EWA
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ERTS Wealth Advisors’s Meta Platforms (Facebook) META Stock Holding History

ERTS Wealth Advisors’s Portfolio META Stock Details META Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,694
Closed -$976K – 66
2025
Q1 		$976K Sell
1,694
-21
-1% -$13.5K 0.19% 30
2024
Q4 		$1M Sell
1,715
-28
-2% -$16.4K 0.19% 33
2024
Q3 		$998K Buy
1,743
+19
+1% +$9.78K 0.19% 33
2024
Q2 		$869K Sell
1,724
-15
-0.9% -$7.29K 0.17% 34
2024
Q1 		$844K Sell
1,739
-30
-2% -$13.4K 0.17% 33
2023
Q4 		$626K Buy
1,769
+32
+2% +$10.4K 0.14% 35
2023
Q3 		$521K Buy
1,737
+90
+5% +$27.1K 0.13% 39
2023
Q2 		$473K Sell
1,647
-67
-4% -$16.5K 0.11% 49
2023
Q1 		$363K Sell
1,714
-211
-11% -$35.9K 0.09% 60
2022
Q4 		$232K Sell
1,925
-77
-4% -$9.04K 0.06% 87
2022
Q3 		$272K Buy
2,002
+11
+0.6% +$1.78K 0.08% 73
2022
Q2 		$321K Buy
1,991
+110
+6% +$21.2K 0.09% 65
2022
Q1 		$418K Buy
1,881
+5
+0.3% +$1.25K 0.12% 52
2021
Q4 		$631K Sell
1,876
-156
-8% -$51.8K 0.15% 44
2021
Q3 		$690K Buy
2,032
+80
+4% +$28.8K 0.18% 37
2021
Q2 		$679K Sell
1,952
-61
-3% -$19.6K 0.18% 42
2021
Q1 		$593K Sell
2,013
-92
-4% -$24.8K 0.18% 45
2020
Q4 		$575K Sell
2,105
-60
-3% -$16.4K 0.19% 42
2020
Q3 		$567K Sell
2,165
-60
-3% -$15.5K 0.21% 39
2020
Q2 		$505K Sell
2,225
-76
-3% -$15.9K 0.2% 39
2020
Q1 		$384K Sell
2,301
-110
-5% -$21.5K 0.19% 57
2019
Q4 		$495K Sell
2,411
-70
-3% -$13.6K 0.22% 44
2019
Q3 		$442K Sell
2,481
-515
-17% -$97.9K 0.22% 44
2019
Q2 		$578K Sell
2,996
-100
-3% -$18.3K 0.32% 41
2019
Q1 		$516K Buy
3,096
+222
+8% +$35.3K 0.31% 40
2018
Q4 		$377K Buy
+2,874
New +$416K 0.27% 48

Other funds holding META

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

ERTS Wealth Advisors's META Position: Q2 2025 in Review

ERTS Wealth Advisors sold out of Meta Platforms (Facebook) (META) in Q2 2025, closing a stake of 1,694 shares — an estimated $976K sold.

ERTS Wealth Advisors first reported a position in META in Q4 2018 and held it in 26 quarters. The position peaked at $1M in Q4 2024. 4,830 funds tracked by Wall St. Rank hold META as of Q2 2025.

  • ERTS Wealth Advisors reported no remaining Meta Platforms (Facebook) position as of Q2 2025 after selling out during the quarter.
  • ERTS Wealth Advisors sold 1,694 Meta Platforms (Facebook) shares in Q2 2025, an estimated $976K.
  • ERTS Wealth Advisors first reported a position in Meta Platforms (Facebook) in Q4 2018 and held it in 26 quarters.
  • ERTS Wealth Advisors's Meta Platforms (Facebook) position peaked at $1M in Q4 2024.
  • 4,830 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2025.

Based on ERTS Wealth Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.