MWA
MFA Wealth Advisors’s iShares Global Energy ETF IXC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11M | Buy |
281,064
+512
| +0.2% | +$20.1K | 2.59% | 11 |
|
|
2025
Q1 | $11.8M | Buy |
280,552
+16,001
| +6% | +$673K | 2.92% | 11 |
|
|
2024
Q4 | $10.1M | Buy |
264,551
+29,213
| +12% | +$1.12M | 2.59% | 12 |
|
|
2024
Q3 | $9.53M | Sell |
235,338
-791
| -0.3% | -$32K | 2.08% | 14 |
|
|
2024
Q2 | $9.8M | Buy |
236,129
+196
| +0.1% | +$8.14K | 2.14% | 15 |
|
|
2024
Q1 | $10.1M | Sell |
235,933
-1,501
| -0.6% | -$64.5K | 2.66% | 12 |
|
|
2023
Q4 | $9.29M | Buy |
237,434
+271
| +0.1% | +$10.6K | 2.61% | 13 |
|
|
2023
Q3 | $9.79M | Buy |
237,163
+2,587
| +1% | +$107K | 3.04% | 12 |
|
|
2023
Q2 | $8.73M | Buy |
234,576
+5,569
| +2% | +$207K | 2.75% | 14 |
|
|
2023
Q1 | $8.65M | Sell |
229,007
-2,858
| -1% | -$108K | 2.85% | 13 |
|
|
2022
Q4 | $9.04M | Sell |
231,865
-8,359
| -3% | -$326K | 3.27% | 11 |
|
|
2022
Q3 | $8.01M | Sell |
240,224
-9,574
| -4% | -$319K | 2.97% | 12 |
|
|
2022
Q2 | $8.47M | Sell |
249,798
-6,938
| -3% | -$235K | 3.09% | 11 |
|
|
2022
Q1 | $9.29M | Sell |
256,736
-46,960
| -15% | -$1.7M | 2.96% | 12 |
|
|
2021
Q4 | $8.36M | Buy |
303,696
+1,776
| +0.6% | +$48.9K | 3.54% | 12 |
|
|
2021
Q3 | $8.11M | Buy |
301,920
+6,739
| +2% | +$181K | 3.72% | 12 |
|
|
2021
Q2 | $7.85M | Sell |
295,181
-538
| -0.2% | -$14.3K | 3.54% | 11 |
|
|
2021
Q1 | $7.3M | Buy |
295,719
+37,163
| +14% | +$918K | 3.54% | 9 |
|
|
2020
Q4 | $5.25M | Buy |
258,556
+2,983
| +1% | +$60.6K | 4.68% | 11 |
|
|
2020
Q3 | $4.19M | Buy |
255,573
+5,713
| +2% | +$93.7K | 4.45% | 11 |
|
|
2020
Q2 | $4.88M | Buy |
+249,860
| New | +$4.88M | 3.16% | 13 |
|