Tacita Capital’s iShares MSCI EAFE ETF EFA Stock Holding History

Tacita Capital’s Portfolio EFA Stock Details EFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-300	Closed	-$28.8K	–	246
2025 Q4	$28.8K	Hold	300	–	–	0.02%	165
2025 Q3	$28K	Hold	300	–	–	0.02%	167
2025 Q2	$26.8K	Hold	300	–	–	0.02%	170
2025 Q1	$24.5K	Hold	300	–	–	0.02%	167
2024 Q4	$22.7K	Hold	300	–	–	0.02%	167
2024 Q3	$25.1K	Hold	300	–	–	0.02%	162
2024 Q2	$23.5K	Sell	300 -265	-47%	-$21K	0.02%	171
2024 Q1	$45.1K	Hold	565	–	–	0.03%	157
2023 Q4	$42.6K	Hold	565	–	–	0.03%	154
2023 Q3	$38.9K	Hold	565	–	–	0.03%	152
2023 Q2	$41K	Hold	565	–	–	0.03%	148
2023 Q1	$40K	Hold	565	–	–	0.03%	143
2022 Q4	$37K	Hold	565	–	–	0.03%	150
2022 Q3	$32K	Sell	565 -1,745	-76%	-$109K	0.02%	153
2022 Q2	$144K	Hold	2,310	–	–	0.1%	90
2022 Q1	$170K	Sell	2,310 -500	-18%	-$37.4K	0.1%	89
2021 Q4	$221K	Sell	2,810 -450	-14%	-$35.6K	0.13%	86
2021 Q3	$254K	Hold	3,260	–	–	0.16%	73
2021 Q2	$257K	Sell	3,260 -100	-3%	-$7.94K	0.15%	75
2021 Q1	$255K	Sell	3,360 -100	-3%	-$7.53K	0.17%	80
2020 Q4	$252K	Buy	+3,460	New	+$237K	0.17%	76

Other funds holding EFA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Tacita Capital's EFA Position: Q1 2026 in Review

Tacita Capital sold out of iShares MSCI EAFE ETF (EFA) in Q1 2026, closing a stake of 300 shares — an estimated $28.8K sold.

Tacita Capital first reported a position in EFA in Q4 2020 and held it in 21 quarters. The position peaked at $257K in Q2 2021. 2,200 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

Tacita Capital reported no remaining iShares MSCI EAFE ETF position as of Q1 2026 after selling out during the quarter.
Tacita Capital sold 300 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $28.8K.
Tacita Capital first reported a position in iShares MSCI EAFE ETF in Q4 2020 and held it in 21 quarters.
Tacita Capital's iShares MSCI EAFE ETF position peaked at $257K in Q2 2021.
2,200 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Tacita Capital's 13F filing for Q1 2026, filed 7 May 2026.