Tacita Capital Inc

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 4, 2024), Tacita Capital Inc reported 200 stock positions worth $153.3 million. Its top holding was iShares MSCI Global Min Vol (ACWV) at 6.7% of the portfolio, followed by iShares MSCI USA Momentum Fa (MTUM, 5.2%) and Vngrd Mrngst SL-CP Val ETF-U (VBR, 5.1%). Compared with Q2 2024, it opened 1 new position, sold out of 9, added to 35 and reduced 40. The biggest buy was Transalta (TAC, shares +12%) and the biggest sale iShares MSCI USA Momentum Fa (MTUM, shares −5%).

Most Recent 13F
Q2 2026
Location
TORONTO, A6
CIK
0001846287
Portfolio Value
$153.3M (Q3 2024)
SEC Filing
0001846287-24-000004 ↗ filed Nov 4, 2024

Holdings Value

0$50.0M$100.0M$150.0M$200.0M Q1 2024: $144.1M Q1 2024 Q2 2024: $141.5M Q2 2024 Q3 2024: $153.3M $153.3M Q3 2024 Q4 2024: $140.1M Q4 2024 Q1 2025: $138.8M Q1 2025 Q2 2025: $155.5M Q2 2025 Q3 2025: $165.5M Q3 2025 Q4 2025: $172.6M Q4 2025 Q1 2026: $168.9M Q1 2026 Q2 2026: $184.2M Q2 2026

