McClarren Financial Advisors’s Dow Inc DOW Stock Holding History

McClarren Financial Advisors’s Portfolio DOW Stock Details DOW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-137	Closed	-$8K	–	143
2025 Q1	$8K	Buy	+137	New	+$5.26K	0.01%	218
2024 Q3	–	Sell	-106	Closed	-$5K	–	262
2024 Q2	$5K	Buy	106 +7	+7%	+$400	﹤0.01%	264
2024 Q1	$6K	Buy	99 +2	+2%	+$111	﹤0.01%	254
2023 Q4	$5K	Buy	97 +1	+1%	+$51	﹤0.01%	295
2023 Q3	$4K	Buy	96 +20	+26%	+$1.07K	﹤0.01%	282
2023 Q2	$4K	Buy	76 +1	+1%	+$53	﹤0.01%	288
2023 Q1	$4K	Buy	75 +1	+1%	+$56	﹤0.01%	276
2022 Q4	$3K	Sell	74 -599	-89%	-$29.3K	﹤0.01%	288
2022 Q3	$29K	Buy	+673	New	+$34.1K	0.03%	170
2022 Q2	–	Sell	-71	Closed	-$4K	–	89
2022 Q1	$4K	Hold	71	–	–	﹤0.01%	238
2021 Q4	$4K	Buy	71 +2	+3%	+$114	﹤0.01%	270
2021 Q3	$4K	Sell	69 -95	-58%	-$5.82K	﹤0.01%	243
2021 Q2	$10K	Buy	164 +1	+0.6%	+$66	0.01%	223
2021 Q1	$10K	Buy	163 +2	+1%	+$120	0.01%	198
2020 Q4	$8K	Buy	+161	New	+$8.31K	0.01%	177

Other funds holding DOW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Pzena Investment Management

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return