Cassady Schiller Wealth Management’s MidWestOne Financial Group MOFG Stock Holding History

Cassady Schiller Wealth Management’s Portfolio MOFG Stock Details MOFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$291	Buy	+10	New	+$306	﹤0.01%	1046

Other funds holding MOFG

MFG

MidWestOne Financial Group Iowa City, Iowa $900M AUM 23.95% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

FCM

FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

BCM

Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cassady Schiller Wealth Management's MOFG Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in MidWestOne Financial Group (MOFG) in Q4 2024: 10 shares worth $291. The stake represents ﹤0.01% of the portfolio and ranks #1046 among its holdings.

117 funds tracked by Wall St. Rank hold MOFG as of Q4 2024.

Cassady Schiller Wealth Management held 10 shares of MidWestOne Financial Group worth $291 as of Q4 2024.
MidWestOne Financial Group was a new Cassady Schiller Wealth Management position in Q4 2024.
MidWestOne Financial Group made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #1046 holding.
117 funds tracked by Wall St. Rank held MidWestOne Financial Group as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.