Eastern Bank’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Eastern Bank’s Portfolio EFAV Stock Details EFAV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.23K	Sell	14 -3	-18%	-$272	﹤0.01%	989
2026 Q1	$1.55K	Sell	17 -23	-58%	-$2.08K	﹤0.01%	1013
2025 Q4	$3.45K	Buy	40 +11	+38%	+$940	﹤0.01%	993
2025 Q3	$2.46K	Hold	29	–	–	﹤0.01%	951
2025 Q2	$2.44K	Hold	29	–	–	﹤0.01%	871
2025 Q1	$2.26K	Sell	29 -190	-87%	-$14.2K	﹤0.01%	918
2024 Q4	$15.5K	Buy	+219	New	+$16.1K	﹤0.01%	728

Other funds holding EFAV

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

SAM

Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

Eastern Bank's EFAV Position: Q2 2026 in Review

Eastern Bank reduced its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 18% in Q2 2026, selling an estimated $272 and leaving 14 shares worth $1.23K. The position accounts for ﹤0.01% of the portfolio, ranked #989.

Eastern Bank first reported a position in EFAV in Q4 2024 and has held it in 7 quarters since. The position peaked at $15.5K in Q4 2024. 530 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

Eastern Bank held 14 shares of iShares MSCI EAFE Min Vol Factor ETF worth $1.23K as of Q2 2026.
Eastern Bank sold 3 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $272.
iShares MSCI EAFE Min Vol Factor ETF made up ﹤0.01% of Eastern Bank's portfolio in Q2 2026, its #989 holding.
Eastern Bank first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2024 and has held it in 7 quarters since.
Eastern Bank's iShares MSCI EAFE Min Vol Factor ETF position peaked at $15.5K in Q4 2024.
530 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

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