Emerald Mutual Fund Advisers Trust’s MidWestOne Financial Group MOFG Stock Holding History

Emerald Mutual Fund Advisers Trust’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
2025 Q2	–	Sell	-25,000	Closed	-$740K	–	224
2025 Q1	$740K	Hold	25,000	–	–	0.05%	143
2024 Q4	$728K	Hold	25,000	–	–	0.04%	148
2024 Q3	$713K	Buy	+25,000	New	+$678K	0.04%	152
2018 Q1	–	Sell	-150,908	Closed	-$5.06M	–	251
2017 Q4	$5.06M	Hold	150,908	–	–	0.2%	149
2017 Q3	$5.09M	Hold	150,908	–	–	0.21%	147
2017 Q2	$5.11M	Hold	150,908	–	–	0.22%	135
2017 Q1	$5.17M	Buy	150,908 +125,000	+482%	+$4.5M	0.24%	133
2016 Q4	$974K	Hold	25,908	–	–	0.05%	208
2016 Q3	$787K	Sell	25,908 -121,815	-82%	-$3.6M	0.04%	203
2016 Q2	$4.22M	Hold	147,723	–	–	0.24%	125
2016 Q1	$4.05M	Hold	147,723	–	–	0.23%	129
2015 Q4	$4.49M	Buy	147,723 +93,680	+173%	+$2.88M	0.24%	125
2015 Q3	$1.58M	Buy	54,043 +33,013	+157%	+$1.02M	0.1%	165
2015 Q2	$692K	Buy	+21,030	New	+$629K	0.05%	189

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

Jennison Associates New York $145B AUM 34.61% 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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Emerald Mutual Fund Advisers Trust's MOFG Position: Q2 2025 in Review

Emerald Mutual Fund Advisers Trust sold out of MidWestOne Financial Group (MOFG) in Q2 2025, closing a stake of 25,000 shares — an estimated $740K sold.

Emerald Mutual Fund Advisers Trust first reported a position in MOFG in Q2 2015 and held it in 14 quarters. The position peaked at $5.17M in Q1 2017. 125 funds tracked by Wall St. Rank hold MOFG as of Q2 2025.

Emerald Mutual Fund Advisers Trust reported no remaining MidWestOne Financial Group position as of Q2 2025 after selling out during the quarter.
Emerald Mutual Fund Advisers Trust sold 25,000 MidWestOne Financial Group shares in Q2 2025, an estimated $740K.
Emerald Mutual Fund Advisers Trust first reported a position in MidWestOne Financial Group in Q2 2015 and held it in 14 quarters.
Emerald Mutual Fund Advisers Trust's MidWestOne Financial Group position peaked at $5.17M in Q1 2017.
125 funds tracked by Wall St. Rank held MidWestOne Financial Group as of Q2 2025.

Based on Emerald Mutual Fund Advisers Trust's 13F filing for Q2 2025, filed 4 Aug 2025.