| |
|
|
| Name: |
Midwest Heritage Bank FSB |
| City: |
WEST DES MOINES |
| State: |
IA |
| Zip: |
50265 |
| |
|
|
| Achive
data |
| View
Filing Period: |
|
|
|
|
|
|
 |
Download |
|
|
| |
| |
|
Free Registration Required For Full Results
|
|
|
| Holdings
Found :
11 |
|
View All Holdings |
Currently
Viewing:
Decreased Positions |
|
|
Page 1 of 1 |
Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
FTA |
First Trust Large Cap Value... |
3 |
- |
$74.33 |
$15,385,000 |
201,423 |
8.1% |
-1,586,000 |
-38,151 |
1.402 |
Closed - End Fund - Debt |
|
|
ACWI |
iShares MSCI ACWI Index |
19 |
- |
$111.70 |
$1,603,000 |
14,554 |
0.84% |
-20,000 |
-1,397 |
0.009 |
Closed - End Fund - E... |
|
|
JHSC |
John Hancock Multifactor Sm... |
21 |
- |
$36.10 |
$1,304,000 |
33,845 |
0.69% |
-55,000 |
-3,323 |
0.178 |
N/A |
|
|
ESGU |
Ishares Msci Usa Esg Optimized |
23 |
- |
$0.00 |
$1,227,000 |
10,669 |
0.65% |
-425,000 |
-5,076 |
0.001 |
N/A |
|
|
GOVT |
Ishares Barclays Us Treasur... |
26 |
- |
$0.00 |
$847,000 |
37,188 |
0.45% |
-362,000 |
-15,302 |
0 |
N/A |
|
|
EFG |
iShares MSCI EAFE Growth ETF |
27 |
- |
$0.00 |
$773,000 |
7,448 |
0.41% |
24,000 |
-287 |
0.001 |
Closed - End Fund - E... |
|
|
FTEC |
Fidelity Msci Information T... |
36 |
- |
$162.19 |
$399,000 |
2,558 |
0.21% |
-21,000 |
-366 |
0.005 |
N/A |
|
|
MO |
Altria Group Inc |
40 |
- |
$45.49 |
$355,000 |
8,150 |
0.19% |
19,000 |
-172 |
0 |
Cigarettes & Other To... |
|
|
CVX |
Chevron Corp |
41 |
- |
$157.75 |
$349,000 |
2,213 |
0.18% |
11,000 |
-54 |
0 |
Integrated Oil & Gas |
|
|
ITR |
SPDR Series Trust |
46 |
- |
$32.42 |
$255,000 |
7,798 |
0.13% |
-92,000 |
-2,767 |
0.001 |
Closed - End Fund - Debt |
|
|
USMV |
iShares MSCI USA Minimum Vo... |
50 |
- |
$0.00 |
$226,000 |
2,706 |
0.12% |
-53,000 |
-873 |
0 |
N/A |
|
