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Ishares Tr hdg msci eafe shares owned by Valeo Financial Advisors

Quarter-by-quarter ownership of Ishares Tr hdg msci eafe (HEFA) shares owned by Valeo Financial Advisors from 13F filings

Historical chart of Valeo Financial Advisors investment in Ishares Tr hdg msci eafe

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All positions including Ishares Tr hdg msci eafe held by Valeo Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr hdg msci eafe by Valeo Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $17M 490k 35.42
2024-06-30 $17M 488k 35.56
2024-03-31 $10M 298k 34.45
2023-12-31 $9.4M 300k 31.51
2023-09-30 $8.7M 290k 30.10
2023-06-30 $4.8M 156k 31.00
2023-03-31 $4.3M 147k 29.47
2022-12-31 $1.4M 52k 27.00