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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2024
Q2 2024
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-735- 15.96% |
$71.4K - $78.1K
|
3.87K
$444K
|
|
|
Jul 26, 2024
Q2 2024
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$97.2 - $106
|
1
$115
|
|
|
Jul 25, 2024
Q2 2024
|
Hyman Charles D
|
SELL
|
- |
-105- 0.16% |
$10.2K - $11.2K
|
67.1K
$7.7M
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
4.13K+ 4.06% |
$401K - $438K
|
106K
$12.1M
|
|
|
Jul 25, 2024
Q2 2024
|
My Personal Cfo, LLC
|
SELL
|
- |
-29- 1.17% |
$2.82K - $3.08K
|
2.45K
$281K
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-964- 30.13% |
$93.7K - $102K
|
2.24K
$256K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
559New |
$54.3K - $59.4K
|
559
$64.1K
|
|
|
Jul 23, 2024
Q2 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
2.02KNew |
$196K - $215K
|
2.02K
$232K
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
55New |
$5.34K - $5.84K
|
55
$6.31K
|
|
|
Jul 22, 2024
Q2 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
2.74KNew |
$266K - $291K
|
2.74K
$315K
|
|
|
Jul 19, 2024
Q2 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
2.05KNew |
$199K - $217K
|
2.05K
$235K
|
|
|
Jul 19, 2024
Q2 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
69.9KNew |
$6.79M - $7.43M
|
69.9K
$8.02M
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
274+ 80.12% |
$26.6K - $29.1K
|
616
$70.7K
|
|
|
Jul 18, 2024
Q2 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-27- 0.57% |
$2.62K - $2.87K
|
4.67K
$536K
|
|
|
Jul 18, 2024
Q2 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
38New |
$3.69K - $4.04K
|
38
$4.36K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-11- 29.73% |
$1.07K - $1.17K
|
26
$2.98K
|
|
|
Jul 17, 2024
Q2 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
749New |
$72.8K - $79.6K
|
749
$85.9K
|
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
25New |
$2.43K - $2.66K
|
25
$2.87K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
133+ 8.85% |
$12.9K - $14.1K
|
1.64K
$188K
|
|
|
Jul 12, 2024
Q2 2024
|
Country Trust Bank
|
BUY
|
- |
6New |
$583 - $638
|
6
$688
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
1+ 0.31% |
$97.2 - $106
|
322
$36.9K
|
|
| Q1 2024 | |||||||
|
Dec 17, 2025
Q1 2024
|
Emergent Wealth Advisors, LLC
Williamsville, NY |
SELL
|
- |
-5.36K- 37.84% |
$503K - $562K
|
8.81K
$1.01M
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
382K+ 58046.81% |
$35.8M - $40M
|
383K
$43.9M
|
|
|
May 29, 2024
Q1 2024
|
Clean Yield Group
|
BUY
|
- |
28New |
$2.63K - $2.94K
|
28
$3.21K
|
|
|
May 15, 2024
Q1 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-985- 30.54% |
$92.4K - $103K
|
2.24K
$257K
|
|
|
May 15, 2024
Q1 2024
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
128KNew |
$12M - $13.4M
|
128K
$14.7M
|
|
|
May 15, 2024
Q1 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
128KNew |
$12M - $13.4M
|
128K
$14.7M
|
|
|
May 15, 2024
Q1 2024
|
Synergy Financial Group, LTD
|
BUY
|
- |
2.47KNew |
$232K - $259K
|
2.47K
$284K
|
|
|
May 15, 2024
Q1 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
9.26KNew |
$868K - $971K
|
9.26K
$1.06M
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-52- 14.73% |
$4.88K - $5.45K
|
301
$34.5K
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
2.52KNew |
$236K - $264K
|
2.52K
$289K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
27+ 1.51% |
$2.53K - $2.83K
|
1.82K
$209K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
43.7K+ 13.51% |
$4.1M - $4.59M
|
368K
$42.2M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
57K+ 40.09% |
$5.35M - $5.98M
|
199K
$22.9M
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-1.05K- 9.69% |
$98.7K - $110K
|
9.82K
$1.13M
|
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
2.02KNew |
$189K - $212K
|
2.02K
$232K
|
|
|
May 10, 2024
Q1 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
77New |
$7.22K - $8.07K
|
77
$8.83K
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
BUY
|
- |
40New |
$3.75K - $4.19K
|
40
$4.59K
|
|
|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
13.5KNew |
$1.26M - $1.41M
|
13.5K
$1.55M
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
3.88KNew |
$363K - $406K
|
3.88K
$445K
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
229+ 1.53% |
$21.5K - $24K
|
15.2K
$1.75M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
11.8K+ 30.62% |
$1.11M - $1.24M
|
50.5K
$5.79M
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
393+ 0.73% |
$36.9K - $41.2K
|
54.5K
$6.25M
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
256New |
$24K - $26.8K
|
256
$29.4K
|
|
|
Apr 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
BUY
|
- |
1.14K+ 3.42% |
$107K - $119K
|
34.3K
$3.94M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
143+ 3.22% |
$13.4K - $15K
|
4.59K
$527K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
688+ 4.48% |
$64.5K - $72.1K
|
16K
$1.84M
|
|
|
Apr 23, 2024
Q1 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
478+ 3.86% |
$44.8K - $50.1K
|
12.9K
$1.48M
|
|
|
Apr 22, 2024
Q1 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
250New |
$23.4K - $26.2K
|
250
$28.7K
|
|
|
Apr 22, 2024
Q1 2024
|
Cortland Associates Inc
|
SELL
|
- |
-292- 10.05% |
$27.4K - $30.6K
|
2.61K
$300K
|
|