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 Q2	$14.9K	Sell	195 -22	-10%	-$1.7K	﹤0.01%	816
2026 Q1	$16.1K	Hold	217	–	–	﹤0.01%	757
2025 Q4	$15.5K	Sell	217 -55	-20%	-$3.82K	﹤0.01%	781
2025 Q3	$18.4K	Sell	272 -32	-11%	-$2.11K	﹤0.01%	743
2025 Q2	$19.3K	Buy	304 +206	+210%	+$12.6K	﹤0.01%	682
2025 Q1	$5.78K	Buy	+98	New	+$5.54K	﹤0.01%	845

Other funds holding EFV

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

FSWA

Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return

BAM

Brave Asset Management Summit, New Jersey $467M AUM 33.05% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

WFPG

Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return

ACA

Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return

Eastern Bank's EFV Position: Q2 2026 in Review

Eastern Bank reduced its iShares MSCI EAFE Value ETF (EFV) stake by 10% in Q2 2026, selling an estimated $1.7K and leaving 195 shares worth $14.9K. The position accounts for ﹤0.01% of the portfolio, ranked #816.

Eastern Bank first reported a position in EFV in Q1 2025 and has held it in 6 quarters since. The position peaked at $19.3K in Q2 2025. 245 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

Eastern Bank held 195 shares of iShares MSCI EAFE Value ETF worth $14.9K as of Q2 2026.
Eastern Bank sold 22 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $1.7K.
iShares MSCI EAFE Value ETF made up ﹤0.01% of Eastern Bank's portfolio in Q2 2026, its #816 holding.
Eastern Bank first reported a position in iShares MSCI EAFE Value ETF in Q1 2025 and has held it in 6 quarters since.
Eastern Bank's iShares MSCI EAFE Value ETF position peaked at $19.3K in Q2 2025.
245 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

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