iShares MSCI EAFE Value Index shares owned by Sontag Advisory
Quarter-by-quarter ownership of iShares MSCI EAFE Value Index (EFV) shares owned by Sontag Advisory
from 13F filings
Historical chart of Sontag Advisory investment in iShares MSCI EAFE Value Index
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Quarterly reported holdings in iShares MSCI EAFE Value Index by Sontag Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.9M | 58k | 67.83 |
| 2025-06-30 | $3.7M | 59k | 63.48 |
| 2025-03-31 | $3.3M | 56k | 58.94 |
| 2024-12-31 | $1.4M | 27k | 52.47 |
| 2024-09-30 | $1.6M | 27k | 57.53 |
| 2024-06-30 | $1.3M | 24k | 53.04 |
| 2024-03-31 | $1.4M | 26k | 54.40 |
| 2023-12-31 | $1.4M | 27k | 52.10 |
| 2023-09-30 | $1.4M | 28k | 48.93 |
| 2023-06-30 | $1.4M | 29k | 48.94 |
| 2023-03-31 | $1.5M | 31k | 48.53 |
| 2022-12-31 | $1.6M | 35k | 45.88 |
| 2022-09-30 | $1.9M | 49k | 38.53 |
| 2022-03-31 | $496k | 9.9k | 50.28 |
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