Eastern Bank
XVV icon

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
Q3 		$70.2K Sell
1,204
-86
-7% -$4.99K ﹤0.01% 573
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

University of Cambridge Investment Management
University of Cambridge Investment Management Cambridge $96.4M AUM 13.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Becker Capital Management
Becker Capital Management Portland, Oregon $3.69B AUM 25.93% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.87B AUM 19.94% 1-Year Est. Return
Alpine Bank Wealth Management
Alpine Bank Wealth Management Grand Junction, Colorado $773M AUM 12.02% 1-Year Est. Return
Atlantic Private Wealth
Atlantic Private Wealth Chapel Hill, North Carolina $169M AUM 13.26% 1-Year Est. Return
JNBA Financial Advisors
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 15.77% 1-Year Est. Return

Eastern Bank's XVV Position: Q3 2026 in Review

Eastern Bank reduced its iShares ESG Screened S&P 500 ETF (XVV) stake by 6.7% in Q3 2026, selling an estimated $4.99K and leaving 1,204 shares worth $70.2K. The position accounts for ﹤0.01% of the portfolio, ranked #573.

Eastern Bank first reported a position in XVV in Q3 2024 and has held it in 8 quarters since. The position peaked at $282K in Q3 2025. 116 funds tracked by Wall St. Rank hold XVV as of Q3 2026.

  • Eastern Bank held 1,204 shares of iShares ESG Screened S&P 500 ETF worth $70.2K as of Q3 2026.
  • Eastern Bank sold 86 iShares ESG Screened S&P 500 ETF shares in Q3 2026, an estimated $4.99K.
  • iShares ESG Screened S&P 500 ETF made up ﹤0.01% of Eastern Bank's portfolio in Q3 2026, its #573 holding.
  • Eastern Bank first reported a position in iShares ESG Screened S&P 500 ETF in Q3 2024 and has held it in 8 quarters since.
  • Eastern Bank's iShares ESG Screened S&P 500 ETF position peaked at $282K in Q3 2025.
  • 116 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q3 2026.

Based on Eastern Bank's 13F filing for Q3 2026, filed 5 Oct 2026.