IEFA ISHARESCORE MSCI EAFE ETF

Ownership history in Grove Bank & Trust  ·  36 quarters on record

AI Ownership Summary

Grove Bank & Trust reported ISHARESCORE MSCI EAFE ETF (IEFA) in 36 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 3.42% in 2026 Q1. The latest visible filing shows IEFA at 3.42% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IEFA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Grove Bank & Trust's position in ISHARESCORE MSCI EAFE ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

IEFA was reported at 3.42% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.42% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Grove Bank & Trust held IEFA — position size vs. price
% of Fund (quarterly)    IEFA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 333,756 +10,257 +3.2% 3.42% $30.2M 2026-04-08 $95.42
2025 Q4 ADDED 323,499 +7,326 +2.3% 3.26% $28.9M 2026-01-08 $91.34
2025 Q3 ADDED 316,173 +6,978 +2.3% 3.23% $27.6M 2025-10-06 $87.31
2025 Q2 ADDED 309,195 +110,090 +55.3% 3.22% $25.8M 2025-07-11 $81.50
2025 Q1 ADDED 199,105 +9,381 +4.9% 2.01% $15.1M 2025-04-17 $72.63
2024 Q4 REDUCED 189,724 -3,602 -1.9% 1.85% $13.3M 2025-01-16 $68.45
2024 Q3 ADDED 193,326 +577 +0.3% 2.23% $15.1M 2024-10-11 $72.81
2024 Q2 ADDED 192,749 +10,324 +5.7% 2.25% $14.0M 2024-07-24 $69.63
2024 Q1 REDUCED 182,425 -2,547 -1.4% 2.28% $13.5M 2024-04-30 $66.94
2023 Q4 ADDED 184,972 +10,193 +5.8% 2.39% $13.0M 2024-01-30 $65.46
26 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Grove Bank & Trust and IEFA

These are the practical questions this page is built to answer before you even open the full history table.

How long has Grove Bank & Trust reported owning IEFA?

Grove Bank & Trust reported IEFA across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported IEFA position in Grove Bank & Trust's portfolio?

The largest reported portfolio weight for IEFA was 3.42% in 2026 Q1.

What is the latest reported IEFA position on this page?

The most recent filing on this page is 2026 Q1, when Grove Bank & Trust reported 333,756 shares, equal to 3.42% of portfolio, with an estimated market value of $30.2M.

What does the chart on this IEFA ownership page compare?

The chart compares Grove Bank & Trust's quarterly IEFA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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