Grove Bank & Trust’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Grove Bank & Trust’s Portfolio USMV Stock Details USMV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$393K	Buy	4,031 +31	+0.8%	+$3.07K	0.04%	196
2026 Q2	$386K	Hold	4,000	–	–	0.04%	193
2026 Q1	$371K	Hold	4,000	–	–	0.04%	198
2025 Q4	$377K	Hold	4,000	–	–	0.04%	199
2025 Q3	$381K	Sell	4,000 -53	-1%	-$4.96K	0.04%	190
2025 Q2	$380K	Hold	4,053	–	–	0.05%	185
2025 Q1	$380K	Hold	4,053	–	–	0.05%	180
2024 Q4	$360K	Hold	4,053	–	–	0.05%	173
2024 Q3	$370K	Sell	4,053 -53	-1%	-$4.67K	0.05%	167
2024 Q2	$345K	Hold	4,106	–	–	0.06%	165
2024 Q1	$343K	Buy	4,106 +106	+3%	+$8.55K	0.06%	169
2023 Q4	$312K	Sell	4,000 -1,032	-21%	-$77K	0.06%	178
2023 Q3	$364K	Buy	5,032 +32	+0.6%	+$2.39K	0.07%	161
2023 Q2	$372K	Sell	5,000 -20	-0.4%	-$1.46K	0.08%	167
2023 Q1	$365K	Buy	5,020 +20	+0.4%	+$1.44K	0.08%	168
2022 Q4	$361K	Hold	5,000	–	–	0.08%	171
2022 Q3	$331K	Sell	5,000 -168	-3%	-$12.1K	0.08%	167
2022 Q2	$363K	Buy	5,168 +168	+3%	+$12.3K	0.09%	161
2022 Q1	$388K	Hold	5,000	–	–	0.08%	167
2021 Q4	$405K	Hold	5,000	–	–	0.08%	169
2021 Q3	$368K	Hold	5,000	–	–	0.08%	168
2021 Q2	$368K	Hold	5,000	–	–	0.08%	165
2021 Q1	$346K	Hold	5,000	–	–	0.08%	161
2020 Q4	$339K	Hold	5,000	–	–	0.09%	153
2020 Q3	$319K	Hold	5,000	–	–	0.1%	146
2020 Q2	$303K	Hold	5,000	–	–	0.1%	150
2020 Q1	$270K	Buy	+5,000	New	+$317K	0.11%	144

Other funds holding USMV

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

KIA

Koenig Investment Advisory Ashland, Oregon $137M AUM 8.53% 1-Year Est. Return

Capital Planning Bellevue, Washington $376M AUM 13.8% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

AWM

Able Wealth Management Toms River, New Jersey $455M AUM 13.63% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

1WM

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

IIM

Invariant Investment Management Camp Hill, Pennsylvania $173M AUM 8.78% 1-Year Est. Return

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

Grove Bank & Trust increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 0.78% in Q3 2026, buying an estimated $3.07K and bringing the position to 4,031 shares worth $393K. The position accounts for 0.04% of the portfolio, ranked #196.

Grove Bank & Trust first reported a position in USMV in Q1 2020 and has held it in 27 quarters since. The position peaked at $405K in Q4 2021. 110 funds tracked by Wall St. Rank hold USMV as of Q3 2026.

Grove Bank & Trust held 4,031 shares of iShares MSCI USA Min Vol Factor ETF worth $393K as of Q3 2026.
Grove Bank & Trust bought 31 iShares MSCI USA Min Vol Factor ETF shares in Q3 2026, an estimated $3.07K.
iShares MSCI USA Min Vol Factor ETF made up 0.04% of Grove Bank & Trust's portfolio in Q3 2026, its #196 holding.
Grove Bank & Trust first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2020 and has held it in 27 quarters since.
Grove Bank & Trust's iShares MSCI USA Min Vol Factor ETF position peaked at $405K in Q4 2021.
110 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2026.

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