GWS
MOFG

Glassman Wealth Services’s MidWestOne Financial Group MOFG Stock Holding History

Glassman Wealth Services’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
2023
Q2 		– Sell
-27
Closed -$659 – 1974
2023
Q1 		$659 Buy
+27
New +$796 ﹤0.01% 1563

Other funds holding MOFG

MFG
MidWestOne Financial Group Iowa City, Iowa $900M AUM 23.95% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Glassman Wealth Services's MOFG Position: Q2 2023 in Review

Glassman Wealth Services sold out of MidWestOne Financial Group (MOFG) in Q2 2023, closing a stake of 27 shares — an estimated $659 sold.

Glassman Wealth Services first reported a position in MOFG in Q1 2023 and held it in 1 quarter. The position peaked at $659 in Q1 2023. 81 funds tracked by Wall St. Rank hold MOFG as of Q2 2023.

  • Glassman Wealth Services reported no remaining MidWestOne Financial Group position as of Q2 2023 after selling out during the quarter.
  • Glassman Wealth Services sold 27 MidWestOne Financial Group shares in Q2 2023, an estimated $659.
  • Glassman Wealth Services first reported a position in MidWestOne Financial Group in Q1 2023 and held it in 1 quarter.
  • Glassman Wealth Services's MidWestOne Financial Group position peaked at $659 in Q1 2023.
  • 81 funds tracked by Wall St. Rank held MidWestOne Financial Group as of Q2 2023.

Based on Glassman Wealth Services's 13F filing for Q2 2023, filed 8 Aug 2023.