Mather Group
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Mather Group’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Mather Group’s Portfolio SUSA Stock Details SUSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$774K Sell
4,972
-14
-0.3% -$2.18K 0.01% 437
2026
Q2 		$769K Sell
4,986
-5
-0.1% -$738 0.01% 438
2026
Q1 		$659K Buy
4,991
+1
+0% +$139 0.01% 427
2025
Q4 		$695K Buy
4,990
+1
+0% +$138 0.01% 342
2025
Q3 		$677K Sell
4,989
-22
-0.4% -$2.87K 0.01% 350
2025
Q2 		$635K Sell
5,011
-798
-14% -$94.1K 0.01% 343
2025
Q1 		$667K Sell
5,809
-48
-0.8% -$5.82K 0.01% 324
2024
Q4 		$712K Sell
5,857
-11
-0.2% -$1.35K 0.01% 281
2024
Q3 		$706K Sell
5,868
-759
-11% -$87.6K 0.01% 294
2024
Q2 		$723K Buy
6,627
+6,399
+2,807% +$694K 0.01% 332
2024
Q1 		$22.9K Buy
+228
New +$23.7K ﹤0.01% 1036
2023
Q3 		– Sell
-4,977
Closed -$466K – 619
2023
Q2 		$466K Buy
+4,977
New +$442K 0.01% 362

Other funds holding SUSA

Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Shira Ridge Wealth Management
Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return
Stewardship Advisors
Stewardship Advisors Mount Joy, Pennsylvania $480M AUM 11.7% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Roof Eidam Maycock Peralta (REMP)
Roof Eidam Maycock Peralta (REMP) San Francisco, California $531M AUM 13.26% 1-Year Est. Return
BigSur Wealth Management
BigSur Wealth Management Miami, Florida $423M AUM 18.98% 1-Year Est. Return
Tompkins Financial
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Mather Group's SUSA Position: Q3 2026 in Review

Mather Group reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 0.28% in Q3 2026, selling an estimated $2.18K and leaving 4,972 shares worth $774K. The position accounts for 0.01% of the portfolio, ranked #437.

Mather Group first reported a position in SUSA in Q2 2023 and has held it in 12 quarters since. 159 funds tracked by Wall St. Rank hold SUSA as of Q3 2026.

  • Mather Group held 4,972 shares of iShares ESG Optimized MSCI USA ETF worth $774K as of Q3 2026.
  • Mather Group sold 14 iShares ESG Optimized MSCI USA ETF shares in Q3 2026, an estimated $2.18K.
  • iShares ESG Optimized MSCI USA ETF made up 0.01% of Mather Group's portfolio in Q3 2026, its #437 holding.
  • Mather Group first reported a position in iShares ESG Optimized MSCI USA ETF in Q2 2023 and has held it in 12 quarters since.
  • 159 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q3 2026.

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