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 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
81KNew |
$6.77M - $7.44M
|
81K
$8.35M
|
|
|
Oct 13, 2020
Q3 2020
|
V Wealth Advisors LLC
|
SELL
|
- |
-5.37KClosed |
$449K - $493K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-1.59K- 3.28% |
$109K - $135K
|
46.8K
$4.83M
|
|
|
Aug 06, 2020
Q2 2020
|
Royal Fund Management, LLC
|
SELL
|
- |
-524Closed |
$35.8K - $44.4K
|
0
$0
|
|
|
Aug 03, 2020
Q2 2020
|
Cambiar Investors LLC
|
SELL
|
- |
-12.5KClosed |
$856K - $1.06M
|
0
$0
|
|
|
Jul 23, 2020
Q2 2020
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-4.63KClosed |
$316K - $392K
|
0
$0
|
|
|
Jul 21, 2020
Q2 2020
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-5.41KClosed |
$369K - $458K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-240Closed |
$14.9K - $21.3K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-28Closed |
$1.74K - $2.48K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-1KClosed |
$62.2K - $88.7K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Camden National Bank
Camden, ME |
SELL
|
- |
-2.69KClosed |
$167K - $239K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Truepoint, Inc.
|
SELL
|
- |
-2.75KClosed |
$171K - $243K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-10.9KClosed |
$677K - $965K
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-78Closed |
$4.85K - $6.91K
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-2.98KClosed |
$185K - $264K
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-23Closed |
$1.43K - $2.04K
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-7.54KClosed |
$469K - $668K
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-93.7KClosed |
$5.82M - $8.31M
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
Weaver Consulting Group
|
SELL
|
- |
-397Closed |
$24.7K - $35.2K
|
0
$0
|
|
|
Apr 08, 2020
Q1 2020
|
Pacific Financial Group Inc
|
SELL
|
- |
-112KClosed |
$6.98M - $9.96M
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-4.88KClosed |
$381K - $423K
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Advisory Resource Group
|
SELL
|
- |
-34.8KClosed |
$2.72M - $3.02M
|
0
$0
|
|
|
Feb 10, 2020
Q4 2019
|
Goldstein Munger & Associates
San Ramon, CA |
BUY
|
- |
23+ 0.29% |
$1.8K - $2K
|
7.92K
$817K
|
|
|
Feb 06, 2020
Q4 2019
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-2.71KClosed |
$212K - $235K
|
0
$0
|
|
|
Feb 04, 2020
Q4 2019
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-6.51KClosed |
$509K - $565K
|
0
$0
|
|
|
Jan 30, 2020
Q4 2019
|
Oldfather Financial Services, LLC
|
BUY
|
- |
2.86KNew |
$224K - $248K
|
2.86K
$295K
|
|
|
Jan 29, 2020
Q4 2019
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-485Closed |
$37.9K - $42.1K
|
0
$0
|
|
|
Jan 21, 2020
Q4 2019
|
G&S Capital LLC
|
SELL
|
- |
-52Closed |
$4.06K - $4.51K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Meitav Dash Investments LTD
|
BUY
|
- |
3.12KNew |
$239K - $256K
|
3.12K
$321K
|
|
|
Nov 14, 2019
Q3 2019
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-251KClosed |
$19.3M - $20.7M
|
0
$0
|
|
|
Oct 21, 2019
Q3 2019
|
First Command Financial Services, Inc.
|
SELL
|
- |
-33Closed |
$2.54K - $2.71K
|
0
$0
|
|
|
Oct 18, 2019
Q3 2019
|
Btc Capital Management, Inc.
|
SELL
|
- |
-1.58K- 12.53% |
$121K - $130K
|
11K
$1.14M
|
|
|
Oct 15, 2019
Q3 2019
|
First Command Bank
|
SELL
|
- |
-33Closed |
$2.54K - $2.71K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 09, 2019
Q2 2019
|
Permanens Capital L.P.
New York, NY |
SELL
|
- |
-50Closed |
$3.84K - $4.05K
|
0
$0
|
|
|
Aug 08, 2019
Q2 2019
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-267Closed |
$20.5K - $21.6K
|
0
$0
|
|
|
Aug 05, 2019
Q2 2019
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-3.54KClosed |
$272K - $286K
|
0
$0
|
|
|
Aug 05, 2019
Q2 2019
|
Requisite Capital Management, LLC
|
SELL
|
- |
-7Closed |
$538 - $566
|
0
$0
|
|
|
Jul 30, 2019
Q2 2019
|
Agf Investments Inc.
Toronto, A6 |
SELL
|
- |
-179KClosed |
$13.7M - $14.4M
|
0
$0
|
|
|
Jul 24, 2019
Q2 2019
|
Clarus Wealth Advisors
|
SELL
|
- |
-300Closed |
$23K - $24.3K
|
0
$0
|
|
|
Jul 23, 2019
Q2 2019
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-9.22KClosed |
$708K - $746K
|
0
$0
|
|
|
Jul 10, 2019
Q2 2019
|
Kwmg, LLC
|
SELL
|
- |
-62Closed |
$4.76K - $5.02K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 13, 2019
Q1 2019
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-1.04KClosed |
$70.6K - $80.7K
|
0
$0
|
|
|
May 09, 2019
Q1 2019
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-1.13KClosed |
$77.1K - $88.1K
|
0
$0
|
|
|
May 07, 2019
Q1 2019
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-8Closed |
$545 - $623
|
0
$0
|
|
|
May 07, 2019
Q1 2019
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-20Closed |
$1.36K - $1.56K
|
0
$0
|
|
|
May 06, 2019
Q1 2019
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-29Closed |
$1.97K - $2.26K
|
0
$0
|
|
|
May 01, 2019
Q1 2019
|
Hotaling Investment Management, LLC
Wayne, PA |
SELL
|
- |
-2.9KClosed |
$198K - $226K
|
0
$0
|
|
|
Apr 26, 2019
Q1 2019
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
11.9KNew |
$811K - $927K
|
11.9K
$1.23M
|
|
|
Apr 16, 2019
Q1 2019
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-28.9KClosed |
$1.97M - $2.25M
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 15, 2019
Q4 2018
|
Oak Grove Capital LLC
North Hampton, NH |
SELL
|
- |
-55Closed |
$3.67K - $4.42K
|
0
$0
|
|