TD Waterhouse Canada’s iShares MSCI EAFE Value ETF EFV Stock Holding History

TD Waterhouse Canada’s Portfolio EFV Stock Details EFV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$12.3M	Buy	160,087 +58,653	+58%	+$4.54M	0.03%	250
2026 Q1	$7.63M	Buy	101,434 +41,302	+69%	+$3.1M	0.02%	317
2025 Q4	$4.29M	Buy	60,132 +11,203	+23%	+$778K	0.03%	313
2025 Q3	$3.34M	Buy	48,929 +8,413	+21%	+$554K	0.02%	352
2025 Q2	$2.57M	Buy	40,516 +5,603	+16%	+$343K	0.02%	391
2025 Q1	$2.06M	Buy	34,913 +2,321	+7%	+$131K	0.02%	400
2024 Q4	$1.71M	Buy	32,592 +2,808	+9%	+$154K	0.01%	422
2024 Q3	$1.7M	Buy	29,784 +5,535	+23%	+$306K	0.01%	417
2024 Q2	$1.29M	Buy	24,249 +7,283	+43%	+$396K	0.01%	438
2024 Q1	$916K	Buy	16,966 +3,645	+27%	+$190K	0.01%	516
2023 Q4	$691K	Buy	13,321 +6,685	+101%	+$331K	0.01%	482
2023 Q3	$320K	Sell	6,636 -575	-8%	-$28.5K	﹤0.01%	574
2023 Q2	$353K	Buy	7,211 +6,683	+1,266%	+$329K	﹤0.01%	584
2023 Q1	$25.9K	Hold	528	–	–	﹤0.01%	1053
2022 Q4	$24.4K	Sell	528 -4,000	-88%	-$174K	﹤0.01%	1057
2022 Q3	$179K	Sell	4,528 -452	-9%	-$19.3K	﹤0.01%	685
2022 Q2	$216K	Buy	4,980 +1	+0%	+$48	﹤0.01%	668
2022 Q1	$253K	Buy	4,979 +181	+4%	+$9.2K	﹤0.01%	682
2021 Q4	$247K	Buy	+4,798	New	+$245K	﹤0.01%	720

Other funds holding EFV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

TD Waterhouse Canada's EFV Position: Q2 2026 in Review

TD Waterhouse Canada increased its iShares MSCI EAFE Value ETF (EFV) stake by 58% in Q2 2026, buying an estimated $4.54M and bringing the position to 160,087 shares worth $12.3M. The position accounts for 0.03% of the portfolio, ranked #250.

TD Waterhouse Canada first reported a position in EFV in Q4 2021 and has held it in 19 quarters since. 1,253 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

TD Waterhouse Canada held 160,087 shares of iShares MSCI EAFE Value ETF worth $12.3M as of Q2 2026.
TD Waterhouse Canada bought 58,653 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $4.54M.
iShares MSCI EAFE Value ETF made up 0.03% of TD Waterhouse Canada's portfolio in Q2 2026, its #250 holding.
TD Waterhouse Canada first reported a position in iShares MSCI EAFE Value ETF in Q4 2021 and has held it in 19 quarters since.
1,253 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on TD Waterhouse Canada's 13F filing for Q2 2026, filed 27 Jul 2026.