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Transamerica Diversified Equit ishares shares owned by Coston, McIsaac & Partners

Quarter-by-quarter ownership of Transamerica Diversified Equit ishares (TADAX) shares owned by Coston, McIsaac & Partners from 13F filings

Historical chart of Coston, McIsaac & Partners investment in Transamerica Diversified Equit ishares

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All positions including Transamerica Diversified Equit ishares held by Coston, McIsaac & Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Transamerica Diversified Equit ishares by Coston, McIsaac & Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $25k 767 32.59
2025-06-30 $23k 767 29.99
2025-03-31 $19k 767 24.77
2024-12-31 $21k 767 27.38
2024-09-30 $24k 767 31.29
2024-06-30 $23k 767 29.99
2024-03-31 $22k 767 28.68
2023-12-31 $19k 767 24.77
2023-09-30 $17k 767 22.16
2023-06-30 $18k 767 23.47
2023-03-31 $16k 767 20.86

More positions owned by Coston, McIsaac & Partners

Vanguard Dividend Appreciation Etf Uit Exchange Traded (VIG)
Schwab Us Treasury Money Investor Schwab Non-sweep Mmf (SNSXX)
Dfa Global Equity I Equity Funds (DGEIX)
Vanguard Total Stock Market Etf Uit Exchange Traded (VTI)
Berkshire Hathaway Class B Common Stock (BRK.B)
Vanguard Ftse All World Ex Us Etf Uit Exchange Traded (VEU)
Apple Common Stock (AAPL)
Vanguard Ultra Short Treasury Etf Uit Exchange Traded (VGUS)
Williams Sonoma Common Stock (WSM)
Walmart Common Stock (WMT)
Proshares S&p 500 Div Aristocrat Etf Uit Exchange Traded (NOBL)
Johnson & Johnson Common Stock (JNJ)
Southern Common Stock (SO)
Philip Morris Intl Common Stock (PM)
Mcdonalds Corp Common Stock (MCD)

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Top funds holding Transamerica Diversified Equit ishares

Coston, McIsaac & Partners

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