Transamerica Financial Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $98 | Hold |
2
| – | – | ﹤0.01% | 524 |
|
2025
Q1 | $1K | Hold |
2
| – | – | ﹤0.01% | 451 |
|
2024
Q4 | $1K | Hold |
2
| – | – | ﹤0.01% | 443 |
|
2024
Q3 | $1K | Hold |
2
| – | – | ﹤0.01% | 452 |
|
2024
Q2 | $1K | Hold |
2
| – | – | ﹤0.01% | 425 |
|
2024
Q1 | $1K | Hold |
2
| – | – | ﹤0.01% | 469 |
|
2023
Q4 | $1K | Hold |
2
| – | – | ﹤0.01% | 428 |
|
2023
Q3 | $1K | Hold |
2
| – | – | ﹤0.01% | 455 |
|
2023
Q2 | $1K | Hold |
2
| – | – | ﹤0.01% | 427 |
|
2023
Q1 | $1K | Hold |
2
| – | – | ﹤0.01% | 417 |
|
2022
Q4 | $1K | Hold |
2
| – | – | ﹤0.01% | 472 |
|
2022
Q3 | $1K | Hold |
2
| – | – | ﹤0.01% | 437 |
|
2022
Q2 | $1K | Buy |
+2
| New | +$1K | ﹤0.01% | 449 |
|
2020
Q3 | – | Sell |
-151
| Closed | -$10K | – | 245 |
|
2020
Q2 | $10K | Buy |
+151
| New | +$10K | ﹤0.01% | 249 |
|
2019
Q3 | – | Sell |
-558
| Closed | -$37K | – | 196 |
|
2019
Q2 | $37K | Buy |
+558
| New | +$37K | 0.01% | 263 |
|
2019
Q1 | – | Sell |
-580
| Closed | -$35K | – | 183 |
|
2018
Q4 | $35K | Sell |
580
-62
| -10% | -$3.74K | 0.01% | 236 |
|
2018
Q3 | $44K | Buy |
642
+404
| +170% | +$27.7K | 0.01% | 235 |
|
2018
Q2 | $16K | Sell |
238
-20
| -8% | -$1.35K | ﹤0.01% | 252 |
|
2018
Q1 | $18K | Sell |
258
-107
| -29% | -$7.47K | ﹤0.01% | 253 |
|
2017
Q4 | $26K | Buy |
365
+166
| +83% | +$11.8K | ﹤0.01% | 247 |
|
2017
Q3 | $14K | Buy |
199
+12
| +6% | +$844 | ﹤0.01% | 263 |
|
2017
Q2 | $13K | Sell |
187
-15
| -7% | -$1.04K | ﹤0.01% | 246 |
|
2017
Q1 | $13K | Sell |
202
-3
| -1% | -$193 | ﹤0.01% | 249 |
|
2016
Q4 | $12K | Sell |
205
-109
| -35% | -$6.38K | ﹤0.01% | 244 |
|
2016
Q3 | $19K | Buy |
314
+299
| +1,993% | +$18.1K | ﹤0.01% | 243 |
|
2016
Q2 | $1K | Sell |
15
-631
| -98% | -$42.1K | ﹤0.01% | 311 |
|
2016
Q1 | $37K | Sell |
646
-256
| -28% | -$14.7K | ﹤0.01% | 407 |
|
2015
Q4 | $53K | Sell |
902
-278
| -24% | -$16.3K | ﹤0.01% | 397 |
|
2015
Q3 | $68K | Sell |
1,180
-84,434
| -99% | -$4.87M | 0.01% | 350 |
|
2015
Q2 | $5.44M | Buy |
85,614
+84,561
| +8,030% | +$5.37M | 0.39% | 43 |
|
2015
Q1 | $68K | Sell |
1,053
-36,483
| -97% | -$2.36M | ﹤0.01% | 403 |
|
2014
Q4 | $2.28M | Buy |
37,536
+1,231
| +3% | +$74.9K | 0.18% | 81 |
|
2014
Q3 | $2.33M | Buy |
36,305
+8,432
| +30% | +$541K | 0.21% | 68 |
|
2014
Q2 | $1.91M | Buy |
27,873
+9,895
| +55% | +$677K | 0.17% | 83 |
|
2014
Q1 | $1.21M | Buy |
17,978
+5,809
| +48% | +$391K | 0.12% | 93 |
|
2013
Q4 | $817K | Buy |
12,169
+6,960
| +134% | +$467K | 0.09% | 114 |
|
2013
Q3 | $333K | Buy |
5,209
+743
| +17% | +$47.5K | 0.04% | 182 |
|
2013
Q2 | $256K | Buy |
+4,466
| New | +$256K | 0.04% | 190 |
|