Transamerica Financial Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Transamerica Financial Advisors’s Portfolio IEFA Stock Details IEFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.68M	Buy	17,370 +4,282	+33%	+$411K	0.14%	154
2026 Q1	$1.18M	Buy	13,088 +5,111	+64%	+$477K	0.1%	187
2025 Q4	$714K	Buy	7,977 +3,153	+65%	+$279K	0.06%	235
2025 Q3	$421K	Buy	4,824 +4,823	+482,300%	+$410K	0.03%	251
2025 Q2	$41	Hold	1	–	–	﹤0.01%	547
2025 Q1	$1K	Hold	1	–	–	﹤0.01%	492
2024 Q4	$1K	Sell	1 -10	-91%	-$738	﹤0.01%	485
2024 Q3	$1K	Sell	11 -231	-95%	-$17.3K	﹤0.01%	493
2024 Q2	$18K	Hold	242	–	–	﹤0.01%	302
2024 Q1	$18K	Sell	242 -10,949	-98%	-$779K	﹤0.01%	331
2023 Q4	$788K	Sell	11,191 -10,061	-47%	-$663K	0.11%	132
2023 Q3	$1.37M	Buy	21,252 +1,337	+7%	+$89.5K	0.19%	100
2023 Q2	$1.34M	Sell	19,915 -12,081	-38%	-$819K	0.17%	106
2023 Q1	$2.14M	Buy	+31,996	New	+$2.1M	0.28%	59
2019 Q3	–	Sell	-400	Closed	-$25K	–	288
2019 Q2	$25K	Buy	+400	New	+$24.5K	0.01%	270
2018 Q4	–	Sell	-3	Closed	-$1K	–	524
2018 Q3	$1K	Hold	3	–	–	﹤0.01%	430
2018 Q2	$1K	Hold	3	–	–	﹤0.01%	398
2018 Q1	$1K	Sell	3 -28	-90%	-$1.88K	﹤0.01%	378
2017 Q4	$3K	Hold	31	–	–	﹤0.01%	297
2017 Q3	$2K	Hold	31	–	–	﹤0.01%	315
2017 Q2	$2K	Hold	31	–	–	﹤0.01%	289
2017 Q1	$2K	Hold	31	–	–	﹤0.01%	280
2016 Q4	$2K	Sell	31 -2	-6%	-$107	﹤0.01%	299
2016 Q3	$2K	Hold	33	–	–	﹤0.01%	316
2016 Q2	$2K	Sell	33 -134	-80%	-$7.17K	﹤0.01%	282
2016 Q1	$9K	Sell	167 -13,991	-99%	-$714K	﹤0.01%	561
2015 Q4	$770K	Sell	14,158 -1,196	-8%	-$66.4K	0.06%	190
2015 Q3	$811K	Sell	15,354 -3,461	-18%	-$196K	0.07%	170
2015 Q2	$1.1M	Sell	18,815 -901	-5%	-$54.8K	0.08%	168
2015 Q1	$1.15M	Buy	+19,716	New	+$1.13M	0.08%	163

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Transamerica Financial Advisors's IEFA Position: Q2 2026 in Review

Transamerica Financial Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 33% in Q2 2026, buying an estimated $411K and bringing the position to 17,370 shares worth $1.68M. The position accounts for 0.14% of the portfolio, ranked #154.

Transamerica Financial Advisors first reported a position in IEFA in Q1 2015 and has held it in 30 quarters since. The position peaked at $2.14M in Q1 2023. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Transamerica Financial Advisors held 17,370 shares of iShares Core MSCI EAFE ETF worth $1.68M as of Q2 2026.
Transamerica Financial Advisors bought 4,282 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $411K.
iShares Core MSCI EAFE ETF made up 0.14% of Transamerica Financial Advisors's portfolio in Q2 2026, its #154 holding.
Transamerica Financial Advisors first reported a position in iShares Core MSCI EAFE ETF in Q1 2015 and has held it in 30 quarters since.
Transamerica Financial Advisors's iShares Core MSCI EAFE ETF position peaked at $2.14M in Q1 2023.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.