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Tacita Capital’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Tacita Capital’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
Q1 		$60.2K Hold
665
– – 0.04% 134
2025
Q4 		$59.5K Hold
665
– – 0.03% 135
2025
Q3 		$58.1K Buy
665
+16
+2% +$1.36K 0.04% 133
2025
Q2 		$54.2K Sell
649
-400
-38% -$31.7K 0.03% 130
2025
Q1 		$79.4K Hold
1,049
– – 0.06% 105
2024
Q4 		$73.7K Sell
1,049
-90
-8% -$6.64K 0.05% 109
2024
Q3 		$88.9K Buy
1,139
+9
+0.8% +$674 0.06% 110
2024
Q2 		$82.1K Hold
1,130
– – 0.06% 110
2024
Q1 		$83.9K Buy
1,130
+17
+2% +$1.21K 0.06% 116
2023
Q4 		$78.3K Hold
1,113
– – 0.06% 108
2023
Q3 		$71.6K Hold
1,113
– – 0.06% 126
2023
Q2 		$75K Hold
1,113
– – 0.06% 110
2023
Q1 		$74K Hold
1,113
– – 0.06% 106
2022
Q4 		$69K Buy
1,113
+13
+1% +$765 0.05% 104
2022
Q3 		$58K Hold
1,100
– – 0.04% 106
2022
Q2 		$65K Buy
1,100
+610
+124% +$39.1K 0.04% 115
2022
Q1 		$34K Hold
490
– – 0.02% 160
2021
Q4 		$37K Hold
490
– – 0.02% 158
2021
Q3 		$36K Sell
490
-105
-18% -$7.99K 0.02% 154
2021
Q2 		$45K Sell
595
-565
-49% -$42.7K 0.03% 153
2021
Q1 		$84K Sell
1,160
-5,320
-82% -$380K 0.05% 122
2020
Q4 		$448K Buy
+6,480
New +$419K 0.29% 63

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Tacita Capital's IEFA Position: Q1 2026 in Review

Tacita Capital held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q1 2026 at 665 shares worth $60.2K. The position accounts for 0.04% of the portfolio, ranked #134.

Tacita Capital first reported a position in IEFA in Q4 2020 and has held it in 22 quarters since. The position peaked at $448K in Q4 2020. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Tacita Capital held 665 shares of iShares Core MSCI EAFE ETF worth $60.2K as of Q1 2026.
  • Tacita Capital left its iShares Core MSCI EAFE ETF share count unchanged in Q1 2026.
  • iShares Core MSCI EAFE ETF made up 0.04% of Tacita Capital's portfolio in Q1 2026, its #134 holding.
  • Tacita Capital first reported a position in iShares Core MSCI EAFE ETF in Q4 2020 and has held it in 22 quarters since.
  • Tacita Capital's iShares Core MSCI EAFE ETF position peaked at $448K in Q4 2020.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

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