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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
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% -$9.58K 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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Mather Group's EFA Position: Q1 2026 in Review

Mather Group increased its iShares MSCI EAFE ETF (EFA) stake by 2.8% in Q1 2026, buying an estimated $464K and bringing the position to 169,471 shares worth $16.5M. The position accounts for 0.16% of the portfolio, ranked #60.

Mather Group first reported a position in EFA in Q4 2019 and has held it in 26 quarters since. 2,199 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • Mather Group held 169,471 shares of iShares MSCI EAFE ETF worth $16.5M as of Q1 2026.
  • Mather Group bought 4,638 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $464K.
  • iShares MSCI EAFE ETF made up 0.16% of Mather Group's portfolio in Q1 2026, its #60 holding.
  • Mather Group first reported a position in iShares MSCI EAFE ETF in Q4 2019 and has held it in 26 quarters since.
  • 2,199 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.