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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
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 $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mather Group's ESGU Position: Q1 2026 in Review

Mather Group increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 6.8% in Q1 2026, buying an estimated $31.1K and bringing the position to 3,287 shares worth $465K. The position accounts for ﹤0.01% of the portfolio, ranked #510.

Mather Group first reported a position in ESGU in Q2 2020 and has held it in 23 quarters since. The position peaked at $628K in Q2 2023. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • Mather Group held 3,287 shares of iShares ESG Aware MSCI USA ETF worth $465K as of Q1 2026.
  • Mather Group bought 210 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $31.1K.
  • iShares ESG Aware MSCI USA ETF made up ﹤0.01% of Mather Group's portfolio in Q1 2026, its #510 holding.
  • Mather Group first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2020 and has held it in 23 quarters since.
  • Mather Group's iShares ESG Aware MSCI USA ETF position peaked at $628K in Q2 2023.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.