Creative Planning

Creative Planning’s MidWestOne Financial Group MOFG Stock Holding History

Creative Planning’s Portfolio MOFG Stock Details MOFG Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell
2025 Q4	$2.14M	Buy
2025 Q3	$729K	Sell
2025 Q2	$766K	Sell
2025 Q1	$849K	Buy
2024 Q4	$691K	Buy
2021 Q2	–	Sell
2021 Q1	$204K	Buy
2017 Q1	–	Sell
2016 Q4	$12K	Buy