Mather Group
EEM icon

Mather Group’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Mather Group’s Portfolio EEM Stock Details EEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.23M Sell
33,445
-280
-0.8% -$18.5K 0.02% 259
2026
Q2 		$2.31M Sell
33,725
-781
-2% -$51K 0.02% 251
2026
Q1 		$1.96M Sell
34,506
-310
-0.9% -$18.2K 0.02% 230
2025
Q4 		$1.9M Sell
34,816
-49
-0.1% -$2.66K 0.02% 207
2025
Q3 		$1.86M Sell
34,865
-946
-3% -$47.5K 0.02% 204
2025
Q2 		$1.73M Sell
35,811
-2,433
-6% -$109K 0.02% 205
2025
Q1 		$1.67M Sell
38,244
-2,591
-6% -$113K 0.02% 191
2024
Q4 		$1.71M Buy
40,835
+429
+1% +$19K 0.02% 177
2024
Q3 		$1.85M Sell
40,406
-6,026
-13% -$260K 0.02% 173
2024
Q2 		$1.91M Buy
46,432
+1,385
+3% +$58.1K 0.02% 190
2024
Q1 		$1.81M Buy
45,047
+232
+0.5% +$9.23K 0.03% 161
2023
Q4 		$1.8M Sell
44,815
-963
-2% -$37.2K 0.03% 163
2023
Q3 		$1.74M Sell
45,778
-533
-1% -$21.1K 0.03% 161
2023
Q2 		$1.83M Sell
46,311
-534
-1% -$21K 0.03% 167
2023
Q1 		$1.85M Sell
46,845
-2,070
-4% -$82.3K 0.03% 153
2022
Q4 		$1.85M Sell
48,915
-1,294
-3% -$47.7K 0.04% 143
2022
Q3 		$1.75M Sell
50,209
-6,173
-11% -$241K 0.04% 141
2022
Q2 		$2.26M Buy
56,382
+35,821
+174% +$1.5M 0.05% 117
2022
Q1 		$928K Buy
20,561
+1,564
+8% +$73.8K 0.02% 184
2021
Q4 		$928K Sell
18,997
-145
-0.8% -$7.3K 0.02% 157
2021
Q3 		$964K Sell
19,142
-1,669
-8% -$86.9K 0.02% 119
2021
Q2 		$1.15M Buy
20,811
+4,248
+26% +$231K 0.03% 99
2021
Q1 		$883K Sell
16,563
-2,260
-12% -$124K 0.03% 107
2020
Q4 		$973K Sell
18,823
-3,761
-17% -$181K 0.03% 97
2020
Q3 		$996K Sell
22,584
-2,400
-10% -$105K 0.04% 93
2020
Q2 		$999K Buy
+24,984
New +$935K 0.05% 89

Other funds holding EEM

GF
Greenfield FTC Reno, Nevada $743M AUM 14.64% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $1.03B AUM 10.97% 1-Year Est. Return
Halbert Hargrove Global Advisors
Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
New Harbor Financial Group
New Harbor Financial Group Worcester, Massachusetts $669M AUM 22.9% 1-Year Est. Return
Beirne Wealth Consulting Services
Beirne Wealth Consulting Services Shelton, Connecticut $505M AUM 16.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
Colton Groome Financial Advisors
Colton Groome Financial Advisors Asheville, North Carolina $427M AUM 13.21% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

Mather Group's EEM Position: Q3 2026 in Review

Mather Group reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 0.83% in Q3 2026, selling an estimated $18.5K and leaving 33,445 shares worth $2.23M. The position accounts for 0.02% of the portfolio, ranked #259.

Mather Group first reported a position in EEM in Q2 2020 and has held it in 26 quarters since. The position peaked at $2.31M in Q2 2026. 446 funds tracked by Wall St. Rank hold EEM as of Q3 2026.

  • Mather Group held 33,445 shares of iShares MSCI Emerging Markets ETF worth $2.23M as of Q3 2026.
  • Mather Group sold 280 iShares MSCI Emerging Markets ETF shares in Q3 2026, an estimated $18.5K.
  • iShares MSCI Emerging Markets ETF made up 0.02% of Mather Group's portfolio in Q3 2026, its #259 holding.
  • Mather Group first reported a position in iShares MSCI Emerging Markets ETF in Q2 2020 and has held it in 26 quarters since.
  • Mather Group's iShares MSCI Emerging Markets ETF position peaked at $2.31M in Q2 2026.
  • 446 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q3 2026.

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