MFA Wealth Advisors’s iShares US Real Estate ETF IYR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-598	Closed	-$47.1K	–	122
2020 Q2	$47.1K	Sell	598 -3,782	-86%	-$287K	0.03%	74
2020 Q1	$286K	Buy	+4,380	New	+$388K	0.28%	42
2019 Q2	–	Sell	-2,764	Closed	-$229K	–	47
2019 Q1	$229K	Buy	+2,764	New	+$229K	0.15%	51
2018 Q4	–	Sell	-2,874	Closed	-$220K	–	47
2018 Q3	$220K	Sell	2,874 -55	-2%	-$4.48K	0.16%	48
2018 Q2	$231K	Buy	+2,929	New	+$226K	0.15%	56

Other funds holding IYR

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

MFA Wealth Advisors's IYR Position: Q3 2020 in Review

MFA Wealth Advisors sold out of iShares US Real Estate ETF (IYR) in Q3 2020, closing a stake of 598 shares — an estimated $47.1K sold.

MFA Wealth Advisors first reported a position in IYR in Q2 2018 and held it in 5 quarters. The position peaked at $286K in Q1 2020. 392 funds tracked by Wall St. Rank hold IYR as of Q3 2020.

MFA Wealth Advisors reported no remaining iShares US Real Estate ETF position as of Q3 2020 after selling out during the quarter.
MFA Wealth Advisors sold 598 iShares US Real Estate ETF shares in Q3 2020, an estimated $47.1K.
MFA Wealth Advisors first reported a position in iShares US Real Estate ETF in Q2 2018 and held it in 5 quarters.
MFA Wealth Advisors's iShares US Real Estate ETF position peaked at $286K in Q1 2020.
392 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2020.

Based on MFA Wealth Advisors's 13F filing for Q3 2020, filed 12 Nov 2020.