Apella Capital’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.2M | Buy |
317,608
+54,600
| +21% | +$4.51M | 0.71% | 33 |
|
|
2025
Q1 | $19.2M | Buy |
263,008
+190,453
| +262% | +$13.9M | 0.66% | 33 |
|
|
2024
Q4 | $5.1M | Buy |
72,555
+6,036
| +9% | +$424K | 0.2% | 77 |
|
|
2024
Q3 | $5.14M | Sell |
66,519
-892
| -1% | -$68.9K | 0.21% | 65 |
|
|
2024
Q2 | $4.96M | Sell |
67,411
-508
| -0.7% | -$37.4K | 0.22% | 66 |
|
|
2024
Q1 | $5.01M | Sell |
67,919
-2,682
| -4% | -$198K | 0.25% | 64 |
|
|
2023
Q4 | $4.88M | Buy |
70,601
+34,125
| +94% | +$2.36M | 0.27% | 67 |
|
|
2023
Q3 | $2.35M | Sell |
36,476
-460
| -1% | -$29.6K | 0.17% | 78 |
|
|
2023
Q2 | $2.49M | Buy |
+36,936
| New | +$2.49M | 0.18% | 74 |
|
|
2022
Q4 | $2.52M | Buy |
40,951
+11,317
| +38% | +$698K | 0.23% | 64 |
|
|
2022
Q3 | $1.56M | Buy |
29,634
+7,129
| +32% | +$376K | 0.18% | 75 |
|
|
2022
Q2 | $1.32M | Sell |
22,505
-959
| -4% | -$56.4K | 0.16% | 85 |
|
|
2022
Q1 | $1.63M | Buy |
23,464
+14,636
| +166% | +$1.02M | 0.23% | 64 |
|
|
2021
Q4 | $659K | Sell |
8,828
-179
| -2% | -$13.4K | 0.08% | 111 |
|
|
2021
Q3 | $669K | Sell |
9,007
-138
| -2% | -$10.3K | 0.1% | 116 |
|
|
2021
Q2 | $685K | Buy |
9,145
+640
| +8% | +$47.9K | 0.11% | 116 |
|
|
2021
Q1 | $613K | Sell |
8,505
-98
| -1% | -$7.06K | 0.19% | 77 |
|
|
2020
Q4 | $594K | Sell |
8,603
-437
| -5% | -$30.2K | 0.21% | 77 |
|
|
2020
Q3 | $545K | Sell |
9,040
-186
| -2% | -$11.2K | 0.22% | 76 |
|
|
2020
Q2 | $527K | Buy |
+9,226
| New | +$527K | 0.25% | 74 |
|