AC
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Apella Capital’s iShares MSCI EAFE ETF EFA Stock Holding History

Apella Capital’s Portfolio EFA Stock Details EFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.64M Sell
25,314
-99
-0.4% -$10.2K 0.04% 234
2026
Q1 		$2.65M Buy
25,413
+7,047
+38% +$705K 0.04% 228
2025
Q4 		$1.76M Buy
18,366
+3,631
+25% +$344K 0.03% 212
2025
Q3 		$1.39M Sell
14,735
-143
-1% -$13K 0.03% 214
2025
Q2 		$1.32M Buy
14,878
+281
+2% +$24K 0.04% 190
2025
Q1 		$1.15M Buy
14,597
+5,487
+60% +$442K 0.04% 177
2024
Q4 		$689K Buy
9,110
+928
+11% +$73.5K 0.03% 199
2024
Q3 		$678K Buy
8,182
+1,490
+22% +$120K 0.03% 191
2024
Q2 		$531K Sell
6,692
-2
-0% -$158 0.02% 197
2024
Q1 		$531K Hold
6,694
– – 0.03% 188
2023
Q4 		$496K Sell
6,694
-159
-2% -$11.2K 0.03% 186
2023
Q3 		$472K Sell
6,853
-258
-4% -$18.5K 0.03% 175
2023
Q2 		$516K Buy
+7,111
New +$516K 0.04% 172
2022
Q4 		$610K Sell
9,299
-291
-3% -$18.2K 0.06% 142
2022
Q3 		$537K Sell
9,590
-59
-0.6% -$3.68K 0.06% 124
2022
Q2 		$603K Buy
9,649
+119
+1% +$8.1K 0.07% 122
2022
Q1 		$701K Buy
9,530
+4
+0% +$299 0.1% 107
2021
Q4 		$750K Sell
9,526
-1,039
-10% -$82.3K 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% -$8.55K 0.27% 67
2020
Q3 		$680K Hold
10,690
– – 0.27% 69
2020
Q2 		$651K Sell
10,690
-1,250
-10% -$72.3K 0.3% 70
2020
Q1 		$638K Buy
+11,940
New +$758K 0.37% 60

Other funds holding EFA

GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
FHC
First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
BCM
BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return
RIM
Ryan Investment Management Basalt, Colorado $221M AUM 23.61% 1-Year Est. Return
FF
Fluent Financial Dallas, Texas $280M AUM 16.1% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return

Apella Capital's EFA Position: Q2 2026 in Review

Apella Capital reduced its iShares MSCI EAFE ETF (EFA) stake by 0.39% in Q2 2026, selling an estimated $10.2K and leaving 25,314 shares worth $2.64M. The position accounts for 0.04% of the portfolio, ranked #234.

Apella Capital first reported a position in EFA in Q1 2020 and has held it in 25 quarters since. The position peaked at $2.65M in Q1 2026. 584 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Apella Capital held 25,314 shares of iShares MSCI EAFE ETF worth $2.64M as of Q2 2026.
  • Apella Capital sold 99 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $10.2K.
  • iShares MSCI EAFE ETF made up 0.04% of Apella Capital's portfolio in Q2 2026, its #234 holding.
  • Apella Capital first reported a position in iShares MSCI EAFE ETF in Q1 2020 and has held it in 25 quarters since.
  • Apella Capital's iShares MSCI EAFE ETF position peaked at $2.65M in Q1 2026.
  • 584 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.