Holdings 200 stocks · $153.3M

ACWV iShares MSCI Global Min Vol 6.74% 90,167 $10.3M Add +2.3%
MTUM iShares MSCI USA Momentum Fa 5.21% 39,427 $8.0M Reduce -4.6%
VBR Vngrd Mrngst SL-CP Val ETF-U 5.14% 39,234 $7.9M Reduce -3.1%
MOAT Vaneck Morningstar Wide Moat 4.39% 69,451 $6.7M Add +4.6%
BN Brookfield Corp. 3.94% 113,604 $6.0M Reduce -8.8%
IEMG iShares Core MSCI Emerging 3.77% 100,722 $5.8M Reduce -5.8%
BIP Brookfield Infrastructure Pa 3.37% 147,208 $5.2M Add +0.6%
QUAL iShares MSCI USA Quality Fac 3.37% 28,811 $5.2M Reduce -1.6%
IMTM iShares MSCI Intl Momentum F 3.08% 116,877 $4.7M Reduce -1.5%
IQLT iShares MSCI International Q 2.73% 100,818 $4.2M Add +3.8%
RY Royal Bank of Canada 2.68% 32,818 $4.1M Add +12.7%
VOE Vngrd Mrngstr MD-Cap Val ETF 2.56% 23,394 $3.9M Add +1.0%
VTV Vanguard Mrngstr Val ETF-Aui 2.44% 21,430 $3.7M Add +0.1%
TRP TC Energy Corp. 2.20% 70,809 $3.4M Add +4.7%
BEP Brookfield Renewable Partner 2.11% 114,583 $3.2M Add +1.7%
USMV iShares MSCI USA Min Vol Fac 2.01% 33,698 $3.1M Reduce -1.2%
IVLU iShares MSCI International V 1.94% 100,798 $3.0M Reduce -13.3%
GRP.U Granite Real Estate Investme 1.92% 48,791 $2.9M Reduce -2.2%
FTS Fortis Inc. 1.83% 61,781 $2.8M Add +14.2%
ENB Enbridge Inc. 1.75% 66,028 $2.7M Add +1.7%
PRMW Primo Water Corp. 1.72% 104,118 $2.6M No change
TD Toronto-Dominion Bank 1.69% 40,935 $2.6M No change
TAC Transalta Corp. 1.66% 245,081 $2.5M Add +11.7%
VTI VG Morningstar TS MKT ETF-US 1.61% 8,736 $2.5M Reduce -1.2%
CNI Canadian Natl Railway Co. 1.52% 19,929 $2.3M Reduce -16.7%
PBA Pembina Pipeline Corp. 1.38% 51,434 $2.1M Reduce -3.7%
BAM Brookfield Asset Mgmt-A 1.24% 40,024 $1.9M No change
BNS Bank of Nova Scotia filed as BANK NOVA SCOTIA HALIFAX 1.14% 32,130 $1.8M Add +2.8%
BRK.B Berkshire Hathaway Inc. Class B 1.13% 3,778 $1.7M Reduce -4.1%
TRI Thomson Reuters Corp. 1.10% 9,916 $1.7M Reduce -3.1%
MSFT Microsoft Corp. 1.01% 3,594 $1.5M No change
EFAV iShares MSCI Eafe Min Vol Fa 0.83% 16,550 $1.3M Reduce -1.1%
AAPL Apple Inc. 0.74% 4,892 $1.1M Reduce -11.1%
BCE Bce Inc. 0.65% 28,441 $990K Add +0.4%
SUI Sun Communities Inc. filed as SUN CMNTYS INC 0.64% 7,259 $981K Reduce -10.4%
MFC Manulife Financial Corp. 0.61% 31,376 $928K Add +7.4%
WCN Waste Connections Inc. 0.57% 4,881 $874K Reduce -5.8%
HDV iShares Core High Dividend E 0.49% 6,355 $747K No change
GOOG Alphabet Inc. Class C 0.48% 4,395 $735K No change
CLS Celestica Inc. 0.48% 14,309 $732K Reduce -5.5%
FNV Franco-Nevada Corp. 0.45% 5,550 $690K No change
AMT American Tower Corp. 0.45% 2,955 $687K Reduce -4.8%
EQIX Equinix Inc. 0.43% 736 $653K Reduce -6.4%
CIGI Colliers Intl GR-Subord Vot 0.42% 4,274 $649K Reduce -9.1%
DLR Digital Realty Trust Inc. 0.42% 3,936 $637K Reduce -4.8%
TFII Tfi International Inc. 0.42% 4,643 $637K Reduce -7.5%
GIL Gildan Activewear Inc. 0.40% 13,056 $615K Add +1025.5%
MCD McDonald's Corp. 0.40% 1,994 $607K No change
SILV Silvercrest Metals Inc. 0.36% 59,158 $550K Reduce -7.9%
QSR Restaurant Brands Intern 0.36% 7,552 $546K Reduce -47.1%
CM Can Imperial BK of Commerce filed as CANADIAN IMPERIAL BK COMM 0.35% 8,828 $542K Add +6.2%
RBA RB Global Inc. 0.35% 6,721 $542K Reduce -7.3%
KGC Kinross Gold Corp. 0.35% 57,341 $538K Reduce -9.5%
DSGX The Descartes Systems Grp 0.35% 5,191 $535K Reduce -7.5%
CP Canadian Pacific Kansas City 0.34% 6,117 $524K Reduce -48.3%
IMO Imperial Oil Ltd. 0.34% 7,406 $522K Reduce -7.3%
JPM JPMorgan Chase & Co. 0.32% 2,332 $492K No change
CCJ Cameco Corp. 0.32% 10,136 $485K No change
EGO Eldorado Gold Corp. 0.30% 26,840 $467K New
JNJ Johnson & Johnson 0.30% 2,813 $456K No change
PG The Procter & Gamble Co. 0.28% 2,518 $436K No change
