Jake Auchincloss
U.S. Representative, Massachusetts district 4 (MA04)
Latest disclosure May 22, 2026: Periodic transaction report, filing 20034622.
Everything below is as of the disclosure date of the filing it came from, not live. Members report trades up to 45 days after they happen.
Holdings
From Annual report (FD Original) for 2025, filing 10073339.
As of April 9, 2026, the date it was filed.
Sorted by the lower bound of the disclosed value band, largest band first.
| Ticker | Asset | Owner | Value band | Source |
|---|---|---|---|---|
| STT | Fidelity Brokerage - MG ⇒ State Street Corporation Common Stock (STT) RS | Spouse | Spouse/DC Over $1,000,000 | p. 3 |
| STT | Fidelity Brokerage - MG ⇒ State Street Corporation Common Stock (STT) RS | Spouse | $250,001 - $500,000 | p. 3 |
| SUSA | Merrill Lynch Brokerage - JA ⇒ iShares MSCI USA ESG Select ETF (SUSA) EF | Member | $100,001 - $250,000 | p. 4 |
| SPYX | Merrill Lynch Brokerage - JA ⇒ SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) EF | Member | $100,001 - $250,000 | p. 4 |
| ARAIX | Merrill Lynch Roth IRA - MG ⇒ Ariel Fund Instl Cl (ARAIX) MF | Spouse | $100,001 - $250,000 | p. 9 |
| SUSA | Merrill Lynch Roth IRA - MG ⇒ iShares MSCI USA ESG Select ETF (SUSA) EF | Spouse | $100,001 - $250,000 | p. 9 |
| SPYX | Merrill Lynch Roth IRA - MG ⇒ SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) EF | Spouse | $100,001 - $250,000 | p. 9 |
| FBAFX | 529 DC1 ⇒ American Balanced Fund - Class 529-F-2 (FBAFX) MF | Dependent child | $50,001 - $100,000 | p. 1 |
| FFXFX | 529 DC1 ⇒ American Funds Fundamental Investors - Class 529-F-2 (FFXFX) MF | Dependent child | $50,001 - $100,000 | p. 2 |
| FCWGX | 529 DC1 ⇒ Capital World Growth and Income Fund - Class 529-F-2 (FCWGX) MF | Dependent child | $50,001 - $100,000 | p. 2 |
| FNEEX | 529 DC1 ⇒ The New Economy Fund - Class 529-F-2 (FNEEX) MF | Dependent child | $50,001 - $100,000 | p. 2 |
| FWMMX | 529 DC1 ⇒ Washington Mutual Investors Fund - Class 529-F-2 (FWMMX) MF | Dependent child | $50,001 - $100,000 | p. 2 |
| FBAFX | 529 DC2 ⇒ American Balanced Fund - Class 529-F-2 (FBAFX) MF | Dependent child | $50,001 - $100,000 | p. 2 |
| FFXFX | 529 DC2 ⇒ American Funds Fundamental Investors - Class 529-F-2 (FFXFX) MF | Dependent child | $50,001 - $100,000 | p. 2 |
| FBAFX | 529 DC3 ⇒ American Balanced Fund - Class 529-F-2 (FBAFX) MF | Dependent child | $50,001 - $100,000 | p. 2 |
| SSDLX | Fidelity - State Street Salary Savings Program ⇒ State Street Target Retirement 2050 Fund Class K (SSDLX) MF | Spouse | $50,001 - $100,000 | p. 3 |
| STT | Fidelity Brokerage - MG ⇒ State Street Corporation Common Stock (STT) ST | Spouse | $50,001 - $100,000 | p. 3 |
| ESML | Merrill Lynch Brokerage - JA ⇒ iShares ESG Aware MSCI USA Small-Cap ETF (ESML) EF | Member | $50,001 - $100,000 | p. 4 |
| VSGX | Merrill Lynch Brokerage - JA ⇒ Vanguard ESG International Stock ETF (VSGX) EF | Member | $50,001 - $100,000 | p. 4 |
| SUSA | Merrill Lynch Brokerage - MG ⇒ iShares MSCI USA ESG Select ETF (SUSA) EF | Spouse | $50,001 - $100,000 | p. 5 |
