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 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-17- 5.33% |
$1.82K - $1.95K
|
302
$34.7K
|
|
|
Oct 24, 2025
Q3 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-271- 4.41% |
$29K - $31K
|
5.88K
$674K
|
|
|
Oct 24, 2025
Q3 2025
|
Covenant Partners, LLC
|
BUY
|
- |
1.46K+ 0.72% |
$156K - $167K
|
203K
$23.3M
|
|
|
Oct 24, 2025
Q3 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
476+ 2.94% |
$50.9K - $54.5K
|
16.6K
$1.91M
|
|
|
Oct 24, 2025
Q3 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
106+ 50.24% |
$11.3K - $12.1K
|
317
$36.4K
|
|
|
Oct 24, 2025
Q3 2025
|
Macroview Investment Management LLC
|
SELL
|
- |
-46- 0.66% |
$4.92K - $5.27K
|
6.96K
$799K
|
|
|
Oct 24, 2025
Q3 2025
|
Washington Trust Bank
|
BUY
|
- |
2.24K+ 27.22% |
$240K - $256K
|
10.5K
$1.2M
|
|
|
Oct 24, 2025
Q3 2025
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-39.6K- 74.32% |
$4.24M - $4.53M
|
13.7K
$1.57M
|
|
|
Oct 24, 2025
Q3 2025
|
Flp Wealth Management, LLC
Bentonville, AR |
SELL
|
- |
-9.62K- 65.01% |
$1.03M - $1.1M
|
5.18K
$594K
|
|
|
Oct 24, 2025
Q3 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
986+ 43.53% |
$105K - $113K
|
3.25K
$373K
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
8.63K+ 17.91% |
$923K - $988K
|
56.8K
$6.52M
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-166- 1.26% |
$17.8K - $19K
|
13K
$1.5M
|
|
|
Oct 24, 2025
Q3 2025
|
Aventus Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
481+ 0.43% |
$51.5K - $55.1K
|
113K
$13M
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-270- 21.72% |
$28.9K - $30.9K
|
973
$112K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-10.5K- 26.53% |
$1.12M - $1.2M
|
29.1K
$3.34M
|
|
|
Oct 24, 2025
Q3 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-87- 12.5% |
$9.31K - $9.96K
|
609
$69.9K
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
14.1KNew |
$1.51M - $1.62M
|
14.1K
$1.62M
|
|
|
Oct 23, 2025
Q3 2025
|
Seneca Financial Advisors LLC
Rochester, NY |
BUY
|
- |
50.1K+ 63.46% |
$5.36M - $5.74M
|
129K
$14.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.18M- 73.89% |
$126M - $135M
|
417K
$47.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-56.4K- 42.08% |
$6.04M - $6.46M
|
77.6K
$8.91M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
620+ 9.63% |
$66.3K - $71K
|
7.06K
$810K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-1.18K- 7.02% |
$127K - $135K
|
15.7K
$1.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
84+ 0.27% |
$8.99K - $9.61K
|
31.2K
$3.58M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-4.13K- 40.03% |
$441K - $472K
|
6.18K
$709K
|
|
|
Oct 23, 2025
Q3 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.45K+ 13.47% |
$155K - $166K
|
12.2K
$1.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
9.6K+ 31.79% |
$1.03M - $1.1M
|
39.8K
$4.57M
|
|
|
Oct 23, 2025
Q3 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
798+ 8.14% |
$85.4K - $91.3K
|
10.6K
$1.22M
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
3.01K+ 86.59% |
$322K - $344K
|
6.48K
$744K
|
|
|
Oct 23, 2025
Q3 2025
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
201+ 4.31% |
$21.5K - $23K
|
4.87K
$558K
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
91New |
$9.74K - $10.4K
|
91
$10.4K
|
|
|
Oct 23, 2025
Q3 2025
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-1.05K- 2.52% |
$112K - $120K
|
40.7K
$4.67M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
411+ 0.92% |
$44K - $47K
|
44.9K
$5.15M
|
|
|
Oct 22, 2025
Q3 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
SELL
|
- |
-3.95K- 13.51% |
$422K - $452K
|
25.3K
$2.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-219K- 33.0% |
$23.5M - $25.1M
|
445K
$51.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-1.43K- 11.19% |
$153K - $164K
|
11.3K
$1.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
357+ 1.47% |
$38.2K - $40.9K
|
24.6K
$2.83M
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-39- 0.86% |
$4.17K - $4.46K
|
4.5K
$516K
|
|
|
Oct 22, 2025
Q3 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
24+ 13.87% |
$2.57K - $2.75K
|
197
$22.6K
|
|
|
Oct 22, 2025
Q3 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
3.27KNew |
$350K - $374K
|
3.27K
$375K
|
|
|
Oct 22, 2025
Q3 2025
|
Stone Point Wealth LLC
|
BUY
|
- |
2.15K+ 16.81% |
$230K - $246K
|
14.9K
$1.71M
|
|
|
Oct 22, 2025
Q3 2025
|
Sofi Wealth, LLC
|
BUY
|
- |
50K+ 11.06% |
$5.35M - $5.73M
|
502K
$57.6M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-591- 2.82% |
$63.2K - $67.6K
|
20.4K
$2.34M
|
|
|
Oct 22, 2025
Q3 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
2.54K+ 17.41% |
$272K - $291K
|
17.1K
$1.97M
|
|
|
Oct 22, 2025
Q3 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
435+ 11.23% |
$46.5K - $49.8K
|
4.31K
$494K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.83K- 43.63% |
$195K - $209K
|
2.36K
$271K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
733+ 2.24% |
$78.4K - $83.9K
|
33.4K
$3.83M
|
|
|
Oct 22, 2025
Q3 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-9.42K- 6.99% |
$1.01M - $1.08M
|
125K
$14.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
6+ 9.84% |
$642 - $687
|
67
$7.69K
|
|
|
Oct 22, 2025
Q3 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
SELL
|
- |
-37- 1.1% |
$3.96K - $4.24K
|
3.33K
$383K
|
|
|
Oct 22, 2025
Q3 2025
|
Bcs Wealth Management
|
SELL
|
- |
-260- 12.38% |
$27.8K - $29.8K
|
1.84K
$211K
|
|