Eastern Bank’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Eastern Bank’s Portfolio ESGU Stock Details ESGU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$595K	Hold	3,634	–	–	0.01%	265
2026 Q1	$514K	Sell	3,634 -139	-4%	-$20.6K	0.01%	278
2025 Q4	$562K	Sell	3,773 -840	-18%	-$124K	0.01%	248
2025 Q3	$672K	Sell	4,613 -254	-5%	-$35.6K	0.01%	225
2025 Q2	$659K	Sell	4,867 -1,647	-25%	-$206K	0.01%	226
2025 Q1	$794K	Sell	6,514 -2,040	-24%	-$263K	0.02%	221
2024 Q4	$1.1M	Sell	8,554 -212	-2%	-$27.5K	0.02%	199
2024 Q3	$1.11M	Buy	+8,766	New	+$1.06M	0.02%	217

Other funds holding ESGU

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

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

ACA

Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return

SHJ

Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

C1AG

Client 1st Advisory Group Dunedin, Florida $384M AUM 22.43% 1-Year Est. Return

RZH

Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

EWM

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

KFAA

Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return

Eastern Bank's ESGU Position: Q2 2026 in Review

Eastern Bank held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q2 2026 at 3,634 shares worth $595K. The position accounts for 0.01% of the portfolio, ranked #265.

Eastern Bank first reported a position in ESGU in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.11M in Q3 2024. 149 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

Eastern Bank held 3,634 shares of iShares ESG Aware MSCI USA ETF worth $595K as of Q2 2026.
Eastern Bank left its iShares ESG Aware MSCI USA ETF share count unchanged in Q2 2026.
iShares ESG Aware MSCI USA ETF made up 0.01% of Eastern Bank's portfolio in Q2 2026, its #265 holding.
Eastern Bank first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2024 and has held it in 8 quarters since.
Eastern Bank's iShares ESG Aware MSCI USA ETF position peaked at $1.11M in Q3 2024.
149 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

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