Eastern Bank’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Eastern Bank’s Portfolio ESGE Stock Details ESGE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$18.5M	Sell	339,094 -9,492	-3%	-$496K	0.28%	78
2026 Q1	$15.9M	Buy	348,586 +5,706	+2%	+$270K	0.27%	82
2025 Q4	$15.1M	Sell	342,880 -2,314	-0.7%	-$102K	0.26%	77
2025 Q3	$15M	Buy	345,194 +188,207	+120%	+$7.68M	0.27%	75
2025 Q2	$6.15M	Buy	156,987 +5,758	+4%	+$208K	0.12%	101
2025 Q1	$5.29M	Sell	151,229 -7,695	-5%	-$268K	0.1%	110
2024 Q4	$5.31M	Sell	158,924 -1,702	-1%	-$60K	0.1%	128
2024 Q3	$5.85M	Buy	+160,626	New	+$5.49M	0.1%	134

Other funds holding ESGE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Eastern Bank's ESGE Position: Q2 2026 in Review

Eastern Bank reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 2.7% in Q2 2026, selling an estimated $496K and leaving 339,094 shares worth $18.5M. The position accounts for 0.28% of the portfolio, ranked #78.

Eastern Bank first reported a position in ESGE in Q3 2024 and has held it in 8 quarters since. 633 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

Eastern Bank held 339,094 shares of iShares ESG Aware MSCI EM ETF worth $18.5M as of Q2 2026.
Eastern Bank sold 9,492 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $496K.
iShares ESG Aware MSCI EM ETF made up 0.28% of Eastern Bank's portfolio in Q2 2026, its #78 holding.
Eastern Bank first reported a position in iShares ESG Aware MSCI EM ETF in Q3 2024 and has held it in 8 quarters since.
633 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

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