iShares MSCI EAFE Value Index shares owned by Fermata Advisors
Quarter-by-quarter ownership of iShares MSCI EAFE Value Index (EFV) shares owned by Fermata Advisors
from 13F filings
Historical chart of Fermata Advisors investment in iShares MSCI EAFE Value Index
Tip: Access up to 7 years of quarterly data
All positions including iShares MSCI EAFE Value Index held by Fermata Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares MSCI EAFE Value Index by Fermata Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $481k | 6.7k | 71.41 |
| 2025-09-30 | $459k | 6.8k | 67.83 |
| 2025-06-30 | $415k | 6.5k | 63.48 |
| 2025-03-31 | $398k | 6.8k | 58.94 |
| 2024-12-31 | $360k | 6.9k | 52.47 |
| 2024-09-30 | $395k | 6.9k | 57.53 |
| 2024-06-30 | $346k | 6.5k | 53.04 |
| 2024-03-31 | $369k | 6.8k | 54.40 |
| 2023-12-31 | $257k | 4.9k | 52.10 |
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