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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

Tip: Access up to 7 years of quarterly data

All positions including iShares MSCI EAFE Value Index held by Apella Capital consolidated in one spreadsheet with up to 7 years of data

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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
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