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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
8.45KNew |
$818K - $903K
|
8.45K
$872K
|
|
|
Feb 13, 2025
Q4 2024
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
43.4KNew |
$4.2M - $4.63M
|
43.4K
$4.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Evensky & Katz LLC
|
BUY
|
- |
46+ 0.57% |
$4.45K - $4.92K
|
8.06K
$831K
|
|
|
Feb 13, 2025
Q4 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
5.91K+ 8.98% |
$572K - $632K
|
71.7K
$7.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Covenant Partners, LLC
|
BUY
|
- |
20.8K+ 8.99% |
$2.01M - $2.22M
|
252K
$26M
|
|
|
Feb 13, 2025
Q4 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-1.05K- 3.96% |
$101K - $112K
|
25.4K
$2.62M
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-540- 2.35% |
$52.3K - $57.7K
|
22.4K
$2.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
760+ 0.26% |
$73.6K - $81.2K
|
295K
$30.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-125K- 33.07% |
$12.1M - $13.3M
|
252K
$26M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-179- 0.84% |
$17.3K - $19.1K
|
21.1K
$2.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
286K+ 19.08% |
$27.6M - $30.5M
|
1.78M
$184M
|
|
|
Feb 13, 2025
Q4 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
40.9K+ 9678.25% |
$3.96M - $4.38M
|
41.4K
$4.27M
|
|
|
Feb 13, 2025
Q4 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
82.5K+ 983.68% |
$7.99M - $8.82M
|
90.9K
$9.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-456- 11.71% |
$44.2K - $48.7K
|
3.44K
$355K
|
|
|
Feb 13, 2025
Q4 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
5.79K+ 36.43% |
$561K - $619K
|
21.7K
$2.24M
|
|
|
Feb 13, 2025
Q4 2024
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
311+ 5.24% |
$30.1K - $33.2K
|
6.25K
$644K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.27K+ 84.47% |
$123K - $135K
|
2.77K
$285K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.35M+ 22.69% |
$130M - $144M
|
7.28M
$750M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-38.5K- 30.21% |
$3.72M - $4.11M
|
88.9K
$9.16M
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1.95K+ 12156.25% |
$188K - $208K
|
1.96K
$202K
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
26+ 5.27% |
$2.52K - $2.78K
|
519
$53.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
43.8K+ 26.5% |
$4.24M - $4.68M
|
209K
$21.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
717+ 3.31% |
$69.4K - $76.6K
|
22.4K
$2.31M
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
413New |
$40K - $44.1K
|
413
$42.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
11.7KNew |
$1.13M - $1.25M
|
11.7K
$1.21M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-424- 11.2% |
$41.1K - $45.3K
|
3.36K
$347K
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
45K+ 34.86% |
$4.36M - $4.81M
|
174K
$18M
|
|
|
Feb 12, 2025
Q4 2024
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
525+ 6.6% |
$50.8K - $56.1K
|
8.48K
$875K
|
|
|
Feb 12, 2025
Q4 2024
|
Stage Harbor Financial, LLC
Needham, MA |
BUY
|
- |
159+ 7.17% |
$15.4K - $17K
|
2.38K
$245K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-1.76K- 2.45% |
$170K - $188K
|
70.1K
$7.22M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.26K+ 1.75% |
$122K - $134K
|
73K
$7.53M
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-18- 2.04% |
$1.74K - $1.92K
|
866
$89.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
530+ 8.2% |
$51.3K - $56.6K
|
6.99K
$721K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
30.4K+ 20.6% |
$2.95M - $3.25M
|
178K
$18.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
3.86K+ 4.97% |
$374K - $413K
|
81.5K
$8.41M
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
121+ 7.78% |
$11.7K - $12.9K
|
1.68K
$173K
|
|
|
Feb 12, 2025
Q4 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
5.39KNew |
$521K - $576K
|
5.39K
$555K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
204+ 3.44% |
$19.8K - $21.8K
|
6.13K
$632K
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
10.7K+ 35.82% |
$1.04M - $1.14M
|
40.6K
$4.18M
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.37K+ 30.77% |
$132K - $146K
|
5.81K
$599K
|
|
|
Feb 12, 2025
Q4 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
344+ 14.13% |
$33.3K - $36.8K
|
2.78K
$286K
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
3.47KNew |
$336K - $371K
|
3.47K
$358K
|
|
|
Feb 12, 2025
Q4 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
1.32K+ 16.97% |
$128K - $141K
|
9.11K
$939K
|
|
|
Feb 12, 2025
Q4 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
3.66KNew |
$355K - $392K
|
3.66K
$378K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
2.26K+ 2.16% |
$218K - $241K
|
107K
$11M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.67K- 5.24% |
$162K - $179K
|
30.3K
$3.12M
|
|
|
Feb 12, 2025
Q4 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
13K+ 11.69% |
$1.26M - $1.39M
|
124K
$12.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
19.6K+ 135.64% |
$1.9M - $2.1M
|
34.1K
$3.51M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
3.31K+ 8.51% |
$321K - $354K
|
42.2K
$4.36M
|
|
|
Feb 12, 2025
Q4 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-1- 0.77% |
$96.8 - $107
|
129
$13.3K
|