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 Q2	$65.1K	Buy	674 +9	+1%	+$864	0.04%	128
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 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

Tacita Capital's IEFA Position: Q2 2026 in Review

Tacita Capital increased its iShares Core MSCI EAFE ETF (IEFA) stake by 1.4% in Q2 2026, buying an estimated $864 and bringing the position to 674 shares worth $65.1K. The position accounts for 0.04% of the portfolio, ranked #128.

Tacita Capital first reported a position in IEFA in Q4 2020 and has held it in 23 quarters since. The position peaked at $448K in Q4 2020. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Tacita Capital held 674 shares of iShares Core MSCI EAFE ETF worth $65.1K as of Q2 2026.
Tacita Capital bought 9 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $864.
iShares Core MSCI EAFE ETF made up 0.04% of Tacita Capital's portfolio in Q2 2026, its #128 holding.
Tacita Capital first reported a position in iShares Core MSCI EAFE ETF in Q4 2020 and has held it in 23 quarters since.
Tacita Capital's iShares Core MSCI EAFE ETF position peaked at $448K in Q4 2020.
2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Tacita Capital's 13F filing for Q2 2026, filed 10 Aug 2026.