Eastern Bank’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Eastern Bank’s Portfolio ACWV Stock Details ACWV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$389K	Hold	3,172	–	–	0.01%	310
2026 Q2	$381K	Hold	3,172	–	–	0.01%	309
2026 Q1	$379K	Hold	3,172	–	–	0.01%	306
2025 Q4	$377K	Hold	3,172	–	–	0.01%	290
2025 Q3	$380K	Hold	3,172	–	–	0.01%	286
2025 Q2	$376K	Hold	3,172	–	–	0.01%	289
2025 Q1	$369K	Hold	3,172	–	–	0.01%	296
2024 Q4	$346K	Hold	3,172	–	–	0.01%	306
2024 Q3	$363K	Hold	3,172	–	–	0.01%	313
2024 Q2	$332K	Hold	3,172	–	–	0.01%	170
2024 Q1	$334K	Buy	3,172 +101	+3%	+$10.4K	0.01%	177
2023 Q4	$308K	Hold	3,071	–	–	0.01%	182
2023 Q3	$293K	Buy	3,071 +64	+2%	+$6.26K	0.01%	180
2023 Q2	$295K	Hold	3,007	–	–	0.01%	179
2023 Q1	$291K	Sell	3,007 -185	-6%	-$17.6K	0.01%	174
2022 Q4	$303K	Hold	3,192	–	–	0.02%	174
2022 Q3	$283K	Sell	3,192 -28	-0.9%	-$2.68K	0.02%	177
2022 Q2	$304K	Sell	3,220 -710	-18%	-$70.3K	0.02%	172
2022 Q1	$412K	Hold	3,930	–	–	0.02%	163
2021 Q4	$426K	Buy	+3,930	New	+$415K	0.02%	167

Other funds holding ACWV

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return

Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return

IRON Financial Northbrook, Illinois $241M AUM 15.6% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

Eastern Bank's ACWV Position: Q3 2026 in Review

Eastern Bank held its iShares MSCI Global Min Vol Factor ETF (ACWV) position steady in Q3 2026 at 3,172 shares worth $389K. The position accounts for 0.01% of the portfolio, ranked #310.

Eastern Bank first reported a position in ACWV in Q4 2021 and has held it in 20 quarters since. The position peaked at $426K in Q4 2021. 84 funds tracked by Wall St. Rank hold ACWV as of Q3 2026.

Eastern Bank held 3,172 shares of iShares MSCI Global Min Vol Factor ETF worth $389K as of Q3 2026.
Eastern Bank left its iShares MSCI Global Min Vol Factor ETF share count unchanged in Q3 2026.
iShares MSCI Global Min Vol Factor ETF made up 0.01% of Eastern Bank's portfolio in Q3 2026, its #310 holding.
Eastern Bank first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2021 and has held it in 20 quarters since.
Eastern Bank's iShares MSCI Global Min Vol Factor ETF position peaked at $426K in Q4 2021.
84 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q3 2026.

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