MFA Wealth Advisors’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-5,889	Closed	-$294K	–	63
2022 Q2	$294K	Buy	5,889 +2,354	+67%	+$126K	0.11%	51
2022 Q1	$204K	Buy	+3,535	New	+$208K	0.07%	64
2021 Q4	–	Sell	-159,506	Closed	-$9.72M	–	76
2021 Q3	$9.72M	Buy	159,506 +12,028	+8%	+$757K	4.46%	6
2021 Q2	$9.35M	Buy	147,478 +26,191	+22%	+$1.66M	4.22%	6
2021 Q1	$7.36M	Buy	+121,287	New	+$7.38M	3.57%	8

Other funds holding VEU

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

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

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

MFA Wealth Advisors's VEU Position: Q3 2022 in Review

MFA Wealth Advisors sold out of Vanguard FTSE All-World ex-US ETF (VEU) in Q3 2022, closing a stake of 5,889 shares — an estimated $294K sold.

MFA Wealth Advisors first reported a position in VEU in Q1 2021 and held it in 5 quarters. The position peaked at $9.72M in Q3 2021. 974 funds tracked by Wall St. Rank hold VEU as of Q3 2022.

MFA Wealth Advisors reported no remaining Vanguard FTSE All-World ex-US ETF position as of Q3 2022 after selling out during the quarter.
MFA Wealth Advisors sold 5,889 Vanguard FTSE All-World ex-US ETF shares in Q3 2022, an estimated $294K.
MFA Wealth Advisors first reported a position in Vanguard FTSE All-World ex-US ETF in Q1 2021 and held it in 5 quarters.
MFA Wealth Advisors's Vanguard FTSE All-World ex-US ETF position peaked at $9.72M in Q3 2021.
974 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q3 2022.

Based on MFA Wealth Advisors's 13F filing for Q3 2022, filed 22 Nov 2022.