Foster Group
EFAV icon

Foster Group’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Foster Group’s Portfolio EFAV Stock Details EFAV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.34M Sell
14,679
-302
-2% -$27.9K 0.04% 106
2026
Q2 		$1.31M Buy
14,981
+129
+0.9% +$11.7K 0.03% 109
2026
Q1 		$1.36M Sell
14,852
-618
-4% -$55.8K 0.04% 99
2025
Q4 		$1.33M Buy
15,470
+92
+0.6% +$7.86K 0.04% 95
2025
Q3 		$1.3M Buy
15,378
+192
+1% +$16.2K 0.04% 94
2025
Q2 		$1.28M Sell
15,186
-404
-3% -$33.1K 0.04% 89
2025
Q1 		$1.21M Sell
15,590
-966
-6% -$72.1K 0.05% 79
2024
Q4 		$1.17M Buy
16,556
+529
+3% +$38.9K 0.04% 81
2024
Q3 		$1.23M Buy
16,027
+224
+1% +$16.5K 0.05% 81
2024
Q2 		$1.1M Buy
15,803
+403
+3% +$28.3K 0.04% 86
2024
Q1 		$1.09M Buy
15,400
+1,163
+8% +$80.9K 0.05% 81
2023
Q4 		$929K Hold
14,237
– – 0.06% 76
2023
Q3 		$929K Buy
14,237
+143
+1% +$9.6K 0.06% 76
2023
Q2 		$951K Buy
14,094
+509
+4% +$35.1K 0.06% 73
2023
Q1 		$919K Sell
13,585
-218
-2% -$14.4K 0.06% 75
2022
Q4 		$878K Buy
13,803
+2,234
+19% +$136K 0.07% 69
2022
Q3 		$660K Buy
11,569
+2,003
+21% +$126K 0.05% 75
2022
Q2 		$606K Buy
9,566
+1,112
+13% +$74.7K 0.04% 86
2022
Q1 		$610K Buy
8,454
+1,303
+18% +$94.6K 0.05% 85
2021
Q4 		$549K Buy
7,151
+853
+14% +$65K 0.05% 83
2021
Q3 		$474K Buy
6,298
+1,459
+30% +$113K 0.05% 93
2021
Q2 		$366K Buy
+4,839
New +$365K 0.04% 103

Other funds holding EFAV

Armbruster Capital Management
Armbruster Capital Management Pittsford, New York $666M AUM 15.92% 1-Year Est. Return
CFG
Compass Financial Group Dublin, Ohio $151M AUM 8.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
RF
RHS Financial San Francisco, California $296M AUM 17.24% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
TCV Trust & Wealth Management
TCV Trust & Wealth Management Richmond, Virginia $1.29B AUM 16.51% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
SWL
STACKSTONE WEALTH, LLC Dubuque, Iowa $1.01B AUM
SPA
Shore Point Advisors Brielle, New Jersey $315M AUM 12.9% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Foster Group's EFAV Position: Q3 2026 in Review

Foster Group reduced its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 2% in Q3 2026, selling an estimated $27.9K and leaving 14,679 shares worth $1.34M. The position accounts for 0.04% of the portfolio, ranked #106.

Foster Group first reported a position in EFAV in Q2 2021 and has held it in 22 quarters since. The position peaked at $1.36M in Q1 2026. 101 funds tracked by Wall St. Rank hold EFAV as of Q3 2026.

  • Foster Group held 14,679 shares of iShares MSCI EAFE Min Vol Factor ETF worth $1.34M as of Q3 2026.
  • Foster Group sold 302 iShares MSCI EAFE Min Vol Factor ETF shares in Q3 2026, an estimated $27.9K.
  • iShares MSCI EAFE Min Vol Factor ETF made up 0.04% of Foster Group's portfolio in Q3 2026, its #106 holding.
  • Foster Group first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q2 2021 and has held it in 22 quarters since.
  • Foster Group's iShares MSCI EAFE Min Vol Factor ETF position peaked at $1.36M in Q1 2026.
  • 101 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q3 2026.

Based on Foster Group's 13F filing for Q3 2026, filed 13 Oct 2026.