FG
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
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% +$9.61K 0.06% 76
2023
Q2 		$951K Buy
14,094
+509
+4% +$35.1K 0.06% 73
2023
Q1 		$919K Sell
13,585
-218
-2% -$14.3K 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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

Foster Group's EFAV Position: Q2 2026 in Review

Foster Group increased its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 0.87% in Q2 2026, buying an estimated $11.7K and bringing the position to 14,981 shares worth $1.31M. The position accounts for 0.03% of the portfolio, ranked #109.

Foster Group first reported a position in EFAV in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.36M in Q1 2026. 530 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

  • Foster Group held 14,981 shares of iShares MSCI EAFE Min Vol Factor ETF worth $1.31M as of Q2 2026.
  • Foster Group bought 129 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $11.7K.
  • iShares MSCI EAFE Min Vol Factor ETF made up 0.03% of Foster Group's portfolio in Q2 2026, its #109 holding.
  • Foster Group first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q2 2021 and has held it in 21 quarters since.
  • Foster Group's iShares MSCI EAFE Min Vol Factor ETF position peaked at $1.36M in Q1 2026.
  • 530 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on Foster Group's 13F filing for Q2 2026, filed 7 Jul 2026.