EZU I SHARES MUT

Ownership history in EASTERN BANK  ·  38 quarters on record

AI Ownership Summary

EASTERN BANK reported I SHARES MUT (EZU) in 38 quarterly 13F filings from 2024 Q3 through 2026 Q1. The latest visible filing shows EZU at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this EZU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was EASTERN BANK's position in I SHARES MUT, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

EZU was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How EASTERN BANK held EZU — position size vs. price
% of Fund (quarterly)    EZU price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 7 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 1,698 -2,633 -60.8% 0.00% $106K 2026-04-07 $63.49
2025 Q4 UNCHANGED 4,331 0% 0.00% $278K 2026-01-14 $66.08
2025 Q3 UNCHANGED 4,331 0% 0.00% $268K 2025-10-27 $62.53
2025 Q2 REDUCED 4,331 -2 -0.0% 0.00% $257K 2025-07-24 $59.52
2025 Q1 REDUCED 4,333 -383 -8.1% 0.00% $231K 2025-05-08 $54.97
2024 Q4 ADDED 4,716 +2,633 +126.4% 0.00% $223K 2025-01-13 $45.84
2024 Q3 REDUCED 2,083 -3,307 -61.4% 0.00% $109K 2024-10-21 $48.45
31 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About EASTERN BANK and EZU

These are the practical questions this page is built to answer before you even open the full history table.

How long has EASTERN BANK reported owning EZU?

EASTERN BANK reported EZU across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported EZU position in EASTERN BANK's portfolio?

The largest reported portfolio weight for EZU was 0.00% in 2025 Q2.

What is the latest reported EZU position on this page?

The most recent filing on this page is 2026 Q1, when EASTERN BANK reported 1,698 shares, equal to 0.00% of portfolio, with an estimated market value of $106K.

What does the chart on this EZU ownership page compare?

The chart compares EASTERN BANK's quarterly EZU portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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