Accel Wealth Management’s iShares Global Materials ETF MXI Stock Holding History

Accel Wealth 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
2023 Q2	–	Sell	-259	Closed	-$21.7K	–	608
2023 Q1	$21.7K	Hold	259	–	–	0.01%	686
2022 Q4	$20.4K	Hold	259	–	–	0.01%	540
2022 Q3	$19K	Hold	259	–	–	0.01%	574
2022 Q2	$18K	Hold	259	–	–	0.01%	575
2022 Q1	$25K	Hold	259	–	–	0.01%	506
2021 Q4	$23K	Hold	259	–	–	0.01%	542
2021 Q3	$22K	Hold	259	–	–	0.01%	483
2021 Q2	$24K	Hold	259	–	–	0.02%	495
2021 Q1	$22K	Hold	259	–	–	0.02%	483
2020 Q4	$21K	Buy	+259	New	+$19.5K	0.02%	479

Other funds holding MXI

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

PFA

Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Sinecera Capital Austin, Texas $82.9M AUM 21.76% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Accel Wealth Management's MXI Position: Q2 2023 in Review

Accel Wealth Management sold out of iShares Global Materials ETF (MXI) in Q2 2023, closing a stake of 259 shares — an estimated $21.7K sold.

Accel Wealth Management first reported a position in MXI in Q4 2020 and held it in 10 quarters. The position peaked at $25K in Q1 2022. 80 funds tracked by Wall St. Rank hold MXI as of Q2 2023.

Accel Wealth Management reported no remaining iShares Global Materials ETF position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 259 iShares Global Materials ETF shares in Q2 2023, an estimated $21.7K.
Accel Wealth Management first reported a position in iShares Global Materials ETF in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's iShares Global Materials ETF position peaked at $25K in Q1 2022.
80 funds tracked by Wall St. Rank held iShares Global Materials ETF as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.