Grove Bank & Trust’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Grove Bank & Trust’s Portfolio ACWX Stock Details ACWX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$70.3K	Sell	930 -5	-0.5%	-$382	0.01%	396
2026 Q2	$71.2K	Buy	935 +170	+22%	+$12.6K	0.01%	391
2026 Q1	$52.4K	Buy	765 +280	+58%	+$19.8K	0.01%	416
2025 Q4	$32.6K	Hold	485	–	–	﹤0.01%	477
2025 Q3	$31.5K	Hold	485	–	–	﹤0.01%	483
2025 Q2	$29.6K	Hold	485	–	–	﹤0.01%	491
2025 Q1	$26.9K	Hold	485	–	–	﹤0.01%	486
2024 Q4	$25.3K	Sell	485 -50	-9%	-$2.73K	﹤0.01%	436
2024 Q3	$30.6K	Buy	535 +30	+6%	+$1.63K	﹤0.01%	408
2024 Q2	$26.8K	Hold	505	–	–	﹤0.01%	405
2024 Q1	$27K	Hold	505	–	–	﹤0.01%	422
2023 Q4	$25.8K	Sell	505 -40	-7%	-$1.93K	﹤0.01%	411
2023 Q3	$25.6K	Hold	545	–	–	0.01%	433
2023 Q2	$26.8K	Hold	545	–	–	0.01%	427
2023 Q1	$26.6K	Hold	545	–	–	0.01%	438
2022 Q4	$25K	Buy	+545	New	+$23.9K	0.01%	437

Other funds holding ACWX

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

EPIQ Partners Minneapolis, Minnesota $232M AUM 9.01% 1-Year Est. Return

AWA

Asempa Wealth Advisors Baton Rouge, Louisiana $131M AUM 17.28% 1-Year Est. Return

Grove Bank & Trust's ACWX Position: Q3 2026 in Review

Grove Bank & Trust reduced its iShares MSCI ACWI ex US ETF (ACWX) stake by 0.53% in Q3 2026, selling an estimated $382 and leaving 930 shares worth $70.3K. The position accounts for 0.01% of the portfolio, ranked #396.

Grove Bank & Trust first reported a position in ACWX in Q4 2022 and has held it in 16 quarters since. The position peaked at $71.2K in Q2 2026. 44 funds tracked by Wall St. Rank hold ACWX as of Q3 2026.

Grove Bank & Trust held 930 shares of iShares MSCI ACWI ex US ETF worth $70.3K as of Q3 2026.
Grove Bank & Trust sold 5 iShares MSCI ACWI ex US ETF shares in Q3 2026, an estimated $382.
iShares MSCI ACWI ex US ETF made up 0.01% of Grove Bank & Trust's portfolio in Q3 2026, its #396 holding.
Grove Bank & Trust first reported a position in iShares MSCI ACWI ex US ETF in Q4 2022 and has held it in 16 quarters since.
Grove Bank & Trust's iShares MSCI ACWI ex US ETF position peaked at $71.2K in Q2 2026.
44 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q3 2026.

Based on Grove Bank & Trust's 13F filing for Q3 2026, filed 8 Oct 2026.