MFA Wealth Advisors’s iShares Global REIT ETF REET Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-150,685	Closed	-$4.23M	–	44
2019 Q3	$4.23M	Buy	150,685 +2,370	+2%	+$64.9K	3.44%	11
2019 Q2	$3.96M	Sell	148,315 -1,406	-0.9%	-$37.6K	2.98%	13
2019 Q1	$3.99M	Buy	149,721 +7,806	+6%	+$201K	2.62%	14
2018 Q4	$3.33M	Buy	141,915 +1,941	+1%	+$47.8K	3.33%	12
2018 Q3	$3.51M	Buy	139,974 +8,273	+6%	+$214K	2.61%	13
2018 Q2	$3.42M	Buy	+131,701	New	+$3.3M	2.24%	12

Other funds holding REET

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

PSUF

People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 1-Year Est. Return

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

JMPWA

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

FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

CWM

Cahaba Wealth Management Atlanta, Georgia $1.47B AUM 13.36% 1-Year Est. Return

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

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

MFA Wealth Advisors's REET Position: Q4 2019 in Review

MFA Wealth Advisors sold out of iShares Global REIT ETF (REET) in Q4 2019, closing a stake of 150,685 shares — an estimated $4.23M sold.

MFA Wealth Advisors first reported a position in REET in Q2 2018 and held it in 6 quarters. The position peaked at $4.23M in Q3 2019. 169 funds tracked by Wall St. Rank hold REET as of Q4 2019.

MFA Wealth Advisors reported no remaining iShares Global REIT ETF position as of Q4 2019 after selling out during the quarter.
MFA Wealth Advisors sold 150,685 iShares Global REIT ETF shares in Q4 2019, an estimated $4.23M.
MFA Wealth Advisors first reported a position in iShares Global REIT ETF in Q2 2018 and held it in 6 quarters.
MFA Wealth Advisors's iShares Global REIT ETF position peaked at $4.23M in Q3 2019.
169 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q4 2019.

Based on MFA Wealth Advisors's 13F filing for Q4 2019, filed 23 Jan 2020.