MWA
MFA Wealth Advisors’s Avantis US Small Cap Value ETF AVUV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $12.3M | Sell |
134,686
-40,804
| -23% | -$3.72M | 2.88% | 9 |
|
2025
Q1 | $15.3M | Sell |
175,490
-8,128
| -4% | -$709K | 3.79% | 7 |
|
2024
Q4 | $17.7M | Buy |
183,618
+15,256
| +9% | +$1.47M | 4.54% | 6 |
|
2024
Q3 | $16.2M | Sell |
168,362
-9,097
| -5% | -$873K | 3.53% | 8 |
|
2024
Q2 | $15.9M | Buy |
177,459
+2,785
| +2% | +$250K | 3.48% | 8 |
|
2024
Q1 | $16.4M | Sell |
174,674
-1,488
| -0.8% | -$139K | 4.3% | 6 |
|
2023
Q4 | $15.8M | Buy |
176,162
+1,854
| +1% | +$166K | 4.45% | 6 |
|
2023
Q3 | $13.6M | Buy |
174,308
+2,596
| +2% | +$202K | 4.22% | 6 |
|
2023
Q2 | $13.3M | Buy |
171,712
+5,684
| +3% | +$441K | 4.2% | 6 |
|
2023
Q1 | $12.3M | Buy |
166,028
+2,284
| +1% | +$169K | 4.05% | 6 |
|
2022
Q4 | $12.2M | Sell |
163,744
-5,902
| -3% | -$440K | 4.42% | 6 |
|
2022
Q3 | $11.2M | Buy |
169,646
+7,356
| +5% | +$487K | 4.16% | 7 |
|
2022
Q2 | $11.1M | Buy |
162,290
+20,299
| +14% | +$1.39M | 4.05% | 7 |
|
2022
Q1 | $11.3M | Buy |
+141,991
| New | +$11.3M | 3.62% | 7 |
|