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 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	$9.98M	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

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

BDFN

Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return

EWM

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

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

Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

WCM

Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return

SRWM

Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Eastern Bank's ESGD Position: Q2 2026 in Review

Eastern Bank reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 6.1% in Q2 2026, selling an estimated $1.85M and leaving 280,489 shares worth $28.8M. The position accounts for 0.44% of the portfolio, ranked #58.

Eastern Bank first reported a position in ESGD in Q1 2022 and has held it in 18 quarters since. 172 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

Eastern Bank held 280,489 shares of iShares ESG Aware MSCI EAFE ETF worth $28.8M as of Q2 2026.
Eastern Bank sold 18,238 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $1.85M.
iShares ESG Aware MSCI EAFE ETF made up 0.44% of Eastern Bank's portfolio in Q2 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 18 quarters since.
172 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

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