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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

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Quarterly 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