Midwest Trust
EFA icon

Midwest Trust’s iShares MSCI EAFE ETF EFA Stock Holding History

Midwest Trust’s Portfolio EFA Stock Details EFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$23.2M Sell
223,003
-4,289
-2% -$454K 0.26% 89
2026
Q2 		$23.6M Buy
227,292
+8,244
+4% +$848K 0.27% 92
2026
Q1 		$21.3M Buy
219,048
+468
+0.2% +$46.8K 0.27% 93
2025
Q4 		$21M Buy
218,580
+382
+0.2% +$36.2K 0.26% 90
2025
Q3 		$20.4M Buy
218,198
+5,301
+2% +$482K 0.27% 93
2025
Q2 		$19M Buy
+212,897
New +$18.2M 0.26% 97

Other funds holding EFA

Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
New York University
New York University New York $314M AUM 25.02% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
WoodTrust Financial
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
Wilmington Savings Fund Society
Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GF
Greenfield FTC Reno, Nevada $743M AUM 14.64% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Midwest Trust's EFA Position: Q3 2026 in Review

Midwest Trust reduced its iShares MSCI EAFE ETF (EFA) stake by 1.9% in Q3 2026, selling an estimated $454K and leaving 223,003 shares worth $23.2M. The position accounts for 0.26% of the portfolio, ranked #89.

Midwest Trust first reported a position in EFA in Q2 2025 and has held it in 6 quarters since. The position peaked at $23.6M in Q2 2026. 773 funds tracked by Wall St. Rank hold EFA as of Q3 2026.

  • Midwest Trust held 223,003 shares of iShares MSCI EAFE ETF worth $23.2M as of Q3 2026.
  • Midwest Trust sold 4,289 iShares MSCI EAFE ETF shares in Q3 2026, an estimated $454K.
  • iShares MSCI EAFE ETF made up 0.26% of Midwest Trust's portfolio in Q3 2026, its #89 holding.
  • Midwest Trust first reported a position in iShares MSCI EAFE ETF in Q2 2025 and has held it in 6 quarters since.
  • Midwest Trust's iShares MSCI EAFE ETF position peaked at $23.6M in Q2 2026.
  • 773 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2026.

Based on Midwest Trust's 13F filing for Q3 2026, filed 22 Oct 2026.