GBT
EFG icon

Grove Bank & Trust’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Grove Bank & Trust’s Portfolio EFG Stock Details EFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.76K Hold
23
– – ﹤0.01% 820
2026
Q2 		$2.86K Hold
23
– – ﹤0.01% 783
2026
Q1 		$2.56K Buy
+23
New +$2.71K ﹤0.01% 768
2023
Q4 		– Sell
-67
Closed -$5.78K – 619
2023
Q3 		$5.78K Buy
+67
New +$6.18K ﹤0.01% 564

Other funds holding EFG

WFPG
Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AIA
Aventus Investment Advisors Naples, Florida $137M AUM 14.14% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
MWM
McNaughton Wealth Management San Diego, California $286M AUM 11.15% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
DWMS
Dominguez Wealth Management Solutions Williamsburg, Virginia $181M AUM 16.39% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return

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

Grove Bank & Trust held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q3 2026 at 23 shares worth $2.76K. The position accounts for ﹤0.01% of the portfolio, ranked #820.

Grove Bank & Trust first reported a position in EFG in Q3 2023 and has held it in 4 quarters since. The position peaked at $5.78K in Q3 2023. 58 funds tracked by Wall St. Rank hold EFG as of Q3 2026.

  • Grove Bank & Trust held 23 shares of iShares MSCI EAFE Growth ETF worth $2.76K as of Q3 2026.
  • Grove Bank & Trust left its iShares MSCI EAFE Growth ETF share count unchanged in Q3 2026.
  • iShares MSCI EAFE Growth ETF made up ﹤0.01% of Grove Bank & Trust's portfolio in Q3 2026, its #820 holding.
  • Grove Bank & Trust first reported a position in iShares MSCI EAFE Growth ETF in Q3 2023 and has held it in 4 quarters since.
  • Grove Bank & Trust's iShares MSCI EAFE Growth ETF position peaked at $5.78K in Q3 2023.
  • 58 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2026.

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