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iShares MSCI EAFE Value Index shares owned by Creative Planning

Quarter-by-quarter ownership of iShares MSCI EAFE Value Index (EFV) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning 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 Creative Planning 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 Creative Planning

Quarter filed Position value Share count Share price at filing
2023-12-31 $9.2M 176k 52.10
2023-09-30 $8.6M 175k 48.93
2023-06-30 $8.4M 172k 48.94
2023-03-31 $8.8M 181k 48.53
2022-12-31 $8.2M 178k 45.88
2022-09-30 $7.1M 185k 38.53
2022-06-30 $6.4M 148k 43.40
2022-03-31 $6.2M 124k 50.26
2021-12-31 $2.8M 56k 50.40
2021-09-30 $2.7M 53k 50.85
2021-06-30 $1.9M 37k 51.77
2021-03-31 $1.8M 36k 51.03
2020-12-31 $1.2M 25k 47.16
2020-09-30 $674k 17k 40.34
2020-06-30 $847k 21k 39.94
2020-03-31 $569k 16k 35.69
2019-12-31 $607k 12k 49.95
2019-09-30 $514k 11k 47.40
2019-06-30 $401k 8.3k 48.04
2019-03-31 $571k 12k 48.88
2018-12-31 $492k 11k 45.23
2018-09-30 $447k 8.6k 51.90
2018-06-30 $523k 10k 51.36
2018-03-31 $416k 7.6k 54.58
2017-12-31 $424k 7.7k 55.17
2017-09-30 $248k 4.5k 54.63
2017-06-30 $145k 2.8k 51.56
2017-03-31 $151k 3.0k 50.15
2016-12-31 $137k 2.9k 47.40
2016-09-30 $133k 2.9k 46.02
2016-06-30 $181k 4.2k 42.84
2016-03-31 $183k 4.1k 44.74
2015-12-31 $187k 4.0k 46.62
2015-09-30 $214k 4.6k 46.23
2015-03-31 $186k 3.5k 53.23
2014-12-31 $186k 3.6k 51.14
2014-09-30 $166k 3.0k 54.66
2014-06-30 $230k 3.9k 58.67
2014-03-31 $170k 2.9k 57.69
2013-12-31 $157k 2.7k 57.28
2013-09-30 $96k 1.8k 54.24
2013-06-30 $86k 1.8k 48.53
2012-12-31 $49k 1.0k 48.80
2012-09-30 $41k 904 45.35
2012-06-30 $38k 904 42.04
2011-12-31 $40k 930 43.01

More positions owned by Creative Planning

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Core Msci Emkt (IEMG)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Apple (AAPL)
Wisdomtree Tr Emg Mkts Smcap (DGS)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Real Estate Etf (VNQ)
Spdr Ser Tr Portfolio S&p500 (SPLG)

View all positions for Creative Planning

Top funds holding iShares MSCI EAFE Value Index

Jpmorgan Chase & Co
Us Bancorp
Envestnet Portfolio Solutions
Bank of America Corporation
CWM
Advisor Group Holdings
Park Avenue Securities
Pnc Financial Services
UBS Group
M^T Bank Corporation
Wells Fargo & Company
Alliancebernstein
Baird Financial
Janney Montgomery Scott
Modera Wealth Management

View all funds holding iShares MSCI EAFE Value Index