| SPYX | Merrill Lynch Brokerage - MG ⇒ SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) EF | Spouse | $50,001 - $100,000 | p. 5 |
| SUSA | Merrill Lynch IRA - MG ⇒ iShares MSCI USA ESG Select ETF (SUSA) EF | Spouse | $50,001 - $100,000 | p. 8 |
| SCIEX | Merrill Lynch Roth IRA - MG ⇒ Hartford Schroders International Stock Fund (SCIEX) MF | Spouse | $50,001 - $100,000 | p. 9 |
| ESGD | Merrill Lynch Roth IRA - MG ⇒ iShares ESG Aware MSCI EAFE ETF (ESGD) EF | Spouse | $50,001 - $100,000 | p. 9 |
| FUEPX | 529 DC2 ⇒ EuroPacific Growth Fund - Class 529-F-2 (FUEPX) MF | Dependent child | $15,001 - $50,000 | p. 2 |
| FNFWX | 529 DC2 ⇒ New World Fund, Inc. - Class 529-F-2 (FNFWX) MF | Dependent child | $15,001 - $50,000 | p. 2 |
| FNEEX | 529 DC2 ⇒ The New Economy Fund - Class 529-F-2 (FNEEX) MF | Dependent child | $15,001 - $50,000 | p. 2 |
| FWMMX | 529 DC2 ⇒ Washington Mutual Investors Fund - Class 529-F-2 (FWMMX) MF | Dependent child | $15,001 - $50,000 | p. 2 |
| FMMMX | 529 DC3 ⇒ AMCAP Fund - Class 529-F-2 (FMMMX) MF | Dependent child | $15,001 - $50,000 | p. 2 |
| FBCIX | 529 DC3 ⇒ Capital Income Builder - Class 529-F-2 (FBCIX) MF | Dependent child | $15,001 - $50,000 | p. 2 |
| FUEPX | 529 DC3 ⇒ EuroPacific Growth Fund - Class 529-F-2 (FUEPX) MF | Dependent child | $15,001 - $50,000 | p. 3 |
| FFBOX | 529 DC3 ⇒ The Bond Fund of America - Class 529-F-2 (FFBOX) MF | Dependent child | $15,001 - $50,000 | p. 3 |
| FWMMX | 529 DC3 ⇒ Washington Mutual Investors Fund - Class 529-F-2 (FWMMX) MF | Dependent child | $15,001 - $50,000 | p. 3 |
| ARAIX | Merrill Lynch Brokerage - JA ⇒ Ariel Fund Instl Cl (ARAIX) MF | Member | $15,001 - $50,000 | p. 3 |
| FIW | Merrill Lynch Brokerage - JA ⇒ First Trust Water ETF (FIW) EF | Member | $15,001 - $50,000 | p. 4 |
| ESGD | Merrill Lynch Brokerage - JA ⇒ iShares ESG Aware MSCI EAFE ETF (ESGD) EF | Member | $15,001 - $50,000 | p. 4 |
| ESGV | Merrill Lynch Brokerage - JA ⇒ Vanguard ESG U.S. Stock ETF (ESGV) EF | Member | $15,001 - $50,000 | p. 4 |
| FIW | Merrill Lynch Brokerage - MG ⇒ First Trust Water ETF (FIW) EF | Spouse | $15,001 - $50,000 | p. 5 |
| SCIEX | Merrill Lynch Brokerage - MG ⇒ Hartford Schroders International Stock Fund (SCIEX) MF | Spouse | $15,001 - $50,000 | p. 5 |
| ESGD | Merrill Lynch Brokerage - MG ⇒ iShares ESG Aware MSCI EAFE ETF (ESGD) EF | Spouse | $15,001 - $50,000 | p. 5 |
| ESML | Merrill Lynch Brokerage - MG ⇒ iShares ESG Aware MSCI USA Small-Cap ETF (ESML) EF | Spouse | $15,001 - $50,000 | p. 5 |
| DMXF | Merrill Lynch Individual Acct - DC1 ⇒ iShares ESG Advanced MSCI EAFE ETF (DMXF) EF | Dependent child | $15,001 - $50,000 | p. 6 |
| USXF | Merrill Lynch Individual Acct - DC1 ⇒ iShares ESG Advanced MSCI USA ETF (USXF) EF | Dependent child | $15,001 - $50,000 | p. 6 |
| ESGE | Merrill Lynch Individual Acct - DC1 ⇒ iShares ESG Aware MSCI EM ETF (ESGE) EF | Dependent child | $15,001 - $50,000 | p. 6 |
| ESGU | Merrill Lynch Individual Acct - DC1 ⇒ iShares ESG Aware MSCI USA ETF (ESGU) EF | Dependent child | $15,001 - $50,000 | p. 6 |
| DSI | Merrill Lynch Individual Acct - DC1 ⇒ iShares MSCI KLD 400 Social ETF (DSI) EF | Dependent child | $15,001 - $50,000 | p. 6 |