PEP Pepsico Inc. 0.27% 2,478 $421K Add +16.8%
IAU iShares Gold Trust 0.25% 7,662 $381K No change
AEM Agnico Eagle Mines Ltd. 0.24% 4,570 $369K Add +13.1%
COST Costco Wholesale Corp. 0.22% 378 $335K No change
ADP Automatic Data Processing 0.22% 1,200 $332K No change
TU Telus Corp. 0.21% 19,254 $323K No change
UL Unilever PLC 0.21% 4,900 $318K No change
SBUX Starbucks Corp. 0.20% 3,166 $309K No change
RCI Rogers Communications Inc. Class B 0.19% 7,412 $298K Add +102.0%
DE Deere & Co. 0.19% 700 $292K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.18% 6,835 $271K No change
ARKQ ARK Autonomous Tech & Robot 0.17% 4,400 $268K No change
XLP SS Consumer Staples Sel Sect 0.16% 3,000 $249K No change
META Meta Platforms Inc. Class A 0.16% 423 $242K Reduce -15.4%
SU Suncor Energy Inc. 0.16% 6,532 $241K Add +31.2%
ORCL Oracle Corp. 0.15% 1,370 $233K Reduce -10.5%
DLS Wisdomtree Intl S/C DVD Fund 0.14% 3,172 $219K No change
NTR Nutrien Ltd. 0.14% 4,494 $216K No change
VEU Vanguard Ftse All-World Ex-U 0.14% 3,365 $212K No change
NSC Norfolk Southern Corp. 0.14% 850 $211K No change
DVA Davita Inc. 0.13% 1,250 $205K No change
DEO Diageo PLC-Sponsored ADR 0.12% 1,350 $189K No change
VT Vanguard Tot World STK ETF 0.12% 1,508 $181K Reduce -39.3%
VYM Vanguard High DVD Yield ETF 0.12% 1,390 $178K No change
MGA Magna International Inc. 0.11% 4,226 $174K No change
ABT Abbott Laboratories 0.11% 1,488 $170K No change
VTHR Vanguard Russell 3000 0.10% 625 $159K No change
CNQ Canadian Natural Resources 0.10% 4,668 $155K No change
IXUS iShares Core Intl Stock ETF 0.09% 1,919 $139K No change
NVS Novartis AG-Sponsored ADR 0.09% 1,200 $138K No change
VWO Vanguard Ftse Emerging Marke 0.09% 2,833 $136K No change
XLK SS Technology Select Sector 0.09% 592 $134K No change
SOXX iShares Semiconductor ETF 0.08% 540 $125K No change
V Visa Inc. Class A 0.08% 445 $122K No change
AXP American Express Co. 0.08% 440 $119K No change
LOW Lowe's Cos Inc. 0.08% 435 $118K No change
CSCO Cisco Systems Inc. 0.07% 2,160 $115K Add +11.6%
VRSN Verisign Inc. 0.07% 550 $104K No change
EEMV iShares MSCI Emg MKT Min Vol 0.07% 1,660 $104K No change
CAT Caterpillar Inc. 0.07% 259 $101K Add +23.9%
BSX Boston Scientific Corp. 0.07% 1,200 $101K No change
BDX Becton Dickinson and Co. 0.06% 409 $99K No change
WPM Wheaton Precious Metals Corp. 0.06% 1,566 $96K No change
PM Philip Morris International 0.06% 786 $95K Add +17.1%
RTX RTX Corp. 0.06% 750 $91K No change
AFL Aflac Inc. 0.06% 805 $90K No change
HCA HCA Healthcare Inc. 0.06% 220 $89K Reduce -18.5%
MCK McKesson Corp. 0.06% 180 $89K Add +16.1%
IEFA iShares Core MSCI Eafe ETF 0.06% 1,139 $89K Add +0.8%
BKNG Booking Holdings Inc. 0.06% 21 $88K Add +23.5%
CL Colgate-Palmolive Co. 0.06% 826 $86K No change
CI The Cigna Group 0.06% 245 $85K No change
LMT Lockheed Martin Corp. 0.05% 142 $83K No change
XOM Exxon Mobil Corp. 0.05% 708 $83K No change
MO Altria Group Inc. 0.05% 1,612 $82K Add +8.6%
GIB Cgi Inc. 0.05% 710 $82K Reduce -86.4%
REET iShares Global REIT ETF 0.05% 3,020 $81K No change
SHW The Sherwin-Williams Co. 0.05% 210 $80K Add +31.3%
QCOM Qualcomm Inc. 0.05% 465 $79K Add +5.7%
EOG EOG Resources Inc. 0.05% 642 $79K No change
T AT&T Inc. 0.05% 3,460 $76K No change
AZO AutoZone Inc. 0.05% 24 $76K No change
HD Home Depot Inc. 0.05% 180 $73K No change
GLD SPDR Gold Shares 0.05% 300 $73K No change
HPQ HP Inc. 0.05% 2,015 $72K Add +28.8%
MET Metlife Inc. 0.05% 875 $72K No change
PYPL PayPal Holdings Inc. 0.05% 914 $71K Add +6.4%
GOOGL Alphabet Inc. Class A 0.04% 416 $69K No change
ABBV Abbvie Inc. 0.04% 348 $69K No change
OXY Occidental Petroleum Corp. 0.04% 1,301 $67K No change
