Fermata Advisors’s iShares MSCI EAFE Value ETF EFV Stock Holding History
Bought
Maintained
Sold
Other funds holding EFV
DWM
Fermata Advisors's EFV Position: Q2 2026 in Review
Fermata Advisors increased its iShares MSCI EAFE Value ETF (EFV) stake by 92% in Q2 2026, buying an estimated $606K and bringing the position to 16,372 shares worth $1.25M. The position accounts for 0.25% of the portfolio, ranked #92.
Fermata Advisors first reported a position in EFV in Q4 2023 and has held it in 11 quarters since. 1,249 funds tracked by Wall St. Rank hold EFV as of Q2 2026.
- Fermata Advisors held 16,372 shares of iShares MSCI EAFE Value ETF worth $1.25M as of Q2 2026.
- Fermata Advisors bought 7,826 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $606K.
- iShares MSCI EAFE Value ETF made up 0.25% of Fermata Advisors's portfolio in Q2 2026, its #92 holding.
- Fermata Advisors first reported a position in iShares MSCI EAFE Value ETF in Q4 2023 and has held it in 11 quarters since.
- 1,249 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.
Based on Fermata Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.