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 07, 2025
Q3 2025
|
Country Club Bank
|
SELL
|
- |
-1.59K- 0.73% |
$170K - $182K
|
216K
$24.7M
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
842New |
$90.1K - $96.4K
|
842
$96.6K
|
|
|
Oct 06, 2025
Q3 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
60+ 11.65% |
$6.42K - $6.87K
|
575
$66K
|
|
|
Oct 03, 2025
Q3 2025
|
Dentgroup LLC
|
BUY
|
- |
533+ 7.81% |
$57K - $61K
|
7.36K
$844K
|
|
|
Oct 03, 2025
Q3 2025
|
First Citizens Financial Corp
|
BUY
|
- |
466+ 8.07% |
$49.9K - $53.3K
|
6.24K
$716K
|
|
|
Oct 03, 2025
Q3 2025
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
2.56K+ 7.67% |
$273K - $292K
|
35.9K
$4.12M
|
|
|
Oct 02, 2025
Q3 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-177- 6.81% |
$18.9K - $20.3K
|
2.42K
$278K
|
|
|
Oct 02, 2025
Q3 2025
|
Investors Research Corp
|
BUY
|
- |
11+ 17.46% |
$1.18K - $1.26K
|
74
$8.49K
|
|
|
Oct 02, 2025
Q3 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
3.58KNew |
$383K - $410K
|
3.58K
$411K
|
|
|
Oct 02, 2025
Q3 2025
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
461+ 2.56% |
$49.3K - $52.8K
|
18.5K
$2.12M
|
|
|
Oct 01, 2025
Q3 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-119- 3.45% |
$12.7K - $13.6K
|
3.33K
$382K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-434K- 57.17% |
$38.9M - $48.6M
|
325K
$37.3M
|
|
|
Nov 14, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-41.3K- 49.63% |
$3.71M - $4.63M
|
42K
$4.82M
|
|
|
Nov 06, 2025
Q2 2025
|
Blalock Williams, LLC
Alexander City, AL |
SELL
|
- |
-439- 3.51% |
$39.4K - $49.2K
|
12.1K
$1.39M
|
|
|
Nov 03, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
5.09K+ 140.66% |
$457K - $570K
|
8.7K
$998K
|
|
|
Oct 27, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-3.16K- 17.86% |
$284K - $354K
|
14.5K
$1.67M
|
|
|
Oct 16, 2025
Q2 2025
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
6.54K+ 12.03% |
$587K - $732K
|
60.9K
$6.98M
|
|
|
Oct 15, 2025
Q2 2025
|
Chesapeake Asset Management LLC
New York, NY |
BUY
|
- |
162New |
$14.5K - $18.1K
|
162
$18.6K
|
|
|
Oct 02, 2025
Q2 2025
|
Potomac Fund Management Inc /Adv
Miami, FL |
BUY
|
- |
90.4KNew |
$8.11M - $10.1M
|
90.4K
$10.4M
|
|
|
Sep 25, 2025
Q2 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-86.9K- 99.51% |
$7.8M - $9.73M
|
427
$49K
|
|
|
Aug 28, 2025
Q2 2025
|
Stark Wealth Management LLC
Bethlehem, PA |
BUY
|
- |
16.9KNew |
$1.52M - $1.9M
|
16.9K
$1.94M
|
|
|
Aug 27, 2025
Q2 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
211+ 1.22% |
$18.9K - $23.6K
|
17.4K
$2M
|
|
|
Aug 25, 2025
Q2 2025
|
Fulcrum Equity Management
|
SELL
|
- |
-24- 0.79% |
$2.16K - $2.69K
|
3K
$344K
|
|
|
Aug 15, 2025
Q2 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
2+ 1.2% |
$180 - $224
|
169
$19.4K
|
|
|
Aug 15, 2025
Q2 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-131- 2.31% |
$11.8K - $14.7K
|
5.55K
$636K
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
3.34K+ 48.41% |
$300K - $374K
|
10.2K
$1.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-66- 3.06% |
$5.93K - $7.39K
|
2.09K
$240K
|
|
|
Aug 14, 2025
Q2 2025
|
Herold Advisors, Inc.
|
SELL
|
- |
-83- 3.19% |
$7.45K - $9.3K
|
2.52K
$289K
|
|
|
Aug 14, 2025
Q2 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-235- 10.83% |
$21.1K - $26.3K
|
1.93K
$222K
|
|
|
Aug 14, 2025
Q2 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-22- 0.65% |
$1.98K - $2.46K
|
3.39K
$389K
|
|
|
Aug 14, 2025
Q2 2025
|
Darwin Advisors, LLC
|
SELL
|
- |
-37- 69.81% |
$3.32K - $4.14K
|
16
$1.84K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-17.6K- 7.84% |
$1.58M - $1.97M
|
207K
$23.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
266+ 6.64% |
$23.9K - $29.8K
|
4.27K
$490K
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-306- 13.35% |
$27.5K - $34.3K
|
1.99K
$228K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
924New |
$83K - $103K
|
924
$106K
|
|
|
Aug 14, 2025
Q2 2025
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
1.9KNew |
$171K - $213K
|
1.9K
$218K
|
|
|
Aug 14, 2025
Q2 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
SELL
|
- |
-181- 16.71% |
$16.3K - $20.3K
|
902
$103K
|
|
|
Aug 14, 2025
Q2 2025
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
5.44K+ 237.1% |
$488K - $609K
|
7.73K
$887K
|
|
|
Aug 14, 2025
Q2 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
871+ 3.22% |
$78.2K - $97.6K
|
27.9K
$3.21M
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-76- 92.68% |
$6.82K - $8.51K
|
6
$688
|
|
|
Aug 13, 2025
Q2 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
348+ 1.45% |
$31.3K - $39K
|
24.4K
$2.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Scotia Capital Inc.
|
BUY
|
- |
1.8KNew |
$162K - $202K
|
1.8K
$207K
|
|
|
Aug 13, 2025
Q2 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
53New |
$4.76K - $5.94K
|
53
$6.08K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-14- 3.74% |
$1.26K - $1.57K
|
360
$41.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-448- 13.05% |
$40.2K - $50.2K
|
2.99K
$343K
|
|
|
Aug 13, 2025
Q2 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-189- 1.07% |
$17K - $21.2K
|
17.5K
$2.01M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
94+ 0.78% |
$8.44K - $10.5K
|
12.1K
$1.39M
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
2.41KNew |
$216K - $270K
|
2.41K
$276K
|
|
|
Aug 13, 2025
Q2 2025
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-139- 3.63% |
$12.5K - $15.6K
|
3.69K
$423K
|
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
35+ 0.66% |
$3.14K - $3.92K
|
5.34K
$612K
|
|