Mather Group
EFA icon

Mather Group’s iShares MSCI EAFE ETF EFA Stock Holding History

Mather Group’s Portfolio EFA Stock Details EFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$16.9M Sell
162,554
-5,772
-3% -$611K 0.14% 73
2026
Q2 		$17.5M Sell
168,326
-1,145
-0.7% -$118K 0.15% 66
2026
Q1 		$16.5M Buy
169,471
+4,638
+3% +$464K 0.16% 60
2025
Q4 		$15.8M Buy
164,833
+119,981
+268% +$11.4M 0.16% 63
2025
Q3 		$4.19M Buy
44,852
+28,628
+176% +$2.6M 0.04% 136
2025
Q2 		$1.45M Buy
16,224
+11
+0.1% +$939 0.02% 230
2025
Q1 		$1.33M Buy
16,213
+547
+3% +$44.1K 0.02% 218
2024
Q4 		$1.18M Sell
15,666
-121
-0.8% -$9.6K 0.02% 223
2024
Q3 		$1.32M Sell
15,787
-2,917
-16% -$235K 0.02% 211
2024
Q2 		$1.49M Buy
18,704
+2,564
+16% +$203K 0.02% 215
2024
Q1 		$1.22M Buy
16,140
+250
+2% +$19.1K 0.02% 201
2023
Q4 		$1.2M Sell
15,890
-1,497
-9% -$106K 0.02% 205
2023
Q3 		$1.2M Sell
17,387
-1,404
-7% -$101K 0.02% 193
2023
Q2 		$1.36M Sell
18,791
-14,500
-44% -$1.05M 0.02% 186
2023
Q1 		$2.38M Buy
33,291
+15,012
+82% +$1.05M 0.04% 133
2022
Q4 		$1.2M Sell
18,279
-653
-3% -$40.9K 0.02% 184
2022
Q3 		$1.06M Sell
18,932
-4,697
-20% -$293K 0.02% 190
2022
Q2 		$1.48M Sell
23,629
-22,351
-49% -$1.52M 0.03% 148
2022
Q1 		$3.38M Buy
45,980
+24,089
+110% +$1.8M 0.07% 89
2021
Q4 		$1.72M Buy
21,891
+844
+4% +$66.8K 0.03% 106
2021
Q3 		$1.64M Sell
21,047
-2,539
-11% -$203K 0.04% 87
2021
Q2 		$1.86M Sell
23,586
-2,379
-9% -$189K 0.05% 77
2021
Q1 		$1.97M Sell
25,965
-1,210
-4% -$91.1K 0.06% 68
2020
Q4 		$1.98M Sell
27,175
-4,055
-13% -$277K 0.06% 64
2020
Q3 		$1.99M Buy
31,230
+14,571
+87% +$932K 0.08% 60
2020
Q2 		$1.01M Sell
16,659
-9,514
-36% -$550K 0.05% 85
2020
Q1 		$1.4M Buy
26,173
+14,404
+122% +$914K 0.1% 58
2019
Q4 		$817K Buy
+11,769
New +$795K 0.05% 70

Other funds holding EFA

NYU
New York University New York $314M AUM 25.02% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
WoodTrust Financial
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GF
Greenfield FTC Reno, Nevada $743M AUM 14.64% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
IFG Advisors
IFG Advisors St. Louis, Missouri $730M AUM 19.37% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
AB
ANB Bank Denver, Colorado $282M AUM 20.31% 1-Year Est. Return

Mather Group's EFA Position: Q3 2026 in Review

Mather Group reduced its iShares MSCI EAFE ETF (EFA) stake by 3.4% in Q3 2026, selling an estimated $611K and leaving 162,554 shares worth $16.9M. The position accounts for 0.14% of the portfolio, ranked #73.

Mather Group first reported a position in EFA in Q4 2019 and has held it in 28 quarters since. The position peaked at $17.5M in Q2 2026. 508 funds tracked by Wall St. Rank hold EFA as of Q3 2026.

  • Mather Group held 162,554 shares of iShares MSCI EAFE ETF worth $16.9M as of Q3 2026.
  • Mather Group sold 5,772 iShares MSCI EAFE ETF shares in Q3 2026, an estimated $611K.
  • iShares MSCI EAFE ETF made up 0.14% of Mather Group's portfolio in Q3 2026, its #73 holding.
  • Mather Group first reported a position in iShares MSCI EAFE ETF in Q4 2019 and has held it in 28 quarters since.
  • Mather Group's iShares MSCI EAFE ETF position peaked at $17.5M in Q2 2026.
  • 508 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2026.

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