MFA Wealth Advisors’s iShares US Telecommunications ETF IYZ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-356	Closed	-$9.81K	–	123
2020 Q2	$9.81K	Buy	+356	New	+$9.68K	0.01%	161

Other funds holding IYZ

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 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

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

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

KCM

Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 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 IYZ Position: Q3 2020 in Review

MFA Wealth Advisors sold out of iShares US Telecommunications ETF (IYZ) in Q3 2020, closing a stake of 356 shares — an estimated $9.81K sold.

MFA Wealth Advisors first reported a position in IYZ in Q2 2020 and held it in 1 quarter. The position peaked at $9.81K in Q2 2020. 105 funds tracked by Wall St. Rank hold IYZ as of Q3 2020.

MFA Wealth Advisors reported no remaining iShares US Telecommunications ETF position as of Q3 2020 after selling out during the quarter.
MFA Wealth Advisors sold 356 iShares US Telecommunications ETF shares in Q3 2020, an estimated $9.81K.
MFA Wealth Advisors first reported a position in iShares US Telecommunications ETF in Q2 2020 and held it in 1 quarter.
MFA Wealth Advisors's iShares US Telecommunications ETF position peaked at $9.81K in Q2 2020.
105 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q3 2020.

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