| USXF | Merrill Lynch Individual Acct - DC2 ⇒ iShares ESG Advanced MSCI USA ETF (USXF) EF | Dependent child | $15,001 - $50,000 | p. 6 |
| ESGU | Merrill Lynch Individual Acct - DC2 ⇒ iShares ESG Aware MSCI USA ETF (ESGU) EF | Dependent child | $15,001 - $50,000 | p. 7 |
| DSI | Merrill Lynch Individual Acct - DC2 ⇒ iShares MSCI KLD 400 Social ETF (DSI) EF | Dependent child | $15,001 - $50,000 | p. 7 |
| ARAIX | Merrill Lynch IRA - MG ⇒ Ariel Fund Instl Cl (ARAIX) MF | Spouse | $15,001 - $50,000 | p. 8 |
| SCIEX | Merrill Lynch IRA - MG ⇒ Hartford Schroders International Stock Fund (SCIEX) MF | Spouse | $15,001 - $50,000 | p. 8 |
| ESGD | Merrill Lynch IRA - MG ⇒ iShares ESG Aware MSCI EAFE ETF (ESGD) EF | Spouse | $15,001 - $50,000 | p. 8 |
| SPYX | Merrill Lynch IRA - MG ⇒ SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) EF | Spouse | $15,001 - $50,000 | p. 8 |
| DMXF | Merrill Lynch Roth IRA - JA ⇒ iShares ESG Advanced MSCI EAFE ETF (DMXF) EF | Member | $15,001 - $50,000 | p. 8 |
| USXF | Merrill Lynch Roth IRA - JA ⇒ iShares ESG Advanced MSCI USA ETF (USXF) EF | Member | $15,001 - $50,000 | p. 9 |
| ESGU | Merrill Lynch Roth IRA - JA ⇒ iShares ESG Aware MSCI USA ETF (ESGU) EF | Member | $15,001 - $50,000 | p. 9 |
| DSI | Merrill Lynch Roth IRA - JA ⇒ iShares MSCI KLD 400 Social ETF (DSI) EF | Member | $15,001 - $50,000 | p. 9 |
| FIW | Merrill Lynch Roth IRA - MG ⇒ First Trust Water ETF (FIW) EF | Spouse | $15,001 - $50,000 | p. 9 |
| ESGE | Merrill Lynch Roth IRA - MG ⇒ iShares ESG Aware MSCI EM ETF (ESGE) EF | Spouse | $15,001 - $50,000 | p. 9 |
| SCIEX | Merrill Lynch Brokerage - JA ⇒ Hartford Schroders International Stock Fund (SCIEX) MF | Member | $1,001 - $15,000 | p. 4 |
| ARAIX | Merrill Lynch Brokerage - MG ⇒ Ariel Fund Instl Cl (ARAIX) MF | Spouse | $1,001 - $15,000 | p. 5 |
| ESGV | Merrill Lynch Brokerage - MG ⇒ Vanguard ESG U.S. Stock ETF (ESGV) EF | Spouse | $1,001 - $15,000 | p. 6 |
| DMXF | Merrill Lynch Individual Acct - DC2 ⇒ iShares ESG Advanced MSCI EAFE ETF (DMXF) EF | Dependent child | $1,001 - $15,000 | p. 6 |
| ESGE | Merrill Lynch Individual Acct - DC2 ⇒ iShares ESG Aware MSCI EM ETF (ESGE) EF | Dependent child | $1,001 - $15,000 | p. 7 |
| IEMG | Merrill Lynch Individual Acct - DC3 ⇒ iShares Core MSCI Emerging Markets ETF (IEMG) EF | Dependent child | $1,001 - $15,000 | p. 7 |
| IVV | Merrill Lynch Individual Acct - DC3 ⇒ iShares Core S&P 500 ETF (IVV) EF | Dependent child | $1,001 - $15,000 | p. 7 |
| EFG | Merrill Lynch Individual Acct - DC3 ⇒ iShares MSCI EAFE Growth ETF (EFG) EF | Dependent child | $1,001 - $15,000 | p. 7 |
| EFV | Merrill Lynch Individual Acct - DC3 ⇒ iShares MSCI EAFE Value ETF (EFV) EF | Dependent child | $1,001 - $15,000 | p. 7 |
| EMXC | Merrill Lynch Individual Acct - DC3 ⇒ iShares MSCI Emerging Markets ex China ETF (EMXC) EF | Dependent child | $1,001 - $15,000 | p. 7 |
| MTUM | Merrill Lynch Individual Acct - DC3 ⇒ iShares MSCI USA Momentum Factor ETF (MTUM) EF | Dependent child | $1,001 - $15,000 | p. 7 |
