iShares MSCI EAFE Value Index shares owned by Lutz Financial Services
Quarter-by-quarter ownership of iShares MSCI EAFE Value Index (EFV) shares owned by Lutz Financial Services
from 13F filings
Historical chart of Lutz Financial Services investment in iShares MSCI EAFE Value Index
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Quarterly reported holdings in iShares MSCI EAFE Value Index by Lutz Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $206k | 3.8k | 54.40 |
| 2021-06-30 | $201k | 3.9k | 51.86 |
| 2020-03-31 | $1.4M | 38k | 35.69 |
| 2019-12-31 | $6.3M | 125k | 49.93 |
| 2019-09-30 | $5.9M | 124k | 47.37 |
| 2019-06-30 | $5.9M | 122k | 48.07 |
| 2019-03-31 | $5.9M | 122k | 48.88 |
| 2018-12-31 | $5.6M | 124k | 45.22 |
| 2018-09-30 | $4.7M | 91k | 51.92 |
| 2018-06-30 | $3.6M | 69k | 51.34 |
| 2018-03-31 | $3.8M | 69k | 54.55 |
| 2017-12-31 | $3.8M | 70k | 55.21 |
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