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World Investment Advisors’s IQ ARB Merger Arbitrage ETF MNA Stock Holding History

World Investment Advisors’s Portfolio MNA Stock Details MNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-9,558
Closed -$314K – 1028
2024
Q3 		$314K Buy
+9,558
New +$310K 0.01% 725
2020
Q2 		– Sell
-27,506
Closed -$829K – 179
2020
Q1 		$829K Sell
27,506
-10
-0% -$323 0.38% 45
2019
Q4 		$914K Buy
27,516
+7,549
+38% +$247K 0.36% 44
2019
Q3 		$640K Sell
19,967
-71
-0.4% -$2.26K 0.27% 54
2019
Q2 		$636K Buy
20,038
+27
+0.1% +$856 0.28% 51
2019
Q1 		$639K Buy
20,011
+660
+3% +$21.1K 0.29% 49
2018
Q4 		$614K Buy
+19,351
New +$614K 0.28% 59

Other funds holding MNA

NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OPCM
Osborne Partners Capital Management San Francisco, California $1.89B AUM 16.21% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

World Investment Advisors's MNA Position: Q4 2024 in Review

World Investment Advisors sold out of IQ ARB Merger Arbitrage ETF (MNA) in Q4 2024, closing a stake of 9,558 shares — an estimated $314K sold.

World Investment Advisors first reported a position in MNA in Q4 2018 and held it in 7 quarters. The position peaked at $914K in Q4 2019. 72 funds tracked by Wall St. Rank hold MNA as of Q4 2024.

  • World Investment Advisors reported no remaining IQ ARB Merger Arbitrage ETF position as of Q4 2024 after selling out during the quarter.
  • World Investment Advisors sold 9,558 IQ ARB Merger Arbitrage ETF shares in Q4 2024, an estimated $314K.
  • World Investment Advisors first reported a position in IQ ARB Merger Arbitrage ETF in Q4 2018 and held it in 7 quarters.
  • World Investment Advisors's IQ ARB Merger Arbitrage ETF position peaked at $914K in Q4 2019.
  • 72 funds tracked by Wall St. Rank held IQ ARB Merger Arbitrage ETF as of Q4 2024.

Based on World Investment Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.