Number of Shares
978,124.00
Current Holdings Value*
$36.12 Mil
% of Portfolio
13.59%
Total Estimate Gain
$11.21 Mil
% of Total Estimate Gain
42.91%

Midwest Heritage Bank, FSB's Capital Group Core Equity ETF Holding Summary

As of 2025-06-30, Midwest Heritage Bank, FSB held 978,124.00 shares of Capital Group Core Equity ETF(CGUS), totaling $36.12 Mil. This investment constitutes 13.59% of their stock portfolio, and Midwest Heritage Bank, FSB now holds 0.62% of the outstanding Capital Group Core Equity ETF(CGUS) stock.

The initial trade took place in 2022Q2. And since then Midwest Heritage Bank, FSB has made 13 purchases of CGUS, at an average price of $26.72, for a total of 978,124.00 shares. Based on historical transaction data and CGUS's current price of $38.18, Midwest Heritage Bank, FSB's estimated gain on his CGUS holdings is $11.21 Mil, reflecting a 42.91% gain to date.

Midwest Heritage Bank, FSB CGUS ($38.18) Holding Chart

Midwest Heritage Bank, FSB CGUS ($38.18) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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