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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
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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Grove Bank & Trust's EFG Position: Q2 2026 in Review

Grove Bank & Trust held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q2 2026 at 23 shares worth $2.86K. The position accounts for ﹤0.01% of the portfolio, ranked #783.

Grove Bank & Trust first reported a position in EFG in Q3 2023 and has held it in 3 quarters since. The position peaked at $5.78K in Q3 2023. 1,056 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Grove Bank & Trust held 23 shares of iShares MSCI EAFE Growth ETF worth $2.86K as of Q2 2026.
  • Grove Bank & Trust left its iShares MSCI EAFE Growth ETF share count unchanged in Q2 2026.
  • iShares MSCI EAFE Growth ETF made up ﹤0.01% of Grove Bank & Trust's portfolio in Q2 2026, its #783 holding.
  • Grove Bank & Trust first reported a position in iShares MSCI EAFE Growth ETF in Q3 2023 and has held it in 3 quarters since.
  • Grove Bank & Trust's iShares MSCI EAFE Growth ETF position peaked at $5.78K in Q3 2023.
  • 1,056 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Grove Bank & Trust's 13F filing for Q2 2026, filed 7 Jul 2026.