iShares MSCI EAFE Value Index shares owned by Sequoia Financial Advisors
Quarter-by-quarter ownership of iShares MSCI EAFE Value Index (EFV) shares owned by Sequoia Financial Advisors
from 13F filings
Historical chart of Sequoia Financial Advisors investment in iShares MSCI EAFE Value Index
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Quarterly reported holdings in iShares MSCI EAFE Value Index by Sequoia Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $15M | 219k | 67.83 |
| 2025-06-30 | $14M | 220k | 63.48 |
| 2025-03-31 | $19M | 319k | 58.94 |
| 2024-12-31 | $23M | 445k | 52.47 |
| 2024-09-30 | $535k | 9.3k | 57.53 |
| 2024-06-30 | $508k | 9.6k | 53.04 |
| 2024-03-31 | $396k | 7.3k | 54.40 |
| 2023-12-31 | $381k | 7.3k | 52.10 |
| 2023-09-30 | $369k | 7.5k | 48.93 |
| 2023-06-30 | $365k | 7.5k | 48.94 |
| 2023-03-31 | $333k | 6.9k | 48.53 |
| 2022-12-31 | $289k | 6.3k | 45.88 |
| 2022-09-30 | $242k | 6.3k | 38.47 |
| 2022-06-30 | $307k | 7.1k | 43.45 |
| 2022-03-31 | $345k | 6.9k | 50.33 |
| 2021-12-31 | $345k | 6.9k | 50.33 |
| 2021-09-30 | $298k | 5.9k | 50.77 |
| 2021-06-30 | $359k | 6.9k | 51.74 |
| 2021-03-31 | $350k | 6.9k | 50.95 |
| 2020-12-31 | $324k | 6.9k | 47.26 |
| 2020-09-30 | $277k | 6.9k | 40.41 |
| 2020-06-30 | $0 | 0 | 0.00 |
| 2020-03-31 | $248k | 6.9k | 35.76 |
| 2019-12-31 | $475k | 9.5k | 49.93 |
| 2019-09-30 | $465k | 9.8k | 47.39 |
| 2019-06-30 | $472k | 9.8k | 48.10 |
| 2019-03-31 | $668k | 14k | 48.87 |
| 2018-12-31 | $645k | 14k | 45.22 |
| 2018-09-30 | $728k | 14k | 51.94 |
| 2018-06-30 | $720k | 14k | 51.37 |
| 2018-03-31 | $836k | 15k | 54.58 |
| 2017-12-31 | $914k | 17k | 55.21 |
| 2017-09-30 | $904k | 17k | 54.61 |
| 2017-06-30 | $1.4M | 27k | 51.71 |
| 2017-03-31 | $1.4M | 27k | 50.29 |
| 2016-12-31 | $1.3M | 28k | 47.25 |
| 2016-09-30 | $1.2M | 27k | 46.17 |
| 2016-06-30 | $1.5M | 34k | 42.93 |
| 2016-03-31 | $34k | 1.5k | 22.30 |
| 2015-12-31 | $1.9M | 41k | 46.53 |
| 2015-09-30 | $9.8M | 211k | 46.29 |
| 2015-06-30 | $9.8M | 188k | 52.33 |
| 2015-03-31 | $7.6M | 144k | 53.28 |
| 2013-12-31 | $381k | 6.7k | 57.13 |
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