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Midwest Heritage Bank »

Capital Group Conservative E shares owned by Midwest Heritage Bank

Quarter-by-quarter ownership of Capital Group Conservative E (CGCV) shares owned by Midwest Heritage Bank from 13F filings

Historical chart of Midwest Heritage Bank investment in Capital Group Conservative E

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All positions including Capital Group Conservative E held by Midwest Heritage Bank consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Group Conservative E by Midwest Heritage Bank

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$4.0M	134k	30.11
2025-06-30	$3.7M	128k	28.60
2025-03-31	$3.2M	117k	27.12
2024-12-31	$1.4M	54k	26.54

More positions owned by Midwest Heritage Bank

Dimensional Etf Trust Us Core Equity 2 (DFAC)

Capital Group Core Equity Et Shs Creation Uni (CGUS)

Capital Group Dividend Value Shs Creation Uni (CGDV)

Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)

Dimensional Etf Trust Us High Profitab (DUHP)

Dimensional Etf Trust Global Core Plus (DFGP)

Dimensional Etf Trust Intl Core Eqt Mk (DFAI)

Dimensional Etf Trust Us Small Cap Etf (DFAS)

Capital Group Growth Etf Shs Creation Uni (CGGR)

Spdr Series Trust Portfolio S&p500 (SPLG)

First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)

Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)

American Centy Etf Tr Us Sml Cp Valu (AVUV)

Ishares Tr 1 3 Yr Treas Bd (SHY)

First Tr Exchange-traded A Com Shs (FTA)

View all positions for Midwest Heritage Bank

Top funds holding Capital Group Conservative E

Capital Research and Management Company - Division 3

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Raymond James Financial

Envestnet Asset Management

Stifel Financial

Tribridge Partners Financial

Commonwealth Equity Services

Cetera Investment Advisers

D. J. St. Germain

Carson Advisory

Mml Investors Services

Jones Financial Companies, L.L

Atria Wealth Solutions

Citadel Advisors

View all funds holding Capital Group Conservative E

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