| QUAL | Merrill Lynch Individual Acct - DC3 ⇒ iShares MSCI USA Quality Factor ETF (QUAL) EF | Dependent child | $1,001 - $15,000 | p. 7 |
| IVW | Merrill Lynch Individual Acct - DC3 ⇒ iShares S&P 500 Growth ETF (IVW) EF | Dependent child | $1,001 - $15,000 | p. 7 |
| IVE | Merrill Lynch Individual Acct - DC3 ⇒ iShares S&P 500 Value ETF (IVE) EF | Dependent child | $1,001 - $15,000 | p. 7 |
| DYNF | Merrill Lynch Individual Acct - DC3 ⇒ iShares U.S. Equity Factor Rotation Active ETF (DYNF) EF | Dependent child | $1,001 - $15,000 | p. 7 |
| IYW | Merrill Lynch Individual Acct - DC3 ⇒ iShares U.S. Technology ETF (IYW) EF | Dependent child | $1,001 - $15,000 | p. 8 |
| FIW | Merrill Lynch IRA - MG ⇒ First Trust Water ETF (FIW) EF | Spouse | $1,001 - $15,000 | p. 8 |
| ESGE | Merrill Lynch IRA - MG ⇒ iShares ESG Aware MSCI EM ETF (ESGE) EF | Spouse | $1,001 - $15,000 | p. 8 |
| ESGE | Merrill Lynch Roth IRA - JA ⇒ iShares ESG Aware MSCI EM ETF (ESGE) EF | Member | $1,001 - $15,000 | p. 9 |
| SPAXX | Fidelity Brokerage - MG ⇒ Fidelity Government Money Market Fund (SPAXX) MF | Spouse | $1 - $1,000 | p. 3 |
| DSBIX | Merrill Lynch Brokerage - JA ⇒ Domini Impact Bond Fund Institutional Shares (DSBIX) MF | Member | None | p. 4 |
| ESGE | Merrill Lynch Brokerage - JA ⇒ iShares ESG Aware MSCI EM ETF (ESGE) EF | Member | None | p. 4 |
| EAGG | Merrill Lynch Brokerage - JA ⇒ iShares ESG Aware U.S. Aggregate Bond ETF (EAGG) EF | Member | None | p. 4 |
| PTSAX | Merrill Lynch Brokerage - JA ⇒ PIMCO Total Return ESG Fund Institutional Class (PTSAX) MF | Member | None | p. 4 |
| EEMX | Merrill Lynch Brokerage - JA ⇒ SPDR MSCI Emerging Markets Fuel Reserves Free ETF (EEMX) EF | Member | None | p. 4 |
| DSBIX | Merrill Lynch Brokerage - MG ⇒ Domini Impact Bond Fund Institutional Shares (DSBIX) MF | Spouse | None | p. 5 |
| ESGE | Merrill Lynch Brokerage - MG ⇒ iShares ESG Aware MSCI EM ETF (ESGE) EF | Spouse | None | p. 5 |
| EAGG | Merrill Lynch Brokerage - MG ⇒ iShares ESG Aware U.S. Aggregate Bond ETF (EAGG) EF | Spouse | None | p. 5 |
| PTSAX | Merrill Lynch Brokerage - MG ⇒ PIMCO Total Return ESG Fund Institutional Class (PTSAX) MF | Spouse | None | p. 5 |
| EEMX | Merrill Lynch Brokerage - MG ⇒ SPDR MSCI Emerging Markets Fuel Reserves Free ETF (EEMX) EF | Spouse | None | p. 5 |
| LCTU | Merrill Lynch Individual Acct - DC1 ⇒ BlackRock U.S. Carbon Transition Readiness ETF (LCTU) EF | Dependent child | None | p. 6 |
| LCTD | Merrill Lynch Individual Acct - DC1 ⇒ BlackRock World ex U.S. Carbon Transition Readiness ETF (LCTD) EF | Dependent child | None | p. 6 |
| LCTU | Merrill Lynch Individual Acct - DC2 ⇒ BlackRock U.S. Carbon Transition Readiness ETF (LCTU) EF | Dependent child | None | p. 6 |
| LCTD | Merrill Lynch Individual Acct - DC2 ⇒ BlackRock World ex U.S. Carbon Transition Readiness ETF (LCTD) EF | Dependent child | None | p. 6 |
| CSVIX | Merrill Lynch IRA - MG ⇒ Calvert Small Cap Fund Class I (CSVIX) MF | Spouse | None | p. 8 |
| LCTU | Merrill Lynch Roth IRA - JA ⇒ BlackRock U.S. Carbon Transition Readiness ETF (LCTU) EF | Member | None | p. 8 |
