iShares MSCI EAFE Value Index shares owned by Fortis Advisors
Quarter-by-quarter ownership of iShares MSCI EAFE Value Index (EFV) shares owned by Fortis Advisors
from 13F filings
Historical chart of Fortis 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 Fortis Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares MSCI EAFE Value Index by Fortis Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $207k | 3.6k | 57.54 |
2024-06-30 | $77k | 1.4k | 53.05 |
2024-03-31 | $64k | 1.2k | 54.40 |
2023-09-30 | $51k | 1.0k | 48.94 |
2023-06-30 | $63k | 1.3k | 48.95 |
2023-03-31 | $68k | 1.4k | 48.52 |
2022-12-31 | $121k | 2.6k | 45.88 |
2022-09-30 | $97k | 2.5k | 38.69 |
2022-06-30 | $116k | 2.7k | 43.32 |
2022-03-31 | $113k | 2.3k | 50.18 |
2021-12-31 | $114k | 2.3k | 50.22 |
2021-09-30 | $136k | 2.7k | 51.01 |
2021-06-30 | $142k | 2.7k | 51.82 |
2021-03-31 | $55k | 1.1k | 50.55 |
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