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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
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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Mather Group's EFG Position: Q1 2026 in Review

Mather Group increased its iShares MSCI EAFE Growth ETF (EFG) stake by 1.3% in Q1 2026, buying an estimated $20.8K and bringing the position to 13,891 shares worth $1.55M. The position accounts for 0.02% of the portfolio, ranked #265.

Mather Group first reported a position in EFG in Q1 2020 and has held it in 22 quarters since. The position peaked at $2.97M in Q4 2021. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

  • Mather Group held 13,891 shares of iShares MSCI EAFE Growth ETF worth $1.55M as of Q1 2026.
  • Mather Group bought 177 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $20.8K.
  • iShares MSCI EAFE Growth ETF made up 0.02% of Mather Group's portfolio in Q1 2026, its #265 holding.
  • Mather Group first reported a position in iShares MSCI EAFE Growth ETF in Q1 2020 and has held it in 22 quarters since.
  • Mather Group's iShares MSCI EAFE Growth ETF position peaked at $2.97M in Q4 2021.
  • 1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

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