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 17, 2025
Q3 2025
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-2.87K- 58.96% |
$307K - $328K
|
2K
$229K
|
|
|
Oct 17, 2025
Q3 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-29.1K- 69.66% |
$3.12M - $3.33M
|
12.7K
$1.46M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-63.4K- 55.56% |
$6.79M - $7.26M
|
50.7K
$5.82M
|
|
|
Oct 17, 2025
Q3 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
4.43K+ 7.02% |
$474K - $507K
|
67.5K
$7.75M
|
|
|
Oct 17, 2025
Q3 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-6.75K- 70.65% |
$722K - $772K
|
2.8K
$322K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.17K- 11.88% |
$232K - $248K
|
16.1K
$1.85M
|
|
|
Oct 17, 2025
Q3 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-529- 3.29% |
$56.6K - $60.5K
|
15.5K
$1.78M
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-982- 7.95% |
$105K - $112K
|
11.4K
$1.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
668+ 3.1% |
$71.5K - $76.5K
|
22.2K
$2.55M
|
|
|
Oct 17, 2025
Q3 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
1.98K+ 22.17% |
$212K - $227K
|
10.9K
$1.25M
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
386+ 3.48% |
$41.3K - $44.2K
|
11.5K
$1.32M
|
|
|
Oct 17, 2025
Q3 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-62- 2.9% |
$6.63K - $7.1K
|
2.08K
$238K
|
|
|
Oct 17, 2025
Q3 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-2.06K- 23.31% |
$221K - $236K
|
6.78K
$778K
|
|
|
Oct 17, 2025
Q3 2025
|
5 T Wealth, LLC
Napa, CA |
SELL
|
- |
-5.2K- 22.17% |
$557K - $596K
|
18.3K
$2.1M
|
|
|
Oct 17, 2025
Q3 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
496+ 1.01% |
$53.1K - $56.8K
|
49.4K
$5.66M
|
|
|
Oct 17, 2025
Q3 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-696- 1.31% |
$74.5K - $79.7K
|
52.4K
$6.01M
|
|
|
Oct 17, 2025
Q3 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
8New |
$856 - $916
|
8
$918
|
|
|
Oct 17, 2025
Q3 2025
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-4.82K- 23.72% |
$515K - $551K
|
15.5K
$1.78M
|
|
|
Oct 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-202K- 70.3% |
$21.6M - $23.1M
|
85.2K
$9.78M
|
|
|
Oct 17, 2025
Q3 2025
|
Tripletail Wealth Management, LLC
Orlando, FL |
BUY
|
- |
188New |
$20.1K - $21.5K
|
188
$21.6K
|
|
|
Oct 16, 2025
Q3 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-28- 0.65% |
$3K - $3.2K
|
4.27K
$490K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-66K- 83.08% |
$7.06M - $7.55M
|
13.4K
$1.54M
|
|
|
Oct 16, 2025
Q3 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
SELL
|
- |
-23- 1.1% |
$2.46K - $2.63K
|
2.07K
$237K
|
|
|
Oct 16, 2025
Q3 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
15.3K+ 20.23% |
$1.64M - $1.75M
|
91.1K
$10.4M
|
|
|
Oct 16, 2025
Q3 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
20+ 74.07% |
$2.14K - $2.29K
|
47
$5.39K
|
|
|
Oct 16, 2025
Q3 2025
|
Provident Wealth Management, LLC
|
BUY
|
- |
13New |
$1.39K - $1.49K
|
13
$1.49K
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-676- 2.86% |
$72.3K - $77.4K
|
22.9K
$2.63M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-11.5K- 20.95% |
$1.23M - $1.31M
|
43.2K
$4.96M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
SELL
|
- |
-2.86K- 43.55% |
$306K - $328K
|
3.71K
$426K
|
|
|
Oct 15, 2025
Q3 2025
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
225+ 2.57% |
$24.1K - $25.8K
|
8.97K
$1.03M
|
|
|
Oct 15, 2025
Q3 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-50.8K- 57.21% |
$5.43M - $5.81M
|
38K
$4.36M
|
|
|
Oct 15, 2025
Q3 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
231+ 9.65% |
$24.7K - $26.4K
|
2.63K
$301K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-2.25K- 26.5% |
$241K - $257K
|
6.24K
$715K
|
|
|
Oct 15, 2025
Q3 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
737+ 387.89% |
$78.9K - $84.4K
|
927
$106K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-6.03K- 21.93% |
$645K - $690K
|
21.5K
$2.46M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-42.7K- 68.66% |
$4.57M - $4.89M
|
19.5K
$2.24M
|
|
|
Oct 15, 2025
Q3 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
83+ 1.37% |
$8.88K - $9.5K
|
6.14K
$704K
|
|
|
Oct 15, 2025
Q3 2025
|
Centerline Wealth Advisors, LLC
Louisville, KY |
BUY
|
- |
31.8KNew |
$3.4M - $3.64M
|
31.8K
$3.65M
|
|
|
Oct 15, 2025
Q3 2025
|
Sagace Wealth Management LLC
St. Petersburg, FL |
SELL
|
- |
-4.01K- 10.04% |
$428K - $458K
|
35.9K
$4.12M
|
|
|
Oct 15, 2025
Q3 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-254- 12.57% |
$27.2K - $29.1K
|
1.77K
$203K
|
|
|
Oct 15, 2025
Q3 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
7.44K+ 226.17% |
$796K - $852K
|
10.7K
$1.23M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-1.35M- 88.79% |
$144M - $154M
|
170K
$19.5M
|
|
|
Oct 15, 2025
Q3 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-92.7K- 79.57% |
$9.92M - $10.6M
|
23.8K
$2.73M
|
|
|
Oct 15, 2025
Q3 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
SELL
|
- |
-14.8K- 79.62% |
$1.59M - $1.7M
|
3.79K
$435K
|
|
|
Oct 14, 2025
Q3 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
SELL
|
- |
-3.3K- 55.44% |
$353K - $378K
|
2.65K
$304K
|
|
|
Oct 14, 2025
Q3 2025
|
Harbor Group, Inc.
|
SELL
|
- |
-509- 1.29% |
$54.5K - $58.3K
|
39K
$4.48M
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
SELL
|
- |
-2- -0.0% |
$214 - $229
|
53.8K
$6.17M
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-2.59K- 97.81% |
$278K - $297K
|
58
$6.65K
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
4.39K+ 13.7% |
$469K - $502K
|
36.4K
$4.18M
|
|
|
Oct 14, 2025
Q3 2025
|
Security Financial Services, Inc.
|
SELL
|
- |
-24.6K- 89.43% |
$2.63M - $2.82M
|
2.91K
$334K
|
|