MHB
EFG icon

Midwest Heritage Bank’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Midwest Heritage Bank’s Portfolio EFG Stock Details EFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$349K Hold
2,807
– – 0.1% 42
2026
Q1 		$313K Sell
2,807
-815
-23% -$95.8K 0.1% 40
2025
Q4 		$413K Sell
3,622
-243
-6% -$27.9K 0.14% 37
2025
Q3 		$440K Sell
3,865
-113
-3% -$12.6K 0.16% 35
2025
Q2 		$446K Sell
3,978
-23
-0.6% -$2.43K 0.17% 33
2025
Q1 		$400K Sell
4,001
-641
-14% -$65.3K 0.16% 37
2024
Q4 		$449K Sell
4,642
-1,868
-29% -$190K 0.21% 36
2024
Q3 		$701K Buy
6,510
+244
+4% +$25.3K 0.33% 30
2024
Q2 		$641K Sell
6,266
-1,182
-16% -$121K 0.32% 29
2024
Q1 		$773K Sell
7,448
-287
-4% -$28.6K 0.41% 27
2023
Q4 		$749K Buy
7,735
+88
+1% +$7.89K 0.51% 26
2023
Q3 		$660K Buy
7,647
+2,458
+47% +$227K 0.5% 26
2023
Q2 		$495K Sell
5,189
-504
-9% -$47.9K 0.38% 29
2023
Q1 		$533K Sell
5,693
-6,902
-55% -$621K 0.43% 28
2022
Q4 		$1.05M Sell
12,595
-1,213
-9% -$98.1K 1.02% 24
2022
Q3 		$1M Sell
13,808
-1,294
-9% -$106K 1.05% 21
2022
Q2 		$1.22M Sell
15,102
-3,248
-18% -$282K 1.1% 20
2022
Q1 		$1.77M Sell
18,350
-1,239
-6% -$122K 1.39% 17
2021
Q4 		$2.16M Buy
+19,589
New +$2.15M 2.1% 15

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JC
JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
PLFA
Pacific Life Fund Advisors Newport Beach, California $910M AUM 20.54% 1-Year Est. Return

Midwest Heritage Bank's EFG Position: Q2 2026 in Review

Midwest Heritage Bank held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q2 2026 at 2,807 shares worth $349K. The position accounts for 0.1% of the portfolio, ranked #42.

Midwest Heritage Bank first reported a position in EFG in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.16M in Q4 2021. 640 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Midwest Heritage Bank held 2,807 shares of iShares MSCI EAFE Growth ETF worth $349K as of Q2 2026.
  • Midwest Heritage Bank left its iShares MSCI EAFE Growth ETF share count unchanged in Q2 2026.
  • iShares MSCI EAFE Growth ETF made up 0.1% of Midwest Heritage Bank's portfolio in Q2 2026, its #42 holding.
  • Midwest Heritage Bank first reported a position in iShares MSCI EAFE Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • Midwest Heritage Bank's iShares MSCI EAFE Growth ETF position peaked at $2.16M in Q4 2021.
  • 640 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Midwest Heritage Bank's 13F filing for Q2 2026, filed 28 Jul 2026.