Latest Institutional Purchases of Msci Eafe Growth ETF (EFG)
This list provides information on the latest institutional transactions involving Msci Eafe Growth ETF (EFG) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2025
Q3 2025
|
Aps Management Group, Inc.
Torrance, CA |
BUY
|
- |
11.6KNew |
$1.24M - $1.33M
|
11.6K
$1.33M
|
|
|
Oct 28, 2025
Q3 2025
|
Sol Capital Management CO
|
BUY
|
- |
11.1K+ 39.56% |
$1.19M - $1.27M
|
39.2K
$4.49M
|
|
|
Nov 13, 2025
Q3 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
10.4KNew |
$1.11M - $1.19M
|
10.4K
$1.19M
|
|
|
Oct 30, 2025
Q3 2025
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
9.88K+ 25.84% |
$1.06M - $1.13M
|
48.1K
$5.52M
|
|
|
Oct 28, 2025
Q3 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
9.71K+ 9.41% |
$1.04M - $1.11M
|
113K
$13M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
9.6K+ 31.79% |
$1.03M - $1.1M
|
39.8K
$4.57M
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
9.55K+ 3.09% |
$1.02M - $1.09M
|
319K
$36.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
9.38K+ 0.94% |
$1M - $1.07M
|
1M
$115M
|
|
|
Oct 28, 2025
Q3 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
9.28K+ 9.46% |
$993K - $1.06M
|
107K
$12.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
9.21KNew |
$986K - $1.05M
|
9.21K
$1.06M
|
|
|
Oct 28, 2025
Q3 2025
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
8.68K+ 13.03% |
$928K - $993K
|
75.3K
$8.64M
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
8.63K+ 17.91% |
$923K - $988K
|
56.8K
$6.52M
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
8.63K+ 6.74% |
$923K - $987K
|
137K
$15.7M
|
|
|
Oct 28, 2025
Q3 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
7.62K+ 295.92% |
$815K - $872K
|
10.2K
$1.17M
|
|
|
Nov 12, 2025
Q3 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
7.52K+ 57.11% |
$804K - $861K
|
20.7K
$2.37M
|
|
|
Oct 15, 2025
Q3 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
7.44K+ 226.17% |
$796K - $852K
|
10.7K
$1.23M
|
|
|
Nov 14, 2025
Q3 2025
|
Harding Loevner LP
Bridgewater, NJ |
BUY
|
- |
7.42KNew |
$794K - $849K
|
7.42K
$851K
|
|
|
Nov 05, 2025
Q3 2025
|
Horan Wealth, LLC
Cincinnati, OH |
BUY
|
- |
7.28KNew |
$779K - $834K
|
7.28K
$836K
|
|
|
Nov 03, 2025
Q3 2025
|
Addison Capital CO
|
BUY
|
- |
7.19K+ 36.71% |
$769K - $823K
|
26.8K
$3.07M
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
7.17K+ 1.55% |
$767K - $821K
|
469K
$53.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
6.36K+ 15.55% |
$681K - $728K
|
47.3K
$5.43M
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
6.18K+ 11.2% |
$662K - $708K
|
61.4K
$7.05M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
6.16K+ 2.68% |
$659K - $706K
|
236K
$27.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
6.09K+ 8.61% |
$651K - $696K
|
76.8K
$8.81M
|
|
|
Oct 27, 2025
Q3 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
5.81K+ 66.8% |
$622K - $665K
|
14.5K
$1.66M
|
|
|
Nov 14, 2025
Q3 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.8K+ 12.63% |
$621K - $664K
|
51.7K
$5.94M
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
BUY
|
- |
5.8K+ 2.14% |
$620K - $664K
|
276K
$31.7M
|
|
|
Nov 17, 2025
Q3 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
5.56K+ 4.54% |
$595K - $637K
|
128K
$14.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
5.37K+ 34.98% |
$575K - $615K
|
20.7K
$2.38M
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
5.32K+ 7.17% |
$570K - $609K
|
79.6K
$9.13M
|
|
|
Nov 12, 2025
Q3 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
5.3KNew |
$567K - $606K
|
5.3K
$608K
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
5.28K+ 1.2% |
$565K - $604K
|
446K
$51.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Empire Life Investments Inc.
|
BUY
|
- |
4.8K+ 12.8% |
$514K - $549K
|
42.3K
$4.85M
|
|
|
Oct 14, 2025
Q3 2025
|
Old National Bancorp
|
BUY
|
- |
4.7KNew |
$503K - $538K
|
4.7K
$539K
|
|
|
Nov 03, 2025
Q3 2025
|
Jordan Park Group LLC
|
BUY
|
- |
4.68KNew |
$500K - $535K
|
4.68K
$536K
|
|
|
Oct 21, 2025
Q3 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
4.55K+ 33.44% |
$487K - $521K
|
18.2K
$2.08M
|
|
|
Nov 13, 2025
Q3 2025
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
4.52K+ 3.32% |
$483K - $517K
|
140K
$16.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
4.48K+ 5.0% |
$480K - $513K
|
94.2K
$10.8M
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
4.39K+ 13.7% |
$469K - $502K
|
36.4K
$4.18M
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
4.37K+ 485.44% |
$467K - $500K
|
5.27K
$605K
|
|
|
Nov 04, 2025
Q3 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
4.36K+ 2.6% |
$467K - $499K
|
172K
$19.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
4.2KNew |
$449K - $481K
|
4.2K
$482K
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
4.04K+ 2.55% |
$432K - $462K
|
162K
$18.6M
|
|
|
Oct 02, 2025
Q3 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
3.58KNew |
$383K - $410K
|
3.58K
$411K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
3.58K+ 16.1% |
$383K - $410K
|
25.8K
$2.96M
|
|
|
Oct 31, 2025
Q3 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
3.47K+ 9.83% |
$371K - $397K
|
38.8K
$4.45M
|
|
|
Nov 12, 2025
Q3 2025
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
3.42KNew |
$366K - $392K
|
3.42K
$393K
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.38K+ 14.77% |
$362K - $387K
|
26.3K
$3.01M
|
|
|
Oct 31, 2025
Q3 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
3.29K+ 4.61% |
$352K - $377K
|
74.8K
$8.58M
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.29K+ 4.61% |
$352K - $377K
|
74.8K
$8.58M
|
|