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Apella Capital’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Apella Capital’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 		$8.98M Sell
114,996
-2,267
-2% -$176K 0.13% 124
2026
Q1 		$9.22M Sell
117,263
-4,892
-4% -$368K 0.14% 121
2025
Q4 		$8.72M Sell
122,155
-10,070
-8% -$700K 0.17% 104
2025
Q3 		$9M Sell
132,225
-8,847
-6% -$583K 0.2% 92
2025
Q2 		$8.9M Sell
141,072
-7,246
-5% -$443K 0.24% 78
2025
Q1 		$8.3M Sell
148,318
-24,226
-14% -$1.37M 0.29% 71
2024
Q4 		$9.05M Sell
172,544
-19,385
-10% -$1.06M 0.35% 51
2024
Q3 		$10.9M Sell
191,929
-7,813
-4% -$431K 0.45% 45
2024
Q2 		$10.7M Sell
199,742
-13,229
-6% -$719K 0.48% 43
2024
Q1 		$11.6M Sell
212,971
-16,918
-7% -$883K 0.59% 39
2023
Q4 		$11.9M Sell
229,889
-55,339
-19% -$2.74M 0.66% 37
2023
Q3 		$14M Sell
285,228
-26,916
-9% -$1.33M 0.99% 28
2023
Q2 		$15.3M Buy
+312,144
New +$15.4M 1.09% 27
2022
Q4 		$15.7M Sell
341,759
-7,971
-2% -$346K 1.43% 21
2022
Q3 		$13.5M Sell
349,730
-19,821
-5% -$845K 1.57% 19
2022
Q2 		$16M Sell
369,551
-30,614
-8% -$1.46M 1.91% 16
2022
Q1 		$20.1M Buy
400,165
+79,916
+25% +$4.06M 2.83% 11
2021
Q4 		$16.1M Buy
320,249
+122,164
+62% +$6.24M 2.06% 13
2021
Q3 		$10.1M Buy
198,085
+51,055
+35% +$2.65M 1.45% 19
2021
Q2 		$7.61M Buy
147,030
+39,226
+36% +$2.07M 1.25% 19
2021
Q1 		$5.5M Buy
107,804
+17,382
+19% +$864K 1.73% 21
2020
Q4 		$4.27M Buy
90,422
+4,565
+5% +$201K 1.5% 21
2020
Q3 		$3.46M Buy
85,857
+17,599
+26% +$728K 1.39% 23
2020
Q2 		$2.73M Buy
68,258
+18,493
+37% +$705K 1.27% 21
2020
Q1 		$1.78M Buy
+49,765
New +$2.21M 1.04% 25

Other funds holding EFV

AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Apella Capital's EFV Position: Q2 2026 in Review

Apella Capital reduced its iShares MSCI EAFE Value ETF (EFV) stake by 1.9% in Q2 2026, selling an estimated $176K and leaving 114,996 shares worth $8.98M. The position accounts for 0.13% of the portfolio, ranked #124.

Apella Capital first reported a position in EFV in Q1 2020 and has held it in 25 quarters since. The position peaked at $20.1M in Q1 2022. 615 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Apella Capital held 114,996 shares of iShares MSCI EAFE Value ETF worth $8.98M as of Q2 2026.
  • Apella Capital sold 2,267 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $176K.
  • iShares MSCI EAFE Value ETF made up 0.13% of Apella Capital's portfolio in Q2 2026, its #124 holding.
  • Apella Capital first reported a position in iShares MSCI EAFE Value ETF in Q1 2020 and has held it in 25 quarters since.
  • Apella Capital's iShares MSCI EAFE Value ETF position peaked at $20.1M in Q1 2022.
  • 615 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

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