Eastern Bank
ESGD icon

Eastern Bank’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Eastern Bank’s Portfolio ESGD Stock Details ESGD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$28.5M Sell
276,229
-4,260
-2% -$447K 0.43% 58
2026
Q2 		$28.8M Sell
280,489
-18,238
-6% -$1.85M 0.44% 58
2026
Q1 		$28.6M Buy
298,727
+16,643
+6% +$1.65M 0.49% 53
2025
Q4 		$26.8M Sell
282,084
-654
-0.2% -$61.6K 0.46% 52
2025
Q3 		$26.3M Sell
282,738
-21,134
-7% -$1.91M 0.47% 53
2025
Q2 		$27.1M Buy
303,872
+58,588
+24% +$5M 0.52% 50
2025
Q1 		$20M Buy
245,284
+73,830
+43% +$5.96M 0.39% 61
2024
Q4 		$13.1M Sell
171,454
-4,011
-2% -$319K 0.24% 98
2024
Q3 		$14.8M Sell
175,465
-933
-0.5% -$75.4K 0.26% 100
2024
Q2 		$13.9M Buy
176,398
+40
+0% +$3.18K 0.56% 70
2024
Q1 		$14.1M Buy
176,358
+44,181
+33% +$3.38M 0.59% 67
2023
Q4 		$10M Buy
132,177
+29,650
+29% +$2.1M 0.45% 76
2023
Q3 		$7.09M Sell
102,527
-3,018
-3% -$217K 0.35% 79
2023
Q2 		$7.7M Sell
105,545
-1,072
-1% -$78.2K 0.37% 77
2023
Q1 		$7.66M Buy
106,617
+28,569
+37% +$2.01M 0.38% 77
2022
Q4 		$5.13M Sell
78,048
-118
-0.2% -$7.41K 0.27% 76
2022
Q3 		$4.39M Buy
78,166
+3,250
+4% +$204K 0.25% 80
2022
Q2 		$4.7M Buy
74,916
+4,571
+6% +$312K 0.25% 80
2022
Q1 		$5.19M Buy
+70,345
New +$5.3M 0.24% 80

Other funds holding ESGD

KPDZUSZIDPFAS
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $520M AUM
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
SG
Stanich Group Montauk, New York $207M AUM 17.01% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $389M AUM 10.81% 1-Year Est. Return
FI
FinArc Investments Norwood, Massachusetts $113M AUM 13.61% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return
REMPR
Roof Eidam Maycock Peralta (REMP) San Francisco, California $531M AUM 13.26% 1-Year Est. Return
BSCCG
Blue Sky Capital Consultants Group Poway, California $239M AUM 14.34% 1-Year Est. Return

Eastern Bank's ESGD Position: Q3 2026 in Review

Eastern Bank reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 1.5% in Q3 2026, selling an estimated $447K and leaving 276,229 shares worth $28.5M. The position accounts for 0.43% of the portfolio, ranked #58.

Eastern Bank first reported a position in ESGD in Q1 2022 and has held it in 19 quarters since. The position peaked at $28.8M in Q2 2026. 177 funds tracked by Wall St. Rank hold ESGD as of Q3 2026.

  • Eastern Bank held 276,229 shares of iShares ESG Aware MSCI EAFE ETF worth $28.5M as of Q3 2026.
  • Eastern Bank sold 4,260 iShares ESG Aware MSCI EAFE ETF shares in Q3 2026, an estimated $447K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.43% of Eastern Bank's portfolio in Q3 2026, its #58 holding.
  • Eastern Bank first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2022 and has held it in 19 quarters since.
  • Eastern Bank's iShares ESG Aware MSCI EAFE ETF position peaked at $28.8M in Q2 2026.
  • 177 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q3 2026.

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