| LCTD | Merrill Lynch Roth IRA - JA ⇒ BlackRock World ex U.S. Carbon Transition Readiness ETF (LCTD) EF | Member | None | p. 8 |
| CSVIX | Merrill Lynch Roth IRA - MG ⇒ Calvert Small Cap Fund Class I (CSVIX) MF | Spouse | None | p. 9 |
18 other assets on this report (bank accounts, real property, retirement plans, private businesses and similar) are not securities and are not listed here. They are on the filing.
Transactions
Every row on this member's periodic transaction reports filed in 2025 and 2026.
Sorted by the lower bound of the disclosed amount band, largest band first, then by transaction date, newest first. Each row links to the page of the filing it came from.
| Ticker | Asset | Owner | Type | Transaction date | Amount band | Filed |
|---|---|---|---|---|---|---|
| STT | State Street Corporation Common Stock (STT) ST | Spouse | S (partial) | May 18, 2026 | $15,001 - $50,000 | May 22, 2026 filing 20034622, p. 1 |
| STT | State Street Corporation Common Stock (STT) ST | Spouse | S (partial) | May 18, 2026 | $15,001 - $50,000 | May 22, 2026 filing 20034622, p. 1 |
| STT | State Street Corporation Common Stock (STT) ST | Member | S (partial) | February 17, 2026 | $15,001 - $50,000 | February 19, 2026 filing 20034024, p. 1 |
| STT | State Street Corporation Common Stock (STT) ST | Spouse | S (partial) | November 17, 2025 | $15,001 - $50,000 | November 18, 2025 filing 20033492, p. 1 |
| STT | State Street Corporation Common Stock (STT) ST | Spouse | S (partial) | August 18, 2025 | $15,001 - $50,000 | August 27, 2025 filing 20030976, p. 1 |
| STT | State Street Corporation Common Stock (STT) ST | Spouse | S (partial) | May 16, 2025 | $15,001 - $50,000 | May 22, 2025 filing 20030397, p. 1 |
| STT | State Street Corporation Common Stock (STT) ST | Spouse | S | February 18, 2025 | $15,001 - $50,000 | February 21, 2025 filing 20027810, p. 1 |
Type is printed as on the filing: P purchase, S sale, S (partial) partial sale, E exchange. Owner as on the filing: Spouse (SP), Joint (JT), Dependent child (DC); blank means the member.
Filings on record
Everything the House Clerk lists for this member in the 2024–2026 indexes, newest first.
- May 22, 2026 Periodic transaction report (2026), filing 20034622 itemised above
- April 9, 2026 Annual report amendment (FD Amendment) (2024), filing 10074498
- April 9, 2026 Annual report (FD Original) (2025), filing 10073339 itemised above
- February 19, 2026 Periodic transaction report (2026), filing 20034024 itemised above
- November 18, 2025 Periodic transaction report (2025), filing 20033492 itemised above
- August 27, 2025 Periodic transaction report (2025), filing 20030976 itemised above
- May 22, 2025 Periodic transaction report (2025), filing 20030397 itemised above
- May 6, 2025 Annual report (FD Original) (2024), filing 10065692
- February 21, 2025 Periodic transaction report (2025), filing 20027810 itemised above
- November 21, 2024 Periodic transaction report (2024), filing 20026246
- August 21, 2024 Periodic transaction report (2024), filing 20025708
Discussion
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