Eastern Bank’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Eastern Bank’s Portfolio EFG Stock Details EFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$480K	Sell	12,006 -6,345	-35%	-$259K	0.01%	283
2026 Q2	$761K	Sell	18,351 -1,458	-7%	-$58.6K	0.01%	230
2026 Q1	$735K	Sell	19,809 -27,348	-58%	-$1.07M	0.01%	232
2025 Q4	$1.79M	Sell	47,157 -6,189	-12%	-$237K	0.03%	163
2025 Q3	$2.02M	Sell	53,346 -16,131	-23%	-$599K	0.04%	146
2025 Q2	$2.59M	Sell	69,477 -31,935	-31%	-$1.12M	0.05%	132
2025 Q1	$3.38M	Sell	101,412 -1,181,424	-92%	-$40.1M	0.07%	121
2024 Q4	$41.4M	Buy	1,282,836 +20,676	+2%	+$700K	0.77%	40
2024 Q3	$45.3M	Buy	+1,262,160	New	+$43.6M	0.81%	37

Other funds holding EFG

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $34.5B AUM 23.55% 1-Year Est. Return

Eastern Bank's EFG Position: Q3 2026 in Review

Eastern Bank reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 35% in Q3 2026, selling an estimated $259K and leaving 12,006 shares worth $480K. The position accounts for 0.01% of the portfolio, ranked #283.

Eastern Bank first reported a position in EFG in Q3 2024 and has held it in 9 quarters since. The position peaked at $45.3M in Q3 2024. 954 funds tracked by Wall St. Rank hold EFG as of Q3 2026.

Eastern Bank held 12,006 shares of iShares MSCI EAFE Growth ETF worth $480K as of Q3 2026.
Eastern Bank sold 6,345 iShares MSCI EAFE Growth ETF shares in Q3 2026, an estimated $259K.
iShares MSCI EAFE Growth ETF made up 0.01% of Eastern Bank's portfolio in Q3 2026, its #283 holding.
Eastern Bank first reported a position in iShares MSCI EAFE Growth ETF in Q3 2024 and has held it in 9 quarters since.
Eastern Bank's iShares MSCI EAFE Growth ETF position peaked at $45.3M in Q3 2024.
954 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2026.

Based on Eastern Bank's 13F filing for Q3 2026, filed 5 Oct 2026.