Midwest Trust
EFG icon

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

Midwest Trust’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
Q3 		$1.89M Hold
15,799
– – 0.02% 308
2026
Q2 		$1.97M Buy
15,799
+349
+2% +$42.1K 0.02% 301
2026
Q1 		$1.72M Buy
15,450
+145
+0.9% +$17.1K 0.02% 303
2025
Q4 		$1.74M Buy
15,305
+115
+0.8% +$13.2K 0.02% 293
2025
Q3 		$1.73M Buy
15,190
+509
+3% +$56.7K 0.02% 292
2025
Q2 		$1.64M Buy
+14,681
New +$1.55M 0.02% 292

Other funds holding EFG

Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
Financial Synergies Wealth Advisors
Financial Synergies Wealth Advisors Houston, Texas $1.22B AUM 22.8% 1-Year Est. Return
BOK Financial
BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 1-Year Est. Return
NBT Bank
NBT Bank Norwich, New York $1.47B AUM 18.77% 1-Year Est. Return
SoFi Wealth
SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Waller Financial Planning Group
Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return
Affinity Capital Advisors
Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return

Midwest Trust's EFG Position: Q3 2026 in Review

Midwest Trust held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q3 2026 at 15,799 shares worth $1.89M. The position accounts for 0.02% of the portfolio, ranked #308.

Midwest Trust first reported a position in EFG in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.97M in Q2 2026. 405 funds tracked by Wall St. Rank hold EFG as of Q3 2026.

  • Midwest Trust held 15,799 shares of iShares MSCI EAFE Growth ETF worth $1.89M as of Q3 2026.
  • Midwest Trust left its iShares MSCI EAFE Growth ETF share count unchanged in Q3 2026.
  • iShares MSCI EAFE Growth ETF made up 0.02% of Midwest Trust's portfolio in Q3 2026, its #308 holding.
  • Midwest Trust first reported a position in iShares MSCI EAFE Growth ETF in Q2 2025 and has held it in 6 quarters since.
  • Midwest Trust's iShares MSCI EAFE Growth ETF position peaked at $1.97M in Q2 2026.
  • 405 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2026.

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