IEQ Capital’s MidWestOne Financial Group MOFG Stock Holding History

IEQ Capital’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 Q3	–	Sell	-9,014	Closed	-$259K	–	1994
2025 Q2	$259K	Buy	+9,014	New	+$254K	﹤0.01%	1475

Other funds holding MOFG

MFG

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

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 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

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

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

IEQ Capital's MOFG Position: Q3 2025 in Review

IEQ Capital sold out of MidWestOne Financial Group (MOFG) in Q3 2025, closing a stake of 9,014 shares — an estimated $259K sold.

IEQ Capital first reported a position in MOFG in Q2 2025 and held it in 1 quarter. The position peaked at $259K in Q2 2025. 123 funds tracked by Wall St. Rank hold MOFG as of Q3 2025.

IEQ Capital reported no remaining MidWestOne Financial Group position as of Q3 2025 after selling out during the quarter.
IEQ Capital sold 9,014 MidWestOne Financial Group shares in Q3 2025, an estimated $259K.
IEQ Capital first reported a position in MidWestOne Financial Group in Q2 2025 and held it in 1 quarter.
IEQ Capital's MidWestOne Financial Group position peaked at $259K in Q2 2025.
123 funds tracked by Wall St. Rank held MidWestOne Financial Group as of Q3 2025.

Based on IEQ Capital's 13F filing for Q3 2025, filed 14 Nov 2025.