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iShares MSCI EAFE Value Index shares owned by Independent Financial Group

Quarter-by-quarter ownership of iShares MSCI EAFE Value Index (EFV) shares owned by Independent Financial Group from 13F filings

Historical chart of Independent Financial Group investment in iShares MSCI EAFE Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares MSCI EAFE Value Index held by Independent Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares MSCI EAFE Value Index by Independent Financial Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $7.5M 101k 74.35
2025-09-30 $12M 177k 67.83
2025-06-30 $9.4M 149k 63.48
2025-03-31 $4.1M 70k 58.94
2024-12-31 $3.9M 74k 52.47
2024-09-30 $4.2M 72k 57.53
2024-06-30 $3.4M 65k 53.04
2024-03-31 $3.3M 61k 54.40
2023-12-31 $2.7M 51k 52.10
2023-09-30 $1.4M 28k 48.93
2023-06-30 $1.4M 29k 48.94
2023-03-31 $1.1M 22k 48.53
2022-12-31 $637k 14k 45.88
2022-09-30 $504k 13k 38.53
2022-06-30 $539k 12k 43.40
2022-03-31 $623k 12k 50.26
2021-12-31 $959k 19k 50.39
2021-09-30 $287k 5.6k 50.85
2021-06-30 $365k 7.1k 51.76
2021-03-31 $346k 6.8k 50.97