Ma Private Wealth Reduced Holdings in Q3 2024

Ma Private Wealth

  • $533 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-165K
- 59.82%
$83.76 - $91.82 $13.8M - $15.1M
111K $10.1M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-49.2K
- 72.35%
$175.46 - $203.3 $8.64M - $10M
18.8K $3.82M
EFV
Msci Eafe Value ETF

ETFs
-122K
- 24.17%
$51.72 - $57.96 $6.33M - $7.1M
384K $22.1M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-39.9K
- 14.13%
$162.64 - $179.3 $6.48M - $7.15M
242K $43.4M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-93.3K
- 82.35%
$36.02 - $41.68 $3.36M - $3.89M
20K $825K
IEFA
Ishares Tr

ETFs
-33.7K
- 67.08%
$70.09 - $78.74 $2.36M - $2.66M
16.6K $1.29M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-18.4K
- 37.94%
$113.45 - $126.18 $2.09M - $2.33M
30.2K $3.81M
IYW
Ishares Dj Us Tech ETF

ETFs
-6.57K
- 5.32%
$133.16 - $158.73 $875K - $1.04M
117K $17.8M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-15.1K
- 10.53%
$51.02 - $52.74 $771K - $797K
128K $6.76M
IXUS
Ishares Tr

ETFs
-10.1K
- 22.34%
$64.9 - $73.35 $658K - $744K
35.3K $2.56M
VEA
Vanguard Ftse Developed Market

ETFs
-7.96K
- 25.92%
$47.6 - $53.31 $379K - $425K
22.8K $1.2M
SPSB
Spdr Portfolio Short Term Corp

ETFs
-9.98K
- 46.52%
$29.58 - $30.31 $295K - $303K
11.5K $347K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-16.6K
- 14.35%
$22.38 - $23.66 $372K - $393K
99.2K $2.33M
XLE
Energy Sector Spdr

ETFs
-1.87K
- 14.17%
$84.35 - $93.39 $158K - $175K
11.4K $996K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-4.23K
- 30.61%
$46.18 - $48.92 $195K - $207K
9.59K $466K
MSFT
Microsoft Corp

Technology
-38
- 0.93%
$395.15 - $467.56 $15K - $17.8K
4.05K $1.74M
VIG
Vanguard Dividend Appreciation

ETFs
-396
- 7.44%
$182.15 - $182.15 $72.1K - $72.1K
4.93K $897K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-148
- 5.62%
$332.02 - $382.76 $49.1K - $56.6K
2.49K $932K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-732
- 6.09%
$97.81 - $108.79 $71.6K - $79.6K
11.3K $1.23M
IXN
Ishares Global Information Tec

ETFs
-27
- 0.11%
$73.0 - $87.81 $1.97K - $2.37K
25.6K $2.11M
LCTD
Blackrock ETF World Ex Us Carb
-490
- 7.59%
N/A
5.96K $0
XLV
Select Sector Spdr Fund Health

ETFs
-510
- 4.26%
$143.3 - $157.24 $73.1K - $80.2K
11.5K $1.77M
JNJ
Johnson & Johnson

Healthcare
-88
- 3.42%
$145.48 - $167.38 $12.8K - $14.7K
2.49K $402K
VUG
Vanguard Growth ETF

ETFs
-335
- 2.07%
$341.08 - $391.94 $114K - $131K
15.9K $6.09M
SPY
Spdr S&P 500 ETF Trust

ETFs
-76
- 2.56%
$517.38 - $573.86 $39.3K - $43.6K
2.89K $1.66M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-9
- 0.27%
$283.28 - $314.39 $2.55K - $2.83K
3.27K $1.03M
VLUE
Ishares Msci Usa Value Factor

ETFs
-10
- 0.08%
$99.14 - $109.18 $991 - $1.09K
12.1K $1.32M
IVV
Ishares Core S&P 500 ETF

ETFs
-874
- 4.04%
$520.18 - $576.82 $455K - $504K
20.8K $12M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-3.37K
- 2.56%
$74.26 - $78.84 $250K - $266K
128K $10M
MGC
Vanguard Mega Cap ETF

ETFs
-2.07K
- 2.84%
$185.93 - $206.64 $384K - $427K
70.8K $14.6M
VTV
Vanguard Value ETF

ETFs
-455
- 1.66%
$159.75 - $174.57 $72.7K - $79.4K
27K $4.71M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-20.2K
- 2.18%
$71.45 - $75.64 $1.45M - $1.53M
908K $68.2M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-6.61K
- 3.69%
$475.2 - $527.7 $3.14M - $3.49M
172K $91M
Activity Summary
Buys All Purchases 31 New Holdings 5 Increased Positions 26 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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