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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
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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

TD Waterhouse Canada's EFV Position: Q1 2026 in Review

TD Waterhouse Canada increased its iShares MSCI EAFE Value ETF (EFV) stake by 69% in Q1 2026, buying an estimated $3.1M and bringing the position to 101,434 shares worth $7.63M. The position accounts for 0.02% of the portfolio, ranked #317.

TD Waterhouse Canada first reported a position in EFV in Q4 2021 and has held it in 18 quarters since. 1,254 funds tracked by Wall St. Rank hold EFV as of Q1 2026.

  • TD Waterhouse Canada held 101,434 shares of iShares MSCI EAFE Value ETF worth $7.63M as of Q1 2026.
  • TD Waterhouse Canada bought 41,302 iShares MSCI EAFE Value ETF shares in Q1 2026, an estimated $3.1M.
  • iShares MSCI EAFE Value ETF made up 0.02% of TD Waterhouse Canada's portfolio in Q1 2026, its #317 holding.
  • TD Waterhouse Canada first reported a position in iShares MSCI EAFE Value ETF in Q4 2021 and has held it in 18 quarters since.
  • 1,254 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2026.

Based on TD Waterhouse Canada's 13F filing for Q1 2026, filed 12 May 2026.