iShares MSCI EAFE Value Index shares owned by Waller Financial Planning Group
Quarter-by-quarter ownership of iShares MSCI EAFE Value Index (EFV) shares owned by Waller Financial Planning Group
from 13F filings
Historical chart of Waller Financial Planning Group investment in iShares MSCI EAFE Value Index
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Quarterly reported holdings in iShares MSCI EAFE Value Index by Waller Financial Planning Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $5.7M | 99k | 57.53 |
| 2024-06-30 | $5.1M | 95k | 53.04 |
| 2024-03-31 | $5.4M | 99k | 54.40 |
| 2023-12-31 | $6.9M | 132k | 52.10 |
| 2023-09-30 | $6.5M | 134k | 48.93 |
| 2023-06-30 | $6.6M | 134k | 48.94 |
| 2023-03-31 | $6.6M | 135k | 48.53 |
| 2022-12-31 | $6.7M | 146k | 45.88 |
| 2022-09-30 | $5.6M | 147k | 38.53 |
| 2022-06-30 | $6.1M | 142k | 43.40 |
| 2022-03-31 | $7.0M | 139k | 50.26 |
| 2021-12-31 | $6.9M | 138k | 50.39 |
| 2021-09-30 | $7.0M | 138k | 50.85 |
| 2021-06-30 | $7.0M | 135k | 51.76 |
| 2021-03-31 | $6.9M | 135k | 50.97 |
| 2020-12-31 | $6.8M | 143k | 47.20 |
| 2020-09-30 | $6.0M | 150k | 40.35 |
| 2020-06-30 | $6.0M | 151k | 39.97 |
| 2020-03-31 | $7.1M | 200k | 35.69 |
| 2019-12-31 | $8.3M | 167k | 49.93 |
| 2019-09-30 | $8.1M | 164k | 49.27 |
| 2019-06-30 | $7.4M | 154k | 48.11 |
| 2019-03-31 | $7.3M | 145k | 50.39 |
| 2018-12-31 | $5.9M | 130k | 45.22 |
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