Midwest Trust’s Itaú Unibanco ITUB Stock Holding History

Midwest Trust’s Portfolio ITUB Stock Details ITUB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-43,890	Closed	-$289K	–	594
2025 Q2	$289K	Buy	+43,890	New	+$268K	﹤0.01%	524

Other funds holding ITUB

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

WGI

Westwood Global Investments Boston, Massachusetts $2.85B AUM 55.09% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Midwest Trust's ITUB Position: Q3 2025 in Review

Midwest Trust sold out of Itaú Unibanco (ITUB) in Q3 2025, closing a stake of 43,890 shares — an estimated $289K sold.

Midwest Trust first reported a position in ITUB in Q2 2025 and held it in 1 quarter. The position peaked at $289K in Q2 2025. 335 funds tracked by Wall St. Rank hold ITUB as of Q3 2025.

Midwest Trust reported no remaining Itaú Unibanco position as of Q3 2025 after selling out during the quarter.
Midwest Trust sold 43,890 Itaú Unibanco shares in Q3 2025, an estimated $289K.
Midwest Trust first reported a position in Itaú Unibanco in Q2 2025 and held it in 1 quarter.
Midwest Trust's Itaú Unibanco position peaked at $289K in Q2 2025.
335 funds tracked by Wall St. Rank held Itaú Unibanco as of Q3 2025.

Based on Midwest Trust's 13F filing for Q3 2025, filed 6 Nov 2025.