iShares MSCI EAFE Index Fund shares owned by Valeo Financial Advisors
Quarter-by-quarter ownership of iShares MSCI EAFE Index Fund (EFA) shares owned by Valeo Financial Advisors
from 13F filings
Historical chart of Valeo Financial Advisors investment in iShares MSCI EAFE Index Fund
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Quarterly reported holdings in iShares MSCI EAFE Index Fund by Valeo Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $57M | 709k | 79.86 |
| 2023-12-31 | $52M | 687k | 75.35 |
| 2023-09-30 | $45M | 659k | 68.92 |
| 2023-06-30 | $43M | 596k | 72.50 |
| 2023-03-31 | $43M | 600k | 71.52 |
| 2022-12-31 | $41M | 623k | 65.64 |
| 2022-09-30 | $30M | 529k | 56.01 |
| 2022-06-30 | $30M | 473k | 62.49 |
| 2022-03-31 | $29M | 391k | 73.61 |
| 2021-12-31 | $28M | 351k | 78.68 |
| 2021-09-30 | $26M | 337k | 78.01 |
| 2021-06-30 | $27M | 338k | 78.88 |
| 2021-03-31 | $25M | 323k | 75.87 |
| 2020-12-31 | $23M | 314k | 72.97 |
| 2020-09-30 | $21M | 322k | 63.65 |
| 2020-06-30 | $20M | 327k | 60.87 |
| 2020-03-31 | $16M | 290k | 55.52 |
| 2019-12-31 | $21M | 303k | 69.44 |
| 2019-09-30 | $19M | 297k | 65.21 |
| 2019-06-30 | $19M | 282k | 65.73 |
| 2019-03-31 | $17M | 261k | 64.86 |
| 2018-12-31 | $16M | 277k | 58.78 |
| 2018-09-30 | $11M | 180k | 62.42 |
| 2018-06-30 | $11M | 169k | 66.53 |
| 2018-03-31 | $9.1M | 131k | 69.68 |
| 2017-12-31 | $9.9M | 141k | 70.31 |
| 2017-09-30 | $8.3M | 122k | 68.48 |