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iShares MSCI EAFE Value Index shares owned by Tacita Capital

Quarter-by-quarter ownership of iShares MSCI EAFE Value Index (EFV) shares owned by Tacita Capital from 13F filings

Historical chart of Tacita Capital investment in iShares MSCI EAFE Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares MSCI EAFE Value Index held by Tacita Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares MSCI EAFE Value Index by Tacita Capital

Quarter filed Position value Share count Share price at filing
2026-03-31 $74k 1.0k 74.35
2023-12-31 $5.0k 95 52.11
2023-09-30 $4.6k 95 48.93
2023-06-30 $5.0k 95 52.63
2023-03-31 $5.0k 95 52.63
2022-12-31 $4.0k 95 42.11
2022-09-30 $4.0k 95 42.11
2022-06-30 $4.0k 95 42.11
2022-03-31 $5.0k 95 52.63
2021-12-31 $5.0k 95 52.63
2021-09-30 $17k 330 51.52
2021-06-30 $17k 330 51.52
2021-03-31 $310k 6.1k 50.94
2020-12-31 $559k 12k 47.23

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Vanguard Index Fds Sm Cp Val Etf (VBR)
Brookfield Corp Cl A Ltd Vt Sh (BN)
Rbc Cad (RY)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Msci Intl Moment (IMTM)
Brookfield Infrastructure Pa Lp Int Unit (BIP)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Msci Intl Qualty (IQLT)
Toronto Dominion Bk Ont Com New (TD)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Tc Energy Corp (TRP)
Enbridge (ENB)

View all positions for Tacita Capital

Top funds holding iShares MSCI EAFE Value Index

Envestnet Asset Management
LPL Financial
FMR
Us Bancorp
Morgan Stanley
Bank of America Corporation
Ameriprise Financial
Jones Financial Companies, L.L
Park Avenue Securities
CWM
Auto-Owners Insurance
Envestnet Portfolio Solutions
Mml Investors Services
Cetera Investment Advisers
Alliancebernstein

View all funds holding iShares MSCI EAFE Value Index