Advisornet Financial’s iShares Global Materials ETF MXI Stock Holding History

Advisornet Financial’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
2022 Q4	–	Sell	-5,844	Closed	-$397K	–	2454
2022 Q3	$397K	Sell	5,844 -182	-3%	-$13.4K	0.04%	365
2022 Q2	$445K	Sell	6,026 -3,969	-40%	-$343K	0.04%	333
2022 Q1	$939K	Buy	9,995 +195	+2%	+$17.5K	0.06%	264
2021 Q4	$887K	Buy	9,800 +471	+5%	+$41.8K	0.05%	286
2021 Q3	$795K	Buy	9,329 +334	+4%	+$30.4K	0.06%	283
2021 Q2	$818K	Buy	8,995 +3,720	+71%	+$346K	0.05%	297
2021 Q1	$458K	Buy	+5,275	New	+$450K	0.03%	380

Other funds holding MXI

Morgan Stanley New York $1.66T AUM 25.57% 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

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 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

OMC

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Advisornet Financial's MXI Position: Q4 2022 in Review

Advisornet Financial sold out of iShares Global Materials ETF (MXI) in Q4 2022, closing a stake of 5,844 shares — an estimated $397K sold.

Advisornet Financial first reported a position in MXI in Q1 2021 and held it in 7 quarters. The position peaked at $939K in Q1 2022. 95 funds tracked by Wall St. Rank hold MXI as of Q4 2022.

Advisornet Financial reported no remaining iShares Global Materials ETF position as of Q4 2022 after selling out during the quarter.
Advisornet Financial sold 5,844 iShares Global Materials ETF shares in Q4 2022, an estimated $397K.
Advisornet Financial first reported a position in iShares Global Materials ETF in Q1 2021 and held it in 7 quarters.
Advisornet Financial's iShares Global Materials ETF position peaked at $939K in Q1 2022.
95 funds tracked by Wall St. Rank held iShares Global Materials ETF as of Q4 2022.

Based on Advisornet Financial's 13F filing for Q4 2022, filed 13 Jan 2023.