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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
Q3 		$362K Hold
2,328
– – 0.04% 203
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

SRWM
Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
NCTC
New Covenant Trust Company Jeffersonville, Indiana $144M AUM 21.66% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return
NA
Nautilus Advisors La Jolla, California $165M AUM 19.63% 1-Year Est. Return

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

Grove Bank & Trust held its iShares ESG Optimized MSCI USA ETF (SUSA) position steady in Q3 2026 at 2,328 shares worth $362K. The position accounts for 0.04% of the portfolio, ranked #203.

Grove Bank & Trust first reported a position in SUSA in Q1 2021 and has held it in 21 quarters since. 26 funds tracked by Wall St. Rank hold SUSA as of Q3 2026.

  • Grove Bank & Trust held 2,328 shares of iShares ESG Optimized MSCI USA ETF worth $362K as of Q3 2026.
  • Grove Bank & Trust left its iShares ESG Optimized MSCI USA ETF share count unchanged in Q3 2026.
  • iShares ESG Optimized MSCI USA ETF made up 0.04% of Grove Bank & Trust's portfolio in Q3 2026, its #203 holding.
  • Grove Bank & Trust first reported a position in iShares ESG Optimized MSCI USA ETF in Q1 2021 and has held it in 21 quarters since.
  • 26 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q3 2026.

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