
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-1.07K- 72.55% |
$115K - $123K
|
406
$46.6K
|
|
|
Oct 27, 2025
Q3 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
25New |
$2.67K - $2.86K
|
25
$2.87K
|
|
|
Oct 27, 2025
Q3 2025
|
West Wealth Group, LLC
|
SELL
|
- |
-91.3K- 65.47% |
$9.77M - $10.4M
|
48.1K
$5.52M
|
|
|
Oct 27, 2025
Q3 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-423- 54.23% |
$45.3K - $48.4K
|
357
$41K
|
|
|
Oct 27, 2025
Q3 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
227New |
$24.3K - $26K
|
227
$26K
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
20.5K+ 4.12% |
$2.2M - $2.35M
|
518K
$59.5M
|
|
|
Oct 27, 2025
Q3 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
773+ 18.84% |
$82.7K - $88.5K
|
4.88K
$559K
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.73K+ 8.62% |
$185K - $198K
|
21.8K
$2.5M
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
7.17K+ 1.55% |
$767K - $821K
|
469K
$53.8M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-6.42K- 39.39% |
$687K - $735K
|
9.88K
$1.13M
|
|
|
Oct 27, 2025
Q3 2025
|
Unified Investment Management
Atlanta, GA |
SELL
|
- |
-253- 6.14% |
$27.1K - $29K
|
3.87K
$444K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-19.8K- 52.01% |
$2.12M - $2.27M
|
18.3K
$2.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-17.4K- 33.36% |
$1.86M - $1.99M
|
34.7K
$3.98M
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-186- 9.03% |
$19.9K - $21.3K
|
1.87K
$215K
|
|
|
Oct 27, 2025
Q3 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-41- 1.52% |
$4.39K - $4.69K
|
2.66K
$305K
|
|
|
Oct 27, 2025
Q3 2025
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-113- 2.84% |
$12.1K - $12.9K
|
3.87K
$443K
|
|
|
Oct 27, 2025
Q3 2025
|
Eastern Bank
|
SELL
|
- |
-5.38K- 23.22% |
$575K - $615K
|
17.8K
$2.04M
|
|
|
Oct 27, 2025
Q3 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-36- 0.34% |
$3.85K - $4.12K
|
10.6K
$1.21M
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
1.01KNew |
$108K - $115K
|
1.01K
$115K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
1.07K+ 26.85% |
$115K - $123K
|
5.07K
$582K
|
|
|
Oct 27, 2025
Q3 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
25.2KNew |
$2.69M - $2.88M
|
25.2K
$2.89M
|
|
|
Oct 27, 2025
Q3 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
14.1K+ 4.82% |
$1.51M - $1.61M
|
307K
$35.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Orin Green Financial, LLC
|
BUY
|
- |
3+ 0.12% |
$321 - $343
|
2.56K
$294K
|
|
|
Oct 27, 2025
Q3 2025
|
Conning Inc.
|
SELL
|
- |
-1.97K- 37.72% |
$211K - $226K
|
3.26K
$373K
|
|
|
Oct 27, 2025
Q3 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-1.8K- 45.8% |
$192K - $205K
|
2.12K
$244K
|
|
|
Oct 27, 2025
Q3 2025
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-6.51K- 57.97% |
$697K - $745K
|
4.72K
$542K
|
|
|
Oct 27, 2025
Q3 2025
|
Beacon Financial Planning, Inc
Hyannis, MA |
SELL
|
- |
-107- 2.0% |
$11.4K - $12.2K
|
5.23K
$600K
|
|
|
Oct 27, 2025
Q3 2025
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-28.1K- 78.84% |
$3.01M - $3.22M
|
7.55K
$866K
|
|
|
Oct 27, 2025
Q3 2025
|
Tassel Capital Management, Inc.
Matthews, NC |
BUY
|
- |
3+ 0.08% |
$321 - $343
|
3.63K
$416K
|
|
|
Oct 24, 2025
Q3 2025
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-1.26K- 23.6% |
$134K - $144K
|
4.07K
$467K
|
|
|
Oct 24, 2025
Q3 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-3.04K- 58.31% |
$326K - $348K
|
2.18K
$250K
|
|
|
Oct 24, 2025
Q3 2025
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-433- 4.62% |
$46.3K - $49.6K
|
8.94K
$1.03M
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
2New |
$214 - $229
|
2
$229
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-3.33K- 51.09% |
$356K - $381K
|
3.18K
$365K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
393+ 16.68% |
$42K - $45K
|
2.75K
$315K
|
|