iShares MSCI EAFE Growth Index shares owned by Valeo Financial Advisors
Quarter-by-quarter ownership of iShares MSCI EAFE Growth Index (EFG) shares owned by Valeo Financial Advisors
from 13F filings
Historical chart of Valeo Financial Advisors investment in iShares MSCI EAFE Growth Index
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Quarterly reported holdings in iShares MSCI EAFE Growth Index by Valeo Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.2M | 12k | 103.79 |
| 2023-12-31 | $1.2M | 13k | 96.85 |
| 2023-09-30 | $1.1M | 13k | 86.30 |
| 2023-06-30 | $1.2M | 13k | 95.41 |
| 2023-03-31 | $1.2M | 12k | 93.68 |
| 2022-12-31 | $1.0M | 12k | 83.76 |
| 2022-09-30 | $300k | 4.1k | 72.53 |
| 2022-06-30 | $306k | 3.8k | 80.57 |
| 2022-03-31 | $267k | 2.8k | 96.42 |
| 2021-03-31 | $4.7M | 47k | 100.46 |
| 2020-12-31 | $4.8M | 47k | 100.91 |
| 2020-09-30 | $130k | 1.4k | 90.22 |
| 2020-06-30 | $121k | 1.5k | 83.28 |
| 2020-03-31 | $107k | 1.4k | 74.25 |
| 2019-12-31 | $150k | 1.7k | 86.31 |
| 2019-09-30 | $124k | 1.5k | 80.62 |
| 2019-06-30 | $124k | 1.5k | 80.62 |
| 2019-03-31 | $119k | 1.5k | 77.37 |
| 2018-12-31 | $106k | 1.5k | 68.92 |
| 2018-09-30 | $112k | 1.5k | 72.82 |
| 2018-06-30 | $121k | 1.5k | 78.67 |
| 2018-03-31 | $124k | 1.5k | 80.62 |
| 2017-12-31 | $88k | 1.1k | 81.11 |
| 2017-09-30 | $70k | 900 | 77.78 |
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