Advisors Preferred’s iShares Global Materials ETF MXI Stock Holding History

Advisors Preferred’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 Q3	–	Sell	-480	Closed	-$39.6K	–	243
2023 Q2	$39.6K	Sell	480 -10	-2%	-$818	0.01%	128
2023 Q1	$41.2K	Buy	+490	New	+$40.8K	0.01%	115
2021 Q4	–	Sell	-2,544	Closed	-$218K	–	211
2021 Q3	$218K	Sell	2,544 -1,091	-30%	-$99.2K	0.03%	130
2021 Q2	$331K	Buy	+3,635	New	+$338K	0.03%	138
2021 Q1	–	Sell	-4,128	Closed	-$340K	–	195
2020 Q4	$340K	Buy	+4,128	New	+$310K	0.06%	117
2018 Q2	–	Sell	-1,778	Closed	-$120K	–	255
2018 Q1	$120K	Sell	1,778 -709	-29%	-$50.3K	0.06%	94
2017 Q4	$174K	Buy	+2,487	New	+$168K	0.07%	91
2017 Q2	–	Sell	-353	Closed	-$21	–	261
2017 Q1	$21	Buy	+353	New	+$20.7K	0.01%	169
2016 Q4	–	Sell	-4,055	Closed	-$217K	–	239
2016 Q3	$217K	Buy	+4,055	New	+$211K	0.1%	70
2015 Q3	–	Sell	-491	Closed	-$27K	–	248
2015 Q2	$27K	Sell	491 -113	-19%	-$6.65K	0.02%	182
2015 Q1	$34.3K	Buy	+604	New	+$34.6K	0.02%	159
2014 Q3	–	Sell	-1,637	Closed	-$106K	–	321
2014 Q2	$106K	Sell	1,637 -1,619	-50%	-$103K	0.05%	119
2014 Q1	$203K	Buy	+3,256	New	+$200K	0.09%	155

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

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

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

OCBCO

Oversea-Chinese Banking Corp (OCBC) Singapore $3.7B AUM 28.52% 1-Year Est. Return

WAOTB

Wealth Advisors of Tampa Bay Tampa, Florida $302M AUM 26.95% 1-Year Est. Return

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

Advisors Preferred's MXI Position: Q3 2023 in Review

Advisors Preferred sold out of iShares Global Materials ETF (MXI) in Q3 2023, closing a stake of 480 shares — an estimated $39.6K sold.

Advisors Preferred first reported a position in MXI in Q1 2014 and held it in 13 quarters. The position peaked at $340K in Q4 2020. 74 funds tracked by Wall St. Rank hold MXI as of Q3 2023.

Advisors Preferred reported no remaining iShares Global Materials ETF position as of Q3 2023 after selling out during the quarter.
Advisors Preferred sold 480 iShares Global Materials ETF shares in Q3 2023, an estimated $39.6K.
Advisors Preferred first reported a position in iShares Global Materials ETF in Q1 2014 and held it in 13 quarters.
Advisors Preferred's iShares Global Materials ETF position peaked at $340K in Q4 2020.
74 funds tracked by Wall St. Rank held iShares Global Materials ETF as of Q3 2023.

Based on Advisors Preferred's 13F filing for Q3 2023, filed 7 Nov 2023.