Ishares Tr msci eafe esg shares owned by Valeo Financial Advisors
Quarter-by-quarter ownership of Ishares Tr msci eafe esg (ESGD) shares owned by Valeo Financial Advisors
from 13F filings
Historical chart of Valeo Financial Advisors investment in Ishares Tr msci eafe esg
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Quarterly reported holdings in Ishares Tr msci eafe esg by Valeo Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $805k | 8.7k | 92.98 |
| 2025-06-30 | $772k | 8.7k | 89.22 |
| 2025-03-31 | $957k | 12k | 81.69 |
| 2024-12-31 | $772k | 10k | 76.14 |
| 2024-09-30 | $853k | 10k | 84.17 |
| 2024-06-30 | $792k | 10k | 78.78 |
| 2024-03-31 | $832k | 11k | 77.78 |
| 2023-12-31 | $800k | 11k | 75.54 |
| 2023-09-30 | $733k | 11k | 69.13 |
| 2023-06-30 | $816k | 11k | 72.93 |
| 2023-03-31 | $826k | 12k | 71.84 |
| 2021-03-31 | $68k | 902 | 75.39 |
| 2020-12-31 | $64k | 882 | 72.56 |
| 2020-09-30 | $53k | 835 | 63.47 |
| 2020-06-30 | $51k | 835 | 61.08 |
| 2020-03-31 | $13k | 240 | 54.17 |