iShares MSCI EAFE Value Index shares owned by GeoWealth Management
Quarter-by-quarter ownership of iShares MSCI EAFE Value Index (EFV) shares owned by GeoWealth Management
from 13F filings
Historical chart of GeoWealth Management investment in iShares MSCI EAFE Value Index
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Quarterly reported holdings in iShares MSCI EAFE Value Index by GeoWealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.5M | 51k | 67.83 |
| 2025-06-30 | $2.7M | 43k | 63.48 |
| 2025-03-31 | $1.8M | 30k | 58.94 |
| 2024-12-31 | $1.9M | 37k | 52.47 |
| 2024-09-30 | $2.1M | 37k | 57.53 |
| 2024-06-30 | $1.2M | 23k | 53.04 |
| 2024-03-31 | $1.3M | 24k | 54.40 |
| 2023-09-30 | $1.8M | 37k | 48.94 |
| 2023-06-30 | $1.7M | 34k | 48.95 |
| 2023-03-31 | $1.6M | 33k | 48.52 |
| 2022-12-31 | $1.8M | 39k | 45.86 |
| 2022-09-30 | $1.7M | 45k | 38.53 |
| 2022-06-30 | $2.0M | 47k | 43.40 |
| 2022-03-31 | $2.4M | 48k | 50.27 |
| 2021-12-31 | $2.5M | 49k | 50.38 |
| 2021-09-30 | $2.5M | 50k | 50.87 |
| 2021-06-30 | $2.6M | 51k | 51.75 |
| 2020-12-31 | $1.0M | 22k | 47.22 |
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