MidWestOne Financial Group’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

MidWestOne Financial Group’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
2025 Q4	$611K	Sell	5,365 -479	-8%	-$54.9K	0.07%	198
2025 Q3	$666K	Hold	5,844	–	–	0.08%	188
2025 Q2	$655K	Hold	5,844	–	–	0.09%	191
2025 Q1	$584K	Hold	5,844	–	–	0.08%	190
2024 Q4	$566K	Hold	5,844	–	–	0.08%	198
2024 Q3	$629K	Buy	5,844 +286	+5%	+$29.7K	0.09%	196
2024 Q2	$569K	Hold	5,558	–	–	0.1%	195
2024 Q1	$577K	Hold	5,558	–	–	0.1%	202
2023 Q4	$538K	Buy	+5,558	New	+$498K	0.1%	199

Other funds holding EFG

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MidWestOne Financial Group's EFG Position: Q4 2025 in Review

MidWestOne Financial Group reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 8.2% in Q4 2025, selling an estimated $54.9K and leaving 5,365 shares worth $611K. The position accounts for 0.07% of the portfolio, ranked #198.

MidWestOne Financial Group first reported a position in EFG in Q4 2023 and has held it in 9 quarters since. The position peaked at $666K in Q3 2025. 976 funds tracked by Wall St. Rank hold EFG as of Q4 2025.

MidWestOne Financial Group held 5,365 shares of iShares MSCI EAFE Growth ETF worth $611K as of Q4 2025.
MidWestOne Financial Group sold 479 iShares MSCI EAFE Growth ETF shares in Q4 2025, an estimated $54.9K.
iShares MSCI EAFE Growth ETF made up 0.07% of MidWestOne Financial Group's portfolio in Q4 2025, its #198 holding.
MidWestOne Financial Group first reported a position in iShares MSCI EAFE Growth ETF in Q4 2023 and has held it in 9 quarters since.
MidWestOne Financial Group's iShares MSCI EAFE Growth ETF position peaked at $666K in Q3 2025.
976 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q4 2025.

Based on MidWestOne Financial Group's 13F filing for Q4 2025, filed 12 Feb 2026.