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Eastern Bank’s iShares Morningstar Growth ETF ILCG Stock Holding History

Eastern Bank’s Portfolio ILCG Stock Details ILCG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$291K Hold
2,490
– – ﹤0.01% 354
2026
Q1 		$238K Hold
2,490
– – ﹤0.01% 350
2025
Q4 		$259K Hold
2,490
– – ﹤0.01% 328
2025
Q3 		$260K Hold
2,490
– – ﹤0.01% 324
2025
Q2 		$241K Hold
2,490
– – ﹤0.01% 335
2025
Q1 		$202K Hold
2,490
– – ﹤0.01% 355
2024
Q4 		$223K Hold
2,490
– – ﹤0.01% 347
2024
Q3 		$209K Sell
2,490
-81
-3% -$6.57K ﹤0.01% 362
2024
Q2 		$209K Sell
2,571
-87
-3% -$6.66K 0.01% 192
2024
Q1 		$201K Sell
2,658
-696
-21% -$50.1K 0.01% 201
2023
Q4 		$227K Hold
3,354
– – 0.01% 198
2023
Q3 		$200K Hold
3,354
– – 0.01% 201
2023
Q2 		$209K Buy
+3,354
New +$193K 0.01% 197
2022
Q2 		– Sell
-3,354
Closed -$218K – 197
2022
Q1 		$218K Sell
3,354
-1,559
-32% -$99.5K 0.01% 191
2021
Q4 		$353K Hold
4,913
– – 0.02% 173
2021
Q3 		$322K Sell
4,913
-87
-2% -$5.87K 0.02% 169
2021
Q2 		$324K Hold
5,000
– – 0.02% 168
2021
Q1 		$288K Hold
5,000
– – 0.02% 166
2020
Q4 		$290K Hold
5,000
– – 0.02% 165
2020
Q3 		$267K Hold
5,000
– – 0.02% 164
2020
Q2 		$234K Buy
+5,000
New +$217K 0.02% 170
2020
Q1 		– Sell
-5,000
Closed -$210K – 187
2019
Q4 		$210K Buy
+5,000
New +$199K 0.01% 184

Other funds holding ILCG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CT
Clearstead Trust Portland, Maine $765M AUM 36.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
BDWCC
B&D White Capital Company Lakeway, Texas $1B AUM 19.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Eastern Bank's ILCG Position: Q2 2026 in Review

Eastern Bank held its iShares Morningstar Growth ETF (ILCG) position steady in Q2 2026 at 2,490 shares worth $291K. The position accounts for ﹤0.01% of the portfolio, ranked #354.

Eastern Bank first reported a position in ILCG in Q4 2019 and has held it in 22 quarters since. The position peaked at $353K in Q4 2021. 351 funds tracked by Wall St. Rank hold ILCG as of Q2 2026.

  • Eastern Bank held 2,490 shares of iShares Morningstar Growth ETF worth $291K as of Q2 2026.
  • Eastern Bank left its iShares Morningstar Growth ETF share count unchanged in Q2 2026.
  • iShares Morningstar Growth ETF made up ﹤0.01% of Eastern Bank's portfolio in Q2 2026, its #354 holding.
  • Eastern Bank first reported a position in iShares Morningstar Growth ETF in Q4 2019 and has held it in 22 quarters since.
  • Eastern Bank's iShares Morningstar Growth ETF position peaked at $353K in Q4 2021.
  • 351 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2026.

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