Eastern Bank’s VanEck Morningstar SMID Moat ETF SMOT Stock Holding History

Eastern Bank’s Portfolio SMOT Stock Details SMOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$38.9K	Hold	1,000	–	–	﹤0.01%	657
2026 Q1	$35.2K	Hold	1,000	–	–	﹤0.01%	628
2025 Q4	$36.2K	Hold	1,000	–	–	﹤0.01%	625
2025 Q3	$36.1K	Hold	1,000	–	–	﹤0.01%	618
2025 Q2	$34.8K	Hold	1,000	–	–	﹤0.01%	601
2025 Q1	$32.8K	Hold	1,000	–	–	﹤0.01%	610
2024 Q4	$34.5K	Hold	1,000	–	–	﹤0.01%	614
2024 Q3	$35K	Buy	+1,000	New	+$33.1K	﹤0.01%	604

Other funds holding SMOT

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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

GLA

Great Lakes Advisors Chicago, Illinois $13.1B AUM 34.09% 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

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

FMN

Financial Management Network Mission Viejo, California $697M AUM 21.37% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

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

FAL

Focused Alpha LLC Denver, Colorado $390M AUM

Eastern Bank's SMOT Position: Q2 2026 in Review

Eastern Bank held its VanEck Morningstar SMID Moat ETF (SMOT) position steady in Q2 2026 at 1,000 shares worth $38.9K. The position accounts for ﹤0.01% of the portfolio, ranked #657.

Eastern Bank first reported a position in SMOT in Q3 2024 and has held it in 8 quarters since. 101 funds tracked by Wall St. Rank hold SMOT as of Q2 2026.

Eastern Bank held 1,000 shares of VanEck Morningstar SMID Moat ETF worth $38.9K as of Q2 2026.
Eastern Bank left its VanEck Morningstar SMID Moat ETF share count unchanged in Q2 2026.
VanEck Morningstar SMID Moat ETF made up ﹤0.01% of Eastern Bank's portfolio in Q2 2026, its #657 holding.
Eastern Bank first reported a position in VanEck Morningstar SMID Moat ETF in Q3 2024 and has held it in 8 quarters since.
101 funds tracked by Wall St. Rank held VanEck Morningstar SMID Moat ETF as of Q2 2026.

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