Eastern Bank’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Eastern Bank’s Portfolio IEFA Stock Details IEFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$14.3M	Buy	147,969 +24,056	+19%	+$2.31M	0.22%	91
2026 Q1	$11.2M	Buy	123,913 +904	+0.7%	+$84.4K	0.19%	97
2025 Q4	$11M	Buy	123,009 +113,695	+1,221%	+$10.1M	0.19%	89
2025 Q3	$813K	Sell	9,314 -1,110	-11%	-$94.3K	0.01%	208
2025 Q2	$870K	Buy	10,424 +1,663	+19%	+$132K	0.02%	199
2025 Q1	$663K	Sell	8,761 -5,348	-38%	-$400K	0.01%	241
2024 Q4	$992K	Buy	14,109 +3,903	+38%	+$288K	0.02%	211
2024 Q3	$797K	Buy	+10,206	New	+$764K	0.01%	240

Other funds holding IEFA

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Eastern Bank's IEFA Position: Q2 2026 in Review

Eastern Bank increased its iShares Core MSCI EAFE ETF (IEFA) stake by 19% in Q2 2026, buying an estimated $2.31M and bringing the position to 147,969 shares worth $14.3M. The position accounts for 0.22% of the portfolio, ranked #91.

Eastern Bank first reported a position in IEFA in Q3 2024 and has held it in 8 quarters since. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Eastern Bank held 147,969 shares of iShares Core MSCI EAFE ETF worth $14.3M as of Q2 2026.
Eastern Bank bought 24,056 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $2.31M.
iShares Core MSCI EAFE ETF made up 0.22% of Eastern Bank's portfolio in Q2 2026, its #91 holding.
Eastern Bank first reported a position in iShares Core MSCI EAFE ETF in Q3 2024 and has held it in 8 quarters since.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

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