Eastern Bank’s iShares ESG Screened S&P Mid-Cap ETF XJH Stock Holding History

Eastern Bank’s Portfolio XJH Stock Details XJH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.01M	Sell	20,685 -3,425	-14%	-$175K	0.02%	201
2026 Q2	$1.26M	Sell	24,110 -267,970	-92%	-$13.2M	0.02%	189
2026 Q1	$13.3M	Sell	292,080 -19,986	-6%	-$936K	0.23%	93
2025 Q4	$13.9M	Sell	312,066 -1,854	-0.6%	-$81.7K	0.24%	79
2025 Q3	$13.8M	Sell	313,920 -7,922	-2%	-$341K	0.24%	77
2025 Q2	$13.4M	Sell	321,842 -4,874	-1%	-$192K	0.25%	78
2025 Q1	$12.8M	Sell	326,716 -50,654	-13%	-$2.11M	0.25%	82
2024 Q4	$15.8M	Sell	377,370 -3,766	-1%	-$163K	0.29%	83
2024 Q3	$16.1M	Buy	381,136 +115,749	+44%	+$4.72M	0.29%	92
2024 Q2	$10.5M	Buy	265,387 +127,024	+92%	+$5.03M	0.42%	75
2024 Q1	$5.68M	Buy	138,363 +8,418	+6%	+$324K	0.24%	90
2023 Q4	$4.9M	Buy	129,945 +2,131	+2%	+$73.2K	0.22%	88
2023 Q3	$4.33M	Sell	127,814 -3,168	-2%	-$113K	0.22%	88
2023 Q2	$4.67M	Sell	130,982 -1,440	-1%	-$48.6K	0.22%	88
2023 Q1	$4.5M	Buy	+132,422	New	+$4.59M	0.23%	87

Other funds holding XJH

RFA

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

SRWM

Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

FFA

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

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

PFA

Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

WETS

Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

Eastern Bank's XJH Position: Q3 2026 in Review

Eastern Bank reduced its iShares ESG Screened S&P Mid-Cap ETF (XJH) stake by 14% in Q3 2026, selling an estimated $175K and leaving 20,685 shares worth $1.01M. The position accounts for 0.02% of the portfolio, ranked #201.

Eastern Bank first reported a position in XJH in Q1 2023 and has held it in 15 quarters since. The position peaked at $16.1M in Q3 2024. 9 funds tracked by Wall St. Rank hold XJH as of Q3 2026.

Eastern Bank held 20,685 shares of iShares ESG Screened S&P Mid-Cap ETF worth $1.01M as of Q3 2026.
Eastern Bank sold 3,425 iShares ESG Screened S&P Mid-Cap ETF shares in Q3 2026, an estimated $175K.
iShares ESG Screened S&P Mid-Cap ETF made up 0.02% of Eastern Bank's portfolio in Q3 2026, its #201 holding.
Eastern Bank first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q1 2023 and has held it in 15 quarters since.
Eastern Bank's iShares ESG Screened S&P Mid-Cap ETF position peaked at $16.1M in Q3 2024.
9 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q3 2026.

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