How many shares of IEFA does Aptus Capital Advisors, LLC own?

As of 2026-Q2, Aptus Capital Advisors, LLC holds 59,851 shares of IEFA (ISHARES CORE MSCI EAFE ETF).

What is Aptus Capital Advisors, LLC's IEFA position worth?

As of 2026-Q2, Aptus Capital Advisors, LLC's IEFA position is worth $5.8M.

Is Aptus Capital Advisors, LLC buying or selling IEFA?

In 2026-Q2, Aptus Capital Advisors, LLC increased their IEFA position (+24.7% change in shares).

When did Aptus Capital Advisors, LLC first buy IEFA?

Based on available 13F filings, Aptus Capital Advisors, LLC first reported a position in IEFA in 2019-Q1. They have held the position across 28 quarters.

Back to

Aptus Capital Advisors, LLC

IEFA
28 quarters

Position history for Aptus Capital Advisors, LLC's holdings in ISHARES CORE MSCI EAFE ETF

Current Value

$5.8M

Current Shares

59,851

Total Value Change

+$5.4M

Total Shares Change

+54,317

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	59,851	+24.7%	$5.8M	0.0%	$96.58	33
2026-Q1	Decreased	48,007	-3.3%	$4.3M	0.0%	$93.48	0
2025-Q4	Decreased	49,629	-97.7%	$4.4M	0.0%	$89.87	0
2025-Q3	Increased	2.1M	+5.6%	$184.1M	1.3%	$85.26	51
2025-Q2	Increased	2M	+3530.6%	$166.7M	1.4%	$81.73	77
2025-Q1	Decreased	55,006	-9.3%	$4.2M	0.0%	$73.63	0
2024-Q4	Increased	60,617	+132.6%	$4.3M	0.0%	$67.77	43
2024-Q3	Decreased	26,060	-12.2%	$2M	0.0%	$74.25	0
2024-Q2	Decreased	29,663	-19.8%	$2.2M	0.0%	$68.93	0
2024-Q1	Increased	37,001	+302.5%	$2.7M	0.1%	$69.20	42
2023-Q4	Decreased	9,192	-3.1%	$646,657	0.0%	$65.59	0
2023-Q3	Increased	9,486	+49.4%	$610,424	0.0%	$59.17	34
2023-Q2	Increased	6,348	+12.1%	$428,490	0.0%	$61.36	27
2023-Q1	Decreased	5,664	-6.9%	$378,616	0.0%	$60.03	0
2022-Q4	Decreased	6,083	-2.9%	$374,956	0.0%	$55.61	0
2022-Q3	Decreased	6,263	-43.0%	$330,000	0.0%	$47.42	0
2022-Q2	Increased	10,995	+21.2%	$647,000	0.0%	$53.03	29
2022-Q1	Increased	9,069	+68.4%	$630,000	0.0%	$62.14	36
2021-Q4	Increased	5,386	+46.3%	$402,000	0.0%	$65.64	32
2021-Q3	Decreased	3,682	-3.4%	$273,000	0.0%	$64.26	0
2021-Q2	Increased	3,812	+103.6%	$285,000	0.0%	$65.08	38
2021-Q1	Increased	1,872	+244.1%	$135,000	0.0%	$61.59	36
2020-Q4	New	544	-	$37,000	0.0%	$59.30	28
2020-Q1	Exited	0	-100.0%	$0	0.0%	$41.85	0
2019-Q4	Increased	573	+9.6%	$37,000	0.0%	$54.09	22
2019-Q3	Decreased	523	-84.3%	$31,000	0.0%	$50.04	0
2019-Q2	Decreased	3,335	-39.7%	$204,000	0.0%	$50.44	0
2019-Q1	New	5,534	-	$336,000	0.1%	$48.94	33

Other major holders of IEFA: Steward Partners Investment Advisory, LLC, BANK OF AMERICA CORP /DE/

IEFA28 quarters

IEFA
28 quarters