IA
MOFG

IndexIQ Advisors’s MidWestOne Financial Group MOFG Stock Holding History

IndexIQ Advisors’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
2022
Q1 		– Sell
-13,636
Closed -$441K – 1433
2021
Q4 		$441K Sell
13,636
-881
-6% -$28.2K 0.01% 686
2021
Q3 		$438K Buy
14,517
+1,454
+11% +$42.4K 0.01% 703
2021
Q2 		$376K Buy
13,063
+66
+0.5% +$2.03K 0.01% 823
2021
Q1 		$403K Buy
12,997
+2,995
+30% +$85.1K 0.01% 625
2020
Q4 		$245K Buy
10,002
+1,033
+12% +$23.6K 0.01% 817
2020
Q3 		$160K Buy
8,969
+486
+6% +$9.16K 0.01% 810
2020
Q2 		$170K Sell
8,483
-400
-5% -$7.72K 0.01% 738
2020
Q1 		$186K Buy
+8,883
New +$261K 0.01% 539
2019
Q2 		– Sell
-36,781
Closed -$1M – 579
2019
Q1 		$1M Sell
36,781
-26,354
-42% -$749K 0.03% 422
2018
Q4 		$1.57M Sell
63,135
-5,151
-8% -$151K 0.04% 315
2018
Q3 		$2.27M Buy
68,286
+2,579
+4% +$86.5K 0.07% 288
2018
Q2 		$2.22M Buy
65,707
+5,057
+8% +$168K 0.07% 308
2018
Q1 		$2.02M Buy
+60,650
New +$2M 0.06% 268

Other funds holding MOFG

MFG
MidWestOne Financial Group Iowa City, Iowa $900M AUM 23.95% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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 $128B AUM 35.83% 1-Year Est. Return
MFW
Meristem Family Wealth Minnetonka, Minnesota $925M AUM 14.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

IndexIQ Advisors's MOFG Position: Q1 2022 in Review

IndexIQ Advisors sold out of MidWestOne Financial Group (MOFG) in Q1 2022, closing a stake of 13,636 shares — an estimated $441K sold.

IndexIQ Advisors first reported a position in MOFG in Q1 2018 and held it in 13 quarters. The position peaked at $2.27M in Q3 2018. 92 funds tracked by Wall St. Rank hold MOFG as of Q1 2022.

  • IndexIQ Advisors reported no remaining MidWestOne Financial Group position as of Q1 2022 after selling out during the quarter.
  • IndexIQ Advisors sold 13,636 MidWestOne Financial Group shares in Q1 2022, an estimated $441K.
  • IndexIQ Advisors first reported a position in MidWestOne Financial Group in Q1 2018 and held it in 13 quarters.
  • IndexIQ Advisors's MidWestOne Financial Group position peaked at $2.27M in Q3 2018.
  • 92 funds tracked by Wall St. Rank held MidWestOne Financial Group as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.