iShares MSCI EAFE Value Index shares owned by Apella Capital
Quarter-by-quarter ownership of iShares MSCI EAFE Value Index (EFV) shares owned by Apella Capital
from 13F filings
Historical chart of Apella Capital investment in iShares MSCI EAFE Value Index
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Quarterly reported holdings in iShares MSCI EAFE Value Index by Apella Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.0M | 132k | 68.05 |
| 2025-06-30 | $8.9M | 141k | 63.12 |
| 2025-03-31 | $8.3M | 148k | 55.99 |
| 2024-12-31 | $9.1M | 173k | 52.47 |
| 2024-09-30 | $11M | 192k | 57.02 |
| 2024-06-30 | $11M | 200k | 53.78 |
| 2024-03-31 | $12M | 213k | 54.59 |
| 2023-12-31 | $12M | 230k | 51.83 |
| 2023-09-30 | $14M | 285k | 48.93 |
| 2023-06-30 | $15M | 312k | 48.94 |
| 2022-12-31 | $16M | 342k | 45.88 |
| 2022-09-30 | $14M | 350k | 38.53 |
| 2022-06-30 | $16M | 370k | 43.40 |
| 2022-03-31 | $20M | 400k | 50.26 |
| 2021-12-31 | $16M | 320k | 50.39 |
| 2021-09-30 | $7.4M | 145k | 51.16 |
| 2021-06-30 | $6.1M | 119k | 51.76 |
| 2021-03-31 | $5.5M | 108k | 50.97 |
| 2020-12-31 | $4.3M | 90k | 47.20 |
| 2020-09-30 | $3.5M | 86k | 40.35 |
| 2020-06-30 | $2.7M | 68k | 39.97 |
| 2020-03-31 | $1.8M | 50k | 35.69 |
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