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Eastern Bank’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

Eastern Bank’s Portfolio XVV Stock Details XVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$73.3K Sell
1,290
-3,509
-73% -$194K ﹤0.01% 556
2026
Q1 		$236K Sell
4,799
-356
-7% -$18.5K ﹤0.01% 351
2025
Q4 		$272K Sell
5,155
-309
-6% -$16.1K ﹤0.01% 325
2025
Q3 		$282K Buy
5,464
+259
+5% +$12.8K 0.01% 315
2025
Q2 		$248K Buy
+5,205
New +$229K ﹤0.01% 333
2025
Q1 		– Sell
-385
Closed -$17.4K – 1048
2024
Q4 		$17.4K Hold
385
– – ﹤0.01% 710
2024
Q3 		$17K Buy
+385
New +$16.4K ﹤0.01% 702

Other funds holding XVV

UOCIM
University of Cambridge Investment Management Cambridge $93.9M AUM
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return
NWP
NerdWallet Wealth Partners New York $290M AUM 17.69% 1-Year Est. Return
SS
Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
PEWA
Pacific Excel Wealth Advisors Walnut Creek, California $258M AUM
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
HFA
Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return
SFC
Sprinkle Financial Consultants Littleton, Colorado $255M AUM 21.91% 1-Year Est. Return
EWA
Emergent Wealth Advisors Williamsville, New York $192M AUM 25.8% 1-Year Est. Return

Eastern Bank's XVV Position: Q2 2026 in Review

Eastern Bank reduced its iShares ESG Screened S&P 500 ETF (XVV) stake by 73% in Q2 2026, selling an estimated $194K and leaving 1,290 shares worth $73.3K. The position accounts for ﹤0.01% of the portfolio, ranked #556.

Eastern Bank first reported a position in XVV in Q3 2024 and has held it in 7 quarters since. The position peaked at $282K in Q3 2025. 28 funds tracked by Wall St. Rank hold XVV as of Q2 2026.

  • Eastern Bank held 1,290 shares of iShares ESG Screened S&P 500 ETF worth $73.3K as of Q2 2026.
  • Eastern Bank sold 3,509 iShares ESG Screened S&P 500 ETF shares in Q2 2026, an estimated $194K.
  • iShares ESG Screened S&P 500 ETF made up ﹤0.01% of Eastern Bank's portfolio in Q2 2026, its #556 holding.
  • Eastern Bank first reported a position in iShares ESG Screened S&P 500 ETF in Q3 2024 and has held it in 7 quarters since.
  • Eastern Bank's iShares ESG Screened S&P 500 ETF position peaked at $282K in Q3 2025.
  • 28 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q2 2026.

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