MFG
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MidWestOne Financial Group’s iShares MSCI EAFE Value ETF EFV Stock Holding History

MidWestOne Financial Group’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
2025
Q4 		$594K Sell
8,321
-598
-7% -$41.6K 0.07% 203
2025
Q3 		$605K Hold
8,919
– – 0.07% 197
2025
Q2 		$566K Hold
8,919
– – 0.07% 201
2025
Q1 		$526K Hold
8,919
– – 0.07% 201
2024
Q4 		$468K Sell
8,919
-562
-6% -$30.8K 0.07% 210
2024
Q3 		$545K Buy
9,481
+772
+9% +$42.6K 0.08% 200
2024
Q2 		$462K Hold
8,709
– – 0.08% 211
2024
Q1 		$474K Sell
8,709
-19
-0.2% -$992 0.09% 214
2023
Q4 		$455K Buy
+8,728
New +$432K 0.09% 207

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

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

MidWestOne Financial Group reduced its iShares MSCI EAFE Value ETF (EFV) stake by 6.7% in Q4 2025, selling an estimated $41.6K and leaving 8,321 shares worth $594K. The position accounts for 0.07% of the portfolio, ranked #203.

MidWestOne Financial Group first reported a position in EFV in Q4 2023 and has held it in 9 quarters since. The position peaked at $605K in Q3 2025. 1,229 funds tracked by Wall St. Rank hold EFV as of Q4 2025.

  • MidWestOne Financial Group held 8,321 shares of iShares MSCI EAFE Value ETF worth $594K as of Q4 2025.
  • MidWestOne Financial Group sold 598 iShares MSCI EAFE Value ETF shares in Q4 2025, an estimated $41.6K.
  • iShares MSCI EAFE Value ETF made up 0.07% of MidWestOne Financial Group's portfolio in Q4 2025, its #203 holding.
  • MidWestOne Financial Group first reported a position in iShares MSCI EAFE Value ETF in Q4 2023 and has held it in 9 quarters since.
  • MidWestOne Financial Group's iShares MSCI EAFE Value ETF position peaked at $605K in Q3 2025.
  • 1,229 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q4 2025.

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