Mather Group
ESGD icon

Mather Group’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Mather Group’s Portfolio ESGD Stock Details ESGD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$26M Buy
251,884
+10,506
+4% +$1.1M 0.22% 51
2026
Q2 		$24.8M Buy
241,378
+24,515
+11% +$2.49M 0.22% 54
2026
Q1 		$20.7M Buy
216,863
+3,084
+1% +$305K 0.21% 50
2025
Q4 		$20.3M Buy
213,779
+11,966
+6% +$1.13M 0.21% 52
2025
Q3 		$18.8M Buy
201,813
+4,717
+2% +$427K 0.19% 52
2025
Q2 		$17.6M Buy
197,096
+2,482
+1% +$212K 0.19% 52
2025
Q1 		$15.9M Sell
194,614
-10,564
-5% -$852K 0.18% 55
2024
Q4 		$15.6M Buy
205,178
+22,435
+12% +$1.79M 0.2% 54
2024
Q3 		$15.4M Buy
182,743
+4,546
+3% +$367K 0.2% 58
2024
Q2 		$14.2M Buy
178,197
+17,965
+11% +$1.43M 0.18% 62
2024
Q1 		$12.1M Buy
160,232
+2,640
+2% +$202K 0.19% 57
2023
Q4 		$11.9M Buy
157,592
+45,898
+41% +$3.25M 0.19% 58
2023
Q3 		$7.72M Buy
111,694
+22,627
+25% +$1.63M 0.14% 69
2023
Q2 		$6.5M Buy
89,067
+9,119
+11% +$665K 0.1% 85
2023
Q1 		$5.74M Sell
79,948
-1,838
-2% -$129K 0.1% 79
2022
Q4 		$5.38M Buy
81,786
+9,917
+14% +$623K 0.1% 80
2022
Q3 		$4.03M Buy
71,869
+20,033
+39% +$1.26M 0.09% 90
2022
Q2 		$3.25M Buy
51,836
+1,389
+3% +$94.8K 0.07% 93
2022
Q1 		$3.72M Buy
50,447
+460
+0.9% +$34.6K 0.07% 84
2021
Q4 		$3.97M Buy
49,987
+3,556
+8% +$283K 0.08% 75
2021
Q3 		$3.64M Buy
46,431
+8,805
+23% +$707K 0.09% 64
2021
Q2 		$2.97M Buy
37,626
+4,605
+14% +$367K 0.08% 62
2021
Q1 		$2.51M Buy
33,021
+3,703
+13% +$279K 0.07% 62
2020
Q4 		$2.14M Buy
29,318
+21,913
+296% +$1.5M 0.07% 61
2020
Q3 		$470K Buy
+7,405
New +$473K 0.02% 141

Other funds holding ESGD

KPDZUSZIDPFAS
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $520M AUM
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SG
Stanich Group Montauk, New York $207M AUM 17.01% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $389M AUM 10.81% 1-Year Est. Return
FI
FinArc Investments Norwood, Massachusetts $113M AUM 13.61% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return
REMPR
Roof Eidam Maycock Peralta (REMP) San Francisco, California $531M AUM 13.26% 1-Year Est. Return
BSCCG
Blue Sky Capital Consultants Group Poway, California $239M AUM 14.34% 1-Year Est. Return

Mather Group's ESGD Position: Q3 2026 in Review

Mather Group increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 4.4% in Q3 2026, buying an estimated $1.1M and bringing the position to 251,884 shares worth $26M. The position accounts for 0.22% of the portfolio, ranked #51.

Mather Group first reported a position in ESGD in Q3 2020 and has held it in 25 quarters since. 179 funds tracked by Wall St. Rank hold ESGD as of Q3 2026.

  • Mather Group held 251,884 shares of iShares ESG Aware MSCI EAFE ETF worth $26M as of Q3 2026.
  • Mather Group bought 10,506 iShares ESG Aware MSCI EAFE ETF shares in Q3 2026, an estimated $1.1M.
  • iShares ESG Aware MSCI EAFE ETF made up 0.22% of Mather Group's portfolio in Q3 2026, its #51 holding.
  • Mather Group first reported a position in iShares ESG Aware MSCI EAFE ETF in Q3 2020 and has held it in 25 quarters since.
  • 179 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q3 2026.

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