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Grove Bank & Trust’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Grove Bank & Trust’s Portfolio EFV Stock Details EFV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.89K Hold
90
– – ﹤0.01% 689
2026
Q1 		$6.69K Buy
+90
New +$6.76K ﹤0.01% 680
2023
Q4 		– Sell
-159
Closed -$7.78K – 620
2023
Q3 		$7.78K Buy
+159
New +$7.88K ﹤0.01% 540
2023
Q2 		– Sell
-633
Closed -$30.7K – 663
2023
Q1 		$30.7K Buy
+633
New +$30.6K 0.01% 422

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Grove Bank & Trust held its iShares MSCI EAFE Value ETF (EFV) position steady in Q2 2026 at 90 shares worth $6.89K. The position accounts for ﹤0.01% of the portfolio, ranked #689.

Grove Bank & Trust first reported a position in EFV in Q1 2023 and has held it in 4 quarters since. The position peaked at $30.7K in Q1 2023. 1,245 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Grove Bank & Trust held 90 shares of iShares MSCI EAFE Value ETF worth $6.89K as of Q2 2026.
  • Grove Bank & Trust left its iShares MSCI EAFE Value ETF share count unchanged in Q2 2026.
  • iShares MSCI EAFE Value ETF made up ﹤0.01% of Grove Bank & Trust's portfolio in Q2 2026, its #689 holding.
  • Grove Bank & Trust first reported a position in iShares MSCI EAFE Value ETF in Q1 2023 and has held it in 4 quarters since.
  • Grove Bank & Trust's iShares MSCI EAFE Value ETF position peaked at $30.7K in Q1 2023.
  • 1,245 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

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