MWA
MFA Wealth Advisors’s iShares Core US REIT ETF USRT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.1M | Sell |
19,380
-2,083
| -10% | -$118K | 0.26% | 49 |
|
|
2025
Q1 | $1.24M | Sell |
21,463
-141
| -0.7% | -$8.12K | 0.31% | 39 |
|
|
2024
Q4 | $1.24M | Sell |
21,604
-470
| -2% | -$26.9K | 0.32% | 39 |
|
|
2024
Q3 | $1.36M | Sell |
22,074
-1,098
| -5% | -$67.6K | 0.3% | 44 |
|
|
2024
Q2 | $1.24M | Buy |
23,172
+1,312
| +6% | +$70.3K | 0.27% | 48 |
|
|
2024
Q1 | $1.18M | Buy |
21,860
+137
| +0.6% | +$7.37K | 0.31% | 45 |
|
|
2023
Q4 | $1.18M | Sell |
21,723
-24
| -0.1% | -$1.3K | 0.33% | 42 |
|
|
2023
Q3 | $1.03M | Buy |
+21,747
| New | +$1.03M | 0.32% | 41 |
|