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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
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

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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mather Group's ESGU Position: Q2 2026 in Review

Mather Group increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 1.6% in Q2 2026, buying an estimated $8.38K and bringing the position to 3,340 shares worth $547K. The position accounts for ﹤0.01% of the portfolio, ranked #514.

Mather Group first reported a position in ESGU in Q2 2020 and has held it in 24 quarters since. The position peaked at $628K in Q2 2023. 866 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Mather Group held 3,340 shares of iShares ESG Aware MSCI USA ETF worth $547K as of Q2 2026.
  • Mather Group bought 53 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $8.38K.
  • iShares ESG Aware MSCI USA ETF made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #514 holding.
  • Mather Group first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2020 and has held it in 24 quarters since.
  • Mather Group's iShares ESG Aware MSCI USA ETF position peaked at $628K in Q2 2023.
  • 866 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

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