Ownership history in MCF Advisors LLC Β· 19 quarters on record
This page tracks every 13F SEC filing in which MCF Advisors LLC reported a position in ISHARES TR (IDEV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π MCF Advisors LLC underperformed the S&P 500 by β4.5% annually on this IDEV position. Timing score: 56% (10/18 decisions correct). Average cost basis: $56.74. Maximum drawdown during holding period: β25.6%.
β οΈ Trailed SPY by 4.5% ann. on this position.
18 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
10 of 18 add/trim decisions correct
Best entry: $43.51 (2022 Q3) Β· Worst: $82.48 (2025 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
16 adds Β· 3 trims. Bought during 7 of 7 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 7.31% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.