20/20 Capital Management’s iShares Global Materials ETF MXI Stock Holding History

20/20 Capital Management’s Portfolio MXI Stock Details MXI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	$502K	Buy	5,517 +66	+1%	+$6.14K	0.13%	101
2021 Q1	$473K	Sell	5,451 -111	-2%	-$9.46K	0.14%	102
2020 Q4	$457K	Sell	5,562 -451	-8%	-$33.9K	0.13%	111
2020 Q3	$420K	Hold	6,013	–	–	0.16%	103
2020 Q2	$413K	Sell	6,013 -1,444	-19%	-$83.2K	0.16%	94
2020 Q1	$416K	Sell	7,457 -148	-2%	-$8.87K	0.19%	90
2019 Q4	$503K	Buy	+7,605	New	+$493K	0.2%	84

Other funds holding MXI

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

20/20 Capital Management's MXI Position: Q2 2021 in Review

20/20 Capital Management increased its iShares Global Materials ETF (MXI) stake by 1.2% in Q2 2021, buying an estimated $6.14K and bringing the position to 5,517 shares worth $502K. The position accounts for 0.13% of the portfolio, ranked #101.

20/20 Capital Management first reported a position in MXI in Q4 2019 and has held it in 7 quarters since. The position peaked at $503K in Q4 2019. 107 funds tracked by Wall St. Rank hold MXI as of Q2 2021.

20/20 Capital Management held 5,517 shares of iShares Global Materials ETF worth $502K as of Q2 2021.
20/20 Capital Management bought 66 iShares Global Materials ETF shares in Q2 2021, an estimated $6.14K.
iShares Global Materials ETF made up 0.13% of 20/20 Capital Management's portfolio in Q2 2021, its #101 holding.
20/20 Capital Management first reported a position in iShares Global Materials ETF in Q4 2019 and has held it in 7 quarters since.
20/20 Capital Management's iShares Global Materials ETF position peaked at $503K in Q4 2019.
107 funds tracked by Wall St. Rank held iShares Global Materials ETF as of Q2 2021.

Based on 20/20 Capital Management's 13F filing for Q2 2021, filed 12 Jul 2021.