Mather Group
EFAV icon

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

Mather 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 		$2.5M Buy
27,394
+426
+2% +$39.4K 0.02% 243
2026
Q2 		$2.37M Sell
26,968
-81
-0.3% -$7.35K 0.02% 246
2026
Q1 		$2.47M Sell
27,049
-77
-0.3% -$6.96K 0.02% 202
2025
Q4 		$2.34M Hold
27,126
– – 0.02% 186
2025
Q3 		$2.3M Buy
27,126
+26
+0.1% +$2.2K 0.02% 187
2025
Q2 		$2.28M Hold
27,100
– – 0.02% 178
2025
Q1 		$2.11M Sell
27,100
-318
-1% -$23.7K 0.02% 177
2024
Q4 		$1.94M Buy
27,418
+27
+0.1% +$1.99K 0.03% 165
2024
Q3 		$2.1M Buy
27,391
+222
+0.8% +$16.4K 0.03% 163
2024
Q2 		$1.93M Sell
27,169
-7,080
-21% -$497K 0.02% 187
2024
Q1 		$2.37M Sell
34,249
-14
-0% -$974 0.04% 150
2023
Q4 		$2.38M Buy
34,263
+3
+0% +$199 0.04% 153
2023
Q3 		$2.23M Hold
34,260
– – 0.04% 146
2023
Q2 		$2.31M Buy
34,260
+303
+0.9% +$20.9K 0.04% 152
2023
Q1 		$2.3M Hold
33,957
– – 0.04% 137
2022
Q4 		$2.16M Sell
33,957
-69,829
-67% -$4.27M 0.04% 132
2022
Q3 		$5.92M Buy
+103,786
New +$6.51M 0.13% 74
2022
Q2 		– Sell
-103,370
Closed -$7.46M – 409
2022
Q1 		$7.46M Sell
103,370
-23,619
-19% -$1.71M 0.15% 61
2021
Q4 		$9.7M Buy
+126,989
New +$9.7M 0.19% 53
2021
Q3 		– Sell
-2,826
Closed -$213K – 289
2021
Q2 		$213K Buy
+2,826
New +$213K 0.01% 267

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

Mather Group's EFAV Position: Q3 2026 in Review

Mather Group increased its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 1.6% in Q3 2026, buying an estimated $39.4K and bringing the position to 27,394 shares worth $2.5M. The position accounts for 0.02% of the portfolio, ranked #243.

Mather Group first reported a position in EFAV in Q2 2021 and has held it in 20 quarters since. The position peaked at $9.7M in Q4 2021. 101 funds tracked by Wall St. Rank hold EFAV as of Q3 2026.

  • Mather Group held 27,394 shares of iShares MSCI EAFE Min Vol Factor ETF worth $2.5M as of Q3 2026.
  • Mather Group bought 426 iShares MSCI EAFE Min Vol Factor ETF shares in Q3 2026, an estimated $39.4K.
  • iShares MSCI EAFE Min Vol Factor ETF made up 0.02% of Mather Group's portfolio in Q3 2026, its #243 holding.
  • Mather Group first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q2 2021 and has held it in 20 quarters since.
  • Mather Group's iShares MSCI EAFE Min Vol Factor ETF position peaked at $9.7M in Q4 2021.
  • 101 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.