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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2K+ 4.04% |
$213K - $228K
|
51.4K
$5.89M
|
|
|
Nov 04, 2025
Q3 2025
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
12.3K+ 36.16% |
$1.31M - $1.4M
|
46.2K
$5.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-12.6M- 74.34% |
$1.35B - $1.44B
|
4.34M
$498M
|
|
|
Nov 04, 2025
Q3 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-2.22K- 1.9% |
$237K - $254K
|
115K
$13.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-1.12K- 86.59% |
$120K - $128K
|
173
$19.9K
|
|
|
Nov 04, 2025
Q3 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-8.99K- 53.2% |
$961K - $1.03M
|
7.9K
$907K
|
|
|
Nov 03, 2025
Q3 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-1.43K- 11.13% |
$153K - $164K
|
11.4K
$1.31M
|
|
|
Nov 03, 2025
Q3 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-61.7K- 59.61% |
$6.6M - $7.06M
|
41.8K
$4.79M
|
|
|
Nov 03, 2025
Q3 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
SELL
|
- |
-21- 0.55% |
$2.25K - $2.4K
|
3.79K
$435K
|
|
|
Nov 03, 2025
Q3 2025
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1.73K- 5.86% |
$186K - $198K
|
27.8K
$3.19M
|
|
|
Nov 03, 2025
Q3 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-3.69K- 34.86% |
$395K - $422K
|
6.89K
$791K
|
|
|
Nov 03, 2025
Q3 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-19.9K- 89.63% |
$2.13M - $2.28M
|
2.31K
$265K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-147K- 44.26% |
$15.8M - $16.9M
|
186K
$21.3M
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.66K+ 12.96% |
$178K - $190K
|
14.5K
$1.66M
|
|
|
Nov 03, 2025
Q3 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-4.88K- 72.3% |
$522K - $558K
|
1.87K
$214K
|
|
|
Nov 03, 2025
Q3 2025
|
Activest Wealth Management
|
BUY
|
- |
760New |
$81.3K - $87K
|
760
$87.2K
|
|
|
Nov 03, 2025
Q3 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
3.2K+ 26.47% |
$342K - $366K
|
15.3K
$1.75M
|
|
|
Nov 03, 2025
Q3 2025
|
Addison Capital CO
|
BUY
|
- |
7.19K+ 36.71% |
$769K - $823K
|
26.8K
$3.07M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-165K- 24.23% |
$17.6M - $18.9M
|
515K
$59.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.48K+ 122.49% |
$158K - $169K
|
2.68K
$308K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-497K- 83.17% |
$53.2M - $56.9M
|
101K
$11.5M
|
|
|
Nov 03, 2025
Q3 2025
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-600- 2.13% |
$64.2K - $68.7K
|
27.6K
$3.17M
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-2.41K- 26.44% |
$258K - $276K
|
6.7K
$769K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
13New |
$1.39K - $1.49K
|
13
$1.49K
|
|
|
Nov 03, 2025
Q3 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-410- 3.76% |
$43.9K - $46.9K
|
10.5K
$1.21M
|
|
|
Nov 03, 2025
Q3 2025
|
Sym Financial Corp
|
BUY
|
- |
15New |
$1.6K - $1.72K
|
15
$1.72K
|
|
|
Nov 03, 2025
Q3 2025
|
Jordan Park Group LLC
|
BUY
|
- |
4.68KNew |
$500K - $535K
|
4.68K
$536K
|
|
|
Nov 03, 2025
Q3 2025
|
Financial Life Advisors
|
SELL
|
- |
-1.69K- 1.96% |
$181K - $193K
|
84.4K
$9.68M
|
|
|
Nov 03, 2025
Q3 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
179+ 0.81% |
$19.2K - $20.5K
|
22.3K
$2.56M
|
|
|
Nov 03, 2025
Q3 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-2.51K- 6.18% |
$269K - $287K
|
38.1K
$4.38M
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-86- 2.55% |
$9.2K - $9.84K
|
3.29K
$377K
|
|
|
Nov 03, 2025
Q3 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
370+ 5.69% |
$39.6K - $42.4K
|
6.87K
$788K
|
|
|
Oct 31, 2025
Q3 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
2.06KNew |
$220K - $236K
|
2.06K
$236K
|
|
|
Oct 31, 2025
Q3 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-12- 0.33% |
$1.28K - $1.37K
|
3.58K
$411K
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
13+ 0.51% |
$1.39K - $1.49K
|
2.58K
$296K
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.83KNew |
$195K - $209K
|
1.83K
$209K
|
|
|
Oct 31, 2025
Q3 2025
|
Bam Wealth Management, LLC
Lakewood, CO |
BUY
|
- |
2.27KNew |
$243K - $260K
|
2.27K
$260K
|
|
|
Oct 31, 2025
Q3 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
1.85KNew |
$198K - $212K
|
1.85K
$212K
|
|
|
Oct 31, 2025
Q3 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-54K- 71.23% |
$5.77M - $6.18M
|
21.8K
$2.5M
|
|
|
Oct 31, 2025
Q3 2025
|
Mendel Capital Management LLC
|
BUY
|
- |
2.61K+ 15.84% |
$279K - $299K
|
19.1K
$2.19M
|
|
|
Oct 31, 2025
Q3 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
226K+ 50.68% |
$24.1M - $25.8M
|
671K
$77M
|
|
|
Oct 31, 2025
Q3 2025
|
Patten & Patten Inc
|
BUY
|
- |
2.09KNew |
$223K - $239K
|
2.09K
$239K
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO
|
BUY
|
- |
114+ 9.98% |
$12.2K - $13K
|
1.26K
$144K
|
|
|
Oct 31, 2025
Q3 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
3.47K+ 9.83% |
$371K - $397K
|
38.8K
$4.45M
|
|
|
Oct 31, 2025
Q3 2025
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-166- 2.27% |
$17.8K - $19K
|
7.15K
$820K
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-33.5K- 60.28% |
$3.58M - $3.83M
|
22K
$2.53M
|
|
|
Oct 31, 2025
Q3 2025
|
James Investment Research Inc
|
BUY
|
- |
69+ 0.95% |
$7.38K - $7.9K
|
7.3K
$838K
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-18K- 30.62% |
$1.93M - $2.06M
|
40.8K
$4.68M
|
|
|
Oct 31, 2025
Q3 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-43- 0.47% |
$4.6K - $4.92K
|
9.08K
$1.04M
|
|
|
Oct 31, 2025
Q3 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-67.7K- 48.35% |
$7.24M - $7.74M
|
72.3K
$8.29M
|
|