MT
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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
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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Midwest Trust's EFV Position: Q2 2026 in Review

Midwest Trust increased its iShares MSCI EAFE Value ETF (EFV) stake by 8.5% in Q2 2026, buying an estimated $51K and bringing the position to 8,425 shares worth $645K. The position accounts for 0.01% of the portfolio, ranked #408.

Midwest Trust first reported a position in EFV in Q2 2025 and has held it in 5 quarters since. 1,249 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Midwest Trust held 8,425 shares of iShares MSCI EAFE Value ETF worth $645K as of Q2 2026.
  • Midwest Trust bought 659 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $51K.
  • iShares MSCI EAFE Value ETF made up 0.01% of Midwest Trust's portfolio in Q2 2026, its #408 holding.
  • Midwest Trust first reported a position in iShares MSCI EAFE Value ETF in Q2 2025 and has held it in 5 quarters since.
  • 1,249 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Midwest Trust's 13F filing for Q2 2026, filed 5 Aug 2026.