Foster Group
EFV icon

Foster Group’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Foster Group’s Portfolio EFV Stock Details EFV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$834K Sell
10,537
-146
-1% -$11.8K 0.02% 135
2026
Q2 		$818K Sell
10,683
-406
-4% -$31.4K 0.02% 134
2026
Q1 		$824K Buy
11,089
+275
+3% +$20.7K 0.02% 124
2025
Q4 		$772K Sell
10,814
-11
-0.1% -$764 0.02% 126
2025
Q3 		$734K Sell
10,825
-695
-6% -$45.8K 0.02% 127
2025
Q2 		$731K Sell
11,520
-195
-2% -$11.9K 0.03% 120
2025
Q1 		$690K Buy
11,715
+195
+2% +$11K 0.03% 107
2024
Q4 		$604K Sell
11,520
-174
-1% -$9.5K 0.02% 109
2024
Q3 		$673K Buy
11,694
+124
+1% +$6.85K 0.03% 113
2024
Q2 		$614K Sell
11,570
-1,217
-10% -$66.2K 0.02% 111
2024
Q1 		$696K Buy
12,787
+194
+2% +$10.1K 0.03% 106
2023
Q4 		$616K Hold
12,593
– – 0.04% 94
2023
Q3 		$616K Sell
12,593
-3,443
-21% -$171K 0.04% 94
2023
Q2 		$785K Sell
16,036
-223
-1% -$11K 0.05% 84
2023
Q1 		$789K Buy
16,259
+3,155
+24% +$153K 0.05% 83
2022
Q4 		$601K Sell
13,104
-11,014
-46% -$478K 0.04% 88
2022
Q3 		$929K Buy
24,118
+824
+4% +$35.1K 0.08% 59
2022
Q2 		$1.01M Buy
23,294
+3,116
+15% +$148K 0.07% 60
2022
Q1 		$1.01M Sell
20,178
-5,927
-23% -$301K 0.08% 59
2021
Q4 		$1.32M Sell
26,105
-68
-0.3% -$3.47K 0.11% 46
2021
Q3 		$1.33M Buy
26,173
+726
+3% +$37.6K 0.13% 41
2021
Q2 		$1.32M Sell
25,447
-821
-3% -$43.4K 0.15% 38
2021
Q1 		$1.34M Sell
26,268
-633
-2% -$31.5K 0.21% 28
2020
Q4 		$1.28M Buy
+26,901
New +$1.19M 0.24% 23

Other funds holding EFV

Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Hamilton Capital
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Financial Synergies Wealth Advisors
Financial Synergies Wealth Advisors Houston, Texas $1.22B AUM 22.8% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Affinity Capital Advisors
Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Foster Group's EFV Position: Q3 2026 in Review

Foster Group reduced its iShares MSCI EAFE Value ETF (EFV) stake by 1.4% in Q3 2026, selling an estimated $11.8K and leaving 10,537 shares worth $834K. The position accounts for 0.02% of the portfolio, ranked #135.

Foster Group first reported a position in EFV in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.34M in Q1 2021. 237 funds tracked by Wall St. Rank hold EFV as of Q3 2026.

  • Foster Group held 10,537 shares of iShares MSCI EAFE Value ETF worth $834K as of Q3 2026.
  • Foster Group sold 146 iShares MSCI EAFE Value ETF shares in Q3 2026, an estimated $11.8K.
  • iShares MSCI EAFE Value ETF made up 0.02% of Foster Group's portfolio in Q3 2026, its #135 holding.
  • Foster Group first reported a position in iShares MSCI EAFE Value ETF in Q4 2020 and has held it in 24 quarters since.
  • Foster Group's iShares MSCI EAFE Value ETF position peaked at $1.34M in Q1 2021.
  • 237 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2026.

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