ISHARES TR

Ticker: EFG CUSIP: 464288885 Class: EAFE GRWTH ETF

WALLER FINANCIAL PLANNING GROUP, INC's Holding History (CIK: 0001736079)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 199,115 Value ($000) $22,683 Avg Close Range
Q3 2025
Shares 52,051 Value ($000) $5,928 Avg Close Range
Q2 2025
Shares 52,130 Value ($000) $5,839 Avg Close Range
Q1 2025
Shares 49,599 Value ($000) $4,960 Avg Close Range
Q4 2024
Shares 48,562 Value ($000) $4,702 Avg Close Range
Q3 2024
Shares 49,012 Value ($000) $5,276 Avg Close Range
Q2 2024
Shares 47,396 Value ($000) $4,849 Avg Close Range
Q1 2024
Shares 48,659 Value ($000) $5,050 Avg Close Range
Q4 2023
Shares 58,740 Value ($000) $5,689 Avg Close Range
Q3 2023
Shares 57,942 Value ($000) $5,000 Avg Close Range
Q2 2023
Shares 58,774 Value ($000) $5,608 Avg Close Range
Q1 2023
Shares 61,672 Value ($000) $5,777 Avg Close Range
Q4 2022
Shares 67,389 Value ($000) $5,645 Avg Close Range
Q3 2022
Shares 68,089 Value ($000) $4,941 Avg Close Range
Q2 2022
Shares 64,621 Value ($000) $5,201 Avg Close Range
Q1 2022
Shares 61,706 Value ($000) $5,940 Avg Close Range
Q4 2021
Shares 58,947 Value ($000) $6,501 Avg Close Range
Q3 2021
Shares 63,828 Value ($000) $6,796 Avg Close Range
Q2 2021
Shares 62,252 Value ($000) $6,678 Avg Close Range
Q1 2021
Shares 58,039 Value ($000) $5,831 Avg Close Range
Q4 2020
Shares 59,906 Value ($000) $6,045 Avg Close Range
Q3 2020
Shares 65,839 Value ($000) $5,918 Avg Close Range
Q2 2020
Shares 66,826 Value ($000) $5,554 Avg Close Range
Q1 2020
Shares 94,324 Value ($000) $6,707 Avg Close Range
Q4 2019
Shares 92,957 Value ($000) $8,038 Avg Close Range
Q3 2019
Shares 92,834 Value ($000) $7,663 Avg Close Range
Q2 2019
Shares 90,310 Value ($000) $7,270 Avg Close Range
Q1 2019
Shares 87,516 Value ($000) $6,935 Avg Close Range
Q4 2018
Shares 79,140 Value ($000) $5,466 Avg Close Range