iShares MSCI EAFE Value Index shares owned by Theory Financial
Quarter-by-quarter ownership of iShares MSCI EAFE Value Index (EFV) shares owned by Theory Financial
from 13F filings
Historical chart of Theory Financial investment in iShares MSCI EAFE Value Index
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Quarterly reported holdings in iShares MSCI EAFE Value Index by Theory Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $4.8M | 75k | 63.33 |
| 2025-03-31 | $3.0M | 50k | 58.94 |
| 2024-12-31 | $3.3M | 63k | 52.47 |
| 2024-09-30 | $3.0M | 55k | 54.88 |
| 2024-06-30 | $1.2M | 22k | 53.04 |
| 2024-03-31 | $956k | 18k | 54.40 |
| 2023-12-31 | $812k | 16k | 52.10 |
| 2023-09-30 | $934k | 19k | 48.93 |
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