McClarren Financial Advisors’s Ford F Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-10	Closed	-$2K	–	152
2025 Q1	$2K	Buy	+10	New	+$98	﹤0.01%	251
2024 Q4	–	Sell	-10	Closed	-$2	–	239
2024 Q3	$2	Sell	10 -2	-17%	-$23	﹤0.01%	221
2024 Q2	$0	Sell	12 -66	-85%	-$816	﹤0.01%	327
2024 Q1	$2K	Buy	78 +1	+1%	+$12	﹤0.01%	273
2023 Q4	$1K	Buy	77 +2	+3%	+$22	﹤0.01%	340
2023 Q3	$0	Buy	75 +1	+1%	+$13	﹤0.01%	344
2023 Q2	$1K	Buy	74 +1	+1%	+$13	﹤0.01%	311
2023 Q1	$0	Buy	73 +1	+1%	+$13	﹤0.01%	377
2022 Q4	$0	Hold	72	–	–	﹤0.01%	382
2022 Q3	$0	Buy	+72	New	+$1.01K	﹤0.01%	315
2022 Q2	–	Sell	-70	Closed	-$1K	–	100
2022 Q1	$1K	Sell	70 -1	-1%	-$19	﹤0.01%	263
2021 Q4	$2K	Buy	71 +1	+1%	+$18	﹤0.01%	292
2021 Q3	$0	Buy	+70	New	+$952	﹤0.01%	301

Other funds holding F

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

Newport Trust Company

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 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

Dimensional Fund Advisors

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

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $34.9B AUM 18.19% 1-Year Est. Return