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 Q3	$18.2M	Sell	336,114 -2,980	-0.9%	-$159K	0.28%	76
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

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

MFPI

Midwest Financial Partners Investments St. Cloud, Minnesota $260M AUM 10.89% 1-Year Est. Return

BFG

Baron Financial Group Fair Lawn, New Jersey $205M AUM 12.06% 1-Year Est. Return

CNBT

Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return

Eastern Bank's ESGE Position: Q3 2026 in Review

Eastern Bank reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 0.88% in Q3 2026, selling an estimated $159K and leaving 336,114 shares worth $18.2M. The position accounts for 0.28% of the portfolio, ranked #76.

Eastern Bank first reported a position in ESGE in Q3 2024 and has held it in 9 quarters since. The position peaked at $18.5M in Q2 2026. 31 funds tracked by Wall St. Rank hold ESGE as of Q3 2026.

Eastern Bank held 336,114 shares of iShares ESG Aware MSCI EM ETF worth $18.2M as of Q3 2026.
Eastern Bank sold 2,980 iShares ESG Aware MSCI EM ETF shares in Q3 2026, an estimated $159K.
iShares ESG Aware MSCI EM ETF made up 0.28% of Eastern Bank's portfolio in Q3 2026, its #76 holding.
Eastern Bank first reported a position in iShares ESG Aware MSCI EM ETF in Q3 2024 and has held it in 9 quarters since.
Eastern Bank's iShares ESG Aware MSCI EM ETF position peaked at $18.5M in Q2 2026.
31 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2026.

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