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Apella Capital’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Apella Capital’s Portfolio IEFA Stock Details IEFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$49.8M Buy
513,616
+26,448
+5% +$2.54M 0.7% 36
2026
Q1 		$47.5M Buy
487,168
+39,381
+9% +$3.68M 0.7% 33
2025
Q4 		$40.1M Buy
447,787
+38,001
+9% +$3.36M 0.79% 30
2025
Q3 		$36.1M Buy
409,786
+92,178
+29% +$7.83M 0.8% 34
2025
Q2 		$26.2M Buy
317,608
+54,600
+21% +$4.33M 0.71% 33
2025
Q1 		$19.2M Buy
263,008
+190,453
+262% +$14.2M 0.66% 33
2024
Q4 		$5.1M Buy
72,555
+6,036
+9% +$445K 0.2% 77
2024
Q3 		$5.14M Sell
66,519
-892
-1% -$66.8K 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% -$191K 0.25% 64
2023
Q4 		$4.88M Buy
70,601
+34,125
+94% +$2.25M 0.27% 67
2023
Q3 		$2.35M Sell
36,476
-460
-1% -$30.8K 0.17% 78
2023
Q2 		$2.49M Buy
+36,936
New +$2.5M 0.18% 74
2022
Q4 		$2.52M Buy
40,951
+11,317
+38% +$666K 0.23% 64
2022
Q3 		$1.56M Buy
29,634
+7,129
+32% +$419K 0.18% 75
2022
Q2 		$1.32M Sell
22,505
-959
-4% -$61.5K 0.16% 85
2022
Q1 		$1.63M Buy
23,464
+14,636
+166% +$1.04M 0.23% 64
2021
Q4 		$659K Sell
8,828
-179
-2% -$13.5K 0.08% 111
2021
Q3 		$669K Sell
9,007
-138
-2% -$10.5K 0.1% 116
2021
Q2 		$685K Buy
9,145
+640
+8% +$48.3K 0.11% 116
2021
Q1 		$613K Sell
8,505
-98
-1% -$7K 0.19% 77
2020
Q4 		$594K Sell
8,603
-437
-5% -$28.3K 0.21% 77
2020
Q3 		$545K Sell
9,040
-186
-2% -$11.2K 0.22% 76
2020
Q2 		$527K Buy
+9,226
New +$500K 0.25% 74

Other funds holding IEFA

BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Apella Capital's IEFA Position: Q2 2026 in Review

Apella Capital increased its iShares Core MSCI EAFE ETF (IEFA) stake by 5.4% in Q2 2026, buying an estimated $2.54M and bringing the position to 513,616 shares worth $49.8M. The position accounts for 0.7% of the portfolio, ranked #36.

Apella Capital first reported a position in IEFA in Q2 2020 and has held it in 24 quarters since. 643 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Apella Capital held 513,616 shares of iShares Core MSCI EAFE ETF worth $49.8M as of Q2 2026.
  • Apella Capital bought 26,448 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $2.54M.
  • iShares Core MSCI EAFE ETF made up 0.7% of Apella Capital's portfolio in Q2 2026, its #36 holding.
  • Apella Capital first reported a position in iShares Core MSCI EAFE ETF in Q2 2020 and has held it in 24 quarters since.
  • 643 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

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