MFA Wealth Advisors’s iShares Global 100 ETF IOO Stock Holding History

MFA Wealth Advisors’s Portfolio IOO Stock Details IOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-7,732	Closed	-$374K	–	60
2018 Q2	$374K	Buy	+7,732	New	+$360K	0.25%	46
2018 Q1	–	Sell	-7,732	Closed	-$326K	–	52
2017 Q4	$326K	Buy	+7,732	New	+$353K	0.22%	49

Other funds holding IOO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

MFA Wealth Advisors's IOO Position: Q3 2018 in Review

MFA Wealth Advisors sold out of iShares Global 100 ETF (IOO) in Q3 2018, closing a stake of 7,732 shares — an estimated $374K sold.

MFA Wealth Advisors first reported a position in IOO in Q4 2017 and held it in 2 quarters. The position peaked at $374K in Q2 2018. 125 funds tracked by Wall St. Rank hold IOO as of Q3 2018.

MFA Wealth Advisors reported no remaining iShares Global 100 ETF position as of Q3 2018 after selling out during the quarter.
MFA Wealth Advisors sold 7,732 iShares Global 100 ETF shares in Q3 2018, an estimated $374K.
MFA Wealth Advisors first reported a position in iShares Global 100 ETF in Q4 2017 and held it in 2 quarters.
MFA Wealth Advisors's iShares Global 100 ETF position peaked at $374K in Q2 2018.
125 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q3 2018.

Based on MFA Wealth Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.