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
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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 |
|---|---|---|---|
| 2025-09-30 | $15M | 213k | 67.83 |
| 2025-06-30 | $13M | 210k | 63.48 |
| 2025-03-31 | $13M | 213k | 58.94 |
| 2024-12-31 | $8.9M | 170k | 52.47 |
| 2024-09-30 | $9.8M | 171k | 57.53 |
| 2024-06-30 | $9.3M | 175k | 53.04 |
| 2024-03-31 | $9.7M | 177k | 54.40 |
| 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 |
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