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 10, 2025
Q4 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
8+ 0.06% |
$775 - $855
|
13.7K
$1.42M
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-383- 6.66% |
$37.1K - $40.9K
|
5.36K
$553K
|
|
|
Feb 10, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
SELL
|
- |
-573- 7.33% |
$55.5K - $61.2K
|
7.24K
$747K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
19+ 90.48% |
$1.84K - $2.03K
|
40
$4.13K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
169+ 3380.0% |
$16.4K - $18.1K
|
174
$17.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
696New |
$67.4K - $74.4K
|
696
$71.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
BUY
|
- |
20+ 0.71% |
$1.94K - $2.14K
|
2.86K
$294K
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
228K+ 130.68% |
$22.1M - $24.4M
|
403K
$41.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
1.89K+ 13.69% |
$183K - $202K
|
15.7K
$1.61M
|
|
|
Feb 10, 2025
Q4 2024
|
Addison Capital CO
|
BUY
|
- |
3.8K+ 38.55% |
$368K - $406K
|
13.7K
$1.41M
|
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
140K+ 10.3% |
$13.5M - $14.9M
|
1.5M
$154M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.02K+ 1.45% |
$98.3K - $108K
|
71K
$7.32M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.92K+ 8.41% |
$283K - $312K
|
37.6K
$3.88M
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
658+ 1.81% |
$63.7K - $70.3K
|
37K
$3.82M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-7.12K- 2.59% |
$690K - $761K
|
268K
$27.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-2.72K- 3.92% |
$263K - $290K
|
66.5K
$6.86M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
709K+ 20.12% |
$68.7M - $75.8M
|
4.23M
$437M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-4.55K- 22.23% |
$441K - $487K
|
15.9K
$1.64M
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
92New |
$8.91K - $9.83K
|
92
$9.49K
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-1.07K- 8.67% |
$104K - $115K
|
11.3K
$1.17M
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
52New |
$5.04K - $5.56K
|
52
$5.36K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
70.2K+ 11.46% |
$6.8M - $7.51M
|
683K
$70.4M
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
SELL
|
- |
-389- 50.39% |
$37.7K - $41.6K
|
383
$39.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
230+ 0.81% |
$22.3K - $24.6K
|
28.7K
$2.96M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
709+ 9.52% |
$68.7K - $75.8K
|
8.15K
$841K
|
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
250+ 7.67% |
$24.2K - $26.7K
|
3.51K
$362K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-95- 91.35% |
$9.2K - $10.2K
|
9
$928
|
|
|
Feb 10, 2025
Q4 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
640+ 0.59% |
$62K - $68.4K
|
109K
$11.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-9.99K- 0.84% |
$967K - $1.07M
|
1.18M
$122M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-1.65K- 13.91% |
$160K - $176K
|
10.2K
$1.05M
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
100New |
$9.68K - $10.7K
|
100
$10.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.05K+ 2.49% |
$102K - $112K
|
43.3K
$4.46M
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
887+ 10.1% |
$85.9K - $94.8K
|
9.67K
$997K
|
|
|
Feb 07, 2025
Q4 2024
|
Horan Securities, Inc.
|
SELL
|
- |
-684- 7.86% |
$66.2K - $73.1K
|
8.02K
$827K
|
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
14.7KNew |
$1.42M - $1.57M
|
14.7K
$1.51M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
57.3K+ 12.88% |
$5.55M - $6.13M
|
502K
$51.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-5.88K- 8.89% |
$569K - $628K
|
60.2K
$6.21M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-3.58K- 15.97% |
$346K - $382K
|
18.8K
$1.94M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-76K- 95.15% |
$7.36M - $8.13M
|
3.87K
$399K
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
BUY
|
- |
2.89K+ 1.1% |
$279K - $308K
|
265K
$27.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
42+ 2.67% |
$4.07K - $4.49K
|
1.62K
$167K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2+ 0.11% |
$194 - $214
|
1.78K
$183K
|
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
2+ 0.03% |
$194 - $214
|
5.89K
$608K
|
|
|
Feb 07, 2025
Q4 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-1.12K- 30.24% |
$108K - $119K
|
2.58K
$266K
|
|
|
Feb 07, 2025
Q4 2024
|
Tassel Capital Management, Inc.
Matthews, NC |
BUY
|
- |
2.43KNew |
$235K - $260K
|
2.43K
$251K
|
|
|
Feb 07, 2025
Q4 2024
|
Staley Capital Advisers Inc
|
SELL
|
- |
-792- 0.57% |
$76.7K - $84.6K
|
138K
$14.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
6.99K+ 7.95% |
$677K - $747K
|
94.9K
$9.79M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
46.5KNew |
$4.5M - $4.97M
|
46.5K
$4.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-143- 1.12% |
$13.8K - $15.3K
|
12.6K
$1.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
3.15K+ 8.55% |
$305K - $337K
|
40K
$4.12M
|