Eastern Bank’s iShares Select U.S. REIT ETF ICF Stock Holding History

Eastern Bank’s Portfolio ICF Stock Details ICF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-126	Closed	-$7.59K	–	1011
2024 Q4	$7.59K	Sell	126 -24	-16%	-$1.53K	﹤0.01%	803
2024 Q3	$9.89K	Buy	+150	New	+$9.37K	﹤0.01%	766

Other funds holding ICF

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Eastern Bank's ICF Position: Q1 2025 in Review

Eastern Bank sold out of iShares Select U.S. REIT ETF (ICF) in Q1 2025, closing a stake of 126 shares — an estimated $7.59K sold.

Eastern Bank first reported a position in ICF in Q3 2024 and held it in 2 quarters. The position peaked at $9.89K in Q3 2024. 361 funds tracked by Wall St. Rank hold ICF as of Q1 2025.

Eastern Bank reported no remaining iShares Select U.S. REIT ETF position as of Q1 2025 after selling out during the quarter.
Eastern Bank sold 126 iShares Select U.S. REIT ETF shares in Q1 2025, an estimated $7.59K.
Eastern Bank first reported a position in iShares Select U.S. REIT ETF in Q3 2024 and held it in 2 quarters.
Eastern Bank's iShares Select U.S. REIT ETF position peaked at $9.89K in Q3 2024.
361 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q1 2025.

Based on Eastern Bank's 13F filing for Q1 2025, filed 8 May 2025.