MHB
EFV icon

Midwest Heritage Bank’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Midwest Heritage Bank’s Portfolio EFV Stock Details EFV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$505K Hold
6,602
– – 0.14% 32
2026
Q1 		$491K Sell
6,602
-2,606
-28% -$196K 0.16% 33
2025
Q4 		$658K Sell
9,208
-337
-4% -$23.4K 0.23% 29
2025
Q3 		$647K Buy
9,545
+75
+0.8% +$4.94K 0.23% 28
2025
Q2 		$601K Buy
9,470
+299
+3% +$18.3K 0.23% 30
2025
Q1 		$541K Sell
9,171
-2,889
-24% -$163K 0.22% 30
2024
Q4 		$633K Sell
12,060
-2,732
-18% -$150K 0.29% 30
2024
Q3 		$851K Buy
14,792
+133
+0.9% +$7.34K 0.4% 27
2024
Q2 		$778K Sell
14,659
-2,250
-13% -$122K 0.39% 26
2024
Q1 		$920K Buy
16,909
+368
+2% +$19.2K 0.48% 25
2023
Q4 		$862K Buy
16,541
+289
+2% +$14.3K 0.59% 25
2023
Q3 		$795K Buy
16,252
+5,892
+57% +$292K 0.6% 25
2023
Q2 		$507K Sell
10,360
-1,483
-13% -$73K 0.38% 28
2023
Q1 		$575K Sell
11,843
-12,295
-51% -$595K 0.46% 26
2022
Q4 		$1.11M Sell
24,138
-2,959
-11% -$128K 1.07% 22
2022
Q3 		$1.04M Sell
27,097
-3,358
-11% -$143K 1.09% 20
2022
Q2 		$1.32M Sell
30,455
-4,476
-13% -$213K 1.2% 19
2022
Q1 		$1.76M Buy
34,931
+6,279
+22% +$319K 1.38% 18
2021
Q4 		$1.44M Buy
+28,652
New +$1.46M 1.4% 20

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
HMH
Hackensack Meridian Health Edison, New Jersey $1.48B AUM 21% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

Midwest Heritage Bank held its iShares MSCI EAFE Value ETF (EFV) position steady in Q2 2026 at 6,602 shares worth $505K. The position accounts for 0.14% of the portfolio, ranked #32.

Midwest Heritage Bank first reported a position in EFV in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.76M in Q1 2022. 733 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Midwest Heritage Bank held 6,602 shares of iShares MSCI EAFE Value ETF worth $505K as of Q2 2026.
  • Midwest Heritage Bank left its iShares MSCI EAFE Value ETF share count unchanged in Q2 2026.
  • iShares MSCI EAFE Value ETF made up 0.14% of Midwest Heritage Bank's portfolio in Q2 2026, its #32 holding.
  • Midwest Heritage Bank first reported a position in iShares MSCI EAFE Value ETF in Q4 2021 and has held it in 19 quarters since.
  • Midwest Heritage Bank's iShares MSCI EAFE Value ETF position peaked at $1.76M in Q1 2022.
  • 733 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

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