EI
MFA

Ellevest Inc’s MFA Financial MFA Stock Holding History

Ellevest Inc’s Portfolio MFA Stock Details MFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-1,691
Closed -$16.8K – 1107
2023
Q1 		$16.8K Buy
1,691
+202
+14% +$2.14K ﹤0.01% 887
2022
Q4 		$14.7K Buy
1,489
+190
+15% +$1.91K ﹤0.01% 940
2022
Q3 		$10K Buy
1,299
+110
+9% +$1.23K ﹤0.01% 997
2022
Q2 		$13K Hold
1,189
– – ﹤0.01% 835
2022
Q1 		$19K Hold
1,189
– – ﹤0.01% 753
2021
Q4 		$22K Sell
1,189
-16
-1% -$291 ﹤0.01% 694
2021
Q3 		$22K Buy
1,205
+16
+1% +$297 ﹤0.01% 649
2021
Q2 		$22K Hold
1,189
– – ﹤0.01% 626
2021
Q1 		$19K Hold
1,189
– – ﹤0.01% 670
2020
Q4 		$19K Hold
1,189
– – ﹤0.01% 644
2020
Q3 		$13K Sell
1,189
-8
-0.7% -$86 ﹤0.01% 605
2020
Q2 		$12K Buy
1,197
+1,151
+2,502% +$8.91K ﹤0.01% 583
2020
Q1 		$0 Buy
46
+39
+557% +$1.04K ﹤0.01% 1216
2019
Q4 		$0 Buy
+7
New +$214 ﹤0.01% 1019

Other funds holding MFA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EH
EMG Holdings Old Greenwich, Connecticut $397M AUM 9.97% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Ellevest Inc's MFA Position: Q2 2023 in Review

Ellevest Inc sold out of MFA Financial (MFA) in Q2 2023, closing a stake of 1,691 shares — an estimated $16.8K sold.

Ellevest Inc first reported a position in MFA in Q4 2019 and held it in 14 quarters. The position peaked at $22K in Q4 2021. 173 funds tracked by Wall St. Rank hold MFA as of Q2 2023.

  • Ellevest Inc reported no remaining MFA Financial position as of Q2 2023 after selling out during the quarter.
  • Ellevest Inc sold 1,691 MFA Financial shares in Q2 2023, an estimated $16.8K.
  • Ellevest Inc first reported a position in MFA Financial in Q4 2019 and held it in 14 quarters.
  • Ellevest Inc's MFA Financial position peaked at $22K in Q4 2021.
  • 173 funds tracked by Wall St. Rank held MFA Financial as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.