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Mather Group’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Mather Group’s Portfolio ESGE Stock Details ESGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.21M Buy
168,404
+11,257
+7% +$588K 0.08% 108
2026
Q1 		$7.15M Sell
157,147
-880
-0.6% -$41.6K 0.07% 104
2025
Q4 		$6.98M Buy
158,027
+2,469
+2% +$109K 0.07% 102
2025
Q3 		$6.75M Sell
155,558
-914
-0.6% -$37.3K 0.07% 103
2025
Q2 		$6.13M Buy
156,472
+21,938
+16% +$794K 0.07% 106
2025
Q1 		$4.7M Sell
134,534
-11,399
-8% -$397K 0.05% 116
2024
Q4 		$4.87M Buy
145,933
+7,840
+6% +$277K 0.06% 109
2024
Q3 		$5.03M Sell
138,093
-20,785
-13% -$710K 0.06% 110
2024
Q2 		$5.12M Buy
158,878
+25,570
+19% +$842K 0.06% 121
2024
Q1 		$4.27M Buy
133,308
+97
+0.1% +$3.06K 0.07% 101
2023
Q4 		$4.27M Buy
133,211
+42,204
+46% +$1.3M 0.07% 104
2023
Q3 		$2.76M Buy
91,007
+23,097
+34% +$731K 0.05% 130
2023
Q2 		$2.15M Buy
67,910
+12,485
+23% +$392K 0.03% 159
2023
Q1 		$1.74M Buy
55,425
+2,268
+4% +$71.9K 0.03% 156
2022
Q4 		$1.6M Buy
53,157
+9,095
+21% +$267K 0.03% 154
2022
Q3 		$1.22M Buy
44,062
+10,026
+29% +$313K 0.03% 172
2022
Q2 		$1.1M Buy
34,036
+5,735
+20% +$194K 0.03% 169
2022
Q1 		$1.04M Buy
28,301
+328
+1% +$12.6K 0.02% 165
2021
Q4 		$1.11M Buy
27,973
+2,292
+9% +$94.5K 0.02% 141
2021
Q3 		$1.06M Buy
25,681
+5,378
+26% +$230K 0.03% 111
2021
Q2 		$917K Buy
20,303
+138
+0.7% +$6.11K 0.02% 112
2021
Q1 		$873K Buy
20,165
+1,374
+7% +$61.1K 0.02% 110
2020
Q4 		$789K Buy
18,791
+11,582
+161% +$452K 0.03% 104
2020
Q3 		$257K Buy
+7,209
New +$255K 0.01% 195

Other funds holding ESGE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mather Group's ESGE Position: Q2 2026 in Review

Mather Group increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 7.2% in Q2 2026, buying an estimated $588K and bringing the position to 168,404 shares worth $9.21M. The position accounts for 0.08% of the portfolio, ranked #108.

Mather Group first reported a position in ESGE in Q3 2020 and has held it in 24 quarters since. 633 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • Mather Group held 168,404 shares of iShares ESG Aware MSCI EM ETF worth $9.21M as of Q2 2026.
  • Mather Group bought 11,257 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $588K.
  • iShares ESG Aware MSCI EM ETF made up 0.08% of Mather Group's portfolio in Q2 2026, its #108 holding.
  • Mather Group first reported a position in iShares ESG Aware MSCI EM ETF in Q3 2020 and has held it in 24 quarters since.
  • 633 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

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