Eastern Bank’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Eastern Bank’s Portfolio USMV Stock Details USMV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-25	Closed	-$2.32K	–	1182
2026 Q1	$2.32K	Sell	25 -41	-62%	-$3.89K	﹤0.01%	994
2025 Q4	$6.21K	Sell	66 -300	-82%	-$28.3K	﹤0.01%	939
2025 Q3	$34.8K	Sell	366 -211	-37%	-$19.8K	﹤0.01%	625
2025 Q2	$54.2K	Sell	577 -147	-20%	-$13.5K	﹤0.01%	538
2025 Q1	$67.8K	Sell	724 -462	-39%	-$42.5K	﹤0.01%	509
2024 Q4	$105K	Buy	1,186 +179	+18%	+$16.4K	﹤0.01%	461
2024 Q3	$91.9K	Buy	+1,007	New	+$88.8K	﹤0.01%	474

Other funds holding USMV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

HPA

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

AWAG

ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return

LWA

Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

AHC

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

ACM

Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

TWM

Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return

Berkshire Bank Pittsfield, Massachusetts $518M AUM 22.16% 1-Year Est. Return

Eastern Bank's USMV Position: Q2 2026 in Review

Eastern Bank sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2026, closing a stake of 25 shares — an estimated $2.32K sold.

Eastern Bank first reported a position in USMV in Q3 2024 and held it in 7 quarters. The position peaked at $105K in Q4 2024. 244 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Eastern Bank reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q2 2026 after selling out during the quarter.
Eastern Bank sold 25 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $2.32K.
Eastern Bank first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2024 and held it in 7 quarters.
Eastern Bank's iShares MSCI USA Min Vol Factor ETF position peaked at $105K in Q4 2024.
244 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

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