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Grove Bank & Trust’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Grove Bank & Trust’s Portfolio QUAL Stock Details QUAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$3.11K Buy
+14
New +$3.1K ﹤0.01% 807
2023
Q4 		– Sell
-55
Closed -$7.25K – 682
2023
Q3 		$7.25K Buy
+55
New +$7.51K ﹤0.01% 547
2023
Q2 		– Sell
-212
Closed -$26.3K – 715
2023
Q1 		$26.3K Buy
+212
New +$25.5K 0.01% 439

Other funds holding QUAL

TWG
The Wealth Group Eden Prairie, Minnesota $540M AUM 17.57% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
AIA
Aventus Investment Advisors Naples, Florida $137M AUM 14.14% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
BAM
BOS Asset Management Springfield, Illinois $428M AUM 18.82% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

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

Grove Bank & Trust opened a new position in iShares MSCI USA Quality Factor ETF (QUAL) in Q3 2026: 14 shares worth $3.11K. The stake represents ﹤0.01% of the portfolio and ranks #807 among its holdings. This is a return to the name: Grove Bank & Trust previously reported a position in QUAL as recently as Q3 2023.

Grove Bank & Trust first reported a position in QUAL in Q1 2023 and has held it in 3 quarters since. The position peaked at $26.3K in Q1 2023. 87 funds tracked by Wall St. Rank hold QUAL as of Q3 2026.

  • Grove Bank & Trust held 14 shares of iShares MSCI USA Quality Factor ETF worth $3.11K as of Q3 2026.
  • iShares MSCI USA Quality Factor ETF was a new Grove Bank & Trust position in Q3 2026.
  • iShares MSCI USA Quality Factor ETF made up ﹤0.01% of Grove Bank & Trust's portfolio in Q3 2026, its #807 holding.
  • Grove Bank & Trust first reported a position in iShares MSCI USA Quality Factor ETF in Q1 2023 and has held it in 3 quarters since.
  • Grove Bank & Trust's iShares MSCI USA Quality Factor ETF position peaked at $26.3K in Q1 2023.
  • 87 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q3 2026.

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