Midwest Trust
EFV icon

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

Midwest Trust’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
Q3 		$820K Buy
10,359
+1,934
+23% +$156K 0.01% 392
2026
Q2 		$645K Buy
8,425
+659
+8% +$51K 0.01% 408
2026
Q1 		$577K Buy
7,766
+442
+6% +$33.2K 0.01% 417
2025
Q4 		$523K Buy
7,324
+1,332
+22% +$92.6K 0.01% 427
2025
Q3 		$406K Buy
5,992
+1,664
+38% +$110K 0.01% 453
2025
Q2 		$275K Buy
+4,328
New +$265K ﹤0.01% 531

Other funds holding EFV

Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Hamilton Capital
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Financial Synergies Wealth Advisors
Financial Synergies Wealth Advisors Houston, Texas $1.22B AUM 22.8% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
Waller Financial Planning Group
Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return

Midwest Trust's EFV Position: Q3 2026 in Review

Midwest Trust increased its iShares MSCI EAFE Value ETF (EFV) stake by 23% in Q3 2026, buying an estimated $156K and bringing the position to 10,359 shares worth $820K. The position accounts for 0.01% of the portfolio, ranked #392.

Midwest Trust first reported a position in EFV in Q2 2025 and has held it in 6 quarters since. 444 funds tracked by Wall St. Rank hold EFV as of Q3 2026.

  • Midwest Trust held 10,359 shares of iShares MSCI EAFE Value ETF worth $820K as of Q3 2026.
  • Midwest Trust bought 1,934 iShares MSCI EAFE Value ETF shares in Q3 2026, an estimated $156K.
  • iShares MSCI EAFE Value ETF made up 0.01% of Midwest Trust's portfolio in Q3 2026, its #392 holding.
  • Midwest Trust first reported a position in iShares MSCI EAFE Value ETF in Q2 2025 and has held it in 6 quarters since.
  • 444 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2026.

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