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Grove Bank & Trust’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Grove Bank & Trust’s Portfolio SUSA Stock Details SUSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$359K Hold
2,328
– – 0.04% 199
2026
Q1 		$308K Hold
2,328
– – 0.03% 212
2025
Q4 		$324K Hold
2,328
– – 0.04% 216
2025
Q3 		$316K Hold
2,328
– – 0.04% 209
2025
Q2 		$295K Hold
2,328
– – 0.04% 207
2025
Q1 		$267K Hold
2,328
– – 0.04% 207
2024
Q4 		$283K Hold
2,328
– – 0.04% 186
2024
Q3 		$280K Hold
2,328
– – 0.04% 189
2024
Q2 		$262K Hold
2,328
– – 0.04% 184
2024
Q1 		$254K Hold
2,328
– – 0.04% 197
2023
Q4 		$234K Hold
2,328
– – 0.04% 199
2023
Q3 		$209K Hold
2,328
– – 0.04% 202
2023
Q2 		$218K Hold
2,328
– – 0.04% 208
2023
Q1 		$204K Hold
2,328
– – 0.04% 207
2022
Q4 		$192K Buy
+2,328
New +$192K 0.04% 214
2022
Q2 		– Sell
-2,328
Closed -$225K – 230
2022
Q1 		$225K Hold
2,328
– – 0.04% 215
2021
Q4 		$247K Hold
2,328
– – 0.05% 210
2021
Q3 		$223K Hold
2,328
– – 0.05% 215
2021
Q2 		$222K Hold
2,328
– – 0.05% 209
2021
Q1 		$204K Buy
+2,328
New +$199K 0.05% 206

Other funds holding SUSA

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Grove Bank & Trust held its iShares ESG Optimized MSCI USA ETF (SUSA) position steady in Q2 2026 at 2,328 shares worth $359K. The position accounts for 0.04% of the portfolio, ranked #199.

Grove Bank & Trust first reported a position in SUSA in Q1 2021 and has held it in 20 quarters since. 532 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • Grove Bank & Trust held 2,328 shares of iShares ESG Optimized MSCI USA ETF worth $359K as of Q2 2026.
  • Grove Bank & Trust left its iShares ESG Optimized MSCI USA ETF share count unchanged in Q2 2026.
  • iShares ESG Optimized MSCI USA ETF made up 0.04% of Grove Bank & Trust's portfolio in Q2 2026, its #199 holding.
  • Grove Bank & Trust first reported a position in iShares ESG Optimized MSCI USA ETF in Q1 2021 and has held it in 20 quarters since.
  • 532 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

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