Purchases and Sales Made in Q4 2025 in Msci Eafe Growth ETF (EFG)
This table provides information about the institutional ownership of Msci Eafe Growth ETF (EFG) during Q4 2025. The information is specifically focused on institutions that hold shares of MSCI EAFE GROWTH ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2026
Q4 2025
|
Quent Long Short Global Small Cap Fund, LP
New York, NY |
BUY
|
- |
547KNew |
$61.7M - $64.3M
|
547K
$62.7M
|
|
|
Jan 29, 2026
Q4 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
291K+ 117.63% |
$32.9M - $34.3M
|
539K
$61.9M
|
|
|
Jan 13, 2026
Q4 2025
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
147K+ 282.54% |
$16.6M - $17.3M
|
199K
$22.8M
|
|
|
Jan 26, 2026
Q4 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
56.2K+ 36.11% |
$6.35M - $6.61M
|
212K
$24.3M
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
41.6K+ 30.47% |
$4.7M - $4.9M
|
178K
$20.5M
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
41.1K+ 163.39% |
$4.64M - $4.84M
|
66.3K
$7.61M
|
|
|
Jan 26, 2026
Q4 2025
|
Diversified Management Inc
Milwaukee, WI |
BUY
|
- |
40.3KNew |
$4.56M - $4.75M
|
40.3K
$4.63M
|
|
|
Jan 29, 2026
Q4 2025
|
Quent Capital, LLC
|
BUY
|
- |
28.5K+ 5.5% |
$3.22M - $3.35M
|
547K
$62.7M
|
|
|
Jan 13, 2026
Q4 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
27.5K+ 475.1% |
$3.1M - $3.23M
|
33.3K
$3.82M
|
|
|
Jan 26, 2026
Q4 2025
|
Key Capital Management, Inc
Hendersonville, Tn 37075, TN |
BUY
|
- |
21.4KNew |
$2.41M - $2.51M
|
21.4K
$2.45M
|
|
|
Jan 23, 2026
Q4 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
18.6K+ 6.05% |
$2.1M - $2.18M
|
325K
$37.3M
|
|
|
Jan 26, 2026
Q4 2025
|
Seneca Financial Advisors LLC
Rochester, NY |
BUY
|
- |
17.7K+ 13.72% |
$2M - $2.08M
|
147K
$16.8M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
17.5K+ 19.05% |
$1.98M - $2.06M
|
109K
$12.5M
|
|
|
Jan 20, 2026
Q4 2025
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
12.7K+ 245.27% |
$1.43M - $1.49M
|
17.9K
$2.05M
|
|
|
Jan 23, 2026
Q4 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
10.7K+ 4.5% |
$1.21M - $1.26M
|
249K
$28.5M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
10.1K+ 22.25% |
$1.14M - $1.19M
|
55.4K
$6.36M
|
|
|
Jan 20, 2026
Q4 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
9.85K+ 1110.48% |
$1.11M - $1.16M
|
10.7K
$1.23M
|
|
|
Jan 21, 2026
Q4 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
9.75K+ 52.0% |
$1.1M - $1.15M
|
28.5K
$3.27M
|
|
|
Jan 29, 2026
Q4 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
9.45K+ 84.67% |
$1.07M - $1.11M
|
20.6K
$2.37M
|
|
|
Jan 20, 2026
Q4 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
9.24K+ 10.14% |
$1.04M - $1.09M
|
100K
$11.5M
|
|
|
Jan 13, 2026
Q4 2025
|
Sherman Wealth Management LLC
Gaithersburg, MD |
BUY
|
- |
9.04KNew |
$1.02M - $1.06M
|
9.04K
$1.04M
|
|
|
Jan 08, 2026
Q4 2025
|
Asempa Wealth Advisors
Baton Rouge, LA |
BUY
|
- |
8.85KNew |
$999K - $1.04M
|
8.85K
$1.02M
|
|
|
Jan 29, 2026
Q4 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
7.33KNew |
$827K - $861K
|
7.33K
$840K
|
|
|
Jan 23, 2026
Q4 2025
|
Northland Securities, Inc.
