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 Q2	$761K	Sell	6,117 -486	-7%	-$58.6K	0.01%	230
2026 Q1	$735K	Sell	6,603 -9,116	-58%	-$1.07M	0.01%	232
2025 Q4	$1.79M	Sell	15,719 -2,063	-12%	-$237K	0.03%	163
2025 Q3	$2.02M	Sell	17,782 -5,377	-23%	-$599K	0.04%	146
2025 Q2	$2.59M	Sell	23,159 -10,645	-31%	-$1.12M	0.05%	132
2025 Q1	$3.38M	Sell	33,804 -393,808	-92%	-$40.1M	0.07%	121
2024 Q4	$41.4M	Buy	427,612 +6,892	+2%	+$700K	0.77%	40
2024 Q3	$45.3M	Buy	+420,720	New	+$43.6M	0.81%	37

Other funds holding EFG

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

FSWA

Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

WFPG

Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

Eastern Bank's EFG Position: Q2 2026 in Review

Eastern Bank reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 7.4% in Q2 2026, selling an estimated $58.6K and leaving 6,117 shares worth $761K. The position accounts for 0.01% of the portfolio, ranked #230.

Eastern Bank first reported a position in EFG in Q3 2024 and has held it in 8 quarters since. The position peaked at $45.3M in Q3 2024. 372 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Eastern Bank held 6,117 shares of iShares MSCI EAFE Growth ETF worth $761K as of Q2 2026.
Eastern Bank sold 486 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $58.6K.
iShares MSCI EAFE Growth ETF made up 0.01% of Eastern Bank's portfolio in Q2 2026, its #230 holding.
Eastern Bank first reported a position in iShares MSCI EAFE Growth ETF in Q3 2024 and has held it in 8 quarters since.
Eastern Bank's iShares MSCI EAFE Growth ETF position peaked at $45.3M in Q3 2024.
372 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Eastern Bank's 13F filing for Q2 2026, filed 1 Jul 2026.