EB
EFA icon

Eastern Bank’s iShares MSCI EAFE ETF EFA Stock Holding History

Eastern Bank’s Portfolio EFA Stock Details EFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.13M Sell
30,113
-417
-1% -$42.9K 0.05% 132
2026
Q1 		$2.97M Buy
30,530
+2,978
+11% +$298K 0.05% 143
2025
Q4 		$2.65M Buy
27,552
+1,522
+6% +$144K 0.05% 131
2025
Q3 		$2.43M Sell
26,030
-23
-0.1% -$2.09K 0.04% 133
2025
Q2 		$2.33M Buy
26,053
+3,757
+17% +$321K 0.04% 136
2025
Q1 		$1.82M Sell
22,296
-8,962
-29% -$722K 0.04% 162
2024
Q4 		$2.36M Buy
31,258
+11,392
+57% +$902K 0.04% 157
2024
Q3 		$1.66M Buy
+19,866
New +$1.6M 0.03% 189
2022
Q1 		– Sell
-3,023
Closed -$238K – 201
2021
Q4 		$238K Hold
3,023
– – 0.01% 190
2021
Q3 		$236K Sell
3,023
-2
-0.1% -$160 0.01% 178
2021
Q2 		$239K Buy
+3,025
New +$240K 0.01% 178
2019
Q3 		– Sell
-4,327
Closed -$285K – 198
2019
Q2 		$285K Buy
4,327
+248
+6% +$16.2K 0.02% 167
2019
Q1 		$264K Sell
4,079
-75
-2% -$4.72K 0.02% 174
2018
Q4 		$244K Sell
4,154
-174
-4% -$10.9K 0.02% 175
2018
Q3 		$295K Buy
4,328
+140
+3% +$9.45K 0.02% 174
2018
Q2 		$280K Hold
4,188
– – 0.02% 177
2018
Q1 		$292K Hold
4,188
– – 0.02% 175
2017
Q4 		$295K Sell
4,188
-42
-1% -$2.92K 0.02% 172
2017
Q3 		$289K Sell
4,230
-458
-10% -$30.6K 0.02% 172
2017
Q2 		$306K Hold
4,688
– – 0.02% 172
2017
Q1 		$292K Hold
4,688
– – 0.02% 176
2016
Q4 		$270K Sell
4,688
-29
-0.6% -$1.67K 0.02% 173
2016
Q3 		$279K Sell
4,717
-225
-5% -$13K 0.02% 166
2016
Q2 		$276K Hold
4,942
– – 0.02% 173
2016
Q1 		$283K Sell
4,942
-112
-2% -$6.17K 0.02% 171
2015
Q4 		$297K Sell
5,054
-528
-9% -$31.8K 0.02% 171
2015
Q3 		$320K Sell
5,582
-298
-5% -$18.4K 0.03% 163
2015
Q2 		$373K Sell
5,880
-870
-13% -$57.9K 0.03% 152
2015
Q1 		$433K Sell
6,750
-25
-0.4% -$1.57K 0.03% 143
2014
Q4 		$412K Sell
6,775
-533
-7% -$33.3K 0.03% 154
2014
Q3 		$468K Sell
7,308
-11
-0.2% -$734 0.04% 140
2014
Q2 		$500K Sell
7,319
-1,675
-19% -$115K 0.04% 134
2014
Q1 		$605K Sell
8,994
-342
-4% -$22.6K 0.05% 127
2013
Q4 		$626K Sell
9,336
-764
-8% -$49.9K 0.05% 123
2013
Q3 		$645K Buy
10,100
+1,471
+17% +$90.1K 0.06% 131
2013
Q2 		$495K Buy
+8,629
New +$522K 0.05% 145

Other funds holding EFA

GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
BCM
BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return
RIM
Ryan Investment Management Basalt, Colorado $221M AUM 23.61% 1-Year Est. Return
FF
Fluent Financial Dallas, Texas $280M AUM 16.1% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
AIFS
A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Eastern Bank's EFA Position: Q2 2026 in Review

Eastern Bank reduced its iShares MSCI EAFE ETF (EFA) stake by 1.4% in Q2 2026, selling an estimated $42.9K and leaving 30,113 shares worth $3.13M. The position accounts for 0.05% of the portfolio, ranked #132.

Eastern Bank first reported a position in EFA in Q2 2013 and has held it in 36 quarters since. 460 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Eastern Bank held 30,113 shares of iShares MSCI EAFE ETF worth $3.13M as of Q2 2026.
  • Eastern Bank sold 417 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $42.9K.
  • iShares MSCI EAFE ETF made up 0.05% of Eastern Bank's portfolio in Q2 2026, its #132 holding.
  • Eastern Bank first reported a position in iShares MSCI EAFE ETF in Q2 2013 and has held it in 36 quarters since.
  • 460 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

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