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 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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

FLPIM

F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

IAS

IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

KOC

Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Eastern Bank's XJH Position: Q2 2026 in Review

Eastern Bank reduced its iShares ESG Screened S&P Mid-Cap ETF (XJH) stake by 92% in Q2 2026, selling an estimated $13.2M and leaving 24,110 shares worth $1.26M. The position accounts for 0.02% of the portfolio, ranked #189.

Eastern Bank first reported a position in XJH in Q1 2023 and has held it in 14 quarters since. The position peaked at $16.1M in Q3 2024. 194 funds tracked by Wall St. Rank hold XJH as of Q2 2026.

Eastern Bank held 24,110 shares of iShares ESG Screened S&P Mid-Cap ETF worth $1.26M as of Q2 2026.
Eastern Bank sold 267,970 iShares ESG Screened S&P Mid-Cap ETF shares in Q2 2026, an estimated $13.2M.
iShares ESG Screened S&P Mid-Cap ETF made up 0.02% of Eastern Bank's portfolio in Q2 2026, its #189 holding.
Eastern Bank first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q1 2023 and has held it in 14 quarters since.
Eastern Bank's iShares ESG Screened S&P Mid-Cap ETF position peaked at $16.1M in Q3 2024.
194 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q2 2026.

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