Mather Group
EFV icon

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

Mather 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 		$814K Buy
10,287
+3,512
+52% +$283K 0.01% 426
2026
Q2 		$519K Sell
6,775
-7,515
-53% -$582K ﹤0.01% 525
2026
Q1 		$1.06M Sell
14,290
-8,089
-36% -$608K 0.01% 322
2025
Q4 		$1.6M Sell
22,379
-5,644
-20% -$392K 0.02% 227
2025
Q3 		$1.9M Sell
28,023
-2,680
-9% -$177K 0.02% 202
2025
Q2 		$1.95M Buy
30,703
+9,724
+46% +$595K 0.02% 194
2025
Q1 		$1.24M Sell
20,979
-931
-4% -$52.7K 0.01% 231
2024
Q4 		$1.15M Buy
21,910
+1,216
+6% +$66.6K 0.01% 227
2024
Q3 		$1.19M Buy
20,694
+9,365
+83% +$517K 0.02% 222
2024
Q2 		$616K Buy
11,329
+1,902
+20% +$103K 0.01% 371
2024
Q1 		$491K Sell
9,427
-1,024
-10% -$53.4K 0.01% 342
2023
Q4 		$544K Buy
10,451
+4,443
+74% +$220K 0.01% 336
2023
Q3 		$294K Sell
6,008
-362
-6% -$17.9K 0.01% 443
2023
Q2 		$312K Buy
6,370
+1,263
+25% +$62.2K 0.01% 450
2023
Q1 		$248K Buy
+5,107
New +$247K ﹤0.01% 437

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
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 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
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
Waller Financial Planning Group
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

Mather Group's EFV Position: Q3 2026 in Review

Mather Group increased its iShares MSCI EAFE Value ETF (EFV) stake by 52% in Q3 2026, buying an estimated $283K and bringing the position to 10,287 shares worth $814K. The position accounts for 0.01% of the portfolio, ranked #426.

Mather Group first reported a position in EFV in Q1 2023 and has held it in 15 quarters since. The position peaked at $1.95M in Q2 2025. 377 funds tracked by Wall St. Rank hold EFV as of Q3 2026.

  • Mather Group held 10,287 shares of iShares MSCI EAFE Value ETF worth $814K as of Q3 2026.
  • Mather Group bought 3,512 iShares MSCI EAFE Value ETF shares in Q3 2026, an estimated $283K.
  • iShares MSCI EAFE Value ETF made up 0.01% of Mather Group's portfolio in Q3 2026, its #426 holding.
  • Mather Group first reported a position in iShares MSCI EAFE Value ETF in Q1 2023 and has held it in 15 quarters since.
  • Mather Group's iShares MSCI EAFE Value ETF position peaked at $1.95M in Q2 2025.
  • 377 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2026.

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