Transamerica Financial Advisors’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$3.68M Buy
40,258
+6,945
+21% +$627K 0.31% 80
2025
Q4
$2.87M Sell
33,313
-866
-3% -$74K 0.24% 105
2025
Q3
$2.9M Buy
34,179
+704
+2% +$59.4K 0.24% 93
2025
Q2
$2.81M Sell
33,475
-1,247
-4% -$102K 0.26% 86
2025
Q1
$2.71M Buy
34,722
+94
+0.3% +$7.02K 0.28% 90
2024
Q4
$2.45M Buy
34,628
+4,985
+17% +$367K 0.24% 94
2024
Q3
$2.27M Buy
29,643
+12,396
+72% +$916K 0.22% 104
2024
Q2
$1.2M Hold
17,247
0.13% 120
2024
Q1
$1.22M Sell
17,247
-14,956
-46% -$1.04M 0.12% 137
2023
Q4
$2.23M Buy
32,203
+9,202
+40% +$610K 0.31% 49
2023
Q3
$1.5M Sell
23,001
-16,323
-42% -$1.1M 0.2% 85
2023
Q2
$2.65M Sell
39,324
-2,066
-5% -$142K 0.34% 50
2023
Q1
$2.8M Buy
41,390
+22,836
+123% +$1.5M 0.37% 47
2022
Q4
$1.18M Sell
18,554
-1,109
-6% -$67.8K 0.17% 112
2022
Q3
$1.12M Buy
19,663
+4,067
+26% +$255K 0.17% 98
2022
Q2
$988K Buy
15,596
+15,491
+14,753% +$1.04M 0.14% 113
2022
Q1
$8K Sell
105
-32
-23% -$2.32K 0.29% 41
2021
Q4
$11K Buy
137
+6
+5% +$457 0.3% 42
2021
Q3
$10K Sell
131
-4
-3% -$311 0.28% 42
2021
Q2
$11K Sell
135
-16
-11% -$1.21K 0.27% 41
2021
Q1
$11K Sell
151
-46
-23% -$3.38K 0.27% 42
2020
Q4
$15K Buy
197
+3
+2% +$211 0.31% 41
2020
Q3
$14K Sell
194
-53,787
-100% -$3.66M 0.25% 41
2020
Q2
$3.57M Buy
53,981
+53,749
+23,168% +$3.49M 0.78% 31
2020
Q1
$15K Sell
232
-6
-3% -$422 0.27% 42
2019
Q4
$18K Sell
238
-19
-7% -$1.42K 0.25% 42
2019
Q3
$19K Sell
257
-79,932
-100% -$5.79M 0.24% 41
2019
Q2
$5.83M Buy
80,189
+79,923
+30,046% +$5.75M 1.26% 18
2019
Q1
$20K Sell
266
-61,317
-100% -$4.3M 0.12% 46
2018
Q4
$4.11M Buy
61,583
+2,922
+5% +$201K 1.05% 22
2018
Q3
$4.27M Buy
58,661
+5,082
+9% +$366K 0.91% 31
2018
Q2
$3.81M Buy
53,579
+5,228
+11% +$384K 0.84% 32
2018
Q1
$3.56M Buy
48,351
+14,863
+44% +$1.1M 0.53% 67
2017
Q4
$2.44M Buy
33,488
+2,776
+9% +$200K 0.32% 98
2017
Q3
$2.18M Buy
30,712
+7,560
+33% +$532K 0.27% 108
2017
Q2
$1.6M Buy
23,152
+12,189
+111% +$840K 0.22% 111
2017
Q1
$724K Buy
+10,963
New +$702K 0.09% 162
2016
Q1
Sell
-15,514
Closed -$1.01M 775
2015
Q4
$1.01M Buy
15,514
+13,107
+545% +$854K 0.07% 170
2015
Q3
$151K Sell
2,407
-26,904
-92% -$1.75M 0.01% 301
2015
Q2
$1.91M Buy
29,311
+482
+2% +$32.7K 0.14% 122
2015
Q1
$1.9M Buy
28,829
+28,761
+42,296% +$1.86M 0.13% 131
2014
Q4
$5K Sell
68
-12
-15% -$751 ﹤0.01% 550
2014
Q3
$5K Sell
80
-26,718
-100% -$1.73M ﹤0.01% 525
2014
Q2
$1.75M Sell
26,798
-2,091
-7% -$135K 0.15% 88
2014
Q1
$1.81M Buy
28,889
+4,945
+21% +$303K 0.18% 71
2013
Q4
$1.48M Sell
23,944
-5,218
-18% -$320K 0.16% 75
2013
Q3
$1.78M Buy
29,162
+18,033
+162% +$1.07M 0.23% 52
2013
Q2
$637K Buy
+11,129
New +$665K 0.1% 102

Other funds holding EFAV