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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$18.8M Buy
2025
Q2
$17.6M Buy
2025
Q1
$15.9M Sell
2024
Q4
$15.6M Buy
2024
Q3
$15.4M Buy
2024
Q2
$14.2M Buy
2024
Q1
$12.1M Buy
2023
Q4
$11.9M Buy
2023
Q3
$7.72M Buy
2023
Q2
$6.5M Buy
2023
Q1
$5.74M Sell
2022
Q4
$5.38M Buy
2022
Q3
$4.03M Buy
2022
Q2
$3.25M Buy
2022
Q1
$3.72M Buy
2021
Q4
$3.97M Buy
2021
Q3
$3.64M Buy
2021
Q2
$2.97M Buy
2021
Q1
$2.51M Buy
2020
Q4
$2.14M Buy
2020
Q3
$470K Buy