Minneapolis, MN |
BUY
|
- |
6.83KNew |
$771K - $803K
|
6.83K
$784K
|
|
|
Jan 06, 2026
Q4 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
6.45KNew |
$728K - $759K
|
6.45K
$740K
|
|
|
Jan 26, 2026
Q4 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
6.4K+ 8.34% |
$723K - $753K
|
83.2K
$9.54M
|
|
|
Jan 08, 2026
Q4 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
6.18K+ 4.51% |
$698K - $727K
|
143K
$16.5M
|
|
|
Jan 16, 2026
Q4 2025
|
Asl Financial, LLC
Los Gatos, CA |
BUY
|
- |
5.88KNew |
$664K - $691K
|
5.88K
$674K
|
|
|
Jan 22, 2026
Q4 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
5.68K+ 7.71% |
$641K - $668K
|
79.3K
$9.1M
|
|
|
Jan 21, 2026
Q4 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
5.58K+ 51.95% |
$629K - $656K
|
16.3K
$1.87M
|
|
|
Jan 15, 2026
Q4 2025
|
Polaris Investment Advisors, LLC
Framingham, MA |
BUY
|
- |
5.44KNew |
$614K - $640K
|
5.44K
$624K
|
|
|
Jan 27, 2026
Q4 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
5.41K+ 3469.23% |
$611K - $637K
|
5.57K
$639K
|
|
|
Jan 23, 2026
Q4 2025
|
Nbt Bank N A
|
BUY
|
- |
5.02K+ 1.82% |
$567K - $591K
|
281K
$32.3M
|
|
|
Jan 14, 2026
Q4 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
4.99K+ 52.72% |
$564K - $587K
|
14.5K
$1.66M
|
|
|
Jan 29, 2026
Q4 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.87K+ 3.66% |
$550K - $573K
|
138K
$15.8M
|
|
|
Jan 26, 2026
Q4 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
4.6K+ 0.89% |
$519K - $541K
|
520K
$59.6M
|
|
|
Jan 29, 2026
Q4 2025
|
Courier Capital LLC
|
BUY
|
- |
4.4K+ 5.28% |
$496K - $517K
|
87.6K
$10.1M
|
|
|
Jan 29, 2026
Q4 2025
|
Elevated Financial Group LLC
Indianapolis, IN |
BUY
|
- |
4.35KNew |
$492K - $512K
|
4.35K
$500K
|
|
|
Jan 28, 2026
Q4 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
4.24K+ 231.41% |
$479K - $499K
|
6.08K
$697K
|
|
|
Jan 27, 2026
Q4 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
4.21K+ 5.63% |
$475K - $495K
|
79K
$9.06M
|
|
|
Jan 27, 2026
Q4 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.21K+ 5.63% |
$475K - $495K
|
79K
$9.06M
|
|
|
Jan 12, 2026
Q4 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
3.78K+ 5.6% |
$427K - $445K
|
71.3K
$8.18M
|
|
|
Jan 14, 2026
Q4 2025
|
Aventus Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
3.71K+ 3.28% |
$418K - $436K
|
117K
$13.4M
|
|
|
Jan 27, 2026
Q4 2025
|
Busey Wealth Management
|
BUY
|
- |
3.61KNew |
$407K - $424K
|
3.61K
$414K
|
|
|
Jan 26, 2026
Q4 2025
|
West Wealth Group, LLC
|
BUY
|
- |
3.58K+ 7.44% |
$404K - $421K
|
51.7K
$5.93M
|
|
|
Jan 15, 2026
Q4 2025
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
3.42K+ 17.99% |
$386K - $402K
|
22.4K
$2.57M
|
|
|
Jan 23, 2026
Q4 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
3.3KNew |
$373K - $389K
|
3.3K
$379K
|
|
|
Jan 14, 2026
Q4 2025
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
3.26K+ 17.66% |
$368K - $384K
|
21.7K
$2.5M
|
|
|
Jan 12, 2026
Q4 2025
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
3.01KNew |
$339K - $353K
|
3.01K
$345K
|
|
|
Jan 28, 2026
Q4 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3K+ 8.99% |
$339K - $353K
|
36.4K
$4.18M
|
|