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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

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

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

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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. 1,376 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.
1,376 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.