CVX Chevron Corp. 0.04% 454 $67K Add +16.7%
BMO Bank of Montreal filed as BANK MONTREAL QUE 0.04% 737 $67K No change
VZ Verizon Communications Inc. 0.04% 1,467 $66K No change
PRU Prudential Financial Inc. 0.04% 530 $64K Add +34.2%
ITW Illinois Tool Works 0.04% 244 $64K No change
MPC Marathon Petroleum Corp. 0.04% 390 $64K Reduce -20.4%
MAR Marriott International Class A 0.04% 255 $63K No change
STN Stantec Inc. 0.04% 780 $63K No change
GS Goldman Sachs Group Inc. 0.04% 125 $62K No change
CMCSA Comcast Corp. Class A 0.04% 1,470 $61K No change
COP Conocophillips 0.04% 555 $58K No change
TMO Thermo Fisher Scientific Inc. 0.04% 94 $58K No change
ELV Elevance Health Inc. 0.04% 111 $58K Add +4.7%
FSV Firstservice Corp. 0.03% 290 $53K No change
PSX Phillips 66 0.03% 391 $51K No change
CVS CVS Health Corp. 0.03% 793 $50K No change
WMT Walmart Inc. 0.03% 600 $48K No change
AQN Algonquin Power & Utilities 0.03% 8,750 $48K No change
KR Kroger Co. 0.03% 750 $43K No change
STZ Constellation Brands Inc. Class A 0.02% 145 $37K No change
EWC iShares MSCI Canada ETF 0.02% 855 $36K No change
ZBH Zimmer Biomet Holdings Inc. 0.02% 300 $32K No change
CAE Cae Inc. 0.02% 1,500 $28K No change
ACN Accenture PLC Class A 0.02% 79 $28K No change
PFE Pfizer Inc. 0.02% 955 $28K No change
CRM Salesforce Inc. 0.02% 100 $27K No change
TECK Teck Resources Ltd.-CLS B 0.02% 500 $26K No change
KLAC KLA Corp. 0.02% 33 $26K No change
DLTR Dollar Tree Inc. 0.02% 360 $25K No change
AMZN Amazon.com Inc. 0.02% 135 $25K No change
EFA iShares MSCI Eafe ETF 0.02% 300 $25K No change
UNH Unitedhealth Group Inc. 0.02% 42 $25K No change
NFLX Netflix Inc. 0.02% 33 $23K No change
SHEL Shell PLC-ADR 0.01% 323 $21K No change
FTNT Fortinet Inc. 0.01% 261 $20K No change
NVO Novo-Nordisk A/S-Spons ADR 0.01% 169 $20K No change
KRE SS SPDR S&P Regional Bank 0.01% 340 $19K No change
IGF iShares Global Infrastructur 0.01% 345 $19K No change
MA Mastercard Inc. Class A 0.01% 38 $19K No change
TM Toyota Motor Corp. -Spon ADR 0.01% 100 $18K No change
ASML ASML Holding NV-NY Reg SHS 0.01% 21 $17K No change
ORLY O'reilly Automotive Inc. 0.01% 14 $16K No change
CVE Cenovus Energy Inc. 0.01% 960 $16K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.01% 70 $15K No change
AMGN Amgen Inc. 0.01% 45 $14K No change
EEM iShares MSCI Emerging Market 0.01% 300 $14K Reduce -62.5%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.01% 133 $13K No change
INTC Intel Corp. 0.01% 500 $12K Reduce -80.0%
PLTR Palantir Technologies Inc. Class A 0.01% 300 $11K No change
COF Capital One Financial Corp. 0.01% 65 $10K No change
NXE Nexgen Energy Ltd. 0.01% 1,409 $9K No change
OVV Ovintiv Inc. 0.01% 238 $9K No change
AFRM Affirm Holdings Inc. 0.01% 200 $8K No change
MRSH Marsh & McLennan Cos 0.00% 29 $6K No change
APH Amphenol Corp. Class A 0.00% 90 $6K No change
CME Cme Group Inc. 0.00% 12 $3K No change
WAT Waters Corp. 0.00% 7 $3K No change
COR Cencora Inc. 0.00% 10 $2K No change
MLM Martin Marietta Materials 0.00% 4 $2K No change
DHR Danaher Corp. 0.00% 7 $2K No change
XYZ Block Inc. 0.00% 28 $2K No change
AME Ametek Inc. 0.00% 10 $2K No change
ATR Aptargroup Inc. 0.00% 10 $2K No change
NKE Nike Inc. Class B 0.00% 15 $1K No change
ANF Abercrombie & Fitch Co. Class A 0.00% 8 $1K No change
ZIMV Zimvie Inc. 0.00% 30 $476 No change
DG Dollar General Corp. 0.00% 5 $423 No change
C Citigroup Inc. 0.00% 5 $313 No change
HBM Hudbay Minerals Inc. 0.00% 2 $18 Reduce -100.0%
Other holdings (1): bonds, preferreds, convertibles and warrants · $2K (not counted above)
SecurityClassShares / PrincipalValueChange
SKYH.WS Yellowstone Acquisit A -CW25 *W EXP 01/25/202 990$2KNo change

