MassMutual Private Wealth & Trust, FSB ESGD β€” iShares Trust iShares ESG MSCI EAFE ETF

Ownership history in MassMutual Private Wealth & Trust, FSB  Β·  4 quarters on record

AI Ownership Summary

MassMutual Private Wealth & Trust, FSB reported iShares Trust iShares ESG MSCI EAFE ETF (ESGD) in 4 quarterly 13F filings from 2025 Q4 through 2026 Q2. Peak portfolio weight reached 0.03% in 2026 Q2. The latest visible filing shows ESGD at 0.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ESGD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MassMutual Private Wealth & Trust, FSB's position in iShares Trust iShares ESG MSCI EAFE ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

ESGD was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How MassMutual Private Wealth & Trust, FSB held ESGD β€” position size vs. price
% of Fund (quarterly)    ESGD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED β€” β€” β€” 11,595 -40 -0.3% 0.03% $1.2M 2026-07-02 $103.31
2026 Q1 ADDED β€” β€” β€” 11,635 +11,535 +11535.0% 0.03% $1.1M 2026-04-13 $99.73
2025 Q4 REDUCED 94.4% +0.6% ❌ 100 -1,700 -94.4% 0.00% $10K 2026-01-07 $95.59
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding ESGD

As of 2026 Q2 β€” sorted by position size

EASTERN BANK 3Y 7Y 0.44% First Financial Bank - Trust Division 3Y 7Y 0.15% CX Institutional 3Y 7Y 0.0%

FAQ About MassMutual Private Wealth & Trust, FSB and ESGD

These are the practical questions this page is built to answer before you even open the full history table.

How long has MassMutual Private Wealth & Trust, FSB reported owning ESGD?

MassMutual Private Wealth & Trust, FSB reported ESGD across 3 quarterly 13F filings, from 2025 Q4 through 2026 Q2.

What was the largest reported ESGD position in MassMutual Private Wealth & Trust, FSB's portfolio?

The largest reported portfolio weight for ESGD was 0.03% in 2026 Q2.

What is the latest reported ESGD position on this page?

The most recent filing on this page is 2026 Q2, when MassMutual Private Wealth & Trust, FSB reported 11,595 shares, equal to 0.03% of portfolio, with an estimated market value of $1.2M.

What does the chart on this ESGD ownership page compare?

The chart compares MassMutual Private Wealth & Trust, FSB's quarterly ESGD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did MassMutual Private Wealth & Trust, FSB time their ESGD position?

Based on 13F filing dates vs. subsequent ESGD price moves, MassMutual Private Wealth & Trust, FSB correctly timed 2 out of 3 reported position changes (67%).

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