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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

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Quarterly reported holdings in iShares MSCI EAFE Value Index by Fermata Advisors

Quarter filed Position value Share count Share price at filing
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

More positions owned by Fermata Advisors

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Innovator Etfs Trust Us Eqt Ultra Bf (UJAN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
Cambria Etf Tr Shshld Yield Etf (SYLD)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Pimco Etf Tr 15+ Yr Us Tips (LTPZ)
Lattice Strategies Tr Hartford Us Eqty (ROUS)

View all positions for Fermata Advisors

Top funds holding iShares MSCI EAFE Value Index

Envestnet Asset Management
FMR
LPL Financial
Jpmorgan Chase & Co
Us Bancorp
Jones Financial Companies, L.L
Envestnet Portfolio Solutions
Morgan Stanley
Bank of America Corporation
BlackRock
Park Avenue Securities
CWM
Alliancebernstein
Ameriprise Financial
Auto-Owners Insurance

View all funds holding iShares MSCI EAFE Value Index