Apella Capital’s iShares MSCI EAFE ETF EFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.32M | Buy |
14,878
+281
| +2% | +$24.9K | 0.04% | 190 |
|
|
2025
Q1 | $1.15M | Buy |
14,597
+5,487
| +60% | +$431K | 0.04% | 177 |
|
|
2024
Q4 | $689K | Buy |
9,110
+928
| +11% | +$70.2K | 0.03% | 199 |
|
|
2024
Q3 | $678K | Buy |
8,182
+1,490
| +22% | +$123K | 0.03% | 191 |
|
|
2024
Q2 | $531K | Sell |
6,692
-2
| -0% | -$159 | 0.02% | 197 |
|
|
2024
Q1 | $531K | Hold |
6,694
| – | – | 0.03% | 188 |
|
|
2023
Q4 | $496K | Sell |
6,694
-159
| -2% | -$11.8K | 0.03% | 186 |
|
|
2023
Q3 | $472K | Sell |
6,853
-258
| -4% | -$17.8K | 0.03% | 175 |
|
|
2023
Q2 | $516K | Buy |
+7,111
| New | +$516K | 0.04% | 172 |
|
|
2022
Q4 | $610K | Sell |
9,299
-291
| -3% | -$19.1K | 0.06% | 142 |
|
|
2022
Q3 | $537K | Sell |
9,590
-59
| -0.6% | -$3.3K | 0.06% | 124 |
|
|
2022
Q2 | $603K | Buy |
9,649
+119
| +1% | +$7.44K | 0.07% | 122 |
|
|
2022
Q1 | $701K | Buy |
9,530
+4
| +0% | +$294 | 0.1% | 107 |
|
|
2021
Q4 | $750K | Sell |
9,526
-1,039
| -10% | -$81.8K | 0.1% | 102 |
|
|
2021
Q3 | $824K | Hold |
10,565
| – | – | 0.12% | 98 |
|
|
2021
Q2 | $833K | Hold |
10,565
| – | – | 0.14% | 103 |
|
|
2021
Q1 | $802K | Hold |
10,565
| – | – | 0.25% | 69 |
|
|
2020
Q4 | $771K | Sell |
10,565
-125
| -1% | -$9.12K | 0.27% | 67 |
|
|
2020
Q3 | $680K | Hold |
10,690
| – | – | 0.27% | 69 |
|
|
2020
Q2 | $651K | Sell |
10,690
-1,250
| -10% | -$76.1K | 0.3% | 70 |
|
|
2020
Q1 | $638K | Buy |
+11,940
| New | +$638K | 0.37% | 60 |
|