Total filed on the 13F, all lines: $153.3M.

Portfolio Sells Q2 2024 → Q3 2024

MTUM iShares MSCI USA Momentum Fa Reduce -4.6% 5.21% −0.48
CNI Canadian Natl Railway Co. Reduce -16.7% 1.52% −0.47
HBM Hudbay Minerals Inc. Reduce -100.0% 0.00% −0.38
QSR Restaurant Brands Intern Reduce -47.1% 0.36% −0.35
SHOP Shopify Inc. Class A Sold out 0.00% −0.33
CP Canadian Pacific Kansas City Reduce -48.3% 0.34% −0.32
GIB Cgi Inc. Reduce -86.4% 0.05% −0.31
FSM Fortuna Mining Corp. Sold out 0.00% −0.31
IVLU iShares MSCI International V Reduce -13.3% 1.94% −0.31
IEMG iShares Core MSCI Emerging Reduce -5.8% 3.77% −0.27
IMTM iShares MSCI Intl Momentum F Reduce -1.5% 3.08% −0.16
QUAL iShares MSCI USA Quality Fac Reduce -1.6% 3.37% −0.16
BIPC Brookfield Infrastructure-A Sold out 0.00% −0.15
CLS Celestica Inc. Reduce -5.5% 0.48% −0.13
TRI Thomson Reuters Corp. Reduce -3.1% 1.10% −0.11
TFII Tfi International Inc. Reduce -7.5% 0.42% −0.10
VBR Vngrd Mrngst SL-CP Val ETF-U Reduce -3.1% 5.14% −0.08
VT Vanguard Tot World STK ETF Reduce -39.3% 0.12% −0.08
AAPL Apple Inc. Reduce -11.1% 0.74% −0.08
WCN Waste Connections Inc. Reduce -5.8% 0.57% −0.07
VTI VG Morningstar TS MKT ETF-US Reduce -1.2% 1.61% −0.06
SUI Sun Communities Inc. Reduce -10.4% 0.64% −0.05
INTC Intel Corp. Reduce -80.0% 0.01% −0.05
IMO Imperial Oil Ltd. Reduce -7.3% 0.34% −0.04
RBA RB Global Inc. Reduce -7.3% 0.35% −0.04
DSGX The Descartes Systems Grp Reduce -7.5% 0.35% −0.04
NOA North American Construction Sold out 0.00% −0.03
DLR Digital Realty Trust Inc. Reduce -4.8% 0.42% −0.03
OTEX Open Text Corp. Sold out 0.00% −0.03
KGC Kinross Gold Corp. Reduce -9.5% 0.35% −0.02
META Meta Platforms Inc. Class A Reduce -15.4% 0.16% −0.02
BEPC Brookfield Renewable Cor-A Sold out 0.00% −0.02
MPC Marathon Petroleum Corp. Reduce -20.4% 0.04% −0.02
USMV iShares MSCI USA Min Vol Fac Reduce -1.2% 2.01% −0.02
PBA Pembina Pipeline Corp. Reduce -3.7% 1.38% −0.02
EEM iShares MSCI Emerging Market Reduce -62.5% 0.01% −0.02
SILV Silvercrest Metals Inc. Reduce -7.9% 0.36% −0.01
SLF Sun Life Financial Inc. Sold out 0.00% −0.01
VRSK Verisk Analytics Inc. Sold out 0.00% −0.00
HCA HCA Healthcare Inc. Reduce -18.5% 0.06% −0.00
ORCL Oracle Corp. Reduce -10.5% 0.15% −0.00
TIXT Telus International Cda Inc. Sold out 0.00% −0.00
BRK.B Berkshire Hathaway Inc. Class B Reduce -4.1% 1.13% +0.00
EQIX Equinix Inc. Reduce -6.4% 0.43% +0.01
EFAV iShares MSCI Eafe Min Vol Fa Reduce -1.1% 0.83% +0.01
AMT American Tower Corp. Reduce -4.8% 0.45% +0.02
CIGI Colliers Intl GR-Subord Vot Reduce -9.1% 0.42% +0.05
GRP.U Granite Real Estate Investme Reduce -2.2% 1.92% +0.18
BN Brookfield Corp. Reduce -8.8% 3.94% +0.28

