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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2025
Q2 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-41- 55.41% |
$3.68K - $4.59K
|
33
$3.79K
|
|
|
Aug 05, 2025
Q2 2025
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
1.95KNew |
$175K - $218K
|
1.95K
$223K
|
|
|
Aug 04, 2025
Q2 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
891New |
$80K - $99.8K
|
891
$102K
|
|
|
Aug 04, 2025
Q2 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
25+ 1.14% |
$2.25K - $2.8K
|
2.22K
$255K
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-75- 6.02% |
$6.74K - $8.4K
|
1.17K
$134K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
77New |
$6.91K - $8.62K
|
77
$8.83K
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-1.15K- 71.73% |
$103K - $129K
|
454
$52.1K
|
|
|
Jul 31, 2025
Q2 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.62K+ 66.19% |
$145K - $181K
|
4.06K
$465K
|
|
|
Jul 31, 2025
Q2 2025
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
81+ 0.99% |
$7.27K - $9.07K
|
8.24K
$945K
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-14.3K- 97.91% |
$1.28M - $1.6M
|
305
$35K
|
|
|
Jul 31, 2025
Q2 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-11- 0.34% |
$988 - $1.23K
|
3.23K
$371K
|
|
|
Jul 31, 2025
Q2 2025
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-415- 11.26% |
$37.3K - $46.5K
|
3.27K
$375K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
290+ 66.67% |
$26K - $32.5K
|
725
$83.2K
|
|
|
Jul 30, 2025
Q2 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
56+ 1.92% |
$5.03K - $6.27K
|
2.97K
$341K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.24K+ 25.98% |
$111K - $138K
|
5.99K
$688K
|
|
|
Jul 29, 2025
Q2 2025
|
Empirical Asset Management, LLC
|
SELL
|
- |
-669- 18.13% |
$60.1K - $74.9K
|
3.02K
$347K
|
|
|
Jul 29, 2025
Q2 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
1.83KNew |
$165K - $205K
|
1.83K
$210K
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
316New |
$28.4K - $35.4K
|
316
$36.3K
|
|
|
Jul 29, 2025
Q2 2025
|
Aspiriant, LLC
|
BUY
|
- |
1.89KNew |
$170K - $211K
|
1.89K
$217K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-142- 6.19% |
$12.8K - $15.9K
|
2.15K
$247K
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-29- 1.22% |
$2.6K - $3.25K
|
2.34K
$268K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
9+ 0.2% |
$808 - $1.01K
|
4.58K
$526K
|
|
|
Jul 29, 2025
Q2 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-328- 13.89% |
$29.5K - $36.7K
|
2.03K
$233K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
168+ 3.95% |
$15.1K - $18.8K
|
4.43K
$508K
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-361- 3.04% |
$32.4K - $40.4K
|
11.5K
$1.32M
|
|
|
Jul 25, 2025
Q2 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
1.85KNew |
$166K - $207K
|
1.85K
$212K
|
|
|
Jul 25, 2025
Q2 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
4.18KNew |
$375K - $468K
|
4.18K
$480K
|
|
|
Jul 25, 2025
Q2 2025
|
Means Investment Co., Inc.
|
BUY
|
- |
1.8KNew |
$162K - $201K
|
1.8K
$206K
|
|
|
Jul 25, 2025
Q2 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
246New |
$22.1K - $27.6K
|
246
$28.2K
|
|
|
Jul 25, 2025
Q2 2025
|
Wells Financial Advisors Inc
|
BUY
|
- |
915+ 153.78% |
$82.2K - $102K
|
1.51K
$173K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-175K- 66.47% |
$15.7M - $19.6M
|
88.4K
$10.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-16- 0.28% |
$1.44K - $1.79K
|
5.7K
$654K
|
|
|
Jul 23, 2025
Q2 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
338New |
$30.4K - $37.9K
|
338
$38.8K
|
|
|
Jul 23, 2025
Q2 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
9.27KNew |
$832K - $1.04M
|
9.27K
$1.06M
|
|
|
Jul 23, 2025
Q2 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
2+ 0.77% |
$180 - $224
|
263
$30.2K
|
|
|
Jul 22, 2025
Q2 2025
|
Highland Capital Management, LLC
|
BUY
|
- |
2+ 0.05% |
$180 - $224
|
4.12K
$473K
|
|
|
Jul 21, 2025
Q2 2025
|
West Financial Advisors, LLC
|
BUY
|
- |
386New |
$34.7K - $43.2K
|
386
$44.3K
|
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
14+ 0.69% |
$1.26K - $1.57K
|
2.05K
$235K
|
|
|
Jul 18, 2025
Q2 2025
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-258- 1.36% |
$23.2K - $28.9K
|
18.7K
$2.15M
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
2.35K+ 987.39% |
$211K - $263K
|
2.59K
$297K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 0.1% |
$89.8 - $112
|
984
$113K
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
58+ 2.51% |
$5.21K - $6.5K
|
2.37K
$272K
|
|
|
Jul 17, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
58+ 0.34% |
$5.21K - $6.5K
|
17.3K
$1.98M
|
|
|
Jul 17, 2025
Q2 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
193+ 5.56% |
$17.3K - $21.6K
|
3.67K
$421K
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
2.01KNew |
$180K - $225K
|
2.01K
$230K
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
- |
1.87KNew |
$168K - $209K
|
1.87K
$214K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-300- 56.18% |
$26.9K - $33.6K
|
234
$26.8K
|
|
|
Jul 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-63- 5.61% |
$5.66K - $7.06K
|
1.06K
$122K
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
9.36K+ 21.71% |
$841K - $1.05M
|
52.5K
$6.02M
|
|
|
Jul 15, 2025
Q2 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-677- 7.68% |
$60.8K - $75.8K
|
8.14K
$934K
|
|