Mather Group
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Mather Group’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Mather Group’s Portfolio ESGU Stock Details ESGU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$835K Buy
5,007
+1,667
+50% +$277K 0.01% 419
2026
Q2 		$547K Buy
3,340
+53
+2% +$8.38K ﹤0.01% 514
2026
Q1 		$465K Buy
3,287
+210
+7% +$31.1K ﹤0.01% 510
2025
Q4 		$458K Buy
3,077
+4
+0.1% +$591 ﹤0.01% 426
2025
Q3 		$447K Buy
3,073
+128
+4% +$17.9K ﹤0.01% 424
2025
Q2 		$398K Sell
2,945
-727
-20% -$90.8K ﹤0.01% 432
2025
Q1 		$448K Hold
3,672
– – 0.01% 401
2024
Q4 		$473K Buy
3,672
+6
+0.2% +$777 0.01% 375
2024
Q3 		$463K Sell
3,666
-160
-4% -$19.4K 0.01% 383
2024
Q2 		$440K Buy
3,826
+552
+17% +$63.4K 0.01% 440
2024
Q1 		$344K Hold
3,274
– – 0.01% 408
2023
Q4 		$344K Sell
3,274
-639
-16% -$62.6K 0.01% 423
2023
Q3 		$367K Sell
3,913
-2,532
-39% -$248K 0.01% 394
2023
Q2 		$628K Buy
6,445
+3,994
+163% +$369K 0.01% 304
2023
Q1 		$222K Hold
2,451
– – ﹤0.01% 467
2022
Q4 		$208K Sell
2,451
-164
-6% -$14K ﹤0.01% 458
2022
Q3 		$208K Buy
+2,615
New +$232K ﹤0.01% 442
2022
Q2 		– Sell
-3,057
Closed -$310K – 411
2022
Q1 		$310K Hold
3,057
– – 0.01% 341
2021
Q4 		$330K Buy
3,057
+722
+31% +$75.8K 0.01% 285
2021
Q3 		$230K Hold
2,335
– – 0.01% 259
2021
Q2 		$230K Hold
2,335
– – 0.01% 253
2021
Q1 		$212K Hold
2,335
– – 0.01% 251
2020
Q4 		$201K Sell
2,335
-927
-28% -$75.3K 0.01% 240
2020
Q3 		$249K Sell
3,262
-1,191
-27% -$89.7K 0.01% 200
2020
Q2 		$312K Buy
+4,453
New +$293K 0.01% 165

Other funds holding ESGU

KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $520M AUM
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Affinity Capital Advisors
Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return
Sharkey, Howes & Javer
Sharkey, Howes & Javer Denver, Colorado $830M AUM 12.73% 1-Year Est. Return
Relyea Zuckerberg Hanson
Relyea Zuckerberg Hanson Stamford, Connecticut $1.21B AUM 20.62% 1-Year Est. Return
Client 1st Advisory Group
Client 1st Advisory Group Dunedin, Florida $391M AUM 16.25% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Mather Group's ESGU Position: Q3 2026 in Review

Mather Group increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 50% in Q3 2026, buying an estimated $277K and bringing the position to 5,007 shares worth $835K. The position accounts for 0.01% of the portfolio, ranked #419.

Mather Group first reported a position in ESGU in Q2 2020 and has held it in 25 quarters since. 244 funds tracked by Wall St. Rank hold ESGU as of Q3 2026.

  • Mather Group held 5,007 shares of iShares ESG Aware MSCI USA ETF worth $835K as of Q3 2026.
  • Mather Group bought 1,667 iShares ESG Aware MSCI USA ETF shares in Q3 2026, an estimated $277K.
  • iShares ESG Aware MSCI USA ETF made up 0.01% of Mather Group's portfolio in Q3 2026, its #419 holding.
  • Mather Group first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2020 and has held it in 25 quarters since.
  • 244 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2026.

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