Mather Group
EFG icon

Mather Group’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Mather Group’s Portfolio EFG Stock Details EFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.24M Buy
18,704
+4,649
+33% +$570K 0.02% 258
2026
Q2 		$1.75M Buy
14,055
+164
+1% +$19.8K 0.02% 287
2026
Q1 		$1.55M Buy
13,891
+177
+1% +$20.8K 0.02% 265
2025
Q4 		$1.56M Buy
13,714
+10
+0.1% +$1.15K 0.02% 228
2025
Q3 		$1.56M Sell
13,704
-6,984
-34% -$778K 0.02% 229
2025
Q2 		$2.32M Buy
20,688
+33
+0.2% +$3.48K 0.02% 176
2025
Q1 		$2.07M Sell
20,655
-4,570
-18% -$466K 0.02% 179
2024
Q4 		$2.44M Buy
25,225
+2,956
+13% +$300K 0.03% 150
2024
Q3 		$2.4M Buy
22,269
+3,074
+16% +$319K 0.03% 155
2024
Q2 		$1.99M Buy
19,195
+1,728
+10% +$177K 0.02% 180
2024
Q1 		$1.69M Buy
17,467
+245
+1% +$24.4K 0.03% 167
2023
Q4 		$1.67M Buy
17,222
+6,871
+66% +$616K 0.03% 170
2023
Q3 		$893K Buy
10,351
+4,602
+80% +$424K 0.02% 232
2023
Q2 		$549K Buy
5,749
+839
+17% +$79.8K 0.01% 334
2023
Q1 		$460K Sell
4,910
-11
-0.2% -$989 0.01% 332
2022
Q4 		$412K Sell
4,921
-485
-9% -$39.2K 0.01% 345
2022
Q3 		$392K Buy
5,406
+1,463
+37% +$119K 0.01% 319
2022
Q2 		$317K Sell
3,943
-15,031
-79% -$1.31M 0.01% 300
2022
Q1 		$1.83M Sell
18,974
-7,940
-30% -$781K 0.04% 118
2021
Q4 		$2.97M Buy
+26,914
New +$2.95M 0.06% 87
2021
Q2 		– Sell
-3,176
Closed -$319K – 287
2021
Q1 		$319K Buy
+3,176
New +$323K 0.01% 204
2020
Q4 		– Sell
-2,518
Closed -$226K – 256
2020
Q3 		$226K Sell
2,518
-744
-23% -$65.9K 0.01% 216
2020
Q2 		$271K Sell
3,262
-10,416
-76% -$813K 0.01% 177
2020
Q1 		$973K Buy
+13,678
New +$1.11M 0.07% 68

Other funds holding EFG

JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
Financial Synergies Wealth Advisors
Financial Synergies Wealth Advisors Houston, Texas $1.22B AUM 22.8% 1-Year Est. Return
NBT Bank
NBT Bank Norwich, New York $1.47B AUM 18.77% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Waller Financial Planning Group
Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return
Affinity Capital Advisors
Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return
RTD Financial Advisors
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
Cerro Pacific Wealth Advisors
Cerro Pacific Wealth Advisors San Luis Obispo, California $458M AUM 21.87% 1-Year Est. Return
Robinswood Financial
Robinswood Financial Kirkland, Washington $324M AUM 8.63% 1-Year Est. Return

Mather Group's EFG Position: Q3 2026 in Review

Mather Group increased its iShares MSCI EAFE Growth ETF (EFG) stake by 33% in Q3 2026, buying an estimated $570K and bringing the position to 18,704 shares worth $2.24M. The position accounts for 0.02% of the portfolio, ranked #258.

Mather Group first reported a position in EFG in Q1 2020 and has held it in 24 quarters since. The position peaked at $2.97M in Q4 2021. 322 funds tracked by Wall St. Rank hold EFG as of Q3 2026.

  • Mather Group held 18,704 shares of iShares MSCI EAFE Growth ETF worth $2.24M as of Q3 2026.
  • Mather Group bought 4,649 iShares MSCI EAFE Growth ETF shares in Q3 2026, an estimated $570K.
  • iShares MSCI EAFE Growth ETF made up 0.02% of Mather Group's portfolio in Q3 2026, its #258 holding.
  • Mather Group first reported a position in iShares MSCI EAFE Growth ETF in Q1 2020 and has held it in 24 quarters since.
  • Mather Group's iShares MSCI EAFE Growth ETF position peaked at $2.97M in Q4 2021.
  • 322 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2026.

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