Portfolio Buys Q2 2024 → Q3 2024

TAC Transalta Corp. Add +11.7% 1.66% +0.56
BIP Brookfield Infrastructure Pa Add +0.6% 3.37% +0.54
RY Royal Bank of Canada Add +12.7% 2.68% +0.49
TRP TC Energy Corp. Add +4.7% 2.20% +0.39
GIL Gildan Activewear Inc. Add +1025.5% 0.40% +0.37
FTS Fortis Inc. Add +14.2% 1.83% +0.35
MOAT Vaneck Morningstar Wide Moat Add +4.6% 4.39% +0.33
EGO Eldorado Gold Corp. New 0.30% +0.30
ACWV iShares MSCI Global Min Vol Add +2.3% 6.74% +0.22
BEP Brookfield Renewable Partner Add +1.7% 2.11% +0.14
BNS Bank of Nova Scotia Add +2.8% 1.14% +0.13
ENB Enbridge Inc. Add +1.7% 1.75% +0.12
RCI Rogers Communications Inc. Class B Add +102.0% 0.19% +0.10
VOE Vngrd Mrngstr MD-Cap Val ETF Add +1.0% 2.56% +0.10
CM Can Imperial BK of Commerce Add +6.2% 0.35% +0.07
MFC Manulife Financial Corp. Add +7.4% 0.61% +0.06
AEM Agnico Eagle Mines Ltd. Add +13.1% 0.24% +0.05
IQLT iShares MSCI International Q Add +3.8% 2.73% +0.05
PEP Pepsico Inc. Add +16.8% 0.27% +0.03
SU Suncor Energy Inc. Add +31.2% 0.16% +0.02
SHW The Sherwin-Williams Co. Add +31.3% 0.05% +0.02
CAT Caterpillar Inc. Add +23.9% 0.07% +0.02
PM Philip Morris International Add +17.1% 0.06% +0.01
VTV Vanguard Mrngstr Val ETF-Aui Add +0.1% 2.44% +0.01
PYPL PayPal Holdings Inc. Add +6.4% 0.05% +0.01
BKNG Booking Holdings Inc. Add +23.5% 0.06% +0.01
CSCO Cisco Systems Inc. Add +11.6% 0.07% +0.01
PRU Prudential Financial Inc. Add +34.2% 0.04% +0.01
HPQ HP Inc. Add +28.8% 0.05% +0.01
MO Altria Group Inc. Add +8.6% 0.05% +0.01
CVX Chevron Corp. Add +16.7% 0.04% +0.00
IEFA iShares Core MSCI Eafe ETF Add +0.8% 0.06% 0.00
BCE Bce Inc. Add +0.4% 0.65% −0.00
ELV Elevance Health Inc. Add +4.7% 0.04% −0.00
MCK McKesson Corp. Add +16.1% 0.06% −0.01
QCOM Qualcomm Inc. Add +5.7% 0.05% −0.01

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 213$184.2MACWV, MTUM, VBR, BN, RY
Q1 2026 237$168.9MACWV, MTUM, VBR, BN, RY
Q4 2025 215$172.6MACWV, MTUM, BN, VBR, MOAT
Q3 2025 212$165.5MACWV, MTUM, BN, VBR, MOAT
Q2 2025 214$155.5MACWV, MTUM, BN, VBR, MOAT
Q1 2025 207$138.8MACWV, MTUM, VBR, BN, MOAT
Q4 2024 204$140.1MACWV, MTUM, VBR, BN, MOAT
Q3 2024 200$153.3MACWV, MTUM, VBR, MOAT, BN
Q2 2024 208$141.5MACWV, MTUM, VBR, MOAT, IEMG
Q1 2024 213$144.1MMTUM, VBR, ACWV, QUAL, IEMG