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 11, 2024
Q3 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
BUY
|
- |
2.92KNew |
$282K - $317K
|
2.92K
$335K
|
|
|
Oct 10, 2024
Q3 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
1.91KNew |
$185K - $207K
|
1.91K
$219K
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-141- 6.22% |
$13.7K - $15.3K
|
2.13K
$244K
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-799- 13.52% |
$77.4K - $86.9K
|
5.11K
$586K
|
|
|
Oct 09, 2024
Q3 2024
|
West Coast Financial LLC
|
BUY
|
- |
242+ 9.98% |
$23.4K - $26.3K
|
2.67K
$306K
|
|
|
Oct 08, 2024
Q3 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
2+ 0.08% |
$194 - $218
|
2.64K
$303K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-7.9K- 67.71% |
$765K - $860K
|
3.77K
$432K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
456K+ 9.17% |
$44.1M - $49.6M
|
5.42M
$622M
|
|
|
Oct 04, 2024
Q3 2024
|
Collective Family Office LLC
|
SELL
|
- |
-250- 2.94% |
$24.2K - $27.2K
|
8.26K
$947K
|
|
|
Oct 04, 2024
Q3 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
7.8K+ 13.45% |
$756K - $849K
|
65.8K
$7.55M
|
|
|
Oct 03, 2024
Q3 2024
|
Trust CO
|
BUY
|
- |
31New |
$3K - $3.37K
|
31
$3.56K
|
|
|
Oct 03, 2024
Q3 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
1.94KNew |
$188K - $211K
|
1.94K
$223K
|
|
|
Oct 01, 2024
Q3 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
229New |
$22.2K - $24.9K
|
229
$26.3K
|
|
| Q2 2024 | |||||||
|
Dec 02, 2025
Q2 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
6.59K+ 40.14% |
$640K - $700K
|
23K
$2.64M
|
|
|
Mar 11, 2025
Q2 2024
|
Private Capital Management LLC
|
SELL
|
- |
-5- 2.7% |
$486 - $531
|
180
$20.7K
|
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
12.3KNew |
$1.19M - $1.3M
|
12.3K
$1.41M
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
47+ 42.73% |
$4.57K - $4.99K
|
157
$18K
|
|
|
Aug 14, 2024
Q2 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-5.47K- 69.38% |
$531K - $581K
|
2.41K
$277K
|
|
|
Aug 14, 2024
Q2 2024
|
Gould Capital, LLC
|
BUY
|
- |
5New |
$486 - $531
|
5
$574
|
|
|
Aug 13, 2024
Q2 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
2.36KNew |
$229K - $250K
|
2.36K
$270K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-17- 94.44% |
$1.65K - $1.81K
|
1
$115
|
|
|
Aug 13, 2024
Q2 2024
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
1.2K+ 8.98% |
$117K - $128K
|
14.6K
$1.67M
|
|
|
Aug 13, 2024
Q2 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
3.69KNew |
$358K - $392K
|
3.69K
$423K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.38M+ 70.73% |
$134M - $146M
|
3.32M
$381M
|
|
|
Aug 13, 2024
Q2 2024
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-4.28K- 35.03% |
$416K - $455K
|
7.95K
$912K
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-363- 4.34% |
$35.3K - $38.6K
|
8.01K
$919K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-210- 0.45% |
$20.4K - $22.3K
|
46.2K
$5.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
647New |
$62.9K - $68.7K
|
647
$74.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
4.74K+ 33.33% |
$461K - $504K
|
19K
$2.18M
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
411+ 16.75% |
$39.9K - $43.7K
|
2.87K
$329K
|
|
|
Aug 09, 2024
Q2 2024
|
Neumann Capital Management, LLC
|
SELL
|
- |
-102- 4.58% |
$9.91K - $10.8K
|
2.13K
$244K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
2New |
$194 - $213
|
2
$229
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-775- 11.83% |
$75.3K - $82.3K
|
5.78K
$663K
|
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
1.21KNew |
$118K - $129K
|
1.21K
$139K
|
|
|
Aug 08, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
897+ 137.37% |
$87.2K - $95.3K
|
1.55K
$178K
|
|
|
Aug 08, 2024
Q2 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
1.07KNew |
$104K - $114K
|
1.07K
$123K
|
|
|
Aug 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
152New |
$14.8K - $16.2K
|
152
$17.4K
|
|
|
Aug 06, 2024
Q2 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
14.9K+ 32.73% |
$1.44M - $1.58M
|
60.2K
$6.91M
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-9- 0.44% |
$875 - $956
|
2.05K
$235K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
617New |
$60K - $65.6K
|
617
$70.8K
|
|
|
Aug 05, 2024
Q2 2024
|
Regis Management CO LLC
|
SELL
|
- |
-215- 8.72% |
$20.9K - $22.8K
|
2.25K
$258K
|
|
|
Aug 02, 2024
Q2 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
3.12K+ 142.14% |
$303K - $332K
|
5.32K
$610K
|
|
|
Aug 01, 2024
Q2 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-1.7K- 39.51% |
$165K - $181K
|
2.6K
$299K
|
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
100New |
$9.72K - $10.6K
|
100
$11.5K
|
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
182+ 9.95% |
$17.7K - $19.3K
|
2.01K
$231K
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
SELL
|
- |
-63- 63.64% |
$6.12K - $6.69K
|
36
$4.13K
|
|
|
Jul 31, 2024
Q2 2024
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
619New |
$60.1K - $65.8K
|
619
$71K
|
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
520New |
$50.5K - $55.3K
|
520
$59.7K
|
|
|
Jul 30, 2024
Q2 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
3.07KNew |
$298K - $326K
|
3.07K
$352K
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-252- 7.69% |
$24.5K - $26.8K
|
3.03K
$347K
|
|