MFA Wealth Advisors
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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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Scotia Capital
Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Raymond James Financial Services Advisors
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. 124 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.
  • 124 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.