Midwest Trust Co IEFA β€” ISHARES TR

Ownership history in Midwest Trust Co  Β·  4 quarters on record

AI Ownership Summary

Midwest Trust Co reported ISHARES TR (IEFA) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 0.84% in 2026 Q1. The latest visible filing shows IEFA at 0.84% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IEFA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Midwest Trust Co's position in ISHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

IEFA was reported at 0.84% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.84% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IEFA stock page Midwest Trust Co fund profile Midwest Trust Co full holdings
How Midwest Trust Co held IEFA β€” position size vs. price
% of Fund (quarterly)    IEFA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 747,893 +53,567 +7.7% 0.84% $67.7M 2026-05-01 $95.39
2025 Q4 ADDED β€” β€” β€” 694,326 +66,960 +10.7% 0.78% $62.1M 2026-02-04 $94.94
2025 Q3 ADDED β€” β€” β€” 627,366 +4,770 +0.8% 0.71% $54.8M 2025-11-06 $85.86
2025 Q2 INITIATED β€” β€” β€” 622,596 β€” β€” 0.72% $52.0M 2025-08-07 $82.52

🏒 Other funds also holding IEFA

As of 2026 Q1 β€” sorted by position size

Roth Financial Partners LLC 3Y 22.89% Shelter Ins Retirement Plan 3Y 7Y 22.6% Ironwood Wealth Management, LLC. 3Y 7Y 22.35% Mann Financial Group, Inc. 20.79% NorthLanding Financial Partners, LLC 3Y 18.86% WLTH Capital Management, LLC 18.75% Stash Investments, LLC 17.99% Dean, Jacobson Financial Services, LLC 3Y 17.92% STERLING INVESTMENT ADVISORS LLC /ADV 3Y 7Y 17.54% Riverview Trust Co 3Y 7Y 17.53%

FAQ About Midwest Trust Co and IEFA

These are the practical questions this page is built to answer before you even open the full history table.

How long has Midwest Trust Co reported owning IEFA?

Midwest Trust Co reported IEFA across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported IEFA position in Midwest Trust Co's portfolio?

The largest reported portfolio weight for IEFA was 0.84% in 2026 Q1.

What is the latest reported IEFA position on this page?

The most recent filing on this page is 2026 Q1, when Midwest Trust Co reported 747,893 shares, equal to 0.84% of portfolio, with an estimated market value of $67.7M.

What does the chart on this IEFA ownership page compare?

The chart compares Midwest Trust Co's quarterly IEFA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Midwest Trust Co time their IEFA position?

Based on 13F filing dates vs. subsequent IEFA price moves, Midwest Trust Co correctly timed 3 out of 3 reported position changes (100%). The annualised alpha on IEFA relative to SPY over the holding period was +0.8%.

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