Midwest Heritage Bank, FSB
Position in CGCV — Capital Group Conservative Equity ETF
CIK 1906805
WEST DES MOINES, IA
Position in CGCV
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$6,607,982
+$2,241,449 QoQ
Shares Held
221,670
+54.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
6.80%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CGCV Over Time
Shares Held
Position Value (USD)
All Filings in CGCV
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,607,982 | 221,670 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $4,366,533 | 143,212 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $4,027,543 | 133,761 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $3,661,801 | 128,035 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $3,167,465 | 116,816 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,439,741 | 54,248 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||