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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
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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Mather Group's ESGD Position: Q2 2026 in Review

Mather Group increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 11% in Q2 2026, buying an estimated $2.49M and bringing the position to 241,378 shares worth $24.8M. The position accounts for 0.22% of the portfolio, ranked #54.

Mather Group first reported a position in ESGD in Q3 2020 and has held it in 24 quarters since. 757 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Mather Group held 241,378 shares of iShares ESG Aware MSCI EAFE ETF worth $24.8M as of Q2 2026.
  • Mather Group bought 24,515 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $2.49M.
  • iShares ESG Aware MSCI EAFE ETF made up 0.22% of Mather Group's portfolio in Q2 2026, its #54 holding.
  • Mather Group first reported a position in iShares ESG Aware MSCI EAFE ETF in Q3 2020 and has held it in 24 quarters since.
  • 757 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.