Transamerica Financial Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.26M | Buy |
10,132
+2,395
| +31% | +$289K | 0.11% | 180 |
|
|
2026
Q1 | $862K | Buy |
+7,737
| New | +$910K | 0.07% | 225 |
|
|
2025
Q4 | – | Sell |
-457
| Closed | -$52K | – | 1856 |
|
|
2025
Q3 | $52K | Buy |
+457
| New | +$50.9K | ﹤0.01% | 479 |
|
|
2024
Q1 | – | Sell |
-1
| Closed | -$1K | – | 620 |
|
|
2023
Q4 | $1K | Hold |
1
| – | – | ﹤0.01% | 429 |
|
|
2023
Q3 | $1K | Hold |
1
| – | – | ﹤0.01% | 456 |
|
|
2023
Q2 | $1K | Buy |
+1
| New | +$95 | ﹤0.01% | 428 |
|
|
2023
Q1 | – | Sell |
-1
| Closed | -$1K | – | 635 |
|
|
2022
Q4 | $1K | Hold |
1
| – | – | ﹤0.01% | 473 |
|
|
2022
Q3 | $1K | Hold |
1
| – | – | ﹤0.01% | 438 |
|
|
2022
Q2 | $1K | Buy |
+1
| New | +$87 | ﹤0.01% | 451 |
|
|
2020
Q3 | – | Sell |
-1
| Closed | -$1K | – | 246 |
|
|
2020
Q2 | $1K | Buy |
+1
| New | +$78 | ﹤0.01% | 362 |
|
|
2019
Q3 | – | Sell |
-1
| Closed | -$1K | – | 197 |
|
|
2019
Q2 | $1K | Buy |
+1
| New | +$79 | ﹤0.01% | 433 |
|
|
2019
Q1 | – | Sell |
-1
| Closed | -$1K | – | 184 |
|
|
2018
Q4 | $1K | Hold |
1
| – | – | ﹤0.01% | 400 |
|
|
2018
Q3 | $1K | Hold |
1
| – | – | ﹤0.01% | 406 |
|
|
2018
Q2 | $1K | Hold |
1
| – | – | ﹤0.01% | 365 |
|
|
2018
Q1 | $1K | Hold |
1
| – | – | ﹤0.01% | 353 |
|
|
2017
Q4 | $1K | Hold |
1
| – | – | ﹤0.01% | 341 |
|
|
2017
Q3 | $1K | Hold |
1
| – | – | ﹤0.01% | 337 |
|
|
2017
Q2 | $1K | Hold |
1
| – | – | ﹤0.01% | 307 |
|
|
2017
Q1 | $1K | Hold |
1
| – | – | ﹤0.01% | 306 |
|
|
2016
Q4 | $1K | Hold |
1
| – | – | ﹤0.01% | 339 |
|
|
2016
Q3 | $1K | Hold |
1
| – | – | ﹤0.01% | 348 |
|
|
2016
Q2 | $1K | Hold |
1
| – | – | ﹤0.01% | 312 |
|
|
2016
Q1 | $1K | Hold |
1
| – | – | ﹤0.01% | 686 |
|
|
2015
Q4 | $1K | Sell |
1
-1
| -50% | -$68 | ﹤0.01% | 737 |
|
|
2015
Q3 | $1K | Hold |
2
| – | – | ﹤0.01% | 738 |
|
|
2015
Q2 | $1K | Sell |
2
-4
| -67% | -$290 | ﹤0.01% | 792 |
|
|
2015
Q1 | $1K | Sell |
6
-17,816
| -100% | -$1.22M | ﹤0.01% | 793 |
|
|
2014
Q4 | $1.17M | Buy |
17,822
+577
| +3% | +$38.7K | 0.09% | 119 |
|
|
2014
Q3 | $1.18M | Buy |
17,245
+3,956
| +30% | +$280K | 0.11% | 107 |
|
|
2014
Q2 | $963K | Buy |
13,289
+4,679
| +54% | +$337K | 0.08% | 125 |
|
|
2014
Q1 | $611K | Buy |
8,610
+2,696
| +46% | +$188K | 0.06% | 137 |
|
|
2013
Q4 | $423K | Buy |
5,914
+1,949
| +49% | +$135K | 0.05% | 168 |
|
|
2013
Q3 | $271K | Buy |
3,965
+611
| +18% | +$40.1K | 0.04% | 211 |
|
|
2013
Q2 | $208K | Buy |
+3,354
| New | +$217K | 0.03% | 200 |
|
Other funds holding EFG
NAMI
PAS
Transamerica Financial Advisors's EFG Position: Q2 2026 in Review
Transamerica Financial Advisors increased its iShares MSCI EAFE Growth ETF (EFG) stake by 31% in Q2 2026, buying an estimated $289K and bringing the position to 10,132 shares worth $1.26M. The position accounts for 0.11% of the portfolio, ranked #180.
Transamerica Financial Advisors first reported a position in EFG in Q2 2013 and has held it in 34 quarters since. 1,056 funds tracked by Wall St. Rank hold EFG as of Q2 2026.
- Transamerica Financial Advisors held 10,132 shares of iShares MSCI EAFE Growth ETF worth $1.26M as of Q2 2026.
- Transamerica Financial Advisors bought 2,395 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $289K.
- iShares MSCI EAFE Growth ETF made up 0.11% of Transamerica Financial Advisors's portfolio in Q2 2026, its #180 holding.
- Transamerica Financial Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q2 2013 and has held it in 34 quarters since.
- 1,056 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.
Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.