Eastern Bank’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Eastern Bank’s Portfolio EFV Stock Details EFV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$31.6K	Buy	798 +408	+105%	+$16.4K	﹤0.01%	711
2026 Q2	$14.9K	Sell	390 -44	-10%	-$1.7K	﹤0.01%	816
2026 Q1	$16.1K	Hold	434	–	–	﹤0.01%	757
2025 Q4	$15.5K	Sell	434 -110	-20%	-$3.82K	﹤0.01%	781
2025 Q3	$18.4K	Sell	544 -64	-11%	-$2.11K	﹤0.01%	743
2025 Q2	$19.3K	Buy	608 +412	+210%	+$12.6K	﹤0.01%	682
2025 Q1	$5.78K	Buy	+196	New	+$5.54K	﹤0.01%	845

Other funds holding EFV

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.78B AUM 13.06% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Eastern Bank's EFV Position: Q3 2026 in Review

Eastern Bank increased its iShares MSCI EAFE Value ETF (EFV) stake by 105% in Q3 2026, buying an estimated $16.4K and bringing the position to 798 shares worth $31.6K. The position accounts for ﹤0.01% of the portfolio, ranked #711.

Eastern Bank first reported a position in EFV in Q1 2025 and has held it in 7 quarters since. 863 funds tracked by Wall St. Rank hold EFV as of Q3 2026.

Eastern Bank held 798 shares of iShares MSCI EAFE Value ETF worth $31.6K as of Q3 2026.
Eastern Bank bought 408 iShares MSCI EAFE Value ETF shares in Q3 2026, an estimated $16.4K.
iShares MSCI EAFE Value ETF made up ﹤0.01% of Eastern Bank's portfolio in Q3 2026, its #711 holding.
Eastern Bank first reported a position in iShares MSCI EAFE Value ETF in Q1 2025 and has held it in 7 quarters since.
863 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2026.

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