Ishares Tr eafe min volat shares owned by Appleton Partners
Quarter-by-quarter ownership of Ishares Tr eafe min volat (EFAV) shares owned by Appleton Partners
from 13F filings
Historical chart of Appleton Partners investment in Ishares Tr eafe min volat
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Quarterly reported holdings in Ishares Tr eafe min volat by Appleton Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $645k | 8.4k | 76.65 |
| 2024-06-30 | $662k | 9.5k | 69.33 |
| 2024-03-31 | $710k | 10k | 70.93 |
| 2023-12-31 | $793k | 11k | 69.31 |
| 2023-09-30 | $840k | 13k | 65.23 |
| 2023-06-30 | $889k | 13k | 67.52 |
| 2023-03-31 | $903k | 13k | 67.67 |
| 2022-12-31 | $864k | 14k | 63.60 |
| 2022-09-30 | $711k | 13k | 56.99 |
| 2022-06-30 | $813k | 13k | 63.29 |
| 2022-03-31 | $938k | 13k | 72.12 |
| 2021-12-31 | $1.0M | 13k | 76.75 |
| 2021-09-30 | $987k | 13k | 75.32 |
| 2021-06-30 | $1.1M | 14k | 75.55 |
| 2021-03-31 | $1.1M | 16k | 73.00 |
| 2020-12-31 | $1.2M | 17k | 73.40 |
| 2020-09-30 | $1.2M | 18k | 68.16 |
| 2020-06-30 | $1.2M | 19k | 66.07 |
| 2020-03-31 | $1.4M | 22k | 62.05 |
| 2019-12-31 | $1.7M | 23k | 74.53 |
| 2019-09-30 | $1.8M | 24k | 73.28 |
| 2019-06-30 | $1.9M | 27k | 72.64 |
| 2019-03-31 | $2.2M | 31k | 72.01 |
| 2018-12-31 | $2.1M | 32k | 66.65 |
| 2018-09-30 | $2.7M | 38k | 72.81 |
| 2018-06-30 | $3.4M | 48k | 71.14 |
| 2018-03-31 | $4.7M | 64k | 73.69 |
| 2017-12-31 | $6.3M | 86k | 72.98 |
| 2017-09-30 | $7.2M | 101k | 71.06 |
| 2017-06-30 | $6.4M | 92k | 69.24 |
| 2017-03-31 | $5.3M | 80k | 65.99 |