iShares MSCI EAFE Growth Index shares owned by Theory Financial
Quarter-by-quarter ownership of iShares MSCI EAFE Growth Index (EFG) shares owned by Theory Financial
from 13F filings
Historical chart of Theory Financial investment in iShares MSCI EAFE Growth Index
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Quarterly reported holdings in iShares MSCI EAFE Growth Index by Theory Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $335k | 2.9k | 117.46 |
| 2025-06-30 | $2.1M | 20k | 107.48 |
| 2025-03-31 | $1.9M | 19k | 100.00 |
| 2024-12-31 | $3.4M | 36k | 96.83 |
| 2024-09-30 | $2.9M | 28k | 100.84 |
| 2024-06-30 | $2.9M | 28k | 102.30 |
| 2024-03-31 | $1.1M | 11k | 103.79 |
| 2023-12-31 | $655k | 6.8k | 96.85 |
| 2023-09-30 | $830k | 9.6k